BlackRock Science & Tech TRBST

13F holders, Q4 2024 (December 31)
121holders +4
14new positions
13sold out
$36.56avg. 13F price*

At the end of Q4 2024, 121 institutions reported holding BlackRock Science & Tech TR (BST) in their 13F filings, up 4 from Q3 2024. 14 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($48.5M), Raymond James Financial Inc. ($36.4M) and Invesco Ltd. ($18.9M).

Company
BlackRock Science & Tech TR
CUSIP
09258G104
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 106Q1 2024Q2 2024: 110Q2 2024Q3 2024: 117Q3 2024Q4 2024: 121Q4 2024Q1 2025: 121Q1 2025Q2 2025: 128Q2 2025Q3 2025: 136Q3 2025Q4 2025: 134Q4 2025Q1 2026: 120Q1 2026Q2 2026: 134Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions14$4.1M
Exits13$4.6M

All 13F filers, Q3 2024 → Q4 2024: 559,196 shares bought and 356,449 shares sold, net +202,747 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 121 holders

Morgan Stanley 0.00% Reduce -0.7% 1,326,278 $48.5M
Raymond James Financial Inc. 0.01% — 996,314 $36.4M
Invesco Ltd. 0.00% Add +4.7% 516,229 $18.9M
Ameriprise Financial Inc. 0.00% Add +1.1% 471,949 $17.3M
1607 Capital Partners, LLC 1.12% Add +87.6% 382,122 $14.0M
Royal Bank of Canada 0.00% Add +2.9% 295,349 $10.8M
Karpus Management, Inc. 0.28% Add +110.0% 259,423 $9.5M
Wedbush Securities Inc. 0.33% Add +0.2% 251,243 $9.2M
LPL Financial LLC 0.00% Reduce -5.0% 247,071 $9.0M
Bank of America Corp. 0.00% Reduce -5.6% 182,243 $6.7M
Steward Partners Investment Advisory, LLC 0.05% Add +1.9% 165,577 $6.1M
Wolverine Asset Management LLC 0.42% Add +7.4% 151,664 $5.5M
Janney Montgomery Scott LLC 0.01% Add +4.7% 141,847 $5.2M
UBS Group AG 0.00% Add +1.3% 136,863 $5.0M
Osaic Holdings, Inc. 0.01% Add +9.3% 113,959 $4.2M
First Trust Advisors LP 0.00% Add +0.1% 70,713 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.4% 67,152 $2.5M
Wealthspire Retirement, LLC 0.17% Reduce -0.5% 57,954 $2.1M
Stifel Financial Corp. 0.00% Reduce -1.9% 52,689 $1.9M
Readystate Asset Management LP 0.12% New 43,131 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +7.4% 42,547 $1.6M
Cetera Investment Advisers 0.00% Reduce -3.2% 38,925 $1.4M
HighTower Advisors, LLC 0.00% Add +24.1% 38,544 $1.4M
Oppenheimer & Co. Inc. 0.02% Reduce -5.3% 37,593 $1.4M
Truist Financial Corp. 0.00% Reduce -0.9% 32,334 $1.2M
Polar Asset Management Partners Inc. 0.02% Add +100.7% 28,696 $1.0M
David J Yvars Group 0.61% Add +18.2% 27,465 $1.0M
Kingsview Wealth Management, LLC 0.02% Reduce -0.8% 24,840 $908K
Envestnet Asset Management Inc. 0.00% Reduce 0.0% 24,249 $887K
IHT Wealth Management, LLC 0.03% Reduce -33.5% 24,161 $883K
Kestra Advisory Services, LLC 0.00% Add +103.7% 23,516 $860K
Arete Wealth Advisors, LLC 0.05% Add +6.5% 20,715 $759K
Anchor Capital Management Group Inc 0.24% — 18,000 $658K
Shaker Financial Services, LLC 0.25% Reduce -62.2% 17,717 $648K
Stolper Co 0.21% Reduce -1.0% 17,390 $636K
Wealth Effects LLC 0.22% Reduce -0.9% 17,098 $625K
Marex Group Ltd 0.01% New 17,033 $623K
Stephens Inc. 0.01% Add +0.9% 16,185 $592K
Smith, Moore & Co. 0.05% Add +19.3% 15,773 $577K
International Assets Investment Management, LLC 0.05% Reduce -4.7% 14,830 $543K
Focus Financial Network, Inc. 0.02% Add +10.4% 14,012 $512K
Future Financial Wealth Managment LLC 0.37% No change 14,000 $512K
NINE MASTS CAPITAL Ltd 0.10% Reduce -88.4% 13,972 $511K
