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BlackRock Science and Technology Trust

110 hedge funds and large institutions have $235M invested in BlackRock Science and Technology Trust in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more funds holding

Funds holding: 107110 (+3)

1% more capital invested

Capital invested by funds: $233M → $235M (+$1.98M)

7.05% less ownership

Funds ownership: 24.98%17.93% (-7%)

15% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 39

Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
33
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
76
Larson Financial Group
Missouri
$132K +$90.2K +2,500 +252%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$128K
JP Morgan Chase
78
JP Morgan Chase
New York
$106K -$538K -14,908 -84%
PS
79
Principal Securities
Iowa
$69.2K -$31K -859 -32%
HI
80
Harbour Investments
Wisconsin
$67K -$2.17K -60 -3%
TCOV
81
Trust Company of Vermont
Vermont
$56.5K
CAL
82
Capital Analysts LLC
Pennsylvania
$47K -$2.67K -74 -6%
AT
83
Arlington Trust
Alabama
$41.4K +$39.7K +1,100 New
GRP
84
Global Retirement Partners
California
$41.3K
CFD
85
Creative Financial Designs
Indiana
$38.9K
AWM
86
Avior Wealth Management
Nebraska
$38.5K
NA
87
NewEdge Advisors
Louisiana
$38.4K +$613 +17 +2%
CWM
88
Compass Wealth Management
Connecticut
$37.7K
WIM
89
Westside Investment Management
California
$37.7K
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.5K
SWM
91
Spire Wealth Management
Virginia
$34.3K +$686 +19 +2%
TAM
92
Tucker Asset Management
Colorado
$29.9K -$16.1K -447 -36%
EWA
93
EverSource Wealth Advisors
Alabama
$25.3K
PA
94
Parallel Advisors
California
$23.6K -$19.1K -529 -46%
HPC
95
HM Payson & Co
Maine
$22.6K
MMG
96
Monetary Management Group
Missouri
$16.8K
JWA
97
JFS Wealth Advisors
Pennsylvania
$14.4K
JFA
98
JNBA Financial Advisors
Minnesota
$13.5K
KWAG
99
Kiely Wealth Advisory Group
North Carolina
$6.62K +$6.96K +193 New
SWA
100
SOA Wealth Advisors
New York
$4.71K +$4.51K +125 New

BST Hedge Fund Activity: Q2 2024 in Review

110 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q2 2024, worth a combined $235M — up 0.85% from $233M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BST positions and 9 closed out — a net gain of 5 holders — while 33 added to existing stakes and 39 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.54M. The largest seller was Ameriprise, cutting an estimated $3.51M.

  • 110 institutional investors held BlackRock Science and Technology Trust (BST) as of Q2 2024, up from 107 in Q1 2024.
  • Funds reported $235M of BlackRock Science and Technology Trust stock for Q2 2024, up 0.85% quarter-over-quarter.
  • 14 funds opened new BlackRock Science and Technology Trust positions in Q2 2024 and 9 closed out, a net change of +5 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q2 2024 was Wolverine Asset Management, an estimated $2.54M added.
  • The largest BlackRock Science and Technology Trust seller in Q2 2024 was Ameriprise, an estimated $3.51M sold.

Based on aggregated 13F filings for Q2 2024.