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BlackRock Science and Technology Trust
BST

98 hedge funds and large institutions have $187M invested in BlackRock Science and Technology Trust in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.63% less ownership

Funds ownership: 25.53% → 22.9% (-2.6%)

12% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 34

14% less funds holding

Funds holding: 114 → 98 (-16)

33% less capital invested

Capital invested by funds: $280M → $187M (-$92.4M)

57% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 28

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
98
Holders Change
-16
Holders Change %
-14.04%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
30
Reduced
34
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.96M
2
Ameriprise
Ameriprise
Minnesota
+$3.63M
3
Wells Fargo
Wells Fargo
California
+$1.89M
4
LPL Financial
LPL Financial
California
+$1.43M
5
Morgan Stanley
Morgan Stanley
New York
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$6.23M
2
1CP
1607 Capital Partners
Virginia
-$5.2M
3
SIA
Sit Investment Associates
Minnesota
-$4.87M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$3.86M
5
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
-$3.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
– -$576K -13,317 Closed
Lido Advisors
102
Lido Advisors
California
– -$496K -11,486 Closed
NLP
103
Next Level Private
New York
– -$470K -10,855 Closed
DAS
104
Dynamic Advisor Solutions
Arizona
– -$354K -8,179 Closed
HF
105
HRT Financial
New York
– -$348K -8,043 Closed
FFN
106
Focus Financial Network
Minnesota
– -$300K -6,942 Closed
EP
107
Eudaimonia Partners
Tennessee
– -$271K -6,264 Closed
BCM
108
Brookstone Capital Management
Illinois
– -$246K -6,091 Closed
SFA
109
Sequoia Financial Advisors
Ohio
– -$255K -5,901 Closed
BSW
110
Buckingham Strategic Wealth
Missouri
– -$253K -5,839 Closed
Brown Advisory
111
Brown Advisory
Maryland
– -$251K -5,803 Closed
RRA
112
Round Rock Advisors
Connecticut
– -$223K -5,150 Closed
IA
113
IFG Advisory
Georgia
– -$210K -4,861 Closed
MCP
114
Mirador Capital Partners
California
– -$206K -4,756 Closed
Baird Financial Group
115
Baird Financial Group
Wisconsin
– -$205K -4,732 Closed
HA
116
Herold Advisors
New York
– -$173K -4,000 Closed
SLWA
117
San Luis Wealth Advisors
California
– -$126K -2,518 Closed
T
118
TCWP
Ohio
– -$21K -500 Closed
CFD
119
Creative Financial Designs
Indiana
– -$11K -243 Closed
TRCT
120
Tower Research Capital (TRC)
New York
– -$7K -158 Closed
MCC
121
Money Concepts Capital
Florida
– -$4K -100 Closed
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
– -$3.8K -88 Closed
BWL
123
Bogart Wealth LLC
Virginia
– +$149 +4 New
CA
124
CoreCap Advisors
Michigan
– +$260 +7 New
1 2 3 4
5

BST Hedge Fund Activity: Q2 2022 in Review

98 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q2 2022, worth a combined $187M — down 33% from $280M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of BST and 12 opened new positions — a net loss of 16 holders — while 34 trimmed existing stakes and 30 added.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $3.96M. The largest seller was Karpus Investment Management, cutting an estimated $6.23M.

  • 98 institutional investors held BlackRock Science and Technology Trust (BST) as of Q2 2022, down from 114 in Q1 2022.
  • Funds reported $187M of BlackRock Science and Technology Trust stock for Q2 2022, down 33% quarter-over-quarter.
  • 12 funds opened new BlackRock Science and Technology Trust positions in Q2 2022 and 28 closed out, a net change of -16 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q2 2022 was Janney Montgomery Scott, an estimated $3.96M added.
  • The largest BlackRock Science and Technology Trust seller in Q2 2022 was Karpus Investment Management, an estimated $6.23M sold.

Based on aggregated 13F filings for Q2 2022.