BlackRock Sci & Tech TRM TRBSTZ

13F holders, Q2 2026 (June 30)
151holders +17
25new positions
7sold out
3famous investors
$29.95avg. 13F price*

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

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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions25$15.3M
Exits7$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.