BlackRock Sci & Tech TRM TRBSTZ
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 151 institutions reported holding BlackRock Sci & Tech TRM TR (BSTZ) in their 13F filings, up 17 from Q1 2026. 25 opened new positions and 7 sold out. The largest holders were Saba Capital Management, L.P. ($171.1M), Morgan Stanley ($100.2M) and Rivernorth Capital Management, LLC ($45.4M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), 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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $15.3M |
| Exits | 7 | $4.5M |
All 13F filers, Q1 2026 → Q2 2026: 1,619,740 shares bought and 680,681 shares sold, net +939,059 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| Saba Capital Management, L.P. | 5.27% | Add +3.0% | 5,696,873 | $171.1M |
| Morgan Stanley | 0.01% | Reduce -2.2% | 3,336,626 | $100.2M |
| Rivernorth Capital Management, LLC | 2.17% | Add +1.2% | 1,511,481 | $45.4M |
| UBS Group AG | 0.01% | Reduce -5.9% | 1,132,868 | $34.0M |
| Bank of America Corp. | 0.00% | Add +7.3% | 993,064 | $29.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.5% | 941,190 | $28.3M |
| Invesco Ltd. | 0.00% | Reduce -9.8% | 844,911 | $25.4M |
| Wedbush Securities Inc. | 0.59% | Add +16.3% | 763,870 | $22.9M |
| Lazard Asset Management LLC | 0.03% | No change | 677,993 | $20.4M |
| Karpus Management, Inc. | 0.42% | Add +17.9% | 483,321 | $14.5M |
| Flagship Harbor Advisors, LLC | 0.37% | Add +2.7% | 323,702 | $9.7M |
| Z3 Capital Partners, LLC | 2.00% | Add +3.0% | 316,562 | $9.5M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 315,033 | $9.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +28.1% | 283,241 | $8.5M |
| Oppenheimer & Co. Inc. | 0.08% | Add +10.3% | 257,568 | $7.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +57.7% | 243,765 | $7.3M |
| LPL Financial LLC | 0.00% | Reduce -3.1% | 193,382 | $5.8M |
| Blue Bell Private Wealth Management, LLC | 0.71% | Add +14.6% | 190,304 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +28.2% | 176,994 | $5.2M |
| Potrero Capital Research LLC | 3.08% | New | 167,198 | $5.0M |
| Thomas J. Herzfeld Advisors, Inc. | 1.53% | Add +100.8% | 166,033 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +7.7% | 150,764 | $4.5M |
| Summit Financial, LLC | 0.05% | Add +179.4% | 138,072 | $4.1M |
| RFG Advisory, LLC | 0.05% | Add +1.6% | 97,792 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +3.6% | 94,558 | $2.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.7% | 93,497 | $2.8M |
| Independent Financial Group, LLC | 0.05% | Reduce -2.6% | 91,500 | $2.7M |
| Intrepid Family Office LLC | 2.21% | No change | 80,000 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +13.4% | 75,649 | $2.3M |
| 1607 Capital Partners, LLC | 0.17% | Add +7.9% | 66,250 | $2.0M |
| TrueMark Investments, LLC | 0.24% | Add +7.1% | 64,075 | $1.9M |
| PMG Family Office LLC | 1.60% | Add +1.0% | 57,799 | $1.7M |
| Evolve Private Wealth, LLC | 0.10% | Reduce -2.5% | 56,833 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +4.8% | 56,323 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.3% | 53,776 | $1.6M |
| Family Manage LLC | 0.17% | New | 53,556 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -19.7% | 52,501 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.8% | 52,134 | $1.6M |
| Atlas Wealth LLC | 0.25% | New | 50,993 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +32.2% | 50,643 | $1.5M |
| Noble Wealth Management PBC | 0.66% | Add +3330.4% | 48,025 | $1.4M |
