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BlackRock Science and Technology Trust
BST

95 hedge funds and large institutions have $189M invested in BlackRock Science and Technology Trust in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

0.74% more ownership

Funds ownership: 22.55% → 23.29% (+0.74%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 97 → 95 (-2)

67% less capital invested

Capital invested by funds: $571M → $189M (-$382M)

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
35
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
+$2.67M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.35M
3
Morgan Stanley
Morgan Stanley
New York
+$2.23M
4
Ameriprise
Ameriprise
Minnesota
+$2.17M
5
RJA
Raymond James & Associates
Florida
+$873K

Top Sellers

Rank Fund Capital Flow
1
SFS
Sowell Financial Services
Arkansas
-$2.22M
2
Invesco
Invesco
Georgia
-$2.01M
3
Bank of America
Bank of America
North Carolina
-$763K
4
UBS Group
UBS Group
Switzerland
-$412K
5
First Trust Advisors
First Trust Advisors
Illinois
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
76
WealthPLAN Partners
Nebraska
$21.5K +$21.2K +666 New
BAM
77
Belpointe Asset Management
Nevada
$20.4K -$18.1K -570 -47%
HPC
78
HM Payson & Co
Maine
$19.4K – – –
AIP
79
Ahrens Investment Partners
Louisiana
$16.2K +$15.9K +500 New
MMG
80
Monetary Management Group
Missouri
$14.4K – – –
HI
81
Harbour Investments
Wisconsin
$12.5K – – –
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$12K – – –
JFA
83
JNBA Financial Advisors
Minnesota
$11.6K – – –
IBOK
84
Independence Bank of Kentucky
Kentucky
$10.8K -$795 -25 -7%
GRP
85
Global Retirement Partners
California
$7.6K – – –
GWM
86
Geneos Wealth Management
Colorado
$6.47K – – –
LFG
87
Larson Financial Group
Missouri
$6.47K – – –
PGAM
88
Princeton Global Asset Management
New Jersey
$5.98K – – –
BCWM
89
Bartlett & Co Wealth Management
Ohio
$2.43K – – –
BC
90
Bartlett & Co
Ohio
$2K – – –
CAM
91
Chesapeake Asset Management
New York
$1.78K +$1.75K +55 New
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$1.41K -$395K -12,434 -22%
FFL
93
Financial Freedom LLC
Ohio
$1.3K +$32 +1 +3%
BlackRock
94
BlackRock
New York
$134 – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$32 – – –
SFS
96
Sowell Financial Services
Arkansas
– -$2.22M -78,179 Closed
EC
97
Elequin Capital
New York
– -$382K -13,467 Closed
PCIA
98
Prime Capital Investment Advisors
Kansas
– -$356K -12,555 Closed
Mariner
99
Mariner
Kansas
– -$337K -11,891 Closed
VF
100
Virtu Financial
New York
– -$336K -11,858 Closed
1 2 3
4
5

BST Hedge Fund Activity: Q1 2023 in Review

95 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q1 2023, worth a combined $189M — down 67% from $571M a quarter earlier.

Fund positioning in BST was balanced in Q1 2023: 12 funds opened new positions, 12 closed out, 35 added to existing stakes and 27 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $2.67M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $2.22M sold.

  • 95 institutional investors held BlackRock Science and Technology Trust (BST) as of Q1 2023, down from 97 in Q4 2022.
  • Funds reported $189M of BlackRock Science and Technology Trust stock for Q1 2023, down 67% quarter-over-quarter.
  • 12 funds opened new BlackRock Science and Technology Trust positions in Q1 2023 and 12 closed out, a net change of 0 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q1 2023 was Wedbush Securities, an estimated $2.67M added.
  • The largest BlackRock Science and Technology Trust seller in Q1 2023 was Sowell Financial Services, an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2023.