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BlackRock Science and Technology Term Trust
BSTZ

Overview Fund Activity

81 hedge funds and large institutions have $275M invested in BlackRock Science and Technology Term Trust in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-11
Holders Change %
-11.96%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
28
Reduced
26
Closed
20
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$20.5M
2
RPWA
2
Regent Peak Wealth Advisors
Georgia
$821K
3
COLIM
3
City of London Investment Management
United Kingdom
$3.18M
4
Wells Fargo
4
Wells Fargo
California
$11.7M
5
DWM
5
Dakota Wealth Management
Florida
$424K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$87.3M
2
MP
2
Mangrove Partners
Connecticut
$0
3
UBS Group
3
UBS Group
Switzerland
$28.9M
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$9.62M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2K
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$1.12M +$66.7K +3,784 +6%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.05M +$229K +12,992 +28%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$960K +$34.2K +1,940 +4%
RPWA
29
Regent Peak Wealth Advisors
Georgia
$821K +$821K +46,590 New
Ameriprise
30
Ameriprise
Minnesota
$792K +$196K +11,086 +33%
WS
31
Wedbush Securities
California
$704K +$22.3K +1,267 +3%
TCA
32
Transcend Capital Advisors
New Jersey
$619K +$9.53K +540 +2%
Invesco
33
Invesco
Georgia
$595K -$172K -9,729 -22%
CF
34
Centaurus Financial
California
$594K -$104K -5,876 -15%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$527K +$378K +21,441 +255%
DWM
36
Dakota Wealth Management
Florida
$424K +$424K +23,985 New
ST
37
Sentinel Trust
Texas
$423K – – –
NW
38
NewEdge Wealth
Pennsylvania
$414K +$57.8K +3,272 +16%
CAN
39
Cetera Advisor Networks
California
$411K +$170K +9,650 +71%
Cohen & Steers
40
Cohen & Steers
New York
$395K +$395K +22,390 New
First Trust Advisors
41
First Trust Advisors
Illinois
$391K -$32.9K -1,865 -8%
EP
42
Eudaimonia Partners
Tennessee
$315K +$7.7K +437 +3%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$303K +$8.02K +454 +3%
RJT
44
Raymond James Trust
Florida
$297K – – –
LSC
45
Logan Stone Capital
Illinois
$290K +$290K +16,412 New
LGWM
46
Litman Gregory Wealth Management
California
$272K -$16.7K -945 -6%
SWM
47
Stockman Wealth Management
Montana
$269K +$4.44K +252 +2%
DIM
48
Delta Investment Management
California
$247K – – –
Mariner
49
Mariner
Kansas
$236K -$15.7K -888 -6%
Creative Planning
50
Creative Planning
Kansas
$230K +$9.32K +528 +4%
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