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BlackRock Science and Technology Term Trust
BSTZ

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.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

8% more funds holding

Funds holding: 102 → 110 (+8)

4% more capital invested

Capital invested by funds: $585M → $606M (+$21.3M)

0.94% more ownership

Funds ownership: 19.41% → 20.35% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
1.69%
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

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$26.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.65M
3
AFS
Access Financial Services
Minnesota
+$1.61M
4
SMC
Smith, Moore & Co
Missouri
+$1.06M
5
Stifel Financial
Stifel Financial
Missouri
+$849K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$10.4M
2
Morgan Stanley
Morgan Stanley
New York
-$5.67M
3
KIM
Karpus Investment Management
New York
-$4.07M
4
RJA
Raymond James & Associates
Florida
-$990K
5
WAM
Wolverine Asset Management
Illinois
-$896K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
76
Parallel Advisors
California
$116K – – –
EIP
77
Ellis Investment Partners
Pennsylvania
$114K +$105K +2,622 +843%
FWM
78
Focused Wealth Management
New York
$106K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$105K -$158K -3,959 -59%
SWM
80
Spire Wealth Management
Virginia
$100K – – –
APA
81
American Portfolios Advisors
New York
$87.1K +$1.68K +42 +2%
FFWM
82
Future Financial Wealth Management
Ohio
$78K +$79.8K +2,000 New
SFM
83
Signet Financial Management
New Jersey
$66K +$67.6K +1,695 New
NFG
84
Next Financial Group
Texas
$65K +$5.98K +150 +10%
AA
85
Ancora Advisors
Ohio
$58K – – –
APC
86
Aspire Private Capital
North Carolina
$57K +$2.39K +60 +4%
PMFA
87
Plante Moran Financial Advisors
Michigan
$49K – – –
WWMSC
88
Wagner Wealth Management (South Carolina)
South Carolina
$47K -$19.6K -491 -29%
ETI
89
Enterprise Trust & Investment
California
$47K – – –
S
90
SignatureFD
Georgia
$39K – – –
FF
91
FourThought Financial
Florida
$35K – – –
HR
92
Howe & Rusling
New York
$35K – – –
JWA
93
JFS Wealth Advisors
Pennsylvania
$35K +$36.2K +908 New
SBL
94
Sargent Bickham Lagudis
Colorado
$29K – – –
CWS
95
Confluence Wealth Services
Pennsylvania
$28K +$29.3K +735 New
EI
96
Ellevest Inc
New York
$19K – – –
FCB
97
First Command Bank
Texas
$17K – – –
MCM
98
MV Capital Management
Maryland
$12K – – –
JP Morgan Chase
99
JP Morgan Chase
New York
$10K +$10.7K +268 New
CP
100
Castleview Partners
Texas
$8.27K +$12.9M +322,189 New
1 2 3
4
5

BSTZ Hedge Fund Activity: Q4 2021 in Review

110 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q4 2021, worth a combined $606M — up 3.6% from $585M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSTZ positions and 12 closed out — a net gain of 10 holders — while 32 added to existing stakes and 26 trimmed.

The largest buyer was UBS Group, adding an estimated $26.5M. The largest seller was 1607 Capital Partners, cutting an estimated $10.4M.

  • 110 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q4 2021, up from 102 in Q3 2021.
  • Funds reported $606M of BlackRock Science and Technology Term Trust stock for Q4 2021, up 3.6% quarter-over-quarter.
  • 22 funds opened new BlackRock Science and Technology Term Trust positions in Q4 2021 and 12 closed out, a net change of +10 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q4 2021 was UBS Group, an estimated $26.5M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q4 2021 was 1607 Capital Partners, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2021.