| NWF Advisory Services Inc. | 0.13% | Reduce -2.2% | 44,315 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Add +2.4% | 42,292 | $1.3M |
| WNY Asset Management, LLC | 0.10% | Add +0.3% | 38,501 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +27.2% | 38,384 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +33.9% | 37,720 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | New | 37,585 | $1.1M |
| Formidable Asset Management, LLC | 0.17% | Reduce -2.0% | 47,582 | $1.1M |
| Anchor Capital Management Group Inc | 0.72% | No change | 35,000 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +55.4% | 33,393 | $1.0M |
| Harbour Investments, Inc. | 0.01% | Add +72.3% | 33,198 | $997K |
| Millennium Management | 0.00% | Reduce -63.1% | 31,966 | $960K |
| XTX Topco Ltd | 0.01% | New | 31,811 | $955K |
| Quantinno Capital Management LP | 0.00% | Add +5.0% | 31,385 | $942K |
| Wolverine Asset Management LLC | 0.05% | Reduce -54.0% | 30,576 | $918K |
| PFG Investments, LLC | 0.03% | Reduce -7.6% | 29,012 | $871K |
| Fund Advisors of America Inc | 0.77% | Add +13.5% | 28,232 | $848K |
| Almitas Capital LLC | 0.19% | New | 26,810 | $805K |
| Compound Planning, Inc. | 0.02% | Add +120.6% | 26,361 | $792K |
| Truist Financial Corp. | 0.00% | Reduce -17.9% | 25,517 | $766K |
| Citadel Advisors | 0.00% | Add +150.2% | 24,332 | $731K |
| HRT Financial LP | 0.00% | Add +15.6% | 24,283 | $729K |
| Focus Financial Network, Inc. | 0.02% | Add +11.1% | 23,960 | $720K |
| AQR Capital Management | 0.00% | Add +45.8% | 22,618 | $679K |
| Indivisible Partners | 0.04% | Reduce -12.8% | 22,344 | $671K |
| Uhlmann Price Securities, LLC | 0.02% | Add +13.0% | 20,902 | $628K |
| Mathes Company, Inc. | 0.18% | No change | 19,700 | $592K |
| Mgo One Seven LLC | 0.01% | New | 19,068 | $573K |
| Mariner, LLC | 0.00% | Reduce -7.0% | 19,026 | $571K |
| Quantedge Capital Pte Ltd | 0.43% | Reduce -53.2% | 19,000 | $571K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -16.2% | 18,705 | $562K |
| Spirepoint Private Client, LLC | 0.04% | Add +16.8% | 17,380 | $522K |
| Corient Private Wealth LP | 0.00% | Reduce -5.2% | 16,944 | $509K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +24.1% | 16,613 | $499K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -1.8% | 14,525 | $436K |
| Delta Investment Management, LLC | 0.07% | No change | 13,600 | $408K |
| 1900 Wealth Management LLC | 0.02% | No change | 13,524 | $406K |
| Dakota Wealth Management | 0.01% | Add +1.9% | 13,466 | $404K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -58.3% | 13,139 | $395K |
| Creative Planning | 0.00% | Reduce -40.1% | 13,057 | $392K |
| Stablepoint Partners, LLC | 0.05% | Add +5.9% | 12,832 | $385K |
| Captrust Financial Advisors | 0.00% | No change | 12,633 | $379K |
| Stockman Wealth Management, Inc. | 0.04% | Add +1.7% | 12,515 | $376K |
| Painted Porch Advisors LLC | 0.16% | Add +1.7% | 12,504 | $376K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -1.1% | 12,696 | $373K |
| CSS LLC | 0.05% | Reduce -14.0% | 12,306 | $370K |
| EP Wealth Advisors, LLC | 0.00% | New | 12,163 | $365K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | New | 12,136 | $364K |
| Merit Financial Group, LLC | 0.00% | Reduce -14.3% | 12,122 | $364K |
| Mather Group, Llc. | 0.00% | No change | 12,000 | $360K |
| D.A. Davidson & Co. | 0.00% | New | 11,842 | $356K |
| PNC Financial Services Group, Inc. | 0.00% | Add +17.6% | 11,796 | $354K |
| International Assets Investment Management, LLC | 0.02% | No change | 11,285 | $343K |
| Focus Partners Wealth | 0.00% | Add +14.7% | 11,069 | $332K |
