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BlackRock Science and Technology Term Trust
BSTZ

110 hedge funds and large institutions have $606M invested in BlackRock Science and Technology Term Trust in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

8% more funds holding

Funds holding: 102 → 110 (+8)

4% more capital invested

Capital invested by funds: $585M → $606M (+$21.3M)

0.94% more ownership

Funds ownership: 19.41% → 20.35% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
32
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$26.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.65M
3
AFS
Access Financial Services
Minnesota
+$1.61M
4
SMC
Smith, Moore & Co
Missouri
+$1.06M
5
Stifel Financial
Stifel Financial
Missouri
+$849K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$10.4M
2
Morgan Stanley
Morgan Stanley
New York
-$5.67M
3
KIM
Karpus Investment Management
New York
-$4.07M
4
RJA
Raymond James & Associates
Florida
-$990K
5
WAM
Wolverine Asset Management
Illinois
-$896K
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
51
U.S. Capital Wealth Advisors
Texas
$409K – – –
BBPWM
52
Blue Bell Private Wealth Management
Pennsylvania
$392K -$130K -3,266 -24%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$392K +$27.5K +689 +7%
LNC
54
Lincoln National Corp
Pennsylvania
$377K -$164K -4,101 -30%
KMWM
55
Keudell/Morrison Wealth Management
Oregon
$345K +$354K +8,868 New
KAS
56
Kestra Advisory Services
Texas
$299K +$17.3K +433 +6%
CB
57
Commerce Bank
Missouri
$292K – – –
WA
58
Waddell & Associates
Tennessee
$292K – – –
TP
59
Tranquility Partners
Tennessee
$270K -$24.7K -618 -8%
IWP
60
Icon Wealth Partners
Texas
$260K +$10.8K +271 +4%
IA
61
IFG Advisory
Georgia
$257K -$40.3K -1,010 -13%
SWP
62
ShoreHaven Wealth Partners
New Jersey
$249K +$3.95K +99 +2%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$236K +$241K +6,045 New
MC
64
Moors & Cabot
Massachusetts
$235K -$2.71K -68 -1%
SRC
65
Shufro Rose & Co
New York
$235K +$9.97K +250 +4%
LWM
66
Laidlaw Wealth Management
New York
$231K – – –
Creative Planning
67
Creative Planning
Kansas
$218K – – –
EPA
68
Element Pointe Advisors
Florida
$218K – – –
CIAS
69
CFS Investment Advisory Services
New Jersey
$218K +$3.15K +79 +1%
LCM
70
Leisure Capital Management
California
$214K – – –
FTC
71
Farmers Trust Company
Ohio
$212K – – –
GIA
72
Gladstone Institutional Advisory
Florida
$211K -$15.8K -395 -7%
KWP
73
Keystone Wealth Partners
Arizona
$204K +$209K +5,249 New
BlackRock
74
BlackRock
New York
$195K – – –
BAM
75
Barrett Asset Management
New York
$117K – – –
1 2
3
4 5

BSTZ Hedge Fund Activity: Q4 2021 in Review

110 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q4 2021, worth a combined $606M — up 3.6% from $585M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSTZ positions and 12 closed out — a net gain of 10 holders — while 32 added to existing stakes and 26 trimmed.

The largest buyer was UBS Group, adding an estimated $26.5M. The largest seller was 1607 Capital Partners, cutting an estimated $10.4M.

  • 110 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q4 2021, up from 102 in Q3 2021.
  • Funds reported $606M of BlackRock Science and Technology Term Trust stock for Q4 2021, up 3.6% quarter-over-quarter.
  • 22 funds opened new BlackRock Science and Technology Term Trust positions in Q4 2021 and 12 closed out, a net change of +10 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q4 2021 was UBS Group, an estimated $26.5M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q4 2021 was 1607 Capital Partners, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2021.