BlackRock Sci & Tech TRM TRBSTZ

13F holders, Q1 2026 (March 31)
134holders +9
19new positions
9sold out
3famous investors
$22.14avg. 13F price*

At the end of Q1 2026, 134 institutions reported holding BlackRock Sci & Tech TRM TR (BSTZ) in their 13F filings, up 9 from Q4 2025. 19 opened new positions and 9 sold out. The largest holders were Saba Capital Management, L.P. ($122.5M), Morgan Stanley ($75.6M) and Rivernorth Capital Management, LLC ($33.1M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), 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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions19$9.9M
Exits9$36.9M

All 13F filers, Q4 2025 → Q1 2026: 2,543,337 shares bought and 2,141,704 shares sold, net +401,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 134 holders

Saba Capital Management, L.P. 3.98% Add +21.4% 5,531,595 $122.5M
Morgan Stanley 0.00% Add +13.7% 3,411,719 $75.6M
Rivernorth Capital Management, LLC 1.67% Add +2.5% 1,493,937 $33.1M
UBS Group AG 0.00% Add +4.3% 1,203,362 $26.7M
Raymond James Financial Inc. 0.01% Add +1.7% 975,387 $21.6M
Invesco Ltd. 0.00% Add +1.8% 936,250 $20.7M
Bank of America Corp. 0.00% Reduce -3.8% 925,939 $20.5M
Lazard Asset Management LLC 0.02% Reduce -0.6% 677,993 $15.0M
Wedbush Securities Inc. 0.42% Reduce -10.9% 657,087 $14.6M
Karpus Management, Inc. 0.28% Add +92.7% 409,931 $9.1M
Flagship Harbor Advisors, LLC 0.31% Reduce -0.2% 315,207 $7.0M
Z3 Capital Partners, LLC 1.72% Add +3.4% 307,408 $6.8M
Royal Bank of Canada 0.00% Reduce -2.6% 301,952 $6.7M
Oppenheimer & Co. Inc. 0.06% Add +25.4% 233,441 $5.2M
Rockefeller Capital Management L.P. 0.01% Add +130.9% 221,159 $4.9M
LPL Financial LLC 0.00% Reduce -4.0% 199,623 $4.4M
Blue Bell Private Wealth Management, LLC 0.53% Add +12.3% 166,052 $3.7M
Steward Partners Investment Advisory, LLC 0.02% Add +0.1% 154,534 $3.4M
Osaic Holdings, Inc. 0.00% Reduce -5.9% 140,056 $3.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -32.6% 138,074 $3.1M
Absolute Investment Advisers, LLC 0.36% New 137,302 $3.0M
RFG Advisory, LLC 0.04% Add +8.5% 96,304 $2.1M
Independent Financial Group, LLC 0.05% Reduce -0.1% 93,950 $2.1M
Sanctuary Advisors, LLC 0.01% Add +1.7% 92,841 $2.1M
Stifel Financial Corp. 0.00% Reduce -0.3% 91,244 $2.0M
Millennium Management 0.00% New 86,592 $1.9M
Thomas J. Herzfeld Advisors, Inc. 0.62% Reduce -61.6% 82,672 $1.8M
Intrepid Family Office LLC 1.54% No change 80,000 $1.8M
Cetera Investment Advisers 0.00% Add +4.5% 66,709 $1.5M
Wolverine Asset Management LLC 0.08% Reduce -41.2% 66,485 $1.5M
Quarry LP 0.30% New 65,821 $1.5M
HighTower Advisors, LLC 0.00% Reduce -31.4% 65,406 $1.4M
1607 Capital Partners, LLC 0.10% Add +162.4% 61,400 $1.4M
TrueMark Investments, LLC 0.26% Add +6.1% 59,839 $1.3M
Susquehanna International Group, LLP 0.00% Add +81.1% 59,282 $1.3M
Evolve Private Wealth, LLC 0.07% Add +1.4% 58,259 $1.3M
PMG Family Office LLC 1.42% Add +1.8% 57,207 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -3.9% 55,915 $1.2M
Janney Montgomery Scott LLC 0.00% Reduce -6.3% 53,737 $1.2M
Formidable Asset Management, LLC 0.17% Add +6.4% 48,531 $1.1M
Summit Financial, LLC 0.01% Add +5.6% 49,414 $1.1M
NWF Advisory Services Inc. 0.11% Add +5.1% 45,297 $1.0M
Apollon Wealth Management, LLC 0.01% New 41,322 $915K
