BlackRock Sci & Tech TRM TRBSTZ
13F holders, Q2 2025 (June 30)115holders +9
18new positions
11sold out
1famous investor
$20.75avg. 13F price*
At the end of Q2 2025, 115 institutions reported holding BlackRock Sci & Tech TRM TR (BSTZ) in their 13F filings, up 9 from Q1 2025. 18 opened new positions and 11 sold out. The largest holders were Saba Capital Management, L.P. ($85.7M), Morgan Stanley ($58.2M) and Rivernorth Capital Management, LLC ($26.8M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- BlackRock Sci & Tech TRM TR
- CUSIP
- 09260K101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $6.5M |
| Exits | 11 | $10.7M |
All 13F filers, Q1 2025 → Q2 2025: 986,993 shares bought and 2,676,367 shares sold, net −1,689,374 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Saba Capital Management, L.P. | 2.35% | Reduce -15.9% | 4,127,740 | $85.7M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 2,802,871 | $58.2M |
| Rivernorth Capital Management, LLC | 1.48% | Reduce -4.8% | 1,289,664 | $26.8M |
| UBS Group AG | 0.01% | Add +10.2% | 1,231,731 | $25.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -18.3% | 1,171,446 | $24.3M |
| Invesco Ltd. | 0.00% | Add +4.2% | 990,482 | $20.6M |
| Bank of America Corp. | 0.00% | Add +12.9% | 821,917 | $17.1M |
| Penserra Capital Management LLC | 0.24% | Add +3.0% | 818,870 | $17.0M |
| Wedbush Securities Inc. | 0.51% | Reduce -19.4% | 698,725 | $14.5M |
| Potrero Capital Research LLC | 5.21% | Reduce -13.9% | 539,713 | $11.2M |
| Karpus Management, Inc. | 0.29% | Reduce -35.7% | 439,459 | $9.1M |
| Lazard Asset Management LLC | 0.01% | Reduce -13.9% | 340,290 | $7.1M |
| Flagship Harbor Advisors, LLC | 0.33% | Add +220.2% | 336,660 | $7.0M |
| Royal Bank of Canada | 0.00% | Reduce -12.7% | 328,209 | $6.8M |
| Thomas J. Herzfeld Advisors, Inc. | 1.34% | Reduce -10.6% | 181,310 | $3.8M |
| Oppenheimer & Co. Inc. | 0.05% | Add +5.3% | 175,426 | $3.6M |
| LPL Financial LLC | 0.00% | Add +3.1% | 173,915 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.9% | 151,770 | $3.1M |
| Blue Bell Private Wealth Management, LLC | 0.43% | Reduce -14.3% | 124,854 | $2.6M |
| 1607 Capital Partners, LLC | 0.19% | Reduce -22.8% | 112,055 | $2.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.7% | 103,591 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +15.4% | 101,267 | $2.1M |
| RFG Advisory, LLC | 0.04% | Add +18.2% | 92,039 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +5.5% | 90,594 | $1.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.41% | Add +53.8% | 87,676 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.7% | 82,936 | $1.7M |
| Balyasny Asset Management L.P. | 0.00% | New | 79,839 | $1.7M |
| Intrepid Family Office LLC | 1.79% | Reduce -13.9% | 79,679 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +19.9% | 79,328 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +10.3% | 78,004 | $1.6M |
| Independent Financial Group, LLC | 0.04% | New | 73,050 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.7% | 71,475 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +5.2% | 68,823 | $1.4M |
| Absolute Investment Advisers, LLC | 0.16% | Reduce -37.4% | 62,574 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +20.8% | 58,587 | $1.2M |
| NewEdge Wealth, LLC | 0.02% | Reduce -45.8% | 53,469 | $1.2M |
| HBK Investments L P | 0.02% | Add +2.2% | 52,222 | $1.1M |
| LM Advisors LLC | 0.13% | Reduce -14.6% | 49,857 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +6.8% | 49,271 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -3.0% | 44,393 | $921K |
| WNY Asset Management, LLC | 0.08% | Reduce -11.6% | 33,906 | $704K |
| PFG Investments, LLC | 0.04% | Reduce -3.1% | 31,560 | $655K |
| NewEdge Advisors, LLC | 0.00% | Add +50.0% | 29,902 | $620K |
