BlackRock Sci & Tech TRM TRBSTZ
13F holders, Q3 2025 (September 30)114holders −1
18new positions
18sold out
2famous investors
$22.16avg. 13F price*
At the end of Q3 2025, 114 institutions reported holding BlackRock Sci & Tech TRM TR (BSTZ) in their 13F filings, down 1 from Q2 2025. 18 opened new positions and 18 sold out. The largest holders were Saba Capital Management, L.P. ($81.9M), Morgan Stanley ($66.7M) and Rivernorth Capital Management, LLC ($29.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BlackRock Sci & Tech TRM TR
- CUSIP
- 09260K101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $5.5M |
| Exits | 18 | $10.1M |
All 13F filers, Q2 2025 → Q3 2025: 1,401,386 shares bought and 1,539,507 shares sold, net −138,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 114 holders
| Saba Capital Management, L.P. | 2.74% | Reduce -10.5% | 3,693,995 | $81.9M |
| Morgan Stanley | 0.00% | Add +7.4% | 3,009,514 | $66.7M |
| Rivernorth Capital Management, LLC | 1.71% | Add +4.0% | 1,341,454 | $29.7M |
| UBS Group AG | 0.01% | Reduce -3.8% | 1,184,873 | $26.3M |
| Invesco Ltd. | 0.00% | Reduce -0.1% | 989,439 | $21.9M |
| Bank of America Corp. | 0.00% | Add +16.8% | 959,947 | $21.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -18.9% | 950,335 | $21.1M |
| Penserra Capital Management LLC | 0.25% | Add +14.6% | 938,709 | $20.8M |
| Wedbush Securities Inc. | 0.50% | Reduce -1.3% | 689,912 | $15.3M |
| Lazard Asset Management LLC | 0.02% | Add +100.5% | 682,344 | $15.1M |
| Potrero Capital Research LLC | 3.63% | No change | 539,713 | $12.0M |
| Flagship Harbor Advisors, LLC | 0.31% | Reduce -4.1% | 322,791 | $7.2M |
| Royal Bank of Canada | 0.00% | Reduce -11.3% | 291,200 | $6.5M |
| Karpus Management, Inc. | 0.15% | Reduce -50.7% | 216,520 | $4.8M |
| Thomas J. Herzfeld Advisors, Inc. | 1.59% | Add +15.7% | 209,711 | $4.6M |
| LPL Financial LLC | 0.00% | Add +11.8% | 194,402 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +18.9% | 180,441 | $4.1M |
| Oppenheimer & Co. Inc. | 0.05% | Add +4.7% | 183,622 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +85.0% | 153,470 | $3.4M |
| Blue Bell Private Wealth Management, LLC | 0.43% | Add +2.5% | 127,935 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +13.4% | 114,848 | $2.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.7% | 96,631 | $2.1M |
| Independent Financial Group, LLC | 0.05% | Add +28.1% | 93,600 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +1.8% | 92,257 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +11.9% | 88,781 | $2.0M |
| RFG Advisory, LLC | 0.04% | Reduce -3.6% | 88,743 | $2.0M |
| Intrepid Family Office LLC | 1.60% | Add +0.4% | 80,000 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.2% | 77,079 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.0% | 72,183 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +16.5% | 68,248 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -4.6% | 65,654 | $1.5M |
| PMG Family Office LLC | 1.46% | — | 59,060 | $1.3M |
| TrueMark Investments, LLC | 0.21% | New | 55,000 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.7% | 52,072 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +13.8% | 50,505 | $1.1M |
| Summit Financial, LLC | 0.02% | New | 47,253 | $1.0M |
| LM Advisors LLC | 0.15% | Reduce -8.7% | 45,528 | $1.0M |
| Family Manage LLC | 0.13% | New | 42,021 | $931K |
| Formidable Asset Management, LLC | 0.14% | Add +109.0% | 44,258 | $918K |
| Wolverine Asset Management LLC | 0.06% | Add +50.3% | 39,141 | $867K |
| WNY Asset Management, LLC | 0.07% | Add +2.3% | 34,677 | $768K |
| PFG Investments, LLC | 0.04% | Add +9.6% | 34,603 | $767K |
| NewEdge Advisors, LLC | 0.00% | Add +14.4% | 34,196 | $758K |
