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BlackRock Science and Technology Term Trust
BSTZ

102 hedge funds and large institutions have $585M invested in BlackRock Science and Technology Term Trust in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

7% more funds holding

Funds holding: 95 → 102 (+7)

0.35% more ownership

Funds ownership: 19.06% → 19.41% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less capital invested

Capital invested by funds: $620M → $585M (-$35.5M)

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
37
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$5.41M
2
Morgan Stanley
Morgan Stanley
New York
+$3.71M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.48M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.3M
5
SMC
Smith, Moore & Co
Missouri
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$2.63M
2
1CP
1607 Capital Partners
Virginia
-$1.59M
3
Truist Financial
Truist Financial
North Carolina
-$1.52M
4
Bank of America
Bank of America
North Carolina
-$1,000K
5
BFS
Bickling Financial Services
Massachusetts
-$725K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Cetera Advisors
Colorado
$433K +$133K +3,273 +41%
FA
52
Fortis Advisors
Pennsylvania
$416K – – –
USCWA
53
U.S. Capital Wealth Advisors
Texas
$405K +$426K +10,500 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$361K -$5.64K -139 -1%
IA
55
IFG Advisory
Georgia
$294K +$14.5K +358 +5%
TP
56
Tranquility Partners
Tennessee
$292K +$26.7K +659 +10%
CB
57
Commerce Bank
Missouri
$289K – – –
WA
58
Waddell & Associates
Tennessee
$289K – – –
KAS
59
Kestra Advisory Services
Texas
$279K +$2.68K +66 +0.9%
CIAS
60
CFS Investment Advisory Services
New Jersey
$259K +$272K +6,711 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$258K -$293K -7,215 -52%
IWP
62
Icon Wealth Partners
Texas
$247K +$3.25K +80 +1%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$247K +$260K +6,401 New
SWP
64
ShoreHaven Wealth Partners
New Jersey
$243K +$1.14K +28 +0.4%
SPL
65
Smart Portfolios LLC
Washington
$242K -$9.94K -245 -4%
MC
66
Moors & Cabot
Massachusetts
$236K -$14.6K -360 -6%
LWM
67
Laidlaw Wealth Management
New York
$229K – – –
GIA
68
Gladstone Institutional Advisory
Florida
$224K +$18K +443 +8%
SRC
69
Shufro Rose & Co
New York
$223K -$10.3K -255 -4%
EPA
70
Element Pointe Advisors
Florida
$216K – – –
Creative Planning
71
Creative Planning
Kansas
$216K +$227K +5,586 New
FTC
72
Farmers Trust Company
Ohio
$214K +$221K +5,455 New
LCM
73
Leisure Capital Management
California
$212K – – –
BlackRock
74
BlackRock
New York
$193K – – –
BAM
75
Barrett Asset Management
New York
$116K – – –
1 2
3
4 5

BSTZ Hedge Fund Activity: Q3 2021 in Review

102 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q3 2021, worth a combined $585M — down 5.7% from $620M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSTZ positions and 3 closed out — a net gain of 9 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was UBS Group, adding an estimated $5.41M. The largest seller was Karpus Investment Management, cutting an estimated $2.63M.

  • 102 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q3 2021, up from 95 in Q2 2021.
  • Funds reported $585M of BlackRock Science and Technology Term Trust stock for Q3 2021, down 5.7% quarter-over-quarter.
  • 12 funds opened new BlackRock Science and Technology Term Trust positions in Q3 2021 and 3 closed out, a net change of +9 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q3 2021 was UBS Group, an estimated $5.41M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q3 2021 was Karpus Investment Management, an estimated $2.63M sold.

Based on aggregated 13F filings for Q3 2021.