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BlackRock Science and Technology Trust
BST

117 hedge funds and large institutions have $234M invested in BlackRock Science and Technology Trust in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

6% more funds holding

Funds holding: 110 → 117 (+7)

2.64% more ownership

Funds ownership: 17.93% → 20.57% (+2.6%)

0% less capital invested

Capital invested by funds: $235M → $234M (-$993K)

Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
42
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$18.9M
2
1CP
1607 Capital Partners
Virginia
+$7.2M
3
Invesco
Invesco
Georgia
+$5.53M
4
KIM
Karpus Investment Management
New York
+$4.37M
5
NMC
Nine Masts Capital
Hong Kong
+$4.24M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$15.9M
2
FSI
Flow State Investments
Illinois
-$1.2M
3
SS
Sunbelt Securities
Texas
-$924K
4
AWS
Atria Wealth Solutions
New York
-$686K
5
SFS
Sowell Financial Services
Arkansas
-$625K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
101
International Assets Investment Management
Florida
$15.6K +$18.9M +535,334 +3,330%
JWA
102
JFS Wealth Advisors
Pennsylvania
$13.6K – – –
JFA
103
JNBA Financial Advisors
Minnesota
$12.7K – – –
CFD
104
Creative Financial Designs
Indiana
$11.1K -$25.5K -721 -70%
KWAG
105
Kiely Wealth Advisory Group
North Carolina
$7.27K +$141 +4 +2%
GSEP
106
Golden State Equity Partners
California
$6.91K +$6.89K +195 New
IRC
107
Investors Research Corp
Georgia
$4.39K – – –
BWAM
108
Boyd Watterson Asset Management
Ohio
$3.4K – – –
TCM
109
TruNorth Capital Management
Michigan
$3.32K +$71 +2 +2%
VWM
110
Venturi Wealth Management
Texas
$1.7K +$1.7K +48 New
US Bancorp
111
US Bancorp
Minnesota
$1.42K +$1.41K +40 New
FFA
112
Farther Finance Advisors
California
$319 – – –
KIG
113
Kessler Investment Group
Indiana
$266 – – –
CA
114
CoreCap Advisors
Michigan
$193 – – –
Fidelity Investments
115
Fidelity Investments
Massachusetts
$106 +$106 +3 New
CPA
116
Clear Point Advisors
New York
$51 – – –
CLOS
117
Compagnie Lombard Odier SCmA
Switzerland
$35 – – –
NMG
118
New Millennium Group
Utah
$26 – – –
FSI
119
Flow State Investments
Illinois
– -$1.2M -31,992 Closed
Walleye Capital
120
Walleye Capital
New York
– -$445K -11,803 Closed
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
– -$406K -10,789 Closed
EH
122
Equitable Holdings
New York
– -$401K -10,652 Closed
SWP
123
Semus Wealth Partners
Florida
– -$253K -6,718 Closed
AT
124
Arlington Trust
Alabama
– -$41.4K -1,100 Closed
CWM
125
Compass Wealth Management
Connecticut
– -$37.7K -1,000 Closed
2 3 4
5
6

BST Hedge Fund Activity: Q3 2024 in Review

117 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q3 2024, worth a combined $234M — down 0.42% from $235M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BST positions and 11 closed out — a net gain of 8 holders — while 42 added to existing stakes and 31 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $18.9M. The largest seller was Wells Fargo, cutting an estimated $15.9M.

  • 117 institutional investors held BlackRock Science and Technology Trust (BST) as of Q3 2024, up from 110 in Q2 2024.
  • Funds reported $234M of BlackRock Science and Technology Trust stock for Q3 2024, down 0.42% quarter-over-quarter.
  • 19 funds opened new BlackRock Science and Technology Trust positions in Q3 2024 and 11 closed out, a net change of +8 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q3 2024 was International Assets Investment Management, an estimated $18.9M added.
  • The largest BlackRock Science and Technology Trust seller in Q3 2024 was Wells Fargo, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2024.