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BlackRock Science and Technology Term Trust
BSTZ

110 hedge funds and large institutions have $606M invested in BlackRock Science and Technology Term Trust in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

8% more funds holding

Funds holding: 102 → 110 (+8)

4% more capital invested

Capital invested by funds: $585M → $606M (+$21.3M)

0.94% more ownership

Funds ownership: 19.41% → 20.35% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
32
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$26.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.65M
3
AFS
Access Financial Services
Minnesota
+$1.61M
4
SMC
Smith, Moore & Co
Missouri
+$1.06M
5
Stifel Financial
Stifel Financial
Missouri
+$849K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$10.4M
2
Morgan Stanley
Morgan Stanley
New York
-$5.67M
3
KIM
Karpus Investment Management
New York
-$4.07M
4
RJA
Raymond James & Associates
Florida
-$990K
5
WAM
Wolverine Asset Management
Illinois
-$896K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Claro Advisors
Massachusetts
$2.19M +$96.1K +2,410 +4%
Ameriprise
27
Ameriprise
Minnesota
$2.13M -$291K -7,282 -12%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.91M +$108K +2,708 +6%
KIM
29
Karpus Investment Management
New York
$1.85M -$4.07M -102,092 -68%
AAM
30
Advisors Asset Management
Colorado
$1.7M +$479 +12 +0%
WS
31
Wedbush Securities
California
$1.62M -$32.2K -806 -2%
AFS
32
Access Financial Services
Minnesota
$1.57M +$1.61M +40,318 New
BRWM
33
B. Riley Wealth Management
Tennessee
$1.45M -$530K -13,293 -26%
TIAM2
34
Tru Independence Asset Management 2
Oregon
$1.35M +$33K +827 +2%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.05M +$86K +2,157 +9%
AIP
36
Ahrens Investment Partners
Louisiana
$886K -$258K -6,460 -22%
CAN
37
Claraphi Advisory Network
United States
$805K +$3.75K +94 +0.5%
IAIM
38
International Assets Investment Management
Florida
$790K +$761K +19,074 New
LGWM
39
Litman Gregory Wealth Management
California
$788K +$179K +4,495 +29%
RJT
40
Raymond James Trust
Florida
$681K +$23.2K +581 +3%
DADC
41
D.A. Davidson & Co
Montana
$662K -$39.9K -1,000 -6%
SWM
42
Stockman Wealth Management
Montana
$647K +$13.3K +334 +2%
DIM
43
Delta Investment Management
California
$545K – – –
5L
44
55I LLC
Massachusetts
$538K +$551K +13,819 New
Mariner
45
Mariner
Kansas
$530K -$18.7K -469 -3%
COLIM
46
City of London Investment Management
United Kingdom
$493K – – –
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$489K +$501K +12,569 New
US Bancorp
48
US Bancorp
Minnesota
$471K – – –
CA
49
Cetera Advisors
Colorado
$451K +$13.8K +347 +3%
FA
50
Fortis Advisors
Pennsylvania
$420K – – –
1
2
3 4 5

BSTZ Hedge Fund Activity: Q4 2021 in Review

110 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q4 2021, worth a combined $606M — up 3.6% from $585M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSTZ positions and 12 closed out — a net gain of 10 holders — while 32 added to existing stakes and 26 trimmed.

The largest buyer was UBS Group, adding an estimated $26.5M. The largest seller was 1607 Capital Partners, cutting an estimated $10.4M.

  • 110 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q4 2021, up from 102 in Q3 2021.
  • Funds reported $606M of BlackRock Science and Technology Term Trust stock for Q4 2021, up 3.6% quarter-over-quarter.
  • 22 funds opened new BlackRock Science and Technology Term Trust positions in Q4 2021 and 12 closed out, a net change of +10 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q4 2021 was UBS Group, an estimated $26.5M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q4 2021 was 1607 Capital Partners, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2021.