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BlackRock Science and Technology Term Trust
BSTZ

98 hedge funds and large institutions have $518M invested in BlackRock Science and Technology Term Trust in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $461M → $518M (+$56.6M)

3.74% more ownership

Funds ownership: 30.44% → 34.18% (+3.7%)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

1% less funds holding

Funds holding: 99 → 98 (-1)

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
16
Increased
35
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$23.6M
2
AW
Atlas Wealth
Ohio
+$8.89M
3
RCM
Rivernorth Capital Management
Florida
+$8.38M
4
FHA
Flagship Harbor Advisors
Massachusetts
+$6.12M
5
PCR
Potrero Capital Research
California
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
-$4.55M
2
RL
RPO LLC
Connecticut
-$4.49M
3
QC
Quantedge Capital
Singapore
-$3.79M
4
BFM
Boothbay Fund Management
New York
-$2.02M
5
UBS Group
UBS Group
Switzerland
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$2.48M +$182K +9,708 +8%
OC
27
Oppenheimer & Co
New York
$2.33M -$95K -5,068 -4%
SA
28
Sanctuary Advisors
Indiana
$2.22M +$2.36M +125,753 New
Stifel Financial
29
Stifel Financial
Missouri
$2.14M -$48K -2,561 -2%
IECM
30
Intrinsic Edge Capital Management
Illinois
$1.99M – – –
MC
31
Matisse Capital
Oregon
$1.96M -$780K -41,600 -30%
SIA
32
Sit Investment Associates
Minnesota
$1.77M +$1.67M +88,967 New
Osaic Holdings
33
Osaic Holdings
Arizona
$1.73M -$163K -8,706 -9%
SA
34
Skyline Advisors
Washington
$1.73M +$14.3K +765 +0.9%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.64M -$338K -18,044 -18%
FSI
36
Flow State Investments
Illinois
$1.58M +$233K +12,439 +19%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.48M -$1.2M -64,199 -46%
SPIA
38
Steward Partners Investment Advisory
New York
$1.43M +$15.1K +806 +1%
HI
39
HBK Investments
Texas
$1.33M +$1.25M +66,668 New
Wells Fargo
40
Wells Fargo
California
$1.25M -$219K -11,659 -16%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.24M +$130K +6,954 +13%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.24M -$37K -1,976 -3%
Truist Financial
43
Truist Financial
North Carolina
$1.13M +$9.96K +531 +0.9%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$988K +$110K +5,858 +13%
CA
45
Claro Advisors
Massachusetts
$985K -$743K -39,613 -44%
WAM
46
WNY Asset Management
New York
$846K +$564K +30,095 +243%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$800K +$153K +8,165 +25%
NW
48
NewEdge Wealth
Pennsylvania
$795K -$28.1K -1,500 -4%
PI
49
PFG Investments
New York
$742K -$61.6K -3,287 -8%
DWM
50
Dakota Wealth Management
Florida
$715K +$13.3K +710 +2%
1
2
3 4 5

BSTZ Hedge Fund Activity: Q2 2024 in Review

98 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q2 2024, worth a combined $518M — up 12% from $461M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSTZ positions and 14 closed out — a net gain of 2 holders — while 35 added to existing stakes and 33 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $23.6M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $4.55M sold.

  • 98 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q2 2024, down from 99 in Q1 2024.
  • Funds reported $518M of BlackRock Science and Technology Term Trust stock for Q2 2024, up 12% quarter-over-quarter.
  • 16 funds opened new BlackRock Science and Technology Term Trust positions in Q2 2024 and 14 closed out, a net change of +2 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q2 2024 was Saba Capital Management, an estimated $23.6M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q2 2024 was Landscape Capital Management, an estimated $4.55M sold.

Based on aggregated 13F filings for Q2 2024.