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BlackRock Science and Technology Term Trust
BSTZ

98 hedge funds and large institutions have $518M invested in BlackRock Science and Technology Term Trust in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $461M → $518M (+$56.6M)

3.74% more ownership

Funds ownership: 30.44% → 34.18% (+3.7%)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

1% less funds holding

Funds holding: 99 → 98 (-1)

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
16
Increased
35
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$23.6M
2
AW
Atlas Wealth
Ohio
+$8.89M
3
RCM
Rivernorth Capital Management
Florida
+$8.38M
4
FHA
Flagship Harbor Advisors
Massachusetts
+$6.12M
5
PCR
Potrero Capital Research
California
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
-$4.55M
2
RL
RPO LLC
Connecticut
-$4.49M
3
QC
Quantedge Capital
Singapore
-$3.79M
4
BFM
Boothbay Fund Management
New York
-$2.02M
5
UBS Group
UBS Group
Switzerland
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
51
Mathes Company
New York
$437K +$14.1K +750 +4%
NA
52
NewEdge Advisors
Louisiana
$422K -$12.6K -673 -3%
NAS
53
NWF Advisory Services
California
$416K -$3.24K -173 -0.8%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$391K -$15.9K -847 -4%
CL
55
CSS LLC
Illinois
$344K +$324K +17,300 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$344K -$67.6K -3,605 -17%
VF
57
Virtu Financial
New York
$340K +$320K +17,091 New
AWS
58
Atria Wealth Solutions
New York
$334K +$40.3K +2,150 +15%
AWA
59
Amplius Wealth Advisors
Pennsylvania
$334K +$1.24K +66 +0.4%
Ameriprise
60
Ameriprise
Minnesota
$315K -$94.3K -5,028 -24%
FFN
61
Focus Financial Network
Minnesota
$289K +$4.33K +231 +2%
DIM
62
Delta Investment Management
California
$271K – – –
ASN
63
Advisory Services Network
Georgia
$258K +$243K +12,959 New
IAIM
64
International Assets Investment Management
Florida
$255K +$9.37K +500 +4%
CIA
65
Concurrent Investment Advisors
Florida
$249K – – –
BRWA
66
B. Riley Wealth Advisors
Florida
$241K -$65.4K -3,490 -22%
SS
67
Sunbelt Securities
Texas
$240K +$1.46K +78 +0.7%
AIA
68
Absolute Investment Advisers
Florida
$236K +$222K +11,843 New
ST
69
Sentinel Trust
Texas
$235K -$15.7K -835 -7%
SWM
70
Stockman Wealth Management
Montana
$217K +$581 +31 +0.3%
Mariner
71
Mariner
Kansas
$216K +$203K +10,852 New
MFG
72
Mosaic Financial Group
Illinois
$199K – – –
PPA
73
Painted Porch Advisors
California
$196K +$185K +9,868 New
Citigroup
74
Citigroup
New York
$170K +$17.6K +938 +12%
RFA
75
Register Financial Advisors
Georgia
$137K +$2.77K +148 +2%
1 2
3
4 5

BSTZ Hedge Fund Activity: Q2 2024 in Review

98 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q2 2024, worth a combined $518M — up 12% from $461M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSTZ positions and 14 closed out — a net gain of 2 holders — while 35 added to existing stakes and 33 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $23.6M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $4.55M sold.

  • 98 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q2 2024, down from 99 in Q1 2024.
  • Funds reported $518M of BlackRock Science and Technology Term Trust stock for Q2 2024, up 12% quarter-over-quarter.
  • 16 funds opened new BlackRock Science and Technology Term Trust positions in Q2 2024 and 14 closed out, a net change of +2 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q2 2024 was Saba Capital Management, an estimated $23.6M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q2 2024 was Landscape Capital Management, an estimated $4.55M sold.

Based on aggregated 13F filings for Q2 2024.