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BlackRock Science and Technology Term Trust
BSTZ

90 hedge funds and large institutions have $282M invested in BlackRock Science and Technology Term Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

82% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 22

0.09% less ownership

Funds ownership: 19.99% → 19.91% (-0.09%)

3% less capital invested

Capital invested by funds: $291M → $282M (-$9.2M)

4% less funds holding

Funds holding: 94 → 90 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
90
Holders Change
-4
Holders Change %
-4.26%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
40
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$2.37M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.31M
3
WS
Wedbush Securities
California
+$944K
4
AA
AQR Arbitrage
Connecticut
+$902K
5
1CP
1607 Capital Partners
Virginia
+$861K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.58M
2
SMC
Smith, Moore & Co
Missouri
-$3.42M
3
Bank of America
Bank of America
North Carolina
-$1.65M
4
LSC
Logan Stone Capital
Illinois
-$1.44M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
26
Matisse Capital
Oregon
$1.45M – – –
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$1.38M +$1.31M +75,859 +27,093%
Truist Financial
28
Truist Financial
North Carolina
$1.31M +$30.1K +1,752 +2%
SPIA
29
Steward Partners Investment Advisory
New York
$1.23M +$83.4K +4,850 +8%
OC
30
Oppenheimer & Co
New York
$1.14M +$83K +4,824 +8%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$1.1M -$145K -8,448 -12%
LCM
32
Landscape Capital Management
New Jersey
$1.07M +$183K +10,619 +22%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.03M +$11.1K +646 +1%
NW
34
NewEdge Wealth
Pennsylvania
$976K +$134K +7,773 +17%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$813K -$107K -6,229 -12%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$779K +$36.5K +2,124 +5%
RL
37
RPO LLC
Connecticut
$743K +$706K +41,042 New
QL
38
Quarry LP
New York
$714K +$419K +24,340 +161%
DWM
39
Dakota Wealth Management
Florida
$610K +$26.5K +1,540 +5%
Ameriprise
40
Ameriprise
Minnesota
$596K +$1.12K +65 +0.2%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$571K +$20.8K +1,207 +4%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$530K +$20.7K +1,205 +4%
NAS
43
NWF Advisory Services
California
$470K – – –
IAS
44
Insigneo Advisory Services
Florida
$464K -$89.9K -5,225 -17%
PI
45
PFG Investments
New York
$455K +$433K +25,150 New
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$454K – – –
CF
47
Centaurus Financial
California
$367K -$95.6K -5,558 -22%
FWP
48
Firethorn Wealth Partners
Georgia
$367K +$6.25K +363 +2%
EP
49
Eudaimonia Partners
Tennessee
$351K +$12.6K +730 +4%
BFM
50
Boothbay Fund Management
New York
$334K +$318K +18,469 New
1
2
3 4

BSTZ Hedge Fund Activity: Q2 2023 in Review

90 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q2 2023, worth a combined $282M — down 3.2% from $291M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BSTZ and 8 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 40 added.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $2.37M. The largest seller was Morgan Stanley, cutting an estimated $4.58M.

  • 90 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q2 2023, down from 94 in Q1 2023.
  • Funds reported $282M of BlackRock Science and Technology Term Trust stock for Q2 2023, down 3.2% quarter-over-quarter.
  • 8 funds opened new BlackRock Science and Technology Term Trust positions in Q2 2023 and 11 closed out, a net change of -3 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q2 2023 was HighTower Advisors, an estimated $2.37M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q2 2023 was Morgan Stanley, an estimated $4.58M sold.

Based on aggregated 13F filings for Q2 2023.