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BlackRock Science and Technology Term Trust
BSTZ

95 hedge funds and large institutions have $620M invested in BlackRock Science and Technology Term Trust in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 21

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $535M → $620M (+$85.3M)

6% more funds holding

Funds holding: 90 → 95 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.15% less ownership

Funds ownership: 19.21% → 19.06% (-0.15%)

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
40
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$6.31M
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$5.72M
3
TCA
Transcend Capital Advisors
New Jersey
+$2.19M
4
Morgan Stanley
Morgan Stanley
New York
+$1.97M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$6.61M
2
Cohen & Steers
Cohen & Steers
New York
-$5.07M
3
Bank of America
Bank of America
North Carolina
-$4.18M
4
MC
Matisse Capital
Oregon
-$3.5M
5
Ameriprise
Ameriprise
Minnesota
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
51
Fortis Advisors
Pennsylvania
$450K – – –
UR
52
USCA RIA
Texas
$440K – – –
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$397K +$43.1K +1,136 +14%
CA
54
Cetera Advisors
Colorado
$332K +$57.6K +1,520 +24%
CB
55
Commerce Bank
Missouri
$313K – – –
IA
56
IFG Advisory
Georgia
$303K +$276K +7,270 New
KAS
57
Kestra Advisory Services
Texas
$299K +$24.4K +643 +10%
CP
58
Castleview Partners
Texas
$290K +$264K +6,953 New
TP
59
Tranquility Partners
Tennessee
$288K -$9.97K -263 -4%
SPL
60
Smart Portfolios LLC
Washington
$272K +$7.01K +185 +3%
MC
61
Moors & Cabot
Massachusetts
$270K -$21.2K -560 -8%
IWP
62
Icon Wealth Partners
Texas
$264K +$240K +6,331 New
SWP
63
ShoreHaven Wealth Partners
New Jersey
$261K +$3.94K +104 +2%
SRC
64
Shufro Rose & Co
New York
$251K +$3K +79 +1%
LWM
65
Laidlaw Wealth Management
New York
$248K – – –
LCM
66
Leisure Capital Management
California
$229K +$208K +5,500 New
GIA
67
Gladstone Institutional Advisory
Florida
$224K +$203K +5,366 New
EPA
68
Element Pointe Advisors
Florida
$222K +$212K +5,588 New
BlackRock
69
BlackRock
New York
$209K – – –
NFG
70
Next Financial Group
Texas
$209K +$176K +4,654 +1,330%
BAM
71
Barrett Asset Management
New York
$125K – – –
FWM
72
Focused Wealth Management
New York
$113K – – –
SWM
73
Spire Wealth Management
Virginia
$107K +$11.2K +296 +13%
PA
74
Parallel Advisors
California
$102K +$4.93K +130 +6%
APA
75
American Portfolios Advisors
New York
$90.7K +$1.1K +29 +1%
1 2
3
4 5

BSTZ Hedge Fund Activity: Q2 2021 in Review

95 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q2 2021, worth a combined $620M — up 16% from $535M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSTZ positions and 10 closed out — a net gain of 5 holders — while 40 added to existing stakes and 21 trimmed.

The largest buyer was UBS Group, adding an estimated $6.31M. The largest seller was Karpus Investment Management, cutting an estimated $6.61M.

  • 95 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q2 2021, up from 90 in Q1 2021.
  • Funds reported $620M of BlackRock Science and Technology Term Trust stock for Q2 2021, up 16% quarter-over-quarter.
  • 15 funds opened new BlackRock Science and Technology Term Trust positions in Q2 2021 and 10 closed out, a net change of +5 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q2 2021 was UBS Group, an estimated $6.31M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q2 2021 was Karpus Investment Management, an estimated $6.61M sold.

Based on aggregated 13F filings for Q2 2021.