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BlackRock Science and Technology Term Trust
BSTZ

Overview Fund Activity

90 hedge funds and large institutions have $535M invested in BlackRock Science and Technology Term Trust in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+18
Holders Change %
+25%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
39
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$12.2M
2
UBS Group
UBS Group
Switzerland
$59.8M
3
Wells Fargo
Wells Fargo
California
$20.1M
4
Bank of America
Bank of America
North Carolina
$51M
5
KIM
Karpus Investment Management
New York
$13.9M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$5.07M
2
Morgan Stanley
Morgan Stanley
New York
$200M
3
AIP
Ahrens Investment Partners
Louisiana
$1.03M
4
GSEP
Golden State Equity Partners
California
$0
5
BRWM
B. Riley Wealth Management
Tennessee
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
51
Fortis Advisors
Pennsylvania
$385K +$385K +10,795 New
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$382K -$159K -4,450 -29%
UR
53
USCA RIA
Texas
$377K +$10.7K +300 +3%
MWM
54
Maltin Wealth Management
New Jersey
$367K +$367K +10,288 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$299K -$1.57K -44 -0.5%
CB
56
Commerce Bank
Missouri
$268K +$268K +7,500 New
COLIM
57
City of London Investment Management
United Kingdom
$267K +$46.3K +1,300 +21%
TP
58
Tranquility Partners
Tennessee
$256K -$2.61K -73 -1%
MC
59
Moors & Cabot
Massachusetts
$250K +$250K +7,024 New
KAS
60
Kestra Advisory Services
Texas
$233K +$2.03K +57 +0.9%
CA
61
Cetera Advisors
Colorado
$230K +$230K +6,431 New
SPL
62
Smart Portfolios LLC
Washington
$226K +$226K +6,336 New
SWP
63
ShoreHaven Wealth Partners
New Jersey
$220K +$856 +24 +0.4%
LWM
64
Laidlaw Wealth Management
New York
$212K – – –
SRC
65
Shufro Rose & Co
New York
$212K +$1.32K +37 +0.6%
WIA
66
Wealthstreet Investment Advisors
Texas
$209K – – –
BlackRock
67
BlackRock
New York
$178K – – –
WAM
68
Wolverine Asset Management
Illinois
$156K +$156K +4,381 New
BAM
69
Barrett Asset Management
New York
$107K +$107K +3,000 New
FWM
70
Focused Wealth Management
New York
$97K +$97K +2,717 New
PA
71
Parallel Advisors
California
$82K -$35.4K -998 -30%
SWM
72
Spire Wealth Management
Virginia
$81K +$81K +2,270 New
APA
73
American Portfolios Advisors
New York
$76.6K +$607 +17 +0.8%
AA
74
Ancora Advisors
Ohio
$53K – – –
APC
75
Aspire Private Capital
North Carolina
$48K +$48K +1,357 New
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