We are live on ! Find out more
BST icon

BlackRock Science and Technology Trust
BST

107 hedge funds and large institutions have $233M invested in BlackRock Science and Technology Trust in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% less funds holding

Funds holding: 108 → 107 (-1)

5.57% less ownership

Funds ownership: 30.55% → 24.98% (-5.6%)

10% less capital invested

Capital invested by funds: $260M → $233M (-$27M)

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
38
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.53M
2
Ameriprise
Ameriprise
Minnesota
+$531K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$387K
4
LPL Financial
LPL Financial
California
+$375K
5
Wells Fargo
Wells Fargo
California
+$358K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$52M
2
AWM
AE Wealth Management
Kansas
-$498K
3
Invesco
Invesco
Georgia
-$451K
4
RJA
Raymond James & Associates
Florida
-$403K
5
HF
HRT Financial
New York
-$403K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
51
Raymond James Trust
Florida
$406K +$48.7K +1,355 +14%
APW
52
Aurora Private Wealth
New Jersey
$386K -$70.3K -1,955 -16%
FFN
53
Focus Financial Network
Minnesota
$360K +$55K +1,530 +17%
NLP
54
Next Level Private
New York
$345K -$54K -1,500 -14%
PWM
55
Perigon Wealth Management
California
$340K +$612 +17 +0.2%
FA
56
Faithward Advisors
Pennsylvania
$327K +$319K +8,867 New
Jane Street
57
Jane Street
New York
$315K -$140K -3,890 -31%
MFG
58
Mosaic Financial Group
Illinois
$314K +$306K +8,500 New
SWP
59
Semus Wealth Partners
Florida
$313K -$26.8K -746 -8%
MA
60
Mutual Advisors
Nebraska
$287K +$21.6K +600 +8%
WLPWM
61
Walled Lake Planning & Wealth Management
Illinois
$286K +$5.61K +156 +2%
BCA
62
Bay Colony Advisors
Massachusetts
$278K +$29K +806 +12%
HIC
63
Hartline Investment Corp
Illinois
$278K +$271K +7,530 New
DADC
64
D.A. Davidson & Co
Montana
$278K +$27K +750 +11%
MCP
65
Mirador Capital Partners
California
$277K +$270K +7,503 New
EM
66
ELCO Management
New York
$266K – – –
KFGK
67
Keystone Financial Group (Kentucky)
Kentucky
$249K – – –
LFAS
68
Level Four Advisory Services
Texas
$248K – – –
BPA
69
Beacon Pointe Advisors
California
$236K -$10.8K -300 -4%
CFS
70
Coordinated Financial Services
Colorado
$235K +$229K +6,356 New
DWP
71
Daymark Wealth Partners
Ohio
$221K – – –
EWM
72
EPG Wealth Management
Georgia
$217K +$2.84K +79 +1%
Comerica Bank
73
Comerica Bank
Texas
$181K +$7.77K +216 +5%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$135K -$2.55K -71 -2%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$125K – – –
1 2
3
4 5

BST Hedge Fund Activity: Q1 2024 in Review

107 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q1 2024, worth a combined $233M — down 10% from $260M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BST positions and 15 closed out — a net gain of 1 holder — while 38 added to existing stakes and 33 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.53M. The largest seller was Morgan Stanley, cutting an estimated $52M.

  • 107 institutional investors held BlackRock Science and Technology Trust (BST) as of Q1 2024, down from 108 in Q4 2023.
  • Funds reported $233M of BlackRock Science and Technology Trust stock for Q1 2024, down 10% quarter-over-quarter.
  • 16 funds opened new BlackRock Science and Technology Trust positions in Q1 2024 and 15 closed out, a net change of +1 holder.
  • The largest BlackRock Science and Technology Trust buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.53M added.
  • The largest BlackRock Science and Technology Trust seller in Q1 2024 was Morgan Stanley, an estimated $52M sold.

Based on aggregated 13F filings for Q1 2024.