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BlackRock Science and Technology Term Trust
BSTZ

Overview Fund Activity

104 hedge funds and large institutions have $270M invested in BlackRock Science and Technology Term Trust in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+23
Holders Change %
+28.4%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
36
Increased
28
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSC
1
Logan Stone Capital
Illinois
$11.1M
2
SCM
2
Saba Capital Management
New York
$8.2M
3
QC
3
Quantedge Capital
Singapore
$9.66M
4
KIM
4
Karpus Investment Management
New York
$24.7M
5
MP
5
Mangrove Partners
Connecticut
$4.54M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$67.4M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$440K
3
UBS Group
3
UBS Group
Switzerland
$17.8M
4
Wells Fargo
4
Wells Fargo
California
$6.32M
5
RJA
5
Raymond James & Associates
Florida
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$25K +$25K +1,600 New
CA
77
Clearstead Advisors
Ohio
$20.7K – – –
FWM
78
Focused Wealth Management
New York
$20K -$24.1K -1,541 -55%
MCC
79
Money Concepts Capital
Florida
$18.8K +$18.8K +1,200 New
IGWM
80
ICA Group Wealth Management
Colorado
$17.5K +$17.5K +1,120 New
Bessemer Group
81
Bessemer Group
New Jersey
$16K +$16K +1,026 New
S
82
SignatureFD
Georgia
$15.6K – – –
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$15.6K +$15.6K +1,000 New
RG
84
Retirement Group
California
$15K +$15K +928 New
JWA
85
JFS Wealth Advisors
Pennsylvania
$14.9K +$235 +15 +2%
MRCM
86
M&R Capital Management
New Jersey
$14.2K +$14.2K +905 New
AA
87
Ancora Advisors
Ohio
$14K – – –
IA
88
IFP Advisors
Florida
$14K +$657 +31 +5%
BAM
89
Belpointe Asset Management
Nevada
$12.5K +$12.5K +800 New
GRP
90
Global Retirement Partners
California
$11.7K – – –
LFG
91
Larson Financial Group
Missouri
$10.9K +$1.56K +100 +17%
First Manhattan
92
First Manhattan
New York
$8.05K +$8.05K +515 New
GWM
93
Geneos Wealth Management
Colorado
$7.04K +$7.04K +450 New
SGC
94
Slocum, Gordon & Co
Rhode Island
$4.3K +$4.3K +275 New
TRCT
95
Tower Research Capital (TRC)
New York
$4K +$4K +255 New
PMFA
96
Plante Moran Financial Advisors
Michigan
$3.49K -$16.1K -1,027 -82%
CP
97
Castleview Partners
Texas
$2.67K +$2.67K +171 New
SWM
98
Sugarloaf Wealth Management
Georgia
$1.92K +$1.92K +123 New
BHWM
99
Beaird Harris Wealth Management
Texas
$1.56K – – –
RBC
100
Romano Brothers & Co
Illinois
$1.3K +$1.3K +83 New
1 2 3
4
5