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BlackRock Science and Technology Trust

101 hedge funds and large institutions have $195M invested in BlackRock Science and Technology Trust in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

9% more funds holding

Funds holding: 93101 (+8)

0.97% more ownership

Funds ownership: 23.67%24.64% (+0.97%)

5% less capital invested

Capital invested by funds: $206M → $195M (-$10.5M)

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
35
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$71K +$1.96K +59 +3%
NA
77
NewEdge Advisors
Louisiana
$70.1K -$8.48K -255 -10%
TCOV
78
Trust Company of Vermont
Vermont
$62.8K
HI
79
Harbour Investments
Wisconsin
$57.8K
AWM
80
Avior Wealth Management
Nebraska
$39K -$4.06K -122 -9%
PA
81
Parallel Advisors
California
$34.5K -$101K -3,046 -74%
CFD
82
Creative Financial Designs
Indiana
$32.5K
WIM
83
Westside Investment Management
California
$31.4K
JWA
84
JFS Wealth Advisors
Pennsylvania
$30.6K +$433 +13 +1%
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.5K
CAL
86
Capital Analysts LLC
Pennsylvania
$29K +$30.8K +927 New
RG
87
Retirement Group
California
$21.9K -$18.3K -550 -44%
HPC
88
HM Payson & Co
Maine
$18.8K
JFGIW
89
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.7K +$15.6K +469 New
MMG
90
Monetary Management Group
Missouri
$14K
JFA
91
JNBA Financial Advisors
Minnesota
$11.3K
AF
92
Allworth Financial
California
$10.5K +$11.1K +335 New
SC
93
SouthState Corp
Florida
$7.85K +$8.32K +250 New
GRP
94
Global Retirement Partners
California
$7.78K
GWM
95
Geneos Wealth Management
Colorado
$6.28K
LFG
96
Larson Financial Group
Missouri
$6.28K
PGAM
97
Princeton Global Asset Management
New Jersey
$5.81K
BCWM
98
Bartlett & Co Wealth Management
Ohio
$2.36K
BC
99
Bartlett & Co
Ohio
$2K
FFL
100
Financial Freedom LLC
Ohio
$1.32K +$33 +1 +2%

BST Hedge Fund Activity: Q3 2023 in Review

101 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q3 2023, worth a combined $195M — down 5.1% from $206M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BST positions and 4 closed out — a net gain of 8 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.77M. The largest seller was UBS Group, cutting an estimated $1.69M.

  • 101 institutional investors held BlackRock Science and Technology Trust (BST) as of Q3 2023, up from 93 in Q2 2023.
  • Funds reported $195M of BlackRock Science and Technology Trust stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 12 funds opened new BlackRock Science and Technology Trust positions in Q3 2023 and 4 closed out, a net change of +8 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q3 2023 was Osaic Holdings, an estimated $2.77M added.
  • The largest BlackRock Science and Technology Trust seller in Q3 2023 was UBS Group, an estimated $1.69M sold.

Based on aggregated 13F filings for Q3 2023.