BlackRock Sci & Tech TRM TRBSTZ
13F holders, Q4 2024 (December 31)109holders +8
13new positions
10sold out
$20.71avg. 13F price*
At the end of Q4 2024, 109 institutions reported holding BlackRock Sci & Tech TRM TR (BSTZ) in their 13F filings, up 8 from Q3 2024. 13 opened new positions and 10 sold out. The largest holders were Saba Capital Management, L.P. ($132.4M), Morgan Stanley ($61.0M) and Raymond James Financial Inc. ($31.0M).
- Company
- BlackRock Sci & Tech TRM TR
- CUSIP
- 09260K101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.1M |
| Exits | 10 | $8.1M |
All 13F filers, Q3 2024 → Q4 2024: 393,184 shares bought and 2,799,474 shares sold, net −2,406,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| Saba Capital Management, L.P. | 3.35% | Reduce -4.6% | 6,392,699 | $132.4M |
| Morgan Stanley | 0.00% | Reduce -1.3% | 2,946,647 | $61.0M |
| Raymond James Financial Inc. | 0.01% | — | 1,498,413 | $31.0M |
| Rivernorth Capital Management, LLC | 1.43% | Reduce -13.1% | 1,432,953 | $29.7M |
| UBS Group AG | 0.00% | Reduce -2.1% | 1,041,004 | $21.6M |
| Invesco Ltd. | 0.00% | Reduce -10.5% | 985,754 | $20.4M |
| Karpus Management, Inc. | 0.56% | Reduce -26.5% | 917,789 | $19.0M |
| Penserra Capital Management LLC | 0.31% | Add +7.2% | 808,947 | $16.8M |
| Wedbush Securities Inc. | 0.58% | Add +7.4% | 781,202 | $16.2M |
| Potrero Capital Research LLC | 6.18% | Reduce -9.4% | 705,633 | $14.6M |
| Bank of America Corp. | 0.00% | Add +21.8% | 671,643 | $13.9M |
| Lazard Asset Management LLC | 0.01% | Reduce -19.0% | 444,902 | $9.2M |
| Royal Bank of Canada | 0.00% | Reduce -4.5% | 420,737 | $8.7M |
| AQR Arbitrage LLC | 0.24% | Reduce -40.5% | 269,675 | $5.6M |
| Thomas J. Herzfeld Advisors, Inc. | 1.50% | Reduce -0.6% | 226,339 | $4.7M |
| North Ground Capital | 4.89% | — | 219,023 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.1% | 180,189 | $3.7M |
| LPL Financial LLC | 0.00% | Reduce -8.8% | 168,770 | $3.5M |
| 1607 Capital Partners, LLC | 0.27% | Reduce -73.8% | 160,857 | $3.3M |
| Oppenheimer & Co. Inc. | 0.05% | Add +11.5% | 158,946 | $3.3M |
| Blue Bell Private Wealth Management, LLC | 0.62% | Reduce -4.2% | 158,362 | $3.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.2% | 102,779 | $2.2M |
| NewEdge Wealth, LLC | 0.04% | Add +2.9% | 104,993 | $2.2M |
| Intrepid Family Office LLC | 2.27% | — | 104,174 | $2.2M |
| City of London Investment Management Co. Ltd. | 0.21% | Reduce -39.6% | 100,592 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -4.6% | 100,531 | $2.1M |
| Intrinsic Edge Capital Management LLC | 0.28% | No change | 100,000 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -69.5% | 99,932 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +0.9% | 87,880 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.4% | 84,681 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.9% | 78,497 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +28.1% | 77,184 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -34.5% | 74,107 | $1.5M |
| LM Advisors LLC | 0.27% | Reduce -22.8% | 71,174 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -7.6% | 68,936 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.3% | 58,945 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.7% | 58,204 | $1.2M |
| HBK Investments L P | 0.03% | Reduce -2.5% | 57,560 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 48,563 | $1.0M |
| WNY Asset Management, LLC | 0.11% | Reduce -5.6% | 42,050 | $871K |
| Wells Fargo & Company | 0.00% | Reduce -21.4% | 41,626 | $862K |
| Quantedge Capital Pte Ltd | 0.29% | Reduce -59.8% | 38,917 | $806K |
| PFG Investments, LLC | 0.04% | Reduce -6.7% | 33,564 | $695K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.0% | 32,442 | $672K |
| Dakota Wealth Management | 0.01% | Reduce -13.4% | 29,119 | $603K |
| Readystate Asset Management LP | 0.04% | New | 27,577 | $571K |
| Uhlmann Price Securities, LLC | 0.39% | Reduce -7.2% | 24,982 | $517K |
