BlackRock Science & Tech TRBST

13F holders, Q1 2025 (March 31)
121holders
13new positions
12sold out
$33.00avg. 13F price*

At the end of Q1 2025, 121 institutions reported holding BlackRock Science & Tech TR (BST) in their 13F filings, unchanged from Q4 2024. 13 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($42.9M), Raymond James Financial Inc. ($33.7M) and Invesco Ltd. ($16.3M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions13$8.6M
Exits12$9.0M

All 13F filers, Q4 2024 → Q1 2025: 438,240 shares bought and 488,571 shares sold, net −50,331 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 121 holders

Morgan Stanley 0.00% Reduce -1.9% 1,300,373 $42.9M
Raymond James Financial Inc. 0.01% Add +2.5% 1,021,574 $33.7M
Invesco Ltd. 0.00% Reduce -4.4% 493,480 $16.3M
Ameriprise Financial Inc. 0.00% Reduce -5.9% 443,914 $14.6M
1607 Capital Partners, LLC 0.83% Reduce -18.5% 311,561 $10.3M
Karpus Management, Inc. 0.32% Add +15.9% 300,768 $9.9M
Royal Bank of Canada 0.00% Add +0.5% 296,826 $9.8M
LPL Financial LLC 0.00% Add +1.1% 249,864 $8.2M
Wedbush Securities Inc. 0.29% Reduce -3.5% 242,581 $8.0M
Bank of America Corp. 0.00% Add +4.2% 189,800 $6.3M
Steward Partners Investment Advisory, LLC 0.05% Add +2.5% 169,727 $5.6M
Janney Montgomery Scott LLC 0.01% Add +4.2% 147,836 $4.9M
Osaic Holdings, Inc. 0.01% Add +18.7% 135,310 $4.5M
UBS Group AG 0.00% Reduce -16.2% 114,650 $3.8M
Cornerstone Advisors, LLC 0.12% New 84,241 $2.8M
NWF Advisory Services Inc. 0.35% New 75,000 $2.5M
First Trust Advisors LP 0.00% Add +0.7% 71,234 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.6% 64,713 $2.1M
Wealthspire Retirement, LLC 0.16% Add +3.0% 59,667 $2.0M
Stifel Financial Corp. 0.00% Add +3.7% 54,655 $1.8M
Cetera Investment Advisers 0.00% Add +23.6% 48,103 $1.6M
Oppenheimer & Co. Inc. 0.02% Add +13.9% 42,815 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -4.9% 40,463 $1.3M
HighTower Advisors, LLC 0.00% Reduce -9.5% 34,894 $1.2M
Truist Financial Corp. 0.00% Reduce -7.4% 29,949 $988K
J.W. Cole Advisors, Inc. 0.03% New 28,600 $944K
David J Yvars Group 0.73% Add +1.5% 27,886 $924K
Envestnet Asset Management Inc. 0.00% Add +10.2% 26,733 $882K
Kingsview Wealth Management, LLC 0.02% Reduce -1.6% 24,453 $807K
IHT Wealth Management, LLC 0.02% Reduce -0.8% 23,961 $790K
Jane Street Group, LLC 0.00% Add +183.8% 20,917 $690K
Kestra Advisory Services, LLC 0.00% Reduce -11.4% 20,834 $687K
SFG Wealth Management, LLC. 0.33% New 20,552 $678K
Wells Fargo & Company 0.00% Add +682.3% 19,652 $648K
Anchor Capital Management Group Inc 0.27% No change 18,000 $594K
Virtu Financial LLC 0.03% New 17,718 $585K
Stolper Co 0.19% Add +0.9% 17,551 $579K
Wealth Effects LLC 0.24% Add +0.4% 17,160 $566K
Lanark Financial, Inc. 0.05% — 16,434 $542K
Stephens Inc. 0.01% Reduce -1.2% 15,985 $527K
Marex Group Ltd 0.01% Reduce -7.4% 15,772 $520K
Smith, Moore & Co. 0.05% Reduce -4.1% 15,123 $499K
Apollon Wealth Management, LLC 0.01% Add +7.6% 14,953 $493K
Prospera Financial Services Inc 0.01% Add +9.9% 14,620 $482K
Polar Asset Management Partners Inc. 0.02% Reduce -49.4% 14,517 $479K
Focus Financial Network, Inc. 0.02% Add +2.9% 14,422 $476K
Hilltop Holdings Inc. 0.03% Add +5.6% 14,222 $469K
Future Financial Wealth Managment LLC 0.34% No change 14,000 $462K
Mutual Advisors, LLC 0.01% Add +24.4% 13,515 $452K
International Assets Investment Management, LLC 0.04% Reduce -10.0% 13,342 $440K
Compound Planning, Inc. 0.02% Reduce -1.6% 12,975 $428K
D.A. Davidson & Co. 0.00% Add +48.8% 12,436 $410K
Sanctuary Advisors, LLC 0.00% Add +4.3% 12,229 $403K
PNC Financial Services Group, Inc. 0.00% Reduce -5.3% 11,789 $389K
