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BlackRock Science and Technology Trust
BST

97 hedge funds and large institutions have $571M invested in BlackRock Science and Technology Trust in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more capital invested

Capital invested by funds: $159M → $571M (+$412M)

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

11% more funds holding

Funds holding: 87 → 97 (+10)

1.19% more ownership

Funds ownership: 21.36% → 22.55% (+1.2%)

Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
35
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
+$2.54M
2
SFS
Sowell Financial Services
Arkansas
+$2.38M
3
Ameriprise
Ameriprise
Minnesota
+$2.37M
4
Wells Fargo
Wells Fargo
California
+$1.56M
5
Morgan Stanley
Morgan Stanley
New York
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.27M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.16M
3
WAM
Wolverine Asset Management
Illinois
-$629K
4
Bank of America
Bank of America
North Carolina
-$561K
5
KA
Kovack Advisors
Florida
-$529K
Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
76
Monetary Management Group
Missouri
$12.6K -$7.62K -250 -36%
HI
77
Harbour Investments
Wisconsin
$10.9K – – –
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$10.5K – – –
JFA
79
JNBA Financial Advisors
Minnesota
$10.2K – – –
IBOK
80
Independence Bank of Kentucky
Kentucky
$10K +$11K +360 New
IA
81
IFP Advisors
Florida
$9K – – –
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$7.29K – – –
GRP
83
Global Retirement Partners
California
$6.98K – – –
MCC
84
Money Concepts Capital
Florida
$6.87K +$7.37K +242 New
GWM
85
Geneos Wealth Management
Colorado
$5.67K – – –
LFG
86
Larson Financial Group
Missouri
$5.67K +$6.09K +200 New
NA
87
NewEdge Advisors
Louisiana
$5.41K +$76K +2,496 New
PGAM
88
Princeton Global Asset Management
New Jersey
$5K – – –
BCWM
89
Bartlett & Co Wealth Management
Ohio
$2.13K – – –
BC
90
Bartlett & Co
Ohio
$2K – – –
FFL
91
Financial Freedom LLC
Ohio
$1.11K +$1.19K +39 New
CA
92
CoreCap Advisors
Michigan
$213 +$213 +7 New
BWL
93
Bogart Wealth LLC
Virginia
$147 +$30 +1 +25%
BlackRock
94
BlackRock
New York
$114 +$122 +4 New
WIM
95
Westside Investment Management
California
$28 – – –
Fidelity Investments
96
Fidelity Investments
Massachusetts
$28 +$30 +1 New
WAM
97
Wolverine Asset Management
Illinois
– -$629K -21,422 Closed
KA
98
Kovack Advisors
Florida
– -$529K -18,010 Closed
KIM
99
Karpus Investment Management
New York
– -$461K -15,675 Closed
BPA
100
Beacon Pointe Advisors
California
– -$357K -12,200 Closed
1 2 3
4
5

BST Hedge Fund Activity: Q4 2022 in Review

97 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q4 2022, worth a combined $571M — up 260% from $159M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BST positions and 8 closed out — a net gain of 13 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $2.54M. The largest seller was UBS Group, cutting an estimated $1.27M.

  • 97 institutional investors held BlackRock Science and Technology Trust (BST) as of Q4 2022, up from 87 in Q3 2022.
  • Funds reported $571M of BlackRock Science and Technology Trust stock for Q4 2022, up 260% quarter-over-quarter.
  • 21 funds opened new BlackRock Science and Technology Trust positions in Q4 2022 and 8 closed out, a net change of +13 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q4 2022 was Wedbush Securities, an estimated $2.54M added.
  • The largest BlackRock Science and Technology Trust seller in Q4 2022 was UBS Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2022.