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BlackRock Science and Technology Term Trust
BSTZ

110 hedge funds and large institutions have $476M invested in BlackRock Science and Technology Term Trust in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

9% more funds holding

Funds holding: 101 → 110 (+9)

0% less capital invested

Capital invested by funds: $477M → $476M (-$1.09M)

1.94% less ownership

Funds ownership: 32.89% → 30.95% (-1.9%)

48% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 48

Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
25
Reduced
48
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.48M
2
PCM
Penserra Capital Management
California
+$1.12M
3
WS
Wedbush Securities
California
+$1.11M
4
RAM
Readystate Asset Management
Illinois
+$569K
5
WAM
Wolverine Asset Management
Illinois
+$383K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$9.33M
2
KIM
Karpus Investment Management
New York
-$6.82M
3
SCM
Saba Capital Management
New York
-$6.41M
4
FHA
Flagship Harbor Advisors
Massachusetts
-$4.69M
5
RCM
Rivernorth Capital Management
Florida
-$4.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$406K -$49.2K -2,385 -11%
WAM
52
Wolverine Asset Management
Illinois
$385K +$383K +18,573 New
AWA
53
Amplius Wealth Advisors
Pennsylvania
$360K +$2.85K +138 +0.8%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$323K -$44.1K -2,137 -12%
AWS
55
Atria Wealth Solutions
New York
$321K – – –
Jane Street
56
Jane Street
New York
$313K +$48.3K +2,342 +18%
Corient Private Wealth
57
Corient Private Wealth
Florida
$309K -$64.6K -3,130 -17%
FFN
58
Focus Financial Network
Minnesota
$306K +$3.92K +190 +1%
HF
59
HRT Financial
New York
$296K +$295K +14,299 New
DIM
60
Delta Investment Management
California
$282K – – –
Ameriprise
61
Ameriprise
Minnesota
$258K +$10.9K +528 +4%
MG
62
Mather Group
Illinois
$249K – – –
BRWA
63
B. Riley Wealth Advisors
Florida
$247K -$12.6K -611 -5%
SWM
64
SeaCrest Wealth Management
New York
$247K +$246K +11,910 New
IAIM
65
International Assets Investment Management
Florida
$224K -$4.13M -200,132 -95%
SP
66
Stablepoint Partners
Massachusetts
$223K +$222K +10,770 New
ASN
67
Advisory Services Network
Georgia
$219K -$49.7K -2,409 -19%
SWM
68
Stockman Wealth Management
Montana
$218K +$3.73K +181 +2%
PPA
69
Painted Porch Advisors
California
$218K +$6.58K +319 +3%
MFG
70
Mosaic Financial Group
Illinois
$207K – – –
CL
71
CSS LLC
Illinois
$205K -$71.9K -3,485 -26%
ST
72
Sentinel Trust
Texas
$204K -$21.1K -1,021 -9%
BFO
73
Biltmore Family Office
North Carolina
$203K +$202K +9,791 New
HA
74
Huntleigh Advisors
Missouri
$201K +$200K +9,700 New
CA
75
CoreCap Advisors
Michigan
$176K – – –
1 2
3
4 5

BSTZ Hedge Fund Activity: Q4 2024 in Review

110 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q4 2024, worth a combined $476M — down 0.23% from $477M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSTZ positions and 9 closed out — a net gain of 11 holders — while 25 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $2.48M. The largest seller was 1607 Capital Partners, cutting an estimated $9.33M.

  • 110 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q4 2024, up from 101 in Q3 2024.
  • Funds reported $476M of BlackRock Science and Technology Term Trust stock for Q4 2024, down 0.23% quarter-over-quarter.
  • 20 funds opened new BlackRock Science and Technology Term Trust positions in Q4 2024 and 9 closed out, a net change of +11 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q4 2024 was Bank of America, an estimated $2.48M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q4 2024 was 1607 Capital Partners, an estimated $9.33M sold.

Based on aggregated 13F filings for Q4 2024.