&partners 0.00% Add +4.0% 10,030 $336K
Rockefeller Capital Management L.P. 0.00% Add +0.5% 10,067 $332K
Great Valley Advisor Group, Inc. 0.01% Reduce -16.8% 9,980 $329K
B. Riley Wealth Advisors, Inc. 0.01% Add +12.8% 9,590 $316K
Next Level Private LLC 0.12% Add +0.5% 9,398 $310K
Shaker Financial Services, LLC 0.11% Reduce -50.8% 8,717 $288K
Aurora Private Wealth, Inc. 0.23% Reduce -3.1% 8,681 $286K
Faithward Advisors, LLC 0.05% Add +1.0% 8,595 $284K
Claro Advisors Inc. 0.04% Reduce -11.3% 8,495 $280K
Calamos Advisors LLC 0.00% Reduce -16.1% 8,492 $280K
Walled Lake Planning & Wealth Management, LLC 0.10% Add +2.1% 8,414 $278K
Arkadios Wealth Advisors 0.01% Add +22.2% 8,144 $269K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +1.2% 8,015 $268K
Perigon Wealth Management, LLC 0.01% Reduce -3.5% 7,706 $254K
Mirador Capital Partners LP 0.04% Add +0.7% 7,542 $249K
Level Four Advisory Services, LLC 0.01% Add +4.1% 7,017 $232K
Consolidated Portfolio Review Corp 0.04% New 6,982 $230K
Keystone Financial Group 0.02% No change 6,734 $222K
Vista Investment Partners Ii, LLC 0.12% Reduce -1.8% 6,733 $222K
Mosaic Financial Group, LLC 0.18% Reduce -11.0% 6,672 $220K
Mercer Global Advisors Inc. 0.00% New 6,607 $218K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -16.0% 6,449 $213K
EPG Wealth Management LLC 0.06% Add +2.1% 6,398 $211K
Focus Partners Wealth 0.00% New 6,392 $211K
Symphony Financial Services, Inc. 0.14% Add +8.0% 6,356 $210K
Goldman Sachs Group Inc. 0.00% Add +10.8% 6,147 $203K
Herold Advisors, Inc. 0.04% Add +0.9% 6,132 $202K
MGB Wealth Management, LLC 0.07% New 5,812 $202K
Capital Investment Advisory Services, LLC 0.02% New 6,082 $201K
Sunbelt Securities, Inc. 0.02% Reduce -53.7% 5,800 $191K
Harbor Investment Advisory, LLC 0.01% No change 3,491 $115K
Cwm, LLC 0.00% Reduce -1.5% 3,423 $113K
JPMorgan Chase & Co. 0.00% No change 2,826 $93K
Wilmington Savings Fund Society, FSB 0.00% No change 2,150 $71K
Comerica Bank 0.00% No change 2,148 $71K
Principal Securities, Inc. 0.00% No change 1,837 $67K
Wealth Preservation Advisors, LLC 0.04% — 1,613 $53K
Trust Co. of Vermont 0.00% No change 1,500 $49K
Harbour Investments, Inc. 0.00% No change 1,455 $48K
ORG Partners LLC 0.01% New 1,404 $47K
MAI Capital Management 0.00% Add +0.1% 1,160 $38K
Larson Financial Group LLC 0.00% Reduce -88.1% 1,115 $37K
Federation des caisses Desjardins du Quebec 0.00% No change 970 $32K
Spire Wealth Management 0.00% Reduce -0.9% 892 $29K
NewEdge Advisors, LLC 0.00% Reduce -23.5% 807 $27K
AdvisorNet Financial, Inc 0.00% New 742 $24K
EverSource Wealth Advisors, LLC 0.00% No change 710 $23K
Westside Investment Management, Inc. 0.00% No change 700 $23K
Capital Analysts, LLC 0.00% Reduce -10.1% 660 $22K
Parallel Advisors, LLC 0.00% Add +2.1% 666 $22K
Elequin Capital, LP 0.01% Reduce -51.3% 603 $20K
HM Payson & Co. 0.00% No change 600 $20K
Monetary Management Group Inc. 0.00% No change 445 $15K
JFS Wealth Advisors, LLC 0.00% No change 383 $13K
JNBA Financial Advisors 0.00% No change 359 $12K
Creative Financial Designs Inc. 0.00% No change 313 $10K
Physician Wealth Advisors, Inc. 0.00% No change 307 $10K
TruNorth Capital Management, LLC 0.00% Add +2.1% 98 $3K
Boyd Watterson Asset Management LLC 0.00% No change 96 $3K
Park Square Financial Group, LLC 0.00% No change 44 $1K
Tidemark, LLC 0.00% No change 42 $1K
US Bancorp \de 0.00% No change 40 $1K
Innovative Advisory Group, LLC 0.00% No change 30 $990
Farther Finance Advisors, LLC 0.00% No change 9 $302
Kessler Investment Group, LLC 0.00% No change 7 $247
Allworth Financial LP 0.00% Reduce -98.7% 6 $213
BlackRock, Inc. 0.00% New 1 $24

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