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BlackRock Science and Technology Term Trust
BSTZ

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

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

0.19% less ownership

Funds ownership: 20.35% → 20.16% (-0.19%)

9% less funds holding

Funds holding: 110 → 100 (-10)

24% less capital invested

Capital invested by funds: $606M → $460M (-$146M)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

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

Rank Fund Capital Flow
1
AWA
Amplius Wealth Advisors
Pennsylvania
+$6.3M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$5.75M
3
1CP
1607 Capital Partners
Virginia
+$4.82M
4
KIM
Karpus Investment Management
New York
+$2.97M
5
WAM
Wolverine Asset Management
Illinois
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$15.3M
2
CP
Castleview Partners
Texas
-$9.41M
3
Bank of America
Bank of America
North Carolina
-$3.1M
4
Truist Financial
Truist Financial
North Carolina
-$1.69M
5
AFS
Access Financial Services
Minnesota
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$57K -$18.5K -619 -24%
MCC
77
Money Concepts Capital
Florida
$53K +$53.5K +1,792 New
AIM
78
Anchor Investment Management
South Carolina
$51.4K +$52.2K +1,750 New
AA
79
Ancora Advisors
Ohio
$44K – – –
APC
80
Aspire Private Capital
North Carolina
$44K +$895 +30 +2%
CA
81
Clearstead Advisors
Ohio
$39K +$39.4K +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 +$24.9K +835 +596%
JWA
86
JFS Wealth Advisors
Pennsylvania
$26K +$149 +5 +0.6%
HNB
87
Huntington National Bank
Ohio
$26K +$26.8K +900 New
SBL
88
Sargent Bickham Lagudis
Colorado
$22K – – –
IA
89
IFP Advisors
Florida
$13K +$18.8K +630 New
MCM
90
MV Capital Management
Maryland
$9K – – –
CIAS
91
CFS Investment Advisory Services
New Jersey
$7K +$5.75M +192,632 +2,837%
HR
92
Howe & Rusling
New York
$6K -$20.9K -700 -78%
BHWM
93
Beaird Harris Wealth Management
Texas
$3K – – –
SWM
94
Sugarloaf Wealth Management
Georgia
$3K +$60 +2 +2%
KFI
95
Key Financial Inc
Pennsylvania
$2K – – –
LFG
96
Larson Financial Group
Missouri
$2K – – –
VNA
97
Valley National Advisers
Pennsylvania
$2K +$597 +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

BSTZ Hedge Fund Activity: Q1 2022 in Review

100 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q1 2022, worth a combined $460M — down 24% from $606M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of BSTZ and 16 opened new positions — a net loss of 9 holders — while 29 trimmed existing stakes and 34 added.

The largest buyer was Amplius Wealth Advisors, adding an estimated $6.3M. The largest seller was UBS Group, cutting an estimated $15.3M.

  • 100 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q1 2022, down from 110 in Q4 2021.
  • Funds reported $460M of BlackRock Science and Technology Term Trust stock for Q1 2022, down 24% quarter-over-quarter.
  • 16 funds opened new BlackRock Science and Technology Term Trust positions in Q1 2022 and 25 closed out, a net change of -9 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q1 2022 was Amplius Wealth Advisors, an estimated $6.3M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q1 2022 was UBS Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2022.