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BlackRock Science and Technology Term Trust
BSTZ

Overview Fund Activity

100 hedge funds and large institutions have $460M invested in BlackRock Science and Technology Term Trust in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
-10
Holders Change %
-9.09%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
34
Reduced
29
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
Amplius Wealth Advisors
Pennsylvania
$13.3M
2
1CP
1607 Capital Partners
Virginia
$12.8M
3
KIM
Karpus Investment Management
New York
$4.31M
4
WAM
Wolverine Asset Management
Illinois
$2.55M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.71M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$62.4M
2
CP
Castleview Partners
Texas
$198K
3
Bank of America
Bank of America
North Carolina
$34.4M
4
Truist Financial
Truist Financial
North Carolina
$2.11M
5
AFS
Access Financial Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
Spire Wealth Management
Virginia
$57K -$18.1K -619 -24%
MCC
77
Money Concepts Capital
Florida
$53K +$53K +1,792 New
AIM
78
Anchor Investment Management
South Carolina
$51.4K +$51.4K +1,750 New
AA
79
Ancora Advisors
Ohio
$44K – – –
APC
80
Aspire Private Capital
North Carolina
$44K +$890 +30 +2%
CA
81
Clearstead Advisors
Ohio
$39K +$39K +1,322 New
PMFA
82
Plante Moran Financial Advisors
Michigan
$37K – – –
ETI
83
Enterprise Trust & Investment
California
$35K – – –
S
84
SignatureFD
Georgia
$29K – – –
RG
85
Retirement Group
California
$29K +$24.8K +835 +596%
JWA
86
JFS Wealth Advisors
Pennsylvania
$26K +$142 +5 +0.6%
HNB
87
Huntington National Bank
Ohio
$26K +$26K +900 New
SBL
88
Sargent Bickham Lagudis
Colorado
$22K – – –
IA
89
IFP Advisors
Florida
$13K +$13K +630 New
MCM
90
MV Capital Management
Maryland
$9K – – –
CIAS
91
CFS Investment Advisory Services
New Jersey
$7K +$6.76K +192,632 +2,837%
HR
92
Howe & Rusling
New York
$6K -$21K -700 -78%
BHWM
93
Beaird Harris Wealth Management
Texas
$3K – – –
SWM
94
Sugarloaf Wealth Management
Georgia
$3K +$54 +2 +2%
KFI
95
Key Financial Inc
Pennsylvania
$2K – – –
LFG
96
Larson Financial Group
Missouri
$2K – – –
VNA
97
Valley National Advisers
Pennsylvania
$2K +$571 +20 +40%
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$1.26K – – –
BWA
99
BDO Wealth Advisors
Florida
$1K – – –
AFS
100
Access Financial Services
Minnesota
– -$1.57M -40,318 Closed
1 2 3
4
5