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BlackRock Science and Technology Term Trust
BSTZ

90 hedge funds and large institutions have $535M invested in BlackRock Science and Technology Term Trust in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 12

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more funds holding

Funds holding: 72 → 90 (+18)

10% more capital invested

Capital invested by funds: $485M → $535M (+$50.6M)

2.15% more ownership

Funds ownership: 17.06% → 19.21% (+2.1%)

Holders
90
Holders Change
+18
Holders Change %
+25%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
39
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$12.5M
2
UBS Group
UBS Group
Switzerland
+$8.6M
3
Wells Fargo
Wells Fargo
California
+$7.45M
4
Bank of America
Bank of America
North Carolina
+$5.03M
5
KIM
Karpus Investment Management
New York
+$4.39M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$4.12M
2
Morgan Stanley
Morgan Stanley
New York
-$2.22M
3
AIP
Ahrens Investment Partners
Louisiana
-$737K
4
GSEP
Golden State Equity Partners
California
-$459K
5
BRWM
B. Riley Wealth Management
Tennessee
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Claro Advisors
Massachusetts
$1.79M +$144K +3,957 +9%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.66M +$1.64M +45,066 +3,053%
BRWM
28
B. Riley Wealth Management
Tennessee
$1.64M -$310K -8,499 -16%
AAM
29
Advisors Asset Management
Colorado
$1.59M +$422K +11,574 +35%
WS
30
Wedbush Securities
California
$1.58M +$398K +10,916 +33%
QC
31
Quantedge Capital
Singapore
$1.4M +$1.42M +39,100 New
TIAM2
32
Tru Independence Asset Management 2
Oregon
$1.24M +$78.6K +2,158 +7%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.13M +$76.5K +2,100 +7%
RCM
34
Rivernorth Capital Management
Florida
$1.06M +$1.08M +29,678 New
AIP
35
Ahrens Investment Partners
Louisiana
$1.03M -$737K -20,220 -41%
CAN
36
Claraphi Advisory Network
United States
$732K +$747K +20,497 New
Osaic Holdings
37
Osaic Holdings
Arizona
$702K +$3.61K +99 +0.5%
CW
38
CreativeOne Wealth
Kansas
$686K +$105K +2,872 +18%
RJT
39
Raymond James Trust
Florida
$670K +$184K +5,049 +37%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$580K +$135K +3,697 +29%
SWM
41
Stockman Wealth Management
Montana
$569K +$581K +15,941 New
EP
42
Eudaimonia Partners
Tennessee
$563K -$116K -3,170 -17%
US Bancorp
43
US Bancorp
Minnesota
$546K +$465K +12,761 +506%
DIM
44
Delta Investment Management
California
$500K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$497K +$30.6K +840 +6%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$486K +$497K +13,626 New
Bank of New York Mellon
47
Bank of New York Mellon
New York
$484K – – –
Mariner
48
Mariner
Kansas
$484K +$494K +13,560 New
Barclays
49
Barclays
United Kingdom
$473K +$452K +12,400 New
DADC
50
D.A. Davidson & Co
Montana
$410K +$419K +11,497 New
1
2
3 4

BSTZ Hedge Fund Activity: Q1 2021 in Review

90 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q1 2021, worth a combined $535M — up 10% from $485M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BSTZ positions and 10 closed out — a net gain of 19 holders — while 39 added to existing stakes and 12 trimmed.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $12.5M. The largest seller was Cohen & Steers, cutting an estimated $4.12M.

  • 90 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q1 2021, up from 72 in Q4 2020.
  • Funds reported $535M of BlackRock Science and Technology Term Trust stock for Q1 2021, up 10% quarter-over-quarter.
  • 29 funds opened new BlackRock Science and Technology Term Trust positions in Q1 2021 and 10 closed out, a net change of +19 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q1 2021 was Lazard Asset Management, an estimated $12.5M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q1 2021 was Cohen & Steers, an estimated $4.12M sold.

Based on aggregated 13F filings for Q1 2021.