We are live on ! Find out more
BST icon

BlackRock Science and Technology Trust
BST

101 hedge funds and large institutions have $195M invested in BlackRock Science and Technology Trust in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

9% more funds holding

Funds holding: 93 → 101 (+8)

0.97% more ownership

Funds ownership: 23.67% → 24.64% (+0.97%)

5% less capital invested

Capital invested by funds: $206M → $195M (-$10.5M)

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
35
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$2.77M
2
Invesco
Invesco
Georgia
+$2.64M
3
Morgan Stanley
Morgan Stanley
New York
+$867K
4
EC
Elequin Capital
New York
+$553K
5
WS
Wedbush Securities
California
+$551K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.69M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$691K
3
CF
Centaurus Financial
California
-$391K
4
EH
Equitable Holdings
New York
-$375K
5
JP Morgan Chase
JP Morgan Chase
New York
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
NLP
51
Next Level Private
New York
$345K – – –
FFWM
52
Future Financial Wealth Management
Ohio
$302K +$3.33K +100 +1%
AAP
53
Arax Advisory Partners
Colorado
$299K +$317K +9,531 New
SWP
54
Semus Wealth Partners
Florida
$291K -$1.56K -47 -0.5%
PWM
55
Perigon Wealth Management
California
$288K -$12.7K -381 -4%
FFN
56
Focus Financial Network
Minnesota
$271K +$20.2K +607 +8%
GWM
57
Greenwich Wealth Management
Connecticut
$270K +$42.4K +1,275 +17%
AWM
58
AE Wealth Management
Kansas
$249K +$264K +7,940 New
WLPWM
59
Walled Lake Planning & Wealth Management
Illinois
$233K -$20.3K -609 -8%
EM
60
ELCO Management
New York
$232K – – –
MA
61
Mutual Advisors
Nebraska
$219K +$232K +6,975 New
KFGK
62
Keystone Financial Group (Kentucky)
Kentucky
$217K +$230K +6,909 New
AWG
63
Altus Wealth Group
Colorado
$214K +$7.29K +219 +3%
DADC
64
D.A. Davidson & Co
Montana
$213K +$16.6K +500 +8%
BPA
65
Beacon Pointe Advisors
California
$210K – – –
RJT
66
Raymond James Trust
Florida
$208K – – –
JP Morgan Chase
67
JP Morgan Chase
New York
$144K -$218K -6,550 -59%
Comerica Bank
68
Comerica Bank
Texas
$129K +$137K +4,120 New
SWM
69
Spire Wealth Management
Virginia
$124K -$81.1K -2,438 -38%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$118K +$84.8K +2,548 +212%
HFS
71
HBC Financial Services
Washington
$116K -$9.98K -300 -8%
CF
72
Centaurus Financial
California
$106K -$391K -11,750 -78%
HIA
73
Harbor Investment Advisory
Maryland
$102K – – –
TWM
74
Tradition Wealth Management
Minnesota
$94K – – –
CCA
75
Column Capital Advisors
Indiana
$93.5K – – –
1 2
3
4 5

BST Hedge Fund Activity: Q3 2023 in Review

101 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q3 2023, worth a combined $195M — down 5.1% from $206M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BST positions and 4 closed out — a net gain of 8 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.77M. The largest seller was UBS Group, cutting an estimated $1.69M.

  • 101 institutional investors held BlackRock Science and Technology Trust (BST) as of Q3 2023, up from 93 in Q2 2023.
  • Funds reported $195M of BlackRock Science and Technology Trust stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 12 funds opened new BlackRock Science and Technology Trust positions in Q3 2023 and 4 closed out, a net change of +8 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q3 2023 was Osaic Holdings, an estimated $2.77M added.
  • The largest BlackRock Science and Technology Trust seller in Q3 2023 was UBS Group, an estimated $1.69M sold.

Based on aggregated 13F filings for Q3 2023.