| Quarry LP | 0.14% | Reduce -22.5% | 28,811 | $598K |
| Corient Private Wealth LP | 0.00% | Add +83.5% | 27,565 | $572K |
| Quantinno Capital Management LP | 0.00% | New | 27,164 | $564K |
| Wolverine Asset Management LLC | 0.04% | New | 26,047 | $540K |
| Ameriprise Financial Inc. | 0.00% | Add +94.1% | 25,385 | $527K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -1.6% | 22,493 | $467K |
| AQR Capital Management | 0.00% | New | 21,718 | $451K |
| Walleye Capital LLC | 0.00% | New | 20,705 | $430K |
| Uhlmann Price Securities, LLC | 0.30% | Reduce -15.8% | 20,235 | $420K |
| Mathes Company, Inc. | 0.16% | No change | 20,200 | $419K |
| Focus Financial Network, Inc. | 0.02% | Add +19.5% | 18,884 | $392K |
| NWF Advisory Services Inc. | 0.05% | Reduce -2.7% | 18,693 | $388K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.1% | 18,233 | $378K |
| Formidable Asset Management, LLC | 0.06% | No change | 21,181 | $376K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -2.4% | 17,496 | $363K |
| Dakota Wealth Management | 0.01% | Reduce -23.3% | 15,496 | $322K |
| Jane Street Group, LLC | 0.00% | Reduce -33.5% | 14,252 | $296K |
| Captrust Financial Advisors | 0.00% | New | 13,780 | $286K |
| Delta Investment Management, LLC | 0.05% | No change | 13,600 | $282K |
| Compound Planning, Inc. | 0.01% | Reduce -0.6% | 12,650 | $262K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -3.3% | 12,475 | $259K |
| Mather Group, Llc. | 0.00% | No change | 12,000 | $249K |
| Stablepoint Partners, LLC | 0.04% | Add +4.6% | 11,270 | $234K |
| Stockman Wealth Management, Inc. | 0.03% | Add +3.5% | 11,267 | $234K |
| Painted Porch Advisors LLC | 0.10% | Add +3.5% | 11,258 | $234K |
| Merit Financial Group, LLC | 0.00% | New | 11,091 | $230K |
| International Assets Investment Management, LLC | 0.02% | No change | 10,785 | $224K |
| Baird Financial Group, Inc. | 0.00% | New | 10,544 | $219K |
| Sentinel Trust Co. Lba | 0.02% | New | 10,022 | $208K |
| Biltmore Family Office, LLC | 0.03% | New | 9,791 | $203K |
| Citigroup Inc. | 0.00% | No change | 8,227 | $171K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -57.7% | 8,006 | $166K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.1% | 6,638 | $138K |
| Sunbelt Securities, Inc. | 0.01% | Add +7.0% | 6,525 | $135K |
| Parallel Advisors, LLC | 0.00% | Add +3.5% | 6,397 | $133K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 6,250 | $130K |
| NFSG Corp | 0.02% | New | 5,936 | $123K |
| BlackRock, Inc. | 0.00% | No change | 5,000 | $104K |
| UMB Bank, n.a. | 0.00% | No change | 2,850 | $59K |
| AdvisorNet Financial, Inc | 0.00% | Add +89.9% | 2,527 | $52K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.2% | 2,218 | $46K |
| Allworth Financial LP | 0.00% | Add +11764.7% | 2,017 | $42K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -22.4% | 2,000 | $42K |
| Comerica Bank | 0.00% | Add +15.8% | 1,969 | $41K |
| Ameriflex Group, Inc. | 0.02% | Add +2.4% | 1,861 | $38K |
| Larson Financial Group LLC | 0.00% | No change | 1,600 | $33K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +163.5% | 1,465 | $30K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,249 | $26K |
| Global Retirement Partners, LLC | 0.00% | — | 1,208 | $25K |
| Lanark Financial, Inc. | 0.00% | Add +2.1% | 1,058 | $21K |
| WPG Advisers, LLC | 0.02% | Reduce -12.9% | 941 | $20K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.1% | 806 | $17K |
| United Community Bank | 0.01% | No change | 785 | $16K |
| US Bancorp \de | 0.00% | Reduce -72.0% | 680 | $14K |
| IFP Advisors, Inc | 0.00% | New | 605 | $13K |
| Principal Securities, Inc. | 0.00% | New | 550 | $11K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 500 | $10K |
"% 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.