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BlackRock Science and Technology Term Trust
BSTZ

102 hedge funds and large institutions have $585M invested in BlackRock Science and Technology Term Trust in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

7% more funds holding

Funds holding: 95 → 102 (+7)

0.35% more ownership

Funds ownership: 19.06% → 19.41% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less capital invested

Capital invested by funds: $620M → $585M (-$35.5M)

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
37
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$5.41M
2
Morgan Stanley
Morgan Stanley
New York
+$3.71M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.48M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.3M
5
SMC
Smith, Moore & Co
Missouri
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$2.63M
2
1CP
1607 Capital Partners
Virginia
-$1.59M
3
Truist Financial
Truist Financial
North Carolina
-$1.52M
4
Bank of America
Bank of America
North Carolina
-$1,000K
5
BFS
Bickling Financial Services
Massachusetts
-$725K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
26
Transcend Capital Advisors
New Jersey
$2.35M +$12.3K +304 +0.5%
CA
27
Claro Advisors
Massachusetts
$2.08M +$51.8K +1,278 +2%
BRWM
28
B. Riley Wealth Management
Tennessee
$1.95M +$41 +1 +0%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.79M +$609K +15,005 +48%
AAM
30
Advisors Asset Management
Colorado
$1.68M -$17.9K -440 -1%
WS
31
Wedbush Securities
California
$1.64M -$38.3K -945 -2%
TIAM2
32
Tru Independence Asset Management 2
Oregon
$1.31M +$106K +2,623 +8%
AIP
33
Ahrens Investment Partners
Louisiana
$1.13M -$16.2K -400 -1%
Osaic Holdings
34
Osaic Holdings
Arizona
$958K +$15.1K +373 +2%
WAM
35
Wolverine Asset Management
Illinois
$896K +$942K +23,225 New
CAN
36
Claraphi Advisory Network
United States
$794K +$2.11K +52 +0.3%
CW
37
CreativeOne Wealth
Kansas
$695K -$40K -986 -5%
DADC
38
D.A. Davidson & Co
Montana
$694K – – –
RJT
39
Raymond James Trust
Florida
$653K – – –
SWM
40
Stockman Wealth Management
Montana
$628K -$20.3K -500 -3%
LGWM
41
Litman Gregory Wealth Management
California
$607K +$621K +15,302 +3,559%
EP
42
Eudaimonia Partners
Tennessee
$578K -$933 -23 -0.2%
Mariner
43
Mariner
Kansas
$543K +$690 +17 +0.1%
DIM
44
Delta Investment Management
California
$540K – – –
LNC
45
Lincoln National Corp
Pennsylvania
$531K -$20.6K -509 -4%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$514K -$24.7K -610 -4%
COLIM
47
City of London Investment Management
United Kingdom
$490K – – –
GSEP
48
Golden State Equity Partners
California
$487K – – –
Barclays
49
Barclays
United Kingdom
$481K – – –
US Bancorp
50
US Bancorp
Minnesota
$467K -$129K -3,176 -21%
1
2
3 4 5

BSTZ Hedge Fund Activity: Q3 2021 in Review

102 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q3 2021, worth a combined $585M — down 5.7% from $620M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSTZ positions and 3 closed out — a net gain of 9 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was UBS Group, adding an estimated $5.41M. The largest seller was Karpus Investment Management, cutting an estimated $2.63M.

  • 102 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q3 2021, up from 95 in Q2 2021.
  • Funds reported $585M of BlackRock Science and Technology Term Trust stock for Q3 2021, down 5.7% quarter-over-quarter.
  • 12 funds opened new BlackRock Science and Technology Term Trust positions in Q3 2021 and 3 closed out, a net change of +9 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q3 2021 was UBS Group, an estimated $5.41M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q3 2021 was Karpus Investment Management, an estimated $2.63M sold.

Based on aggregated 13F filings for Q3 2021.