BlackRock Sci & Tech TRM TRBSTZ
13F holders, Q1 2025 (March 31)106holders −3
15new positions
18sold out
$17.74avg. 13F price*
At the end of Q1 2025, 106 institutions reported holding BlackRock Sci & Tech TRM TR (BSTZ) in their 13F filings, down 3 from Q4 2024. 15 opened new positions and 18 sold out. The largest holders were Saba Capital Management, L.P. ($87.0M), Morgan Stanley ($51.9M) and Raymond James Financial Inc. ($25.4M).
- Company
- BlackRock Sci & Tech TRM TR
- CUSIP
- 09260K101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $8.7M |
| Exits | 18 | $7.5M |
All 13F filers, Q4 2024 → Q1 2025: 921,528 shares bought and 2,985,455 shares sold, net −2,063,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 106 holders
| Saba Capital Management, L.P. | 2.41% | Reduce -23.3% | 4,905,648 | $87.0M |
| Morgan Stanley | 0.00% | Reduce -0.8% | 2,924,646 | $51.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.3% | 1,433,252 | $25.4M |
| Rivernorth Capital Management, LLC | 1.28% | Reduce -5.5% | 1,354,756 | $24.0M |
| UBS Group AG | 0.00% | Add +7.4% | 1,118,120 | $19.8M |
| Invesco Ltd. | 0.00% | Reduce -3.6% | 950,601 | $16.9M |
| Wedbush Securities Inc. | 0.57% | Add +11.0% | 867,485 | $15.4M |
| Penserra Capital Management LLC | 0.25% | Reduce -1.8% | 794,684 | $14.1M |
| Bank of America Corp. | 0.00% | Add +8.4% | 727,793 | $12.9M |
| Karpus Management, Inc. | 0.39% | Reduce -25.5% | 683,781 | $12.1M |
| Potrero Capital Research LLC | 5.46% | Reduce -11.2% | 626,671 | $11.1M |
| Lazard Asset Management LLC | 0.01% | Reduce -11.2% | 395,116 | $7.0M |
| Royal Bank of Canada | 0.00% | Reduce -10.7% | 375,748 | $6.7M |
| Sit Investment Associates Inc. | 0.10% | New | 238,864 | $4.2M |
| Thomas J. Herzfeld Advisors, Inc. | 1.22% | Reduce -10.4% | 202,849 | $3.6M |
| LPL Financial LLC | 0.00% | Reduce -0.1% | 168,691 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +4.8% | 166,514 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -8.6% | 164,723 | $2.9M |
| Blue Bell Private Wealth Management, LLC | 0.49% | Reduce -8.0% | 145,658 | $2.6M |
| 1607 Capital Partners, LLC | 0.21% | Reduce -9.8% | 145,059 | $2.6M |
| Flagship Harbor Advisors, LLC | 0.10% | Add +5.2% | 105,137 | $1.9M |
| Absolute Investment Advisers, LLC | 0.26% | Add +356.4% | 99,992 | $1.8M |
| NewEdge Wealth, LLC | 0.03% | Reduce -6.0% | 98,649 | $1.8M |
| AQR Arbitrage LLC | 0.07% | Reduce -64.3% | 96,237 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.6% | 95,336 | $1.7M |
| Intrepid Family Office LLC | 2.44% | Reduce -11.2% | 92,517 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.1% | 87,781 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -14.6% | 85,836 | $1.5M |
| North Ground Capital | 1.52% | Reduce -61.5% | 84,374 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.9% | 80,737 | $1.4M |
| RFG Advisory, LLC | 0.04% | New | 77,863 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.9% | 74,971 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +21.5% | 70,712 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -35.6% | 66,138 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -11.2% | 65,819 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -5.1% | 65,394 | $1.2M |
| LM Advisors LLC | 0.19% | Reduce -18.0% | 58,366 | $1.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.27% | New | 57,011 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.1% | 56,520 | $1.0M |
| HBK Investments L P | 0.02% | Reduce -11.2% | 51,119 | $907K |
| Wells Fargo & Company | 0.00% | Add +16.5% | 48,506 | $860K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.0% | 46,136 | $818K |
| Cetera Investment Advisers | 0.00% | Add +193.3% | 45,758 | $812K |
| WNY Asset Management, LLC | 0.08% | Reduce -8.8% | 38,365 | $681K |
| Quarry LP | 0.17% | Add +929.0% | 37,188 | $660K |
| PFG Investments, LLC | 0.04% | Reduce -3.0% | 32,564 | $578K |
