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BlackRock Science and Technology Term Trust
BSTZ

100 hedge funds and large institutions have $460M invested in BlackRock Science and Technology Term Trust in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

0.19% less ownership

Funds ownership: 20.35% → 20.16% (-0.19%)

9% less funds holding

Funds holding: 110 → 100 (-10)

24% less capital invested

Capital invested by funds: $606M → $460M (-$146M)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
100
Holders Change
-10
Holders Change %
-9.09%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
34
Reduced
29
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Amplius Wealth Advisors
Pennsylvania
+$6.3M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$5.75M
3
1CP
1607 Capital Partners
Virginia
+$4.82M
4
KIM
Karpus Investment Management
New York
+$2.97M
5
WAM
Wolverine Asset Management
Illinois
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$15.3M
2
CP
Castleview Partners
Texas
-$9.41M
3
Bank of America
Bank of America
North Carolina
-$3.1M
4
Truist Financial
Truist Financial
North Carolina
-$1.69M
5
AFS
Access Financial Services
Minnesota
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$2.1M -$406K -13,601 -16%
COLIM
27
City of London Investment Management
United Kingdom
$2.05M +$1.71M +57,250 +451%
Invesco
28
Invesco
Georgia
$2.03M -$197K -6,601 -9%
OC
29
Oppenheimer & Co
New York
$1.88M -$129K -4,325 -6%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.55M +$113K +3,785 +8%
Ameriprise
31
Ameriprise
Minnesota
$1.35M -$264K -8,866 -16%
AAM
32
Advisors Asset Management
Colorado
$1.26M -$19.5K -653 -1%
WS
33
Wedbush Securities
California
$1.24M +$12.2K +408 +1%
LCM
34
Landscape Capital Management
New Jersey
$1.2M +$1.22M +40,898 New
TCA
35
Transcend Capital Advisors
New Jersey
$1M -$722K -24,186 -41%
CF
36
Centaurus Financial
California
$949K +$964K +32,305 New
LGWM
37
Litman Gregory Wealth Management
California
$785K +$194K +6,510 +32%
ST
38
Sentinel Trust
Texas
$734K +$746K +25,000 New
QC
39
Quantedge Capital
Singapore
$576K +$585K +19,600 New
CAN
40
Claraphi Advisory Network
United States
$568K -$39.6K -1,329 -6%
5L
41
55I LLC
Massachusetts
$564K +$160K +5,370 +39%
EP
42
Eudaimonia Partners
Tennessee
$506K +$514K +17,230 New
DADC
43
D.A. Davidson & Co
Montana
$499K – – –
RJT
44
Raymond James Trust
Florida
$493K -$20.9K -700 -4%
SWM
45
Stockman Wealth Management
Montana
$485K -$2.71K -91 -0.5%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$477K +$184K +6,167 +61%
LNC
47
Lincoln National Corp
Pennsylvania
$461K +$179K +6,008 +62%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$457K +$89.5K +3,000 +24%
CA
49
Cetera Advisors
Colorado
$435K +$96.4K +3,233 +28%
LSC
50
Logan Stone Capital
Illinois
$434K +$441K +14,786 New
1
2
3 4 5

BSTZ Hedge Fund Activity: Q1 2022 in Review

100 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q1 2022, worth a combined $460M — down 24% from $606M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of BSTZ and 16 opened new positions — a net loss of 9 holders — while 29 trimmed existing stakes and 34 added.

The largest buyer was Amplius Wealth Advisors, adding an estimated $6.3M. The largest seller was UBS Group, cutting an estimated $15.3M.

  • 100 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q1 2022, down from 110 in Q4 2021.
  • Funds reported $460M of BlackRock Science and Technology Term Trust stock for Q1 2022, down 24% quarter-over-quarter.
  • 16 funds opened new BlackRock Science and Technology Term Trust positions in Q1 2022 and 25 closed out, a net change of -9 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q1 2022 was Amplius Wealth Advisors, an estimated $6.3M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q1 2022 was UBS Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2022.