BlackRock Sci & Tech TRM TRBSTZ

13F holders, Q4 2025 (December 31)
125holders +11
15new positions
9sold out
2famous investors
$22.61avg. 13F price*

At the end of Q4 2025, 125 institutions reported holding BlackRock Sci & Tech TRM TR (BSTZ) in their 13F filings, up 11 from Q3 2025. 15 opened new positions and 9 sold out. The largest holders were Saba Capital Management, L.P. ($103.0M), Morgan Stanley ($67.8M) and Rivernorth Capital Management, LLC ($33.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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

050100150200 Q1 2024: 98Q1 2024Q2 2024: 98Q2 2024Q3 2024: 101Q3 2024Q4 2024: 109Q4 2024Q1 2025: 106Q1 2025Q2 2025: 115Q2 2025Q3 2025: 114Q3 2025Q4 2025: 125Q4 2025Q1 2026: 134Q1 2026Q2 2026: 151Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions15$4.0M
Exits9$870K

All 13F filers, Q3 2025 → Q4 2025: 1,608,304 shares bought and 305,507 shares sold, net +1,302,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 125 holders

Saba Capital Management, L.P. 3.51% Add +23.4% 4,557,491 $103.0M
Morgan Stanley 0.00% Reduce -0.3% 2,999,473 $67.8M
Rivernorth Capital Management, LLC 1.57% Add +8.7% 1,458,032 $33.0M
UBS Group AG 0.01% Reduce -2.6% 1,153,445 $26.1M
Penserra Capital Management LLC 0.28% Add +10.2% 1,034,410 $23.4M
Bank of America Corp. 0.00% Add +0.3% 962,379 $21.8M
Raymond James Financial Inc. 0.01% Add +0.9% 959,119 $21.7M
Invesco Ltd. 0.00% Reduce -7.1% 919,400 $20.8M
Wedbush Securities Inc. 0.49% Add +6.9% 737,797 $16.7M
Lazard Asset Management LLC 0.03% No change 682,344 $15.4M
Potrero Capital Research LLC 4.10% Reduce -0.2% 538,710 $12.2M
Flagship Harbor Advisors, LLC 0.34% Reduce -2.2% 315,818 $7.1M
Royal Bank of Canada 0.00% Add +6.5% 310,047 $7.0M
Z3 Capital Partners, LLC 1.62% — 297,405 $6.7M
Thomas J. Herzfeld Advisors, Inc. 1.65% Add +2.6% 215,176 $4.9M
Karpus Management, Inc. 0.15% Reduce -1.8% 212,726 $4.8M
LPL Financial LLC 0.00% Add +7.0% 208,022 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +13.5% 204,880 $4.7M
Oppenheimer & Co. Inc. 0.06% Add +1.4% 186,176 $4.2M
Steward Partners Investment Advisory, LLC 0.02% Add +0.7% 154,463 $3.5M
Osaic Holdings, Inc. 0.00% Add +29.6% 148,864 $3.4M
Blue Bell Private Wealth Management, LLC 0.49% Add +15.6% 147,913 $3.3M
Wolverine Asset Management LLC 0.15% Add +189.1% 113,146 $2.6M
Rockefeller Capital Management L.P. 0.00% Reduce -0.9% 95,770 $2.2M
HighTower Advisors, LLC 0.00% Add +23.6% 95,298 $2.2M
Independent Financial Group, LLC 0.05% Add +0.4% 94,000 $2.1M
Stifel Financial Corp. 0.00% Reduce -0.8% 91,517 $2.1M
Sanctuary Advisors, LLC 0.01% Add +2.9% 91,320 $2.1M
RFG Advisory, LLC 0.04% Add +0.0% 88,754 $2.0M
Intrepid Family Office LLC 1.74% No change 80,000 $1.8M
Truist Financial Corp. 0.00% Reduce -0.4% 65,373 $1.5M
Cetera Investment Advisers 0.00% Add +26.4% 63,854 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -19.4% 58,194 $1.3M
Evolve Private Wealth, LLC 0.08% — 57,466 $1.3M
Janney Montgomery Scott LLC 0.00% Add +10.2% 57,370 $1.3M
TrueMark Investments, LLC 0.24% Add +2.5% 56,386 $1.3M
PMG Family Office LLC 1.47% Reduce -4.8% 56,217 $1.3M
Summit Financial, LLC 0.02% Reduce -1.0% 46,780 $1.1M
Wells Fargo & Company 0.00% Reduce -31.8% 46,519 $1.1M
Formidable Asset Management, LLC 0.15% Add +3.0% 45,600 $1.0M
NWF Advisory Services Inc. 0.11% Add +52.5% 43,112 $975K
Susquehanna International Group, LLP 0.00% New 32,731 $740K
PFG Investments, LLC 0.03% Reduce -6.1% 32,496 $735K
Ameriprise Financial Inc. 0.00% Add +36.2% 31,428 $711K
Wealth Effects LLC 0.22% New 30,886 $698K
Quantinno Capital Management LP 0.00% Add +3.7% 28,549 $646K
NewEdge Advisors, LLC 0.00% Reduce -16.6% 28,519 $645K
Corient Private Wealth LP 0.00% Add +1.0% 27,877 $630K
Jane Street Group, LLC 0.00% Add +83.7% 24,314 $550K
SeaCrest Wealth Management, LLC 0.05% Reduce -0.9% 23,332 $532K
1607 Capital Partners, LLC 0.04% New 23,400 $529K
