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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
Morgan Stanley
1
Morgan Stanley
New York
$51M -$52M -1,445,505 -51%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$21.8M +$387K +10,756 +2%
Ameriprise
3
Ameriprise
Minnesota
$18.4M +$531K +14,768 +3%
Wells Fargo
4
Wells Fargo
California
$18.2M +$358K +9,950 +2%
RJA
5
Raymond James & Associates
Florida
$13.7M -$403K -11,206 -3%
Invesco
6
Invesco
Georgia
$10.3M -$451K -12,545 -4%
WS
7
Wedbush Securities
California
$9.67M -$260K -7,219 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.24M -$120K -3,326 -1%
Bank of America
9
Bank of America
North Carolina
$7.16M +$65K +1,807 +0.9%
LPL Financial
10
LPL Financial
California
$6.3M +$375K +10,415 +7%
SPIA
11
Steward Partners Investment Advisory
New York
$5.96M +$110K +3,067 +2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$5.04M +$230K +6,386 +5%
UBS Group
13
UBS Group
Switzerland
$4.39M -$156K -4,336 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.11M +$1.66K +46 +0%
NAS
15
NWF Advisory Services
California
$2.64M -$121K -3,369 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.48M +$64.7K +1,800 +3%
Stifel Financial
17
Stifel Financial
Missouri
$2.19M +$142K +3,961 +7%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$2.16M +$51.8K +1,439 +3%
First Trust Advisors
19
First Trust Advisors
Illinois
$2.11M +$285K +7,914 +16%
NRI
20
NFP Retirement Inc
California
$2.04M +$20.6K +574 +1%
SFS
21
Sowell Financial Services
Arkansas
$2.02M -$146K -4,052 -7%
SS
22
Sunbelt Securities
Texas
$1.82M +$262K +7,285 +17%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.57M +$1.53M +42,396 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.5M +$93.9K +2,610 +7%
CAN
25
Cetera Advisor Networks
California
$1.39M +$205K +5,698 +18%
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.