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BlackRock Science and Technology Trust

97 hedge funds and large institutions have $571M invested in BlackRock Science and Technology Trust in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more capital invested

Capital invested by funds: $159M → $571M (+$412M)

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

11% more funds holding

Funds holding: 8797 (+10)

1.19% more ownership

Funds ownership: 21.36%22.55% (+1.2%)

Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
35
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$410M +$101K +3,306 +30%
Morgan Stanley
2
Morgan Stanley
New York
$35.6M +$1.2M +39,368 +3%
Wells Fargo
3
Wells Fargo
California
$17.8M +$1.56M +51,270 +9%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.9M +$565K +18,544 +4%
Ameriprise
5
Ameriprise
Minnesota
$12.2M +$2.37M +77,880 +22%
RJA
6
Raymond James & Associates
Florida
$9.93M -$246K -8,060 -2%
Invesco
7
Invesco
Georgia
$9.18M +$351K +11,521 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.09M -$1.16M -38,181 -13%
Bank of America
9
Bank of America
North Carolina
$6.34M -$561K -18,410 -8%
UBS Group
10
UBS Group
Switzerland
$4.96M -$1.27M -41,538 -19%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$3.3M -$34.8K -1,143 -1%
SPIA
12
Steward Partners Investment Advisory
New York
$3.24M +$339K +11,119 +11%
LPL Financial
13
LPL Financial
California
$3.22M +$110K +3,627 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.82M +$418K +13,711 +16%
WS
15
Wedbush Securities
California
$2.78M +$2.54M +83,478 +578%
SFS
16
Sowell Financial Services
Arkansas
$2.22M +$2.38M +78,179 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.87M +$12.4K +408 +0.6%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.77M -$55.4K -1,817 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.58M -$62.2K -2,043 -4%
Stifel Financial
20
Stifel Financial
Missouri
$1.52M -$69.6K -2,285 -4%
BFS
21
Bickling Financial Services
Massachusetts
$1.43M -$372K -12,199 -19%
AWS
22
Atria Wealth Solutions
New York
$956K +$583K +19,124 +131%
NRI
23
NFP Retirement Inc
California
$876K +$349K +11,459 +59%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$858K +$143K +4,709 +18%
CAN
25
Cetera Advisor Networks
California
$687K -$16.2K -532 -2%

BST Hedge Fund Activity: Q4 2022 in Review

97 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q4 2022, worth a combined $571M — up 260% from $159M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BST positions and 8 closed out — a net gain of 13 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $2.54M. The largest seller was UBS Group, cutting an estimated $1.27M.

  • 97 institutional investors held BlackRock Science and Technology Trust (BST) as of Q4 2022, up from 87 in Q3 2022.
  • Funds reported $571M of BlackRock Science and Technology Trust stock for Q4 2022, up 260% quarter-over-quarter.
  • 21 funds opened new BlackRock Science and Technology Trust positions in Q4 2022 and 8 closed out, a net change of +13 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q4 2022 was Wedbush Securities, an estimated $2.54M added.
  • The largest BlackRock Science and Technology Trust seller in Q4 2022 was UBS Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2022.