Apollon Wealth Management, LLC 0.01% New 13,902 $508K
Hilltop Holdings Inc. 0.03% Add +1.9% 13,464 $492K
Prospera Financial Services Inc 0.01% Reduce -4.8% 13,307 $487K
Compound Planning, Inc. 0.02% Reduce -10.9% 13,190 $482K
Sunbelt Securities, Inc. 0.04% Reduce -45.8% 12,535 $459K
PNC Financial Services Group, Inc. 0.00% Add +124.2% 12,446 $455K
Sanctuary Advisors, LLC 0.00% Reduce -31.6% 11,728 $443K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.8% 11,988 $438K
Mutual Advisors, LLC 0.01% Add +12.4% 10,865 $402K
Calamos Advisors LLC 0.00% Add +57.3% 10,116 $370K
Rockefeller Capital Management L.P. 0.00% New 10,020 $366K
&partners 0.00% Add +28.1% 9,641 $358K
Claro Advisors Inc. 0.05% Reduce -12.6% 9,574 $350K
Larson Financial Group LLC 0.02% Add +1.3% 9,381 $343K
Next Level Private LLC 0.14% No change 9,355 $342K
Aurora Private Wealth, Inc. 0.24% Reduce -0.2% 8,957 $327K
Faithward Advisors, LLC 0.05% Reduce -1.6% 8,511 $311K
B. Riley Wealth Advisors, Inc. 0.01% Add +4.7% 8,501 $311K
D.A. Davidson & Co. 0.00% Add +0.2% 8,357 $306K
Walled Lake Planning & Wealth Management, LLC 0.11% Add +2.1% 8,240 $301K
Perigon Wealth Management, LLC 0.01% Reduce -7.7% 7,986 $296K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +1.9% 7,919 $290K
Atria Wealth Solutions, Inc. 0.00% Reduce -0.6% 7,679 $281K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -42.7% 7,675 $281K
Mosaic Financial Group, LLC 0.20% No change 7,500 $274K
Mirador Capital Partners LP 0.05% Add +0.1% 7,488 $274K
Jane Street Group, LLC 0.00% Reduce -17.3% 7,370 $269K
Vista Investment Partners Ii, LLC 0.15% — 6,856 $251K
Level Four Advisory Services, LLC 0.01% Reduce -6.6% 6,741 $246K
Keystone Financial Group 0.02% No change 6,734 $246K
Arkadios Wealth Advisors 0.01% New 6,663 $244K
EPG Wealth Management LLC 0.06% Add +2.1% 6,266 $229K
Herold Advisors, Inc. 0.05% New 6,077 $222K
Daymark Wealth Partners, LLC 0.01% No change 5,975 $218K
Symphony Financial Services, Inc. 0.17% New 5,885 $215K
Goldman Sachs Group Inc. 0.00% New 5,547 $203K
Harbor Investment Advisory, LLC 0.01% Reduce -3.8% 3,491 $128K
Cwm, LLC 0.00% Reduce -3.2% 3,476 $127K
JPMorgan Chase & Co. 0.00% No change 2,826 $103K
Wells Fargo & Company 0.00% Reduce -80.4% 2,512 $92K
Wilmington Savings Fund Society, FSB 0.00% No change 2,150 $79K
Comerica Bank 0.00% No change 2,148 $79K
Principal Securities, Inc. 0.00% No change 1,837 $67K
Trust Co. of Vermont 0.00% No change 1,500 $55K
Harbour Investments, Inc. 0.00% Reduce -18.3% 1,455 $53K
Elequin Capital, LP 0.01% New 1,237 $45K
MAI Capital Management 0.00% New 1,159 $42K
Global Retirement Partners, LLC 0.00% No change 1,096 $40K
NewEdge Advisors, LLC 0.00% Add +1.6% 1,055 $39K
Van Hulzen Asset Management, LLC 0.00% New 1,000 $37K
Federation des caisses Desjardins du Quebec 0.00% No change 970 $35K
Spire Wealth Management 0.00% Reduce -3.1% 900 $33K
Avior Wealth Management, LLC 0.00% No change 824 $30K
Capital Analysts, LLC 0.00% Reduce -44.9% 734 $27K
EverSource Wealth Advisors, LLC 0.00% No change 710 $26K
Westside Investment Management, Inc. 0.01% Reduce -30.0% 700 $26K
Parallel Advisors, LLC 0.00% Add +2.0% 652 $24K

"% of holder's portfolio" is BST's weight in each manager's 13F, not the share of BlackRock Science & Tech TR the manager owns.

Show all 121 holders