Focus Financial Network, Inc. 0.02% Reduce -1.0% 22,142 $501K
Indivisible Partners 0.05% — 20,405 $461K
Mathes Company, Inc. 0.16% Reduce -2.5% 19,700 $445K
Quantedge Capital Pte Ltd 0.20% New 19,000 $430K
Citadel Advisors 0.00% Add +58.9% 18,600 $421K
Uhlmann Price Securities, LLC 0.24% Reduce -2.2% 18,107 $409K
NewEdge Wealth, LLC 0.00% No change 16,816 $380K
Harbour Investments, Inc. 0.01% Add +14.6% 15,639 $354K
Amplius Wealth Advisors, LLC 0.03% Reduce -13.4% 15,587 $352K
AQR Capital Management 0.00% Reduce -9.4% 15,518 $351K
Fund Advisors of America Inc 0.32% — 15,459 $350K
CSS LLC 0.05% Add +45.9% 14,306 $323K
Delta Investment Management, LLC 0.05% No change 13,600 $307K
1900 Wealth Management LLC 0.02% No change 13,524 $306K
Spirepoint Private Client, LLC 0.03% New 13,380 $303K
Evoke Wealth, LLC 0.01% New 13,122 $297K
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.3% 13,035 $295K
B. Riley Wealth Advisors, Inc. 0.01% Add +2.3% 12,809 $290K
Captrust Financial Advisors 0.00% Reduce -11.3% 12,633 $286K
Mariner, LLC 0.00% Reduce -6.5% 12,225 $276K
Stablepoint Partners, LLC 0.04% No change 12,211 $276K
Merit Financial Group, LLC 0.00% Add +2.1% 12,190 $276K
Compound Planning, Inc. 0.01% No change 12,150 $275K
Stockman Wealth Management, Inc. 0.03% Add +3.8% 12,040 $272K
Painted Porch Advisors LLC 0.11% Add +3.7% 12,029 $272K
Mather Group, Llc. 0.00% No change 12,000 $271K
International Assets Investment Management, LLC 0.02% Add +4.6% 11,285 $255K
Focus Partners Wealth 0.00% New 10,574 $239K
Advocate Investing Services LLC 0.21% — 10,300 $233K
Closed-End Fund Advisors, Inc. 0.13% — 10,070 $228K
Sentinel Trust Co. Lba 0.02% No change 10,022 $227K
Biltmore Family Office, LLC 0.03% No change 9,791 $221K
Family Manage LLC 0.03% Reduce -78.0% 9,223 $209K
Creative Planning 0.00% New 9,023 $204K
Global Retirement Partners, LLC 0.00% Add +494.7% 7,398 $167K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -29.3% 7,115 $161K
SageView Advisory Group, LLC 0.01% New 6,834 $155K
Citigroup Inc. 0.00% Reduce -19.9% 6,630 $150K
PNC Financial Services Group, Inc. 0.00% Add +7.5% 6,270 $142K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% New 6,250 $141K
Activest Wealth Management 0.03% New 6,198 $140K
Sunbelt Securities, Inc. 0.01% No change 6,100 $138K
BlackRock, Inc. 0.00% No change 5,000 $113K
AdvisorNet Financial, Inc 0.00% Add +6.9% 3,989 $90K
Parallel Advisors, LLC 0.00% Reduce -49.5% 3,324 $75K
Kestra Advisory Services, LLC 0.00% New 2,988 $68K
Pinnacle Wealth Planning Services, Inc. 0.01% New 2,581 $58K
Comerica Bank 0.00% Add +2.9% 2,072 $47K
Allworth Financial LP 0.00% Add +0.1% 2,019 $46K
LM Advisors LLC 0.16% Reduce -97.9% 940 $42K
Larson Financial Group LLC 0.00% No change 1,600 $36K
Armstrong Advisory Group, Inc. 0.00% Add +3.8% 1,566 $35K
WPG Advisers, LLC 0.02% Reduce -2.5% 1,122 $25K
Lanark Financial, Inc. 0.00% Add +2.3% 1,103 $25K
Sound Income Strategies, LLC 0.00% New 1,000 $23K
JPMorgan Chase & Co. 0.00% No change 807 $18K
United Community Bank 0.01% No change 785 $18K
US Bancorp \de 0.00% Reduce -62.3% 680 $15K
Cwm, LLC 0.00% Add +58.5% 618 $14K
CoreCap Advisors, LLC 0.00% No change 562 $13K
Mark Sheptoff Financial Planning, LLC 0.01% Add +3.7% 534 $12K
Osbon Capital Management LLC 0.01% — 450 $10K
St Germain D J Co. Inc. 0.00% No change 450 $10K
CIBC Private Wealth Group LLC 0.00% Add +3.6% 403 $9K
MAI Capital Management 0.00% No change 320 $7K
GoalVest Advisory LLC 0.00% No change 260 $6K
SWAN Capital LLC 0.00% No change 250 $6K
Assetmark, Inc. 0.00% No change 173 $4K
Ancora Advisors LLC 0.00% No change 160 $4K
SouthState Bank Corp 0.00% No change 135 $3K
Valley National Advisers Inc. 0.00% No change 175 $3K
Exchange Traded Concepts, LLC 0.00% Reduce -15.9% 53 $1K
Blue Trust, Inc. 0.00% Reduce -53.9% 30 $678
Hantz Financial Services, Inc. 0.00% No change 10 $0

"% 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.