| Absolute Investment Advisers, LLC | 0.06% | Reduce -9.4% | 21,910 | $454K |
| Mathes Company, Inc. | 0.15% | No change | 20,200 | $418K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.8% | 19,622 | $406K |
| Wolverine Asset Management LLC | 0.03% | New | 18,573 | $385K |
| Amplius Wealth Advisors, LLC | 0.04% | Add +0.8% | 17,396 | $360K |
| Cetera Investment Advisers | 0.00% | Reduce -12.1% | 15,602 | $323K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 15,500 | $321K |
| Jane Street Group, LLC | 0.00% | Add +18.3% | 15,112 | $313K |
| Corient Private Wealth LP | 0.00% | Reduce -17.4% | 14,912 | $309K |
| Focus Financial Network, Inc. | 0.01% | Add +1.3% | 14,793 | $306K |
| HRT Financial LP | 0.00% | New | 14,299 | $296K |
| Delta Investment Management, LLC | 0.05% | No change | 13,600 | $282K |
| Ameriprise Financial Inc. | 0.00% | Add +4.4% | 12,444 | $258K |
| Mather Group, Llc. | 0.00% | No change | 12,000 | $249K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -4.9% | 11,910 | $247K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 11,910 | $247K |
| International Assets Investment Management, LLC | 0.02% | Reduce -1.8% | 10,785 | $224K |
| Stablepoint Partners, LLC | 0.04% | New | 10,770 | $223K |
| Advisory Services Network, LLC | 0.00% | Reduce -18.6% | 10,550 | $219K |
| Stockman Wealth Management, Inc. | 0.03% | Add +1.8% | 10,527 | $218K |
| Painted Porch Advisors LLC | 0.11% | Add +3.1% | 10,518 | $218K |
| Mosaic Financial Group, LLC | 0.15% | No change | 10,000 | $207K |
| CSS LLC | 0.04% | Reduce -26.1% | 9,893 | $205K |
| Sentinel Trust Co. Lba | 0.02% | Reduce -9.4% | 9,833 | $204K |
| Biltmore Family Office, LLC | 0.03% | New | 9,791 | $203K |
| Huntleigh Advisors, Inc. | 0.04% | — | 9,700 | $201K |
| CoreCap Advisors, LLC | 0.01% | No change | 8,500 | $176K |
| Citigroup Inc. | 0.00% | Reduce -6.9% | 8,263 | $171K |
| Parallel Advisors, LLC | 0.00% | Add +18.2% | 6,848 | $142K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -14.7% | 6,525 | $137K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 5,838 | $121K |
| BlackRock, Inc. | 0.00% | No change | 5,000 | $104K |
| Quarry LP | 0.02% | Reduce -9.4% | 3,614 | $75K |
| UMB Bank, n.a. | 0.00% | No change | 2,850 | $59K |
| US Bancorp \de | 0.00% | No change | 2,650 | $55K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,577 | $53K |
| Ameriflex Group, Inc. | 0.02% | — | 2,222 | $47K |
| Larson Financial Group LLC | 0.00% | Add +109.3% | 1,800 | $37K |
| Comerica Bank | 0.00% | Reduce -23.4% | 1,700 | $35K |
| Elequin Capital, LP | 0.01% | New | 1,610 | $33K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 1,133 | $23K |
| Signaturefd, LLC | 0.00% | No change | 1,000 | $21K |
| Sound Income Strategies, LLC | 0.00% | New | 790 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.0% | 788 | $16K |
| United Community Bank | 0.01% | No change | 785 | $16K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.5% | 565 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +1.1% | 556 | $12K |
| WPG Advisers, LLC | 0.01% | — | 484 | $10K |
| St Germain D J Co. Inc. | 0.00% | New | 450 | $9K |
| Cwm, LLC | 0.00% | Reduce -71.9% | 390 | $8K |
| MAI Capital Management | 0.00% | New | 320 | $7K |
| FSA Wealth Management LLC | 0.00% | No change | 300 | $6K |
| Beacon Capital Management, LLC | 0.00% | Add +3.2% | 261 | $5K |
| SWAN Capital LLC | 0.00% | New | 250 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 180 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -53.6% | 173 | $4K |
| Parvin Asset Management, LLC | 0.00% | — | 150 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 175 | $3K |
| Continuum Advisory, LLC | 0.00% | Add +2.2% | 92 | $2K |
| Allworth Financial LP | 0.00% | No change | 16 | $357 |
| Lanark Financial, Inc. | 0.00% | — | 1 | $21 |
| FMR LLC | 0.00% | Reduce -66.7% | 1 | $21 |
"% of holder's portfolio" is BSTZ's weight in each manager's 13F, not the share of BlackRock Sci & Tech TRM TR the manager owns.