BSTZ icon

BlackRock Science and Technology Term Trust
BSTZ

Overview Fund Activity

103 hedge funds and large institutions have $268M invested in BlackRock Science and Technology Term Trust in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+14
Holders Change %
+15.73%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
43
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$10.1M
2
RL
2
RPO LLC
Connecticut
$4.2M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$3.17M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.78M
5
AA
5
AQR Arbitrage
Connecticut
$4.16M

Top Sellers

1
PIWA
1
Prevail Innovative Wealth Advisors
Kansas
$0
2
CCP
2
Clough Capital Partners
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$58.8M
4
WP
4
Woodline Partners
California
$0
5
Invesco
5
Invesco
Georgia
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$398K +$174K +10,534 +77%
FWP
52
Firethorn Wealth Partners
Georgia
$340K +$5.96K +361 +2%
EP
53
Eudaimonia Partners
Tennessee
$327K +$7.59K +460 +2%
AWA
54
Amplius Wealth Advisors
Pennsylvania
$290K +$6.24K +378 +2%
LSC
55
Logan Stone Capital
Illinois
$287K +$287K +17,405 New
RJT
56
Raymond James Trust
Florida
$277K – – –
BRWA
57
B. Riley Wealth Advisors
Florida
$257K +$37.9K +2,294 +17%
TCA
58
Transcend Capital Advisors
New Jersey
$257K +$3K +182 +1%
CAN
59
Cetera Advisor Networks
California
$256K -$5.94K -360 -2%
SWM
60
SeaCrest Wealth Management
New York
$252K +$2.38K +144 +1%
DIM
61
Delta Investment Management
California
$224K – – –
FFN
62
Focus Financial Network
Minnesota
$224K +$20K +1,214 +10%
VF
63
Virtu Financial
New York
$220K +$220K +13,358 New
ST
64
Sentinel Trust
Texas
$209K – – –
Creative Planning
65
Creative Planning
Kansas
$208K -$11.6K -700 -5%
IAIM
66
International Assets Investment Management
Florida
$207K +$244 +15 +0.1%
WAM
67
WNY Asset Management
New York
$203K +$29.7K +1,800 +17%
SS
68
Sunbelt Securities
Texas
$200K +$150K +9,109 +304%
WLPWM
69
Walled Lake Planning & Wealth Management
Illinois
$195K – – –
MC
70
Mathes Company
New York
$191K +$191K +11,550 New
IC
71
IEQ Capital
California
$176K +$176K +10,687 New
AW
72
Atlas Wealth
Ohio
$170K +$170K +10,312 New
SWM
73
Stockman Wealth Management
Montana
$168K -$4.52K -274 -3%
AFG
74
Atomi Financial Group
New York
$167K -$22.5K -1,361 -12%
KAS
75
Kestra Advisory Services
Texas
$167K +$167K +10,093 New
1 2
3
4 5