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BlackRock Science and Technology Term Trust
BSTZ

90 hedge funds and large institutions have $282M invested in BlackRock Science and Technology Term Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

82% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 22

0.09% less ownership

Funds ownership: 19.99% → 19.91% (-0.09%)

3% less capital invested

Capital invested by funds: $291M → $282M (-$9.2M)

4% less funds holding

Funds holding: 94 → 90 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
90
Holders Change
-4
Holders Change %
-4.26%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
40
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$2.37M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.31M
3
WS
Wedbush Securities
California
+$944K
4
AA
AQR Arbitrage
Connecticut
+$902K
5
1CP
1607 Capital Partners
Virginia
+$861K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.58M
2
SMC
Smith, Moore & Co
Missouri
-$3.42M
3
Bank of America
Bank of America
North Carolina
-$1.65M
4
LSC
Logan Stone Capital
Illinois
-$1.44M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
51
Amplius Wealth Advisors
Pennsylvania
$312K -$150K -8,726 -34%
RJT
52
Raymond James Trust
Florida
$304K – – –
CAN
53
Cetera Advisor Networks
California
$288K – – –
TCA
54
Transcend Capital Advisors
New Jersey
$278K +$3.2K +186 +1%
SWM
55
SeaCrest Wealth Management
New York
$273K +$8.64K +502 +3%
AWS
56
Atria Wealth Solutions
New York
$246K -$1.72K -100 -0.7%
DIM
57
Delta Investment Management
California
$246K – – –
Creative Planning
58
Creative Planning
Kansas
$241K +$1.98K +115 +0.9%
BRWA
59
B. Riley Wealth Advisors
Florida
$241K +$40.5K +2,355 +22%
IAIM
60
International Assets Investment Management
Florida
$230K +$218K +12,686 New
ST
61
Sentinel Trust
Texas
$229K – – –
FFN
62
Focus Financial Network
Minnesota
$224K +$19.2K +1,116 +10%
WLPWM
63
Walled Lake Planning & Wealth Management
Illinois
$214K +$2.6K +151 +1%
AFG
64
Atomi Financial Group
New York
$208K -$71.1K -4,133 -26%
WAM
65
WNY Asset Management
New York
$190K +$181K +10,500 New
SWM
66
Stockman Wealth Management
Montana
$190K -$65.4K -3,800 -27%
Citigroup
67
Citigroup
New York
$169K -$40.4K -2,347 -20%
BBPWM
68
Blue Bell Private Wealth Management
Pennsylvania
$146K +$12.2K +711 +10%
PA
69
Parallel Advisors
California
$93.2K +$2.43K +141 +3%
BlackRock
70
BlackRock
New York
$90.5K -$41.9K -2,433 -33%
CP
71
Castleview Partners
Texas
$85.8K +$78.5K +4,560 +2,591%
SS
72
Sunbelt Securities
Texas
$54.3K – – –
NA
73
NewEdge Advisors
Louisiana
$34.9K +$7.33K +426 +28%
US Bancorp
74
US Bancorp
Minnesota
$31.7K -$16.3K -950 -35%
AIM
75
Anchor Investment Management
South Carolina
$31.7K – – –
1 2
3
4

BSTZ Hedge Fund Activity: Q2 2023 in Review

90 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q2 2023, worth a combined $282M — down 3.2% from $291M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BSTZ and 8 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 40 added.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $2.37M. The largest seller was Morgan Stanley, cutting an estimated $4.58M.

  • 90 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q2 2023, down from 94 in Q1 2023.
  • Funds reported $282M of BlackRock Science and Technology Term Trust stock for Q2 2023, down 3.2% quarter-over-quarter.
  • 8 funds opened new BlackRock Science and Technology Term Trust positions in Q2 2023 and 11 closed out, a net change of -3 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q2 2023 was HighTower Advisors, an estimated $2.37M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q2 2023 was Morgan Stanley, an estimated $4.58M sold.

Based on aggregated 13F filings for Q2 2023.