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BlackRock Science and Technology Term Trust
BSTZ

102 hedge funds and large institutions have $585M invested in BlackRock Science and Technology Term Trust in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

7% more funds holding

Funds holding: 95 → 102 (+7)

0.35% more ownership

Funds ownership: 19.06% → 19.41% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less capital invested

Capital invested by funds: $620M → $585M (-$35.5M)

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
37
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$5.41M
2
Morgan Stanley
Morgan Stanley
New York
+$3.71M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.48M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.3M
5
SMC
Smith, Moore & Co
Missouri
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$2.63M
2
1CP
1607 Capital Partners
Virginia
-$1.59M
3
Truist Financial
Truist Financial
North Carolina
-$1.52M
4
Bank of America
Bank of America
North Carolina
-$1,000K
5
BFS
Bickling Financial Services
Massachusetts
-$725K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
76
Parallel Advisors
California
$115K +$22.3K +550 +23%
FWM
77
Focused Wealth Management
New York
$105K – – –
SWM
78
Spire Wealth Management
Virginia
$99K – – –
APA
79
American Portfolios Advisors
New York
$84.6K +$771 +19 +0.9%
WWMSC
80
Wagner Wealth Management (South Carolina)
South Carolina
$70K +$56.4K +1,390 +448%
NFG
81
Next Financial Group
Texas
$59K -$141K -3,479 -70%
AA
82
Ancora Advisors
Ohio
$58K – – –
FIA
83
FNY Investment Advisers
New York
$57K +$4.06K +100 +7%
APC
84
Aspire Private Capital
North Carolina
$54K +$730 +18 +1%
PMFA
85
Plante Moran Financial Advisors
Michigan
$48K – – –
ETI
86
Enterprise Trust & Investment
California
$46K – – –
S
87
SignatureFD
Georgia
$39K – – –
HR
88
Howe & Rusling
New York
$35K +$36.5K +900 New
FF
89
FourThought Financial
Florida
$34K – – –
SBL
90
Sargent Bickham Lagudis
Colorado
$29K – – –
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$22.6K +$23.7K +585 New
HI
92
Harbour Investments
Wisconsin
$21K – – –
EI
93
Ellevest Inc
New York
$19K +$20.3K +500 New
FCB
94
First Command Bank
Texas
$17K +$18.3K +450 New
FCFS
95
First Command Financial Services
Texas
$17K +$18.3K +450 New
MCM
96
MV Capital Management
Maryland
$12K – – –
EIP
97
Ellis Investment Partners
Pennsylvania
$12K +$162 +4 +1%
WQ
98
Wealth Quarterback
New Jersey
$11K -$325 -8 -3%
SWM
99
Sugarloaf Wealth Management
Georgia
$4K +$41 +1 +1%
AWA
100
Arkadios Wealth Advisors
Georgia
$3K +$4.06K +100 New
1 2 3
4
5

BSTZ Hedge Fund Activity: Q3 2021 in Review

102 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q3 2021, worth a combined $585M — down 5.7% from $620M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSTZ positions and 3 closed out — a net gain of 9 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was UBS Group, adding an estimated $5.41M. The largest seller was Karpus Investment Management, cutting an estimated $2.63M.

  • 102 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q3 2021, up from 95 in Q2 2021.
  • Funds reported $585M of BlackRock Science and Technology Term Trust stock for Q3 2021, down 5.7% quarter-over-quarter.
  • 12 funds opened new BlackRock Science and Technology Term Trust positions in Q3 2021 and 3 closed out, a net change of +9 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q3 2021 was UBS Group, an estimated $5.41M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q3 2021 was Karpus Investment Management, an estimated $2.63M sold.

Based on aggregated 13F filings for Q3 2021.