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BlackRock Science and Technology Term Trust
BSTZ

Overview Fund Activity

95 hedge funds and large institutions have $620M invested in BlackRock Science and Technology Term Trust in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
40
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$76.8M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$6.74M
3
TCA
Transcend Capital Advisors
New Jersey
$2.41M
4
Morgan Stanley
Morgan Stanley
New York
$235M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$4.07M

Top Sellers

1
KIM
Karpus Investment Management
New York
$8.94M
2
Cohen & Steers
Cohen & Steers
New York
$0
3
Bank of America
Bank of America
North Carolina
$55M
4
MC
Matisse Capital
Oregon
$0
5
Ameriprise
Ameriprise
Minnesota
$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$2.38M -$3.23M -77,567 -58%
CA
27
Claro Advisors
Massachusetts
$2.2M +$100K +2,399 +5%
BRWM
28
B. Riley Wealth Management
Tennessee
$2.11M +$188K +4,501 +10%
AAM
29
Advisors Asset Management
Colorado
$1.84M -$18.8K -450 -1%
WS
30
Wedbush Securities
California
$1.81M -$36.3K -871 -2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.31M -$10.8K -259 -0.8%
TIAM2
32
Tru Independence Asset Management 2
Oregon
$1.3M -$145K -3,469 -10%
AIP
33
Ahrens Investment Partners
Louisiana
$1.24M +$34.8K +835 +3%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.02M +$202K +4,835 +25%
CAN
35
Claraphi Advisory Network
United States
$856K +$1.17K +28 +0.1%
CW
36
CreativeOne Wealth
Kansas
$792K -$9.67K -232 -1%
DADC
37
D.A. Davidson & Co
Montana
$751K +$271K +6,500 +57%
RJT
38
Raymond James Trust
Florida
$705K -$77K -1,849 -10%
SWM
39
Stockman Wealth Management
Montana
$700K +$35.1K +841 +5%
US Bancorp
40
US Bancorp
Minnesota
$637K – – –
EP
41
Eudaimonia Partners
Tennessee
$626K -$32.6K -782 -5%
LNC
42
Lincoln National Corp
Pennsylvania
$596K +$596K +14,285 New
Mariner
43
Mariner
Kansas
$586K +$20.8K +500 +4%
DIM
44
Delta Investment Management
California
$584K – – –
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$581K -$96.8K -2,323 -14%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$580K – – –
Bank of New York Mellon
47
Bank of New York Mellon
New York
$555K -$10.5K -251 -2%
COLIM
48
City of London Investment Management
United Kingdom
$529K +$217K +5,200 +69%
GSEP
49
Golden State Equity Partners
California
$526K +$526K +12,620 New
Barclays
50
Barclays
United Kingdom
$493K -$40K -931 -8%
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