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BlackRock Science and Technology Trust

110 hedge funds and large institutions have $235M invested in BlackRock Science and Technology Trust in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more funds holding

Funds holding: 107110 (+3)

1% more capital invested

Capital invested by funds: $233M → $235M (+$1.98M)

7.05% less ownership

Funds ownership: 24.98%17.93% (-7%)

15% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 39

Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
33
Reduced
39
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
$48.9M -$2.97M -82,407 -6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$22.1M -$120K -3,318 -0.6%
Wells Fargo
3
Wells Fargo
California
$17.5M -$1.03M -28,592 -6%
Ameriprise
4
Ameriprise
Minnesota
$15.1M -$3.51M -97,334 -20%
RJA
5
Raymond James & Associates
Florida
$14.4M +$451K +12,512 +3%
Invesco
6
Invesco
Georgia
$12.7M +$2.04M +56,647 +20%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.1M +$604K +16,751 +7%
WS
8
Wedbush Securities
California
$9.03M -$794K -22,002 -8%
LPL Financial
9
LPL Financial
California
$8.96M +$2.43M +67,261 +39%
Bank of America
10
Bank of America
North Carolina
$7.39M +$86.6K +2,400 +1%
SPIA
11
Steward Partners Investment Advisory
New York
$6.05M -$30.2K -836 -0.5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$5.24M +$91.1K +2,524 +2%
UBS Group
13
UBS Group
Switzerland
$4.4M -$76.6K -2,122 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.08M -$104K -2,894 -3%
NAS
15
NWF Advisory Services
California
$2.72M +$27.1K +750 +1%
WAM
16
Wolverine Asset Management
Illinois
$2.65M +$2.54M +70,333 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.56M +$29.7K +822 +1%
First Trust Advisors
18
First Trust Advisors
Illinois
$2.28M +$128K +3,540 +6%
Stifel Financial
19
Stifel Financial
Missouri
$2.26M +$30.7K +851 +1%
NRI
20
NFP Retirement Inc
California
$2.24M +$154K +4,258 +8%
SS
21
Sunbelt Securities
Texas
$1.86M +$108 +3 +0%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.72M +$117K +3,232 +8%
SFS
23
Sowell Financial Services
Arkansas
$1.47M -$572K -15,859 -29%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.42M -$103K -2,868 -7%
OC
25
Oppenheimer & Co
New York
$1.42M +$181K +5,026 +15%

BST Hedge Fund Activity: Q2 2024 in Review

110 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q2 2024, worth a combined $235M — up 0.85% from $233M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BST positions and 9 closed out — a net gain of 5 holders — while 33 added to existing stakes and 39 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.54M. The largest seller was Ameriprise, cutting an estimated $3.51M.

  • 110 institutional investors held BlackRock Science and Technology Trust (BST) as of Q2 2024, up from 107 in Q1 2024.
  • Funds reported $235M of BlackRock Science and Technology Trust stock for Q2 2024, up 0.85% quarter-over-quarter.
  • 14 funds opened new BlackRock Science and Technology Trust positions in Q2 2024 and 9 closed out, a net change of +5 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q2 2024 was Wolverine Asset Management, an estimated $2.54M added.
  • The largest BlackRock Science and Technology Trust seller in Q2 2024 was Ameriprise, an estimated $3.51M sold.

Based on aggregated 13F filings for Q2 2024.