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BlackRock Science and Technology Trust

113 hedge funds and large institutions have $441M invested in BlackRock Science and Technology Trust in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 21

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

40% more capital invested

Capital invested by funds: $316M → $441M (+$125M)

12.43% more ownership

Funds ownership: 21.04%33.46% (+12%)

4% more funds holding

Funds holding: 109113 (+4)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
19
Increased
55
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$296K +$55.9K +1,033 +22%
WS
77
Wedbush Securities
California
$289K +$8.06K +149 +3%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$288K +$105K +1,934 +54%
APW
79
Aurora Private Wealth
New Jersey
$284K -$5.08K -94 -2%
IAIM
80
International Assets Investment Management
Florida
$276K +$10.8K +200 +4%
KFGK
81
Keystone Financial Group (Kentucky)
Kentucky
$264K -$33.9K -626 -11%
JP Morgan Chase
82
JP Morgan Chase
New York
$261K
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$239K +$203K +3,746 +446%
IA
84
IFG Advisory
Georgia
$227K +$33K +611 +16%
PWM
85
Perigon Wealth Management
California
$226K +$1.95K +36 +0.8%
P
86
&Partners
Tennessee
$216K
BFWA
87
Benchmark Financial Wealth Advisors
Florida
$200K +$2.6K +48 +1%
LC
88
Lindbrook Capital
California
$187K +$194K +3,580 New
CCA
89
Column Capital Advisors
Indiana
$170K
PA
90
Parallel Advisors
California
$152K
NFG
91
Next Financial Group
Texas
$144K -$34.6K -639 -19%
HI
92
Harbour Investments
Wisconsin
$126K +$54 +1 +0%
FF
93
FourThought Financial
Florida
$118K -$51K -943 -29%
TWM
94
Tradition Wealth Management
Minnesota
$106K +$12.3K +227 +13%
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.9K
Citigroup
96
Citigroup
New York
$54K -$98.1K -1,814 -64%
FIA
97
FNY Investment Advisers
New York
$52K +$54.1K +1,000 New
MMG
98
Monetary Management Group
Missouri
$36K
GKWIM
99
Gerber Kawasaki Wealth & Investment Management
California
$36K +$37.9K +700 New
HPC
100
HM Payson & Co
Maine
$31K

BST Hedge Fund Activity: Q3 2021 in Review

113 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q3 2021, worth a combined $441M — up 40% from $316M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BST positions and 13 closed out — a net gain of 6 holders — while 55 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $68.3M. The largest seller was Wells Fargo, cutting an estimated $2.01M.

  • 113 institutional investors held BlackRock Science and Technology Trust (BST) as of Q3 2021, up from 109 in Q2 2021.
  • Funds reported $441M of BlackRock Science and Technology Trust stock for Q3 2021, up 40% quarter-over-quarter.
  • 19 funds opened new BlackRock Science and Technology Trust positions in Q3 2021 and 13 closed out, a net change of +6 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q3 2021 was Sit Investment Associates, an estimated $68.3M added.
  • The largest BlackRock Science and Technology Trust seller in Q3 2021 was Wells Fargo, an estimated $2.01M sold.

Based on aggregated 13F filings for Q3 2021.