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BlackRock Science and Technology Term Trust
BSTZ

Overview Fund Activity

81 hedge funds and large institutions have $275M invested in BlackRock Science and Technology Term Trust in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-11
Holders Change %
-11.96%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
28
Reduced
26
Closed
20
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$20.5M
2
RPWA
2
Regent Peak Wealth Advisors
Georgia
$821K
3
COLIM
3
City of London Investment Management
United Kingdom
$3.18M
4
Wells Fargo
4
Wells Fargo
California
$11.7M
5
DWM
5
Dakota Wealth Management
Florida
$424K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$87.3M
2
MP
2
Mangrove Partners
Connecticut
$0
3
UBS Group
3
UBS Group
Switzerland
$28.9M
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$9.62M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
51
B. Riley Wealth Advisors
Florida
$228K +$228K +12,897 New
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$199K -$75.9K -4,300 -28%
US Bancorp
53
US Bancorp
Minnesota
$193K -$21.2K -1,196 -10%
CA
54
Cetera Advisors
Colorado
$189K -$73K -4,139 -28%
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$181K -$10.6K -600 -6%
PA
56
Parallel Advisors
California
$114K -$7.29K -415 -6%
BlackRock
57
BlackRock
New York
$88K – – –
CCM
58
Covington Capital Management
California
$53K – – –
FWM
59
Focused Wealth Management
New York
$50K +$1.83K +103 +4%
EIP
60
Ellis Investment Partners
Pennsylvania
$49K +$1.41K +81 +3%
APA
61
American Portfolios Advisors
New York
$43.7K +$1.27K +72 +3%
AIM
62
Anchor Investment Management
South Carolina
$30.9K – – –
APC
63
Aspire Private Capital
North Carolina
$28K +$804 +45 +3%
SWM
64
Selective Wealth Management
Virginia
$26K +$26K +1,468 New
CA
65
Clearstead Advisors
Ohio
$23K – – –
PMFA
66
Plante Moran Financial Advisors
Michigan
$22K – – –
CA
67
Crewe Advisors
Utah
$22K +$22K +1,220 New
S
68
SignatureFD
Georgia
$18K – – –
JWA
69
JFS Wealth Advisors
Pennsylvania
$17K +$200 +11 +1%
AA
70
Ancora Advisors
Ohio
$16K -$9.95K -574 -38%
WFA
71
Wipfli Financial Advisors
Wisconsin
$14K +$14K +800 New
IA
72
IFP Advisors
Florida
$13K – – –
GRP
73
Global Retirement Partners
California
$13K – – –
LFG
74
Larson Financial Group
Missouri
$11K – – –
ARIS
75
Advanced Research Investment Solutions
California
$9K +$9K +525 New
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3
4