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BlackRock Science and Technology Trust
BST

107 hedge funds and large institutions have $233M invested in BlackRock Science and Technology Trust in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% less funds holding

Funds holding: 108 → 107 (-1)

5.57% less ownership

Funds ownership: 30.55% → 24.98% (-5.6%)

10% less capital invested

Capital invested by funds: $260M → $233M (-$27M)

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
38
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.53M
2
Ameriprise
Ameriprise
Minnesota
+$531K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$387K
4
LPL Financial
LPL Financial
California
+$375K
5
Wells Fargo
Wells Fargo
California
+$358K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$52M
2
AWM
AE Wealth Management
Kansas
-$498K
3
Invesco
Invesco
Georgia
-$451K
4
RJA
Raymond James & Associates
Florida
-$403K
5
HF
HRT Financial
New York
-$403K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
101
TruNorth Capital Management
Michigan
$3.32K +$3.24K +90 New
BCWM
102
Bartlett & Co Wealth Management
Ohio
$2.77K – – –
KIG
103
Kessler Investment Group
Indiana
$277 +$252 +7 New
CA
104
CoreCap Advisors
Michigan
$193 +$180 +5 New
CPA
105
Clear Point Advisors
New York
$51 – – –
Fidelity Investments
106
Fidelity Investments
Massachusetts
$37 – – –
CLOS
107
Compagnie Lombard Odier SCmA
Switzerland
$37 +$36 +1 New
AWM
108
AE Wealth Management
Kansas
– -$498K -14,036 Closed
HF
109
HRT Financial
New York
– -$403K -11,979 Closed
AAP
110
Arax Advisory Partners
Colorado
– -$321K -9,531 Closed
CIA
111
Cape Investment Advisory
Georgia
– -$286K -8,506 Closed
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
– -$239K -7,100 Closed
AWG
113
Altus Wealth Group
Colorado
– -$230K -6,829 Closed
WAM
114
Wolverine Asset Management
Illinois
– -$198K -5,892 Closed
ASN
115
Advisory Services Network
Georgia
– -$118K -3,502 Closed
TWM
116
Tradition Wealth Management
Minnesota
– -$101K -3,004 Closed
HFS
117
HBC Financial Services
Washington
– -$90K -2,700 Closed
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
– -$67.3K -2,000 Closed
AFS
119
Annapolis Financial Services
Maryland
– -$26.4K -783 Closed
SC
120
SouthState Corp
Florida
– -$15K -445 Closed
CT
121
Clearstead Trust
Maine
– -$13.5K -400 Closed
GWM
122
Geneos Wealth Management
Colorado
– -$6.73K -200 Closed
1 2 3 4
5

BST Hedge Fund Activity: Q1 2024 in Review

107 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q1 2024, worth a combined $233M — down 10% from $260M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BST positions and 15 closed out — a net gain of 1 holder — while 38 added to existing stakes and 33 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.53M. The largest seller was Morgan Stanley, cutting an estimated $52M.

  • 107 institutional investors held BlackRock Science and Technology Trust (BST) as of Q1 2024, down from 108 in Q4 2023.
  • Funds reported $233M of BlackRock Science and Technology Trust stock for Q1 2024, down 10% quarter-over-quarter.
  • 16 funds opened new BlackRock Science and Technology Trust positions in Q1 2024 and 15 closed out, a net change of +1 holder.
  • The largest BlackRock Science and Technology Trust buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.53M added.
  • The largest BlackRock Science and Technology Trust seller in Q1 2024 was Morgan Stanley, an estimated $52M sold.

Based on aggregated 13F filings for Q1 2024.