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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.1M |
| Exits | 13 | $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 |
| HM Payson & Co. | 0.00% | No change | 600 | $22K |
| Allworth Financial LP | 0.00% | New | 453 | $17K |
| Monetary Management Group Inc. | 0.00% | No change | 445 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 383 | $14K |
| JNBA Financial Advisors | 0.00% | No change | 359 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 313 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 307 | $11K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | Add +2.0% | 201 | $8K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 96 | $4K |
| TruNorth Capital Management, LLC | 0.00% | Add +2.1% | 96 | $3K |
| Parvin Asset Management, LLC | 0.00% | — | 50 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 48 | $2K |
| Park Square Financial Group, LLC | 0.00% | — | 44 | $2K |
| Tidemark, LLC | 0.00% | New | 42 | $2K |
| US Bancorp \de | 0.00% | No change | 40 | $1K |
| Innovative Advisory Group, LLC | 0.00% | — | 30 | $1K |
| Lanark Financial, Inc. | 0.05% | — | 16 | $600 |
| Farther Finance Advisors, LLC | 0.00% | No change | 9 | $329 |
| Kessler Investment Group, LLC | 0.00% | No change | 7 | $274 |
| FMR LLC | 0.00% | Reduce -66.7% | 1 | $37 |
| New Millennium Group LLC | 0.00% | No change | 1 | $27 |
"% of holder's portfolio" is BST's weight in each manager's 13F, not the share of BlackRock Science & Tech TR the manager owns.