| Closed-End Fund Advisors, Inc. | 0.31% | Reduce -2.0% | 10,567 | $317K |
| NewEdge Wealth, LLC | 0.00% | Reduce -20.8% | 10,347 | $311K |
| Advocate Investing Services LLC | 0.24% | No change | 10,300 | $309K |
| Sentinel Trust Co. Lba | 0.03% | No change | 10,022 | $301K |
| Biltmore Family Office, LLC | 0.04% | No change | 9,791 | $294K |
| World Investment Advisors | 0.00% | No change | 12,964 | $287K |
| &partners | 0.00% | New | 8,564 | $283K |
| Kathmere Capital Management, LLC | 0.01% | No change | 9,300 | $279K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 9,263 | $278K |
| Wealth Effects LLC | 0.07% | New | 8,890 | $267K |
| Global Retirement Partners, LLC | 0.00% | — | 8,287 | $249K |
| Abel Hall, LLC | 0.04% | New | 8,000 | $240K |
| Citigroup Inc. | 0.00% | Reduce -1.5% | 7,947 | $239K |
| Advisory Services Network, LLC | 0.00% | Add +36.8% | 7,944 | $239K |
| Choreo, LLC | 0.00% | New | 7,894 | $237K |
| Left Brain Wealth Management, LLC | 0.07% | New | 7,838 | $235K |
| Cresset Asset Management, LLC | 0.00% | New | 7,665 | $230K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 7,544 | $227K |
| Institute for Wealth Management, LLC. | 0.02% | New | 7,255 | $218K |
| Fiduciary Financial Group, LLC | 0.02% | New | 6,800 | $204K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | No change | 6,250 | $188K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 6,200 | $186K |
| Adalta Capital Management LLC | 0.08% | New | 6,000 | $180K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 5,838 | $175K |
| BlackRock, Inc. | 0.00% | Reduce -5.2% | 5,000 | $150K |
| Parallel Advisors, LLC | 0.00% | Add +1.8% | 3,457 | $104K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -1.4% | 3,089 | $93K |
| Fifth Third Bancorp | 0.00% | Reduce -3.1% | 2,492 | $75K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -13.5% | 2,292 | $69K |
| Allworth Financial LP | 0.00% | Add +2.0% | 2,040 | $61K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +1.7% | 1,627 | $49K |
| Activest Wealth Management | 0.01% | Reduce -74.1% | 1,607 | $48K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,500 | $45K |
| Arax Advisory Partners | 0.00% | New | 1,250 | $38K |
| Larson Financial Group LLC | 0.00% | Reduce -27.8% | 1,155 | $35K |
| Assetmark, Inc. | 0.00% | Add +48.2% | 1,135 | $34K |
| Lanark Financial, Inc. | 0.00% | Add +1.2% | 1,131 | $34K |
| WPG Advisers, LLC | 0.02% | Reduce -16.8% | 1,117 | $34K |
| JPMorgan Chase & Co. | 0.00% | No change | 807 | $24K |
| Ascentis Wealth Management, LLC | 0.00% | Add +1.7% | 712 | $21K |
| US Bancorp \de | 0.00% | No change | 680 | $20K |
| North Star Investment Management Corp. | 0.00% | New | 600 | $18K |
| IFG Advisory, LLC | 0.00% | New | 566 | $17K |
| CoreCap Advisors, LLC | 0.00% | No change | 562 | $17K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +1.1% | 556 | $17K |
| Osbon Capital Management LLC | 0.01% | Add +1.7% | 468 | $14K |
| St Germain D J Co. Inc. | 0.00% | No change | 450 | $14K |
| Farther Finance Advisors, LLC | 0.00% | No change | 444 | $13K |
| Operose Advisors LLC | 0.00% | New | 303 | $9K |
| GoalVest Advisory LLC | 0.00% | No change | 260 | $8K |
| SWAN Capital LLC | 0.00% | No change | 250 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 228 | $6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 187 | $6K |
| Valley National Advisers Inc. | 0.00% | No change | 175 | $5K |
| SouthState Bank Corp | 0.00% | No change | 135 | $4K |
| LM Advisors LLC | 0.00% | Add +4281.2% | 37,591 | $1K |
| 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.