BSTZ icon

BlackRock Science and Technology Term Trust
BSTZ

Overview Fund Activity

110 hedge funds and large institutions have $606M invested in BlackRock Science and Technology Term Trust in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
32
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$103M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$18.4M
3
AFS
3
Access Financial Services
Minnesota
$1.57M
4
SMC
4
Smith, Moore & Co
Missouri
$4.47M
5
Stifel Financial
5
Stifel Financial
Missouri
$6.25M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$218M
3
KIM
3
Karpus Investment Management
New York
$1.85M
4
RJA
4
Raymond James & Associates
Florida
$46.6M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
76
Parallel Advisors
California
$116K 2,990 – –
EIP
77
Ellis Investment Partners
Pennsylvania
$114K 2,933 +2,622 +843%
FWM
78
Focused Wealth Management
New York
$106K 2,717 – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$105K 2,731 -3,959 -59%
SWM
80
Spire Wealth Management
Virginia
$100K 2,566 – –
APA
81
American Portfolios Advisors
New York
$87.1K 2,236 +42 +2%
FFWM
82
Future Financial Wealth Management
Ohio
$78K 2,000 +2,000 New
SFM
83
Signet Financial Management
New Jersey
$66K 1,695 +1,695 New
NFG
84
Next Financial Group
Texas
$65K 1,675 +150 +10%
AA
85
Ancora Advisors
Ohio
$58K 1,497 – –
APC
86
Aspire Private Capital
North Carolina
$57K 1,453 +60 +4%
PMFA
87
Plante Moran Financial Advisors
Michigan
$49K 1,250 – –
WWM
88
Wagner Wealth Management
South Carolina
$47K 1,209 -491 -29%
ETI
89
Enterprise Trust & Investment
California
$47K 1,200 – –
S
90
SignatureFD
Georgia
$39K 1,000 – –
HR
91
Howe & Rusling
New York
$35K 900 – –
FF
92
FourThought Financial
Florida
$35K 900 – –
JWA
93
JFS Wealth Advisors
Pennsylvania
$35K 908 +908 New
SBL
94
Sargent Bickham Lagudis
Colorado
$29K 753 – –
CWS
95
Confluence Wealth Services
Pennsylvania
$28K 735 +735 New
EI
96
Ellevest Inc
New York
$19K 500 – –
FCB
97
First Command Bank
Texas
$17K 450 – –
MCM
98
MV Capital Management
Maryland
$12K 300 – –
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$10K 268 +268 New
CP
100
Castleview Partners
Texas
$8.27K 322,189 +322,189 New
1 2 3
4
5