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BlackRock Science and Technology Trust
BST

113 hedge funds and large institutions have $441M invested in BlackRock Science and Technology Trust in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 21

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

40% more capital invested

Capital invested by funds: $316M → $441M (+$125M)

12.43% more ownership

Funds ownership: 21.04% → 33.46% (+12%)

4% more funds holding

Funds holding: 109 → 113 (+4)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
19
Increased
55
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$68.3M
2
RCM
Rivernorth Capital Management
Florida
+$32.1M
3
KIM
Karpus Investment Management
New York
+$15.9M
4
Invesco
Invesco
Georgia
+$12M
5
SC
Sculptor Capital
New York
+$5.04M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.01M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.88M
3
BFS
Bickling Financial Services
Massachusetts
-$904K
4
Lido Advisors
Lido Advisors
California
-$652K
5
PWM
PRW Wealth Management
Massachusetts
-$591K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
101
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K – – –
BFEC
102
Benjamin F. Edwards & Company
Missouri
$25K +$25.7K +476 New
GWM
103
Geneos Wealth Management
Colorado
$18K -$8.11K -150 -30%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$17K +$17.2K +318 New
AWA
105
Arkadios Wealth Advisors
Georgia
$15K -$441K -8,163 -97%
SBL
106
Sargent Bickham Lagudis
Colorado
$11K -$5.03K -93 -31%
HF
107
Halpern Financial
Virginia
$10.7K +$11.1K +206 New
PGAM
108
Princeton Global Asset Management
New Jersey
$10K – – –
PMFA
109
Plante Moran Financial Advisors
Michigan
$9K -$9.79K -181 -50%
BC
110
Bartlett & Co
Ohio
$4K – – –
GRP
111
Global Retirement Partners
California
$4K – – –
BCWM
112
Bartlett & Co Wealth Management
Ohio
$3.91K – – –
Lido Advisors
113
Lido Advisors
California
– -$652K -10,947 Closed
PWM
114
PRW Wealth Management
Massachusetts
– -$591K -9,924 Closed
SFA
115
Sequoia Financial Advisors
Ohio
– -$263K -4,413 Closed
SB
116
Strategic Blueprint
Georgia
– -$216K -3,629 Closed
PA
117
Paragon Advisors
Texas
– -$211K -3,535 Closed
TIAM2
118
Tru Independence Asset Management 2
Oregon
– -$206K -3,450 Closed
AAS
119
Avantax Advisory Services
Texas
– -$201K -3,371 Closed
PB
120
Pinnacle Bancorp
Nebraska
– -$183K -3,075 Closed
TCOV
121
Trust Company of Vermont
Vermont
– -$119K -2,000 Closed
CF
122
Centaurus Financial
California
– -$116K -1,946 Closed
CFA
123
Carroll Financial Associates
North Carolina
– -$59K -1,000 Closed
CFD
124
Creative Financial Designs
Indiana
– -$29K -485 Closed
NFSG
125
Newbridge Financial Services Group
Florida
– -$13K -220 Closed
1 2 3 4
5

BST Hedge Fund Activity: Q3 2021 in Review

113 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q3 2021, worth a combined $441M — up 40% from $316M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BST positions and 13 closed out — a net gain of 6 holders — while 55 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $68.3M. The largest seller was Wells Fargo, cutting an estimated $2.01M.

  • 113 institutional investors held BlackRock Science and Technology Trust (BST) as of Q3 2021, up from 109 in Q2 2021.
  • Funds reported $441M of BlackRock Science and Technology Trust stock for Q3 2021, up 40% quarter-over-quarter.
  • 19 funds opened new BlackRock Science and Technology Trust positions in Q3 2021 and 13 closed out, a net change of +6 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q3 2021 was Sit Investment Associates, an estimated $68.3M added.
  • The largest BlackRock Science and Technology Trust seller in Q3 2021 was Wells Fargo, an estimated $2.01M sold.

Based on aggregated 13F filings for Q3 2021.