| NWF Advisory Services Inc. | 0.07% | Add +51.2% | 28,260 | $626K |
| Corient Private Wealth LP | 0.00% | Add +0.2% | 27,609 | $612K |
| Quantinno Capital Management LP | 0.00% | Add +1.3% | 27,519 | $610K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +4.7% | 23,556 | $540K |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.1% | 23,077 | $511K |
| Focus Financial Network, Inc. | 0.02% | Add +18.4% | 22,363 | $496K |
| Mathes Company, Inc. | 0.16% | No change | 20,200 | $448K |
| Uhlmann Price Securities, LLC | 0.25% | Reduce -8.5% | 18,517 | $410K |
| Mercer Global Advisors Inc. | 0.00% | New | 18,167 | $403K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +2.8% | 17,990 | $399K |
| NewEdge Wealth, LLC | 0.01% | Reduce -68.5% | 16,816 | $386K |
| AQR Capital Management | 0.00% | Reduce -21.1% | 17,129 | $380K |
| Captrust Financial Advisors | 0.00% | Add +3.4% | 14,244 | $316K |
| Harbour Investments, Inc. | 0.01% | New | 13,651 | $303K |
| Delta Investment Management, LLC | 0.05% | No change | 13,600 | $301K |
| 1900 Wealth Management LLC | 0.02% | New | 13,524 | $300K |
| Jane Street Group, LLC | 0.00% | Reduce -7.1% | 13,235 | $293K |
| Mariner, LLC | 0.00% | New | 13,076 | $290K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.4% | 12,525 | $278K |
| Stablepoint Partners, LLC | 0.04% | Add +8.3% | 12,211 | $271K |
| Compound Planning, Inc. | 0.01% | Reduce -4.0% | 12,150 | $269K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 12,152 | $269K |
| Mather Group, Llc. | 0.00% | No change | 12,000 | $266K |
| Merit Financial Group, LLC | 0.00% | Add +7.6% | 11,938 | $265K |
| Citadel Advisors | 0.00% | New | 11,707 | $259K |
| Stockman Wealth Management, Inc. | 0.03% | Add +3.0% | 11,605 | $257K |
| Painted Porch Advisors LLC | 0.10% | Add +3.0% | 11,595 | $257K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +51.6% | 10,065 | $223K |
| International Assets Investment Management, LLC | 0.02% | No change | 10,785 | $223K |
| Sentinel Trust Co. Lba | 0.02% | No change | 10,022 | $222K |
| CSS LLC | 0.04% | New | 9,806 | $217K |
| Biltmore Family Office, LLC | 0.03% | No change | 9,791 | $217K |
| Citigroup Inc. | 0.00% | Add +0.7% | 8,282 | $184K |
| Advisory Services Network, LLC | 0.00% | New | 6,614 | $147K |
| Parallel Advisors, LLC | 0.00% | Add +3.0% | 6,588 | $146K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -6.5% | 6,100 | $135K |
| NFSG Corp | 0.02% | Add +0.8% | 5,983 | $133K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.1% | 5,833 | $129K |
| BlackRock, Inc. | 0.00% | No change | 5,000 | $111K |
| Sit Investment Associates Inc. | 0.00% | New | 4,275 | $95K |
| AdvisorNet Financial, Inc | 0.00% | Add +47.6% | 3,731 | $83K |
| Allworth Financial LP | 0.00% | Add +0.1% | 2,018 | $45K |
| Comerica Bank | 0.00% | Add +2.3% | 2,014 | $45K |
| US Bancorp \de | 0.00% | Add +165.3% | 1,804 | $40K |
| Larson Financial Group LLC | 0.00% | No change | 1,600 | $35K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +3.0% | 1,509 | $33K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -25.0% | 1,500 | $33K |
| Global Retirement Partners, LLC | 0.00% | Add +3.0% | 1,244 | $28K |
| WPG Advisers, LLC | 0.02% | Add +22.3% | 1,151 | $26K |
| Lanark Financial, Inc. | 0.00% | Add +1.9% | 1,078 | $24K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 968 | $21K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.1% | 815 | $18K |
| JPMorgan Chase & Co. | 0.00% | Add +343.4% | 807 | $18K |
| United Community Bank | 0.01% | No change | 785 | $17K |
| CoreCap Advisors, LLC | 0.00% | New | 562 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 550 | $12K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +3.0% | 515 | $11K |
"% 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.