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BlackRock Science and Technology Term Trust
BSTZ

99 hedge funds and large institutions have $461M invested in BlackRock Science and Technology Term Trust in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

15% more capital invested

Capital invested by funds: $399M → $461M (+$61.6M)

0.16% less ownership

Funds ownership: 30.61% → 30.44% (-0.16%)

7% less funds holding

Funds holding: 107 → 99 (-8)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
99
Holders Change
-8
Holders Change %
-7.48%
% of All Funds
1.43%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
12
Increased
43
Reduced
28
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$42.4M
2
PCR
Potrero Capital Research
California
+$11.5M
3
RCM
Rivernorth Capital Management
Florida
+$9.29M
4
WS
Wedbush Securities
California
+$2.89M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.44M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$55.8M
2
LCM
Landscape Capital Management
New Jersey
-$5.99M
3
WAM
Wolverine Asset Management
Illinois
-$5.76M
4
QC
Quantedge Capital
Singapore
-$2.85M
5
KIM
Karpus Investment Management
New York
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$2.5M +$1.03M +57,531 +80%
OC
27
Oppenheimer & Co
New York
$2.36M +$373K +20,781 +21%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$2.23M +$901K +50,172 +77%
Stifel Financial
29
Stifel Financial
Missouri
$2.14M +$62.1K +3,461 +3%
BFM
30
Boothbay Fund Management
New York
$2.02M -$242K -13,500 -11%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.95M -$290K -16,128 -14%
IECM
32
Intrinsic Edge Capital Management
Illinois
$1.94M – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$1.86M -$26.3K -1,463 -2%
CA
34
Claro Advisors
Massachusetts
$1.73M -$118K -6,552 -7%
SA
35
Skyline Advisors
Washington
$1.67M +$18.8K +1,049 +1%
AGM
36
Alpine Global Management
New York
$1.62M +$35.9K +2,000 +2%
Wells Fargo
37
Wells Fargo
California
$1.45M +$12K +667 +0.9%
SPIA
38
Steward Partners Investment Advisory
New York
$1.38M +$119K +6,614 +10%
FSI
39
Flow State Investments
Illinois
$1.3M -$163K -9,093 -12%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.24M +$133K +7,435 +13%
Truist Financial
41
Truist Financial
North Carolina
$1.1M -$7.2K -401 -0.7%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.07M +$118K +6,587 +13%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$981K – – –
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$849K +$3.46K +193 +0.4%
PI
45
PFG Investments
New York
$786K +$728K +40,536 New
NW
46
NewEdge Wealth
Pennsylvania
$728K -$326K -18,163 -30%
DWM
47
Dakota Wealth Management
Florida
$683K -$19.1K -1,065 -3%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$621K -$72.3K -4,027 -11%
IAS
49
Insigneo Advisory Services
Florida
$428K -$57K -3,174 -13%
NA
50
NewEdge Advisors
Louisiana
$424K +$127K +7,097 +48%
1
2
3 4 5

BSTZ Hedge Fund Activity: Q1 2024 in Review

99 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q1 2024, worth a combined $461M — up 15% from $399M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BSTZ and 12 opened new positions — a net loss of 8 holders — while 28 trimmed existing stakes and 43 added.

The largest buyer was Saba Capital Management, adding an estimated $42.4M. The largest seller was Morgan Stanley, cutting an estimated $55.8M.

  • 99 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q1 2024, down from 107 in Q4 2023.
  • Funds reported $461M of BlackRock Science and Technology Term Trust stock for Q1 2024, up 15% quarter-over-quarter.
  • 12 funds opened new BlackRock Science and Technology Term Trust positions in Q1 2024 and 20 closed out, a net change of -8 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q1 2024 was Saba Capital Management, an estimated $42.4M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q1 2024 was Morgan Stanley, an estimated $55.8M sold.

Based on aggregated 13F filings for Q1 2024.