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BlackRock Science and Technology Term Trust
BSTZ

107 hedge funds and large institutions have $399M invested in BlackRock Science and Technology Term Trust in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $268M → $399M (+$131M)

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

9.81% more ownership

Funds ownership: 20.8% → 30.61% (+9.8%)

3% more funds holding

Funds holding: 104 → 107 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
42
Reduced
32
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$50M
2
Morgan Stanley
Morgan Stanley
New York
+$41.6M
3
RCM
Rivernorth Capital Management
Florida
+$12.5M
4
LCM
Landscape Capital Management
New Jersey
+$7.83M
5
AA
AQR Arbitrage
Connecticut
+$5.38M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.32M
2
UBS Group
UBS Group
Switzerland
-$4.17M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.06M
4
Bank of America
Bank of America
North Carolina
-$1.16M
5
WAM
Weiss Asset Management
Massachusetts
-$895K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
51
Dakota Wealth Management
Florida
$606K +$50.7K +3,135 +9%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$602K +$56.4K +3,487 +11%
Jane Street
53
Jane Street
New York
$525K -$232K -14,363 -31%
EC
54
Elequin Capital
New York
$473K +$403K +24,901 +733%
IAS
55
Insigneo Advisory Services
Florida
$422K -$6.81K -421 -2%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$412K -$518K -32,049 -57%
NAS
57
NWF Advisory Services
California
$365K -$55K -3,400 -13%
JP Morgan Chase
58
JP Morgan Chase
New York
$347K +$305K +18,860 +998%
LSC
59
Logan Stone Capital
Illinois
$335K +$42.8K +2,647 +15%
SP
60
Stonebrook Private
Michigan
$326K +$315K +19,485 New
MC
61
Mathes Company
New York
$308K +$112K +6,900 +60%
AWA
62
Amplius Wealth Advisors
Pennsylvania
$277K -$16.6K -1,025 -6%
CAN
63
Cetera Advisor Networks
California
$251K -$8.09K -500 -3%
NA
64
NewEdge Advisors
Louisiana
$248K +$212K +13,089 +780%
FFN
65
Focus Financial Network
Minnesota
$234K +$6.92K +428 +3%
AWS
66
Atria Wealth Solutions
New York
$230K -$168K -10,384 -43%
DIM
67
Delta Investment Management
California
$227K – – –
CIA
68
Concurrent Investment Advisors
Florida
$218K +$211K +13,029 New
BRWA
69
B. Riley Wealth Advisors
Florida
$215K -$44.5K -2,752 -18%
IAIM
70
International Assets Investment Management
Florida
$213K +$598 +37 +0.3%
ST
71
Sentinel Trust
Texas
$211K – – –
WAM
72
WNY Asset Management
New York
$206K – – –
Citadel Advisors
73
Citadel Advisors
Florida
$203K +$196K +12,124 New
SS
74
Sunbelt Securities
Texas
$199K -$2.98K -184 -2%
SWM
75
Stockman Wealth Management
Montana
$175K +$4.74K +293 +3%
1 2
3
4 5

BSTZ Hedge Fund Activity: Q4 2023 in Review

107 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q4 2023, worth a combined $399M — up 49% from $268M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSTZ positions and 16 closed out — a net gain of 4 holders — while 42 added to existing stakes and 32 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $50M. The largest seller was Wells Fargo, cutting an estimated $4.32M.

  • 107 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q4 2023, up from 104 in Q3 2023.
  • Funds reported $399M of BlackRock Science and Technology Term Trust stock for Q4 2023, up 49% quarter-over-quarter.
  • 20 funds opened new BlackRock Science and Technology Term Trust positions in Q4 2023 and 16 closed out, a net change of +4 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q4 2023 was Saba Capital Management, an estimated $50M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q4 2023 was Wells Fargo, an estimated $4.32M sold.

Based on aggregated 13F filings for Q4 2023.