Quantedge Capital Pte Ltd 0.49% Add +113.7% 40,600 $899K
WNY Asset Management, LLC 0.09% — 38,387 $850K
Wells Fargo & Company 0.00% Reduce -17.7% 38,298 $848K
Anchor Capital Management Group Inc 0.54% New 35,000 $775K
Kestra Advisory Services, LLC 0.00% Add +955.5% 31,537 $699K
PFG Investments, LLC 0.03% Reduce -3.3% 31,412 $696K
Truist Financial Corp. 0.00% Reduce -52.5% 31,070 $688K
NewEdge Advisors, LLC 0.00% Add +5.8% 30,181 $669K
Quantinno Capital Management LP 0.00% Add +4.7% 29,899 $662K
Ameriprise Financial Inc. 0.00% Reduce -10.4% 28,168 $624K
Indivisible Partners 0.05% Add +25.6% 25,637 $568K
Fund Advisors of America Inc 0.56% Add +60.9% 24,872 $551K
SeaCrest Wealth Management, LLC 0.05% Reduce -4.3% 22,317 $494K
Creative Planning 0.00% Add +141.5% 21,791 $483K
Focus Financial Network, Inc. 0.02% Reduce -2.6% 21,572 $478K
Jane Street Group, LLC 0.00% Reduce -11.6% 21,492 $476K
HRT Financial LP 0.00% New 20,999 $465K
Mariner, LLC 0.00% Add +67.4% 20,468 $448K
Mathes Company, Inc. 0.16% No change 19,700 $436K
Harbour Investments, Inc. 0.01% Add +23.2% 19,273 $427K
Uhlmann Price Securities, LLC 0.03% Add +2.2% 18,502 $410K
AQR Capital Management 0.00% No change 15,518 $344K
Spirepoint Private Client, LLC 0.03% Add +11.2% 14,880 $330K
Amplius Wealth Advisors, LLC 0.03% Reduce -5.2% 14,783 $327K
CSS LLC 0.05% No change 14,306 $317K
Merit Financial Group, LLC 0.00% Add +16.1% 14,148 $313K
Delta Investment Management, LLC 0.05% No change 13,600 $301K
1900 Wealth Management LLC 0.02% No change 13,524 $300K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.7% 13,392 $297K
Dakota Wealth Management 0.01% New 13,218 $293K
NewEdge Wealth, LLC 0.00% Reduce -22.3% 13,066 $289K
World Investment Advisors 0.00% New 12,964 $287K
Captrust Financial Advisors 0.00% No change 12,633 $280K
Stockman Wealth Management, Inc. 0.03% Add +2.2% 12,303 $273K
B. Riley Wealth Advisors, Inc. 0.02% Add +0.2% 12,838 $272K
Painted Porch Advisors LLC 0.13% Add +2.2% 12,293 $272K
Stablepoint Partners, LLC 0.04% Reduce -0.7% 12,122 $269K
Mather Group, Llc. 0.00% No change 12,000 $266K
Compound Planning, Inc. 0.01% Reduce -1.6% 11,950 $265K
International Assets Investment Management, LLC 0.02% No change 11,285 $255K
Closed-End Fund Advisors, Inc. 0.24% Add +7.1% 10,781 $239K
Advocate Investing Services LLC 0.19% No change 10,300 $228K
PNC Financial Services Group, Inc. 0.00% Add +60.0% 10,029 $222K
Sentinel Trust Co. Lba 0.02% No change 10,022 $222K
Biltmore Family Office, LLC 0.03% No change 9,791 $217K
Citadel Advisors 0.00% Reduce -47.7% 9,727 $215K
Focus Partners Wealth 0.00% Reduce -8.7% 9,655 $214K
Kathmere Capital Management, LLC 0.01% New 9,300 $206K
Concurrent Investment Advisors, LLC 0.00% New 9,263 $205K
Citigroup Inc. 0.00% Add +21.7% 8,066 $179K
Sunbelt Securities, Inc. 0.01% Add +12.3% 6,847 $152K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% No change 6,250 $138K
Activest Wealth Management 0.02% No change 6,198 $137K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -17.9% 5,838 $129K
Advisory Services Network, LLC 0.00% New 5,806 $129K
BlackRock, Inc. 0.00% Add +5.5% 5,276 $117K
Corient Private Wealth LP 0.00% Reduce -35.9% 17,881 $88K

"% 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.

Show all 134 holders