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BlackRock Science and Technology Trust
BST

93 hedge funds and large institutions have $206M invested in BlackRock Science and Technology Trust in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 20

9% more capital invested

Capital invested by funds: $189M → $206M (+$17.2M)

0.39% more ownership

Funds ownership: 23.29% → 23.67% (+0.39%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 95 → 93 (-2)

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
38
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
+$2.25M
2
SFS
Sowell Financial Services
Arkansas
+$2.16M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.25M
4
Ameriprise
Ameriprise
Minnesota
+$1.1M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$598K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$5.29M
2
Morgan Stanley
Morgan Stanley
New York
-$760K
3
Jane Street
Jane Street
New York
-$539K
4
PFS
Prospera Financial Services
Texas
-$441K
5
Bank of America
Bank of America
North Carolina
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$41.4K +$194 +6 +0.5%
CFD
77
Creative Financial Designs
Indiana
$35.6K +$33.5K +1,034 New
WIM
78
Westside Investment Management
California
$34.4K – – –
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.4K – – –
JWA
80
JFS Wealth Advisors
Pennsylvania
$33.1K +$421 +13 +1%
WP
81
WealthPLAN Partners
Nebraska
$22.9K – – –
HPC
82
HM Payson & Co
Maine
$20.7K – – –
MMG
83
Monetary Management Group
Missouri
$15.3K – – –
JFA
84
JNBA Financial Advisors
Minnesota
$12.4K – – –
GRP
85
Global Retirement Partners
California
$8.47K – – –
GWM
86
Geneos Wealth Management
Colorado
$6.89K – – –
LFG
87
Larson Financial Group
Missouri
$6.89K – – –
PGAM
88
Princeton Global Asset Management
New Jersey
$6.37K – – –
BC
89
Bartlett & Co
Ohio
$3K – – –
BCWM
90
Bartlett & Co Wealth Management
Ohio
$2.58K – – –
FFL
91
Financial Freedom LLC
Ohio
$1.42K +$32 +1 +3%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$34 – – –
S
93
SignatureFD
Georgia
$34 +$32 +1 New
Jane Street
94
Jane Street
New York
– -$539K -16,672 Closed
PFS
95
Prospera Financial Services
Texas
– -$441K -13,629 Closed
FA
96
Faithward Advisors
Pennsylvania
– -$311K -9,855 Closed
HF
97
HRT Financial
New York
– -$256K -7,920 Closed
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
– -$232K -7,166 Closed
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
– -$46.8K -1,444 Closed
BAM
100
Belpointe Asset Management
Nevada
– -$20.4K -632 Closed
1 2 3
4
5

BST Hedge Fund Activity: Q2 2023 in Review

93 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q2 2023, worth a combined $206M — up 9.1% from $189M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BST and 10 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 38 added.

The largest buyer was Wedbush Securities, adding an estimated $2.25M. The largest seller was Wells Fargo, cutting an estimated $5.29M.

  • 93 institutional investors held BlackRock Science and Technology Trust (BST) as of Q2 2023, down from 95 in Q1 2023.
  • Funds reported $206M of BlackRock Science and Technology Trust stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 10 funds opened new BlackRock Science and Technology Trust positions in Q2 2023 and 11 closed out, a net change of -1 holder.
  • The largest BlackRock Science and Technology Trust buyer in Q2 2023 was Wedbush Securities, an estimated $2.25M added.
  • The largest BlackRock Science and Technology Trust seller in Q2 2023 was Wells Fargo, an estimated $5.29M sold.

Based on aggregated 13F filings for Q2 2023.