| Uhlmann Price Securities, LLC | 0.31% | Reduce -3.8% | 24,045 | $427K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +92.0% | 22,864 | $406K |
| Jane Street Group, LLC | 0.00% | Add +41.9% | 21,436 | $380K |
| Formidable Asset Management, LLC | 0.06% | New | 21,181 | $376K |
| Dakota Wealth Management | 0.01% | Reduce -30.6% | 20,202 | $358K |
| Mathes Company, Inc. | 0.15% | No change | 20,200 | $358K |
| City Holding Co. | 0.05% | New | 20,000 | $355K |
| NewEdge Advisors, LLC | 0.00% | Add +1.6% | 19,934 | $354K |
| NWF Advisory Services Inc. | 0.05% | New | 19,214 | $341K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -41.6% | 18,934 | $336K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +18.9% | 18,433 | $327K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +3.0% | 17,921 | $318K |
| Focus Financial Network, Inc. | 0.01% | Add +6.8% | 15,799 | $280K |
| Advisor Resource Council | 0.02% | New | 15,541 | $276K |
| Corient Private Wealth LP | 0.00% | Add +0.7% | 15,018 | $266K |
| Delta Investment Management, LLC | 0.05% | No change | 13,600 | $241K |
| Ameriprise Financial Inc. | 0.00% | Add +5.1% | 13,077 | $232K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +8.3% | 12,895 | $229K |
| Compound Planning, Inc. | 0.01% | New | 12,725 | $226K |
| Mather Group, Llc. | 0.00% | No change | 12,000 | $213K |
| Virtu Financial LLC | 0.01% | New | 11,327 | $201K |
| CSS LLC | 0.04% | Add +13.8% | 11,262 | $200K |
| Stockman Wealth Management, Inc. | 0.03% | Add +3.4% | 10,887 | $193K |
| Painted Porch Advisors LLC | 0.08% | Add +3.4% | 10,878 | $193K |
| International Assets Investment Management, LLC | 0.02% | No change | 10,785 | $191K |
| Stablepoint Partners, LLC | 0.03% | No change | 10,770 | $191K |
| Citigroup Inc. | 0.00% | Reduce -0.4% | 8,227 | $146K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 6,250 | $111K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.7% | 6,182 | $110K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -6.5% | 6,100 | $108K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 5,871 | $104K |
| BlackRock, Inc. | 0.00% | No change | 5,000 | $89K |
| JPMorgan Chase & Co. | 0.00% | New | 4,600 | $82K |
| UMB Bank, n.a. | 0.00% | No change | 2,850 | $51K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,577 | $46K |
| US Bancorp \de | 0.00% | Reduce -8.3% | 2,430 | $43K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,245 | $40K |
| Ameriflex Group, Inc. | 0.01% | Reduce -18.2% | 1,818 | $32K |
| Comerica Bank | 0.00% | No change | 1,700 | $30K |
| Larson Financial Group LLC | 0.00% | Reduce -11.1% | 1,600 | $28K |
| AdvisorNet Financial, Inc | 0.00% | New | 1,331 | $24K |
| WPG Advisers, LLC | 0.02% | Add +123.3% | 1,081 | $19K |
| Lanark Financial, Inc. | 0.00% | — | 1,036 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.1% | 797 | $14K |
| Sound Income Strategies, LLC | 0.00% | No change | 790 | $14K |
| United Community Bank | 0.01% | No change | 785 | $14K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 556 | $12K |
| St Germain D J Co. Inc. | 0.00% | No change | 450 | $8K |
| Cwm, LLC | 0.00% | No change | 390 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -24.1% | 429 | $7K |
| MAI Capital Management | 0.00% | No change | 320 | $6K |
| Garde Capital, Inc. | 0.00% | New | 303 | $5K |
| Beacon Capital Management, LLC | 0.00% | Add +3.5% | 270 | $5K |
| SWAN Capital LLC | 0.00% | No change | 250 | $4K |
| Assetmark, Inc. | 0.00% | No change | 173 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 175 | $3K |
| Ancora Advisors LLC | 0.00% | Reduce -11.1% | 160 | $3K |
| SouthState Bank Corp | 0.00% | New | 135 | $2K |
| Continuum Advisory, LLC | 0.00% | Add +5.4% | 97 | $2K |
| Allworth Financial LP | 0.00% | Add +6.3% | 17 | $293 |
"% 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.