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BlackRock Science and Technology Term Trust
BSTZ

Overview Fund Activity

103 hedge funds and large institutions have $268M invested in BlackRock Science and Technology Term Trust in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+14
Holders Change %
+15.73%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
43
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$10.1M
2
RL
2
RPO LLC
Connecticut
$4.2M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$3.17M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.78M
5
AA
5
AQR Arbitrage
Connecticut
$4.16M

Top Sellers

1
PIWA
1
Prevail Innovative Wealth Advisors
Kansas
$0
2
CCP
2
Clough Capital Partners
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$58.8M
4
WP
4
Woodline Partners
California
$0
5
Invesco
5
Invesco
Georgia
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Weiss Asset Management
Massachusetts
$1.55M +$1.55M +93,894 New
Stifel Financial
27
Stifel Financial
Missouri
$1.5M -$130K -7,873 -8%
LCM
28
Landscape Capital Management
New Jersey
$1.38M +$402K +24,336 +41%
CA
29
Claro Advisors
Massachusetts
$1.37M +$8.3K +503 +0.6%
MC
30
Matisse Capital
Oregon
$1.32M – – –
TJHA
31
Thomas J. Herzfeld Advisors
Florida
$1.21M -$42.7K -2,585 -3%
SPIA
32
Steward Partners Investment Advisory
New York
$1.18M +$66.2K +4,014 +6%
Truist Financial
33
Truist Financial
North Carolina
$1.18M -$16.5K -1,003 -1%
OC
34
Oppenheimer & Co
New York
$1.11M +$66.1K +4,007 +6%
NW
35
NewEdge Wealth
Pennsylvania
$1.03M +$139K +8,408 +16%
Ameriprise
36
Ameriprise
Minnesota
$984K +$441K +26,715 +81%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$943K +$3.53K +214 +0.4%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$935K +$935K +56,675 New
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$912K -$89K -5,392 -9%
Walleye Capital
40
Walleye Capital
New York
$786K +$786K +47,657 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$764K +$22.7K +1,375 +3%
Jane Street
42
Jane Street
New York
$755K +$755K +45,777 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$734K +$251K +15,238 +52%
DWM
44
Dakota Wealth Management
Florida
$547K -$9.49K -575 -2%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$537K +$17.3K +1,047 +3%
FSI
46
Flow State Investments
Illinois
$516K +$516K +31,281 New
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$487K +$355K +21,500 +268%
BFO
48
Biltmore Family Office
North Carolina
$473K +$473K +28,659 New
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$426K +$12.4K +750 +3%
IAS
50
Insigneo Advisory Services
Florida
$424K +$429 +26 +0.1%
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