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BlackRock Science and Technology Term Trust
BSTZ

94 hedge funds and large institutions have $291M invested in BlackRock Science and Technology Term Trust in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $270M → $291M (+$20.6M)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

2.1% less ownership

Funds ownership: 22.09% → 19.99% (-2.1%)

10% less funds holding

Funds holding: 104 → 94 (-10)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
94
Holders Change
-10
Holders Change %
-9.62%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
30
Reduced
33
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$20.1M
2
UBS Group
UBS Group
Switzerland
+$4.51M
3
WS
Wedbush Securities
California
+$2.46M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.04M
5
AA
AQR Arbitrage
Connecticut
+$796K

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$11.1M
2
WAM
Wolverine Asset Management
Illinois
-$5.38M
3
KIM
Karpus Investment Management
New York
-$5.32M
4
MP
Mangrove Partners
Connecticut
-$4.54M
5
QC
Quantedge Capital
Singapore
-$4.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
51
Transcend Capital Advisors
New Jersey
$284K -$4.97K -283 -2%
QL
52
Quarry LP
New York
$282K +$265K +15,100 New
SWM
53
SeaCrest Wealth Management
New York
$273K +$256K +14,599 New
SWM
54
Stockman Wealth Management
Montana
$267K -$246 -14 -0.1%
AWS
55
Atria Wealth Solutions
New York
$256K +$241K +13,700 New
DIM
56
Delta Investment Management
California
$254K -$7.02K -400 -3%
Creative Planning
57
Creative Planning
Kansas
$247K -$17.6K -1,000 -7%
Jane Street
58
Jane Street
New York
$244K -$387K -22,042 -63%
ST
59
Sentinel Trust
Texas
$237K -$5.34K -304 -2%
Citigroup
60
Citigroup
New York
$218K -$14.6K -832 -7%
WLPWM
61
Walled Lake Planning & Wealth Management
Illinois
$218K +$205K +11,650 New
FFN
62
Focus Financial Network
Minnesota
$210K +$197K +11,245 New
BRWA
63
B. Riley Wealth Advisors
Florida
$205K +$192K +10,945 New
BlackRock
64
BlackRock
New York
$139K +$42.7K +2,433 +49%
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$137K -$53.7K -3,057 -29%
PA
66
Parallel Advisors
California
$93.5K +$2.65K +151 +3%
SS
67
Sunbelt Securities
Texas
$53K +$52.7K +3,000 New
BAM
68
Belpointe Asset Management
Nevada
$52.3K +$35.1K +2,000 +250%
US Bancorp
69
US Bancorp
Minnesota
$50.5K – – –
AIM
70
Anchor Investment Management
South Carolina
$32.7K – – –
APC
71
Aspire Private Capital
North Carolina
$31.3K +$895 +51 +3%
ASN
72
Advisory Services Network
Georgia
$29.9K – – –
NA
73
NewEdge Advisors
Louisiana
$28.1K +$105 +6 +0.4%
CA
74
Clearstead Advisors
Ohio
$24.7K – – –
FWM
75
Focused Wealth Management
New York
$24K +$53 +3 +0.2%
1 2
3
4 5

BSTZ Hedge Fund Activity: Q1 2023 in Review

94 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q1 2023, worth a combined $291M — up 7.6% from $270M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of BSTZ and 16 opened new positions — a net loss of 9 holders — while 33 trimmed existing stakes and 30 added.

The largest buyer was Invesco, adding an estimated $20.1M. The largest seller was Logan Stone Capital, cutting an estimated $11.1M.

  • 94 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q1 2023, down from 104 in Q4 2022.
  • Funds reported $291M of BlackRock Science and Technology Term Trust stock for Q1 2023, up 7.6% quarter-over-quarter.
  • 16 funds opened new BlackRock Science and Technology Term Trust positions in Q1 2023 and 25 closed out, a net change of -9 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q1 2023 was Invesco, an estimated $20.1M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q1 2023 was Logan Stone Capital, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2023.