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BlackRock Science and Technology Term Trust
BSTZ

99 hedge funds and large institutions have $461M invested in BlackRock Science and Technology Term Trust in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

15% more capital invested

Capital invested by funds: $399M → $461M (+$61.6M)

0.16% less ownership

Funds ownership: 30.61% → 30.44% (-0.16%)

7% less funds holding

Funds holding: 107 → 99 (-8)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
99
Holders Change
-8
Holders Change %
-7.48%
% of All Funds
1.43%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
12
Increased
43
Reduced
28
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$42.4M
2
PCR
Potrero Capital Research
California
+$11.5M
3
RCM
Rivernorth Capital Management
Florida
+$9.29M
4
WS
Wedbush Securities
California
+$2.89M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.44M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$55.8M
2
LCM
Landscape Capital Management
New Jersey
-$5.99M
3
WAM
Wolverine Asset Management
Illinois
-$5.76M
4
QC
Quantedge Capital
Singapore
-$2.85M
5
KIM
Karpus Investment Management
New York
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
51
Mathes Company
New York
$411K +$49.4K +2,750 +15%
NAS
52
NWF Advisory Services
California
$409K -$13.8K -767 -4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$405K +$375K +20,879 New
Ameriprise
54
Ameriprise
Minnesota
$404K -$677K -37,689 -64%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$398K -$74K -4,120 -17%
SP
56
Stonebrook Private
Michigan
$352K -$24.1K -1,340 -7%
AWA
57
Amplius Wealth Advisors
Pennsylvania
$324K +$2.44K +136 +0.8%
AWS
58
Atria Wealth Solutions
New York
$284K +$16.2K +900 +7%
DIM
59
Delta Investment Management
California
$264K – – –
BRWA
60
B. Riley Wealth Advisors
Florida
$257K +$49.4K +2,752 +21%
FFN
61
Focus Financial Network
Minnesota
$248K +$5.17K +288 +2%
ST
62
Sentinel Trust
Texas
$246K – – –
CAN
63
Cetera Advisor Networks
California
$243K -$44.9K -2,500 -17%
CIA
64
Concurrent Investment Advisors
Florida
$242K -$9.52K -530 -4%
WAM
65
WNY Asset Management
New York
$240K +$1.44K +80 +0.7%
IAIM
66
International Assets Investment Management
Florida
$238K -$7.59K -423 -3%
SS
67
Sunbelt Securities
Texas
$233K +$1.08K +60 +0.5%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$222K +$205K +11,428 New
Two Sigma Investments
69
Two Sigma Investments
New York
$212K +$196K +10,935 New
SWM
70
Stockman Wealth Management
Montana
$211K +$6.73K +375 +4%
SP
71
Stablepoint Partners
Massachusetts
$205K +$190K +10,582 New
MFG
72
Mosaic Financial Group
Illinois
$194K +$180K +10,000 New
Citigroup
73
Citigroup
New York
$148K +$6.88K +383 +5%
RFA
74
Register Financial Advisors
Georgia
$131K +$121K +6,732 New
PA
75
Parallel Advisors
California
$106K +$1.63K +91 +2%
1 2
3
4 5

BSTZ Hedge Fund Activity: Q1 2024 in Review

99 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q1 2024, worth a combined $461M — up 15% from $399M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BSTZ and 12 opened new positions — a net loss of 8 holders — while 28 trimmed existing stakes and 43 added.

The largest buyer was Saba Capital Management, adding an estimated $42.4M. The largest seller was Morgan Stanley, cutting an estimated $55.8M.

  • 99 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q1 2024, down from 107 in Q4 2023.
  • Funds reported $461M of BlackRock Science and Technology Term Trust stock for Q1 2024, up 15% quarter-over-quarter.
  • 12 funds opened new BlackRock Science and Technology Term Trust positions in Q1 2024 and 20 closed out, a net change of -8 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q1 2024 was Saba Capital Management, an estimated $42.4M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q1 2024 was Morgan Stanley, an estimated $55.8M sold.

Based on aggregated 13F filings for Q1 2024.