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BlackRock Science and Technology Trust

101 hedge funds and large institutions have $285M invested in BlackRock Science and Technology Trust in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more funds holding

Funds holding: 91101 (+10)

3% more capital invested

Capital invested by funds: $276M → $285M (+$8.98M)

0.42% more ownership

Funds ownership: 21.82%22.24% (+0.42%)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

Holders
101
Holders Change
+10
Holders Change %
+10.99%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
31
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$58.2M +$1.43M +26,284 +2%
Wells Fargo
2
Wells Fargo
California
$29.3M -$73.2K -1,347 -0.2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$21.6M -$2.49M -45,858 -10%
Bank of America
4
Bank of America
North Carolina
$18.5M -$808K -14,873 -4%
RJA
5
Raymond James & Associates
Florida
$17.8M -$1.03M -18,955 -5%
UBS Group
6
UBS Group
Switzerland
$15.6M -$557K -10,252 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.1M -$880K -16,204 -6%
Ameriprise
8
Ameriprise
Minnesota
$11.3M +$1.56M +28,700 +16%
SFBLI
9
Southern Farm Bureau Life Insurance
Mississippi
$10.4M -$506K -9,311 -5%
Invesco
10
Invesco
Georgia
$9.95M -$484K -8,918 -5%
22CM
11
20/20 Capital Management
California
$9.57M +$329K +6,050 +3%
BFS
12
Bickling Financial Services
Massachusetts
$6.71M -$521K -9,602 -7%
FWC
13
First Washington Corp
Washington
$5.93M +$6.02M +110,844 New
Osaic Holdings
14
Osaic Holdings
Arizona
$5.14M +$1.27M +23,462 +32%
First Trust Advisors
15
First Trust Advisors
Illinois
$4.93M -$581K -10,703 -10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$4.42M +$61.3K +1,128 +1%
SPIA
17
Steward Partners Investment Advisory
New York
$3.84M -$61.6K -1,134 -2%
Truist Financial
18
Truist Financial
North Carolina
$2.98M +$30.1K +554 +1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.77M +$813K +14,970 +41%
Stifel Financial
20
Stifel Financial
Missouri
$2.25M +$49.5K +911 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.82M -$30.7K -565 -2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.6M -$22.6K -417 -1%
LPL Financial
23
LPL Financial
California
$1.43M +$242K +4,465 +20%
SS
24
Sunbelt Securities
Texas
$1.22M +$262K +4,827 +27%
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$1.12M +$1.14M +20,916 New

BST Hedge Fund Activity: Q1 2021 in Review

101 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q1 2021, worth a combined $285M — up 3.3% from $276M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BST positions and 9 closed out — a net gain of 11 holders — while 31 added to existing stakes and 33 trimmed.

The largest buyer was First Washington Corp, opening a new position worth an estimated $6.02M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.49M.

  • 101 institutional investors held BlackRock Science and Technology Trust (BST) as of Q1 2021, up from 91 in Q4 2020.
  • Funds reported $285M of BlackRock Science and Technology Trust stock for Q1 2021, up 3.3% quarter-over-quarter.
  • 20 funds opened new BlackRock Science and Technology Trust positions in Q1 2021 and 9 closed out, a net change of +11 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q1 2021 was First Washington Corp, an estimated $6.02M added.
  • The largest BlackRock Science and Technology Trust seller in Q1 2021 was Raymond James Financial Services Advisors, an estimated $2.49M sold.

Based on aggregated 13F filings for Q1 2021.