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BlackRock Science and Technology Term Trust
BSTZ

94 hedge funds and large institutions have $291M invested in BlackRock Science and Technology Term Trust in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $270M → $291M (+$20.6M)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

2.1% less ownership

Funds ownership: 22.09% → 19.99% (-2.1%)

10% less funds holding

Funds holding: 104 → 94 (-10)

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
94
Holders Change
-10
Holders Change %
-9.62%
% of All Funds
1.5%
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
30
Reduced
33
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$20.1M
2
UBS Group
UBS Group
Switzerland
+$4.51M
3
WS
Wedbush Securities
California
+$2.46M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.04M
5
AA
AQR Arbitrage
Connecticut
+$796K

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$11.1M
2
WAM
Wolverine Asset Management
Illinois
-$5.38M
3
KIM
Karpus Investment Management
New York
-$5.32M
4
MP
Mangrove Partners
Connecticut
-$4.54M
5
QC
Quantedge Capital
Singapore
-$4.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
76
ICA Group Wealth Management
Colorado
$20.9K – – –
AA
77
Ancora Advisors
Ohio
$20.6K +$3.16K +180 +20%
S
78
SignatureFD
Georgia
$18.7K – – –
JWA
79
JFS Wealth Advisors
Pennsylvania
$18K +$228 +13 +1%
RG
80
Retirement Group
California
$18K +$650 +37 +4%
MRCM
81
M&R Capital Management
New Jersey
$16.9K – – –
AIP
82
Ahrens Investment Partners
Louisiana
$14K +$13.2K +750 New
LFG
83
Larson Financial Group
Missouri
$13.1K – – –
HWA
84
HHM Wealth Advisors
Tennessee
$11.4K +$10.7K +612 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$7.96K -$10.1K -574 -57%
TJHA
86
Thomas J. Herzfeld Advisors
Florida
$5.23K -$2.79M -158,723 -100%
SGC
87
Slocum, Gordon & Co
Rhode Island
$5.14K – – –
CP
88
Castleview Partners
Texas
$3.3K +$88 +5 +3%
BHWM
89
Beaird Harris Wealth Management
Texas
$1.87K – – –
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$1.05K -$87.3K -4,973 -8%
VNA
91
Valley National Advisers
Pennsylvania
$1K – – –
AF
92
Allworth Financial
California
$254 +$18 +1 +8%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$150 +$140 +8 New
WAM
94
Wolverine Asset Management
Illinois
– -$5.38M -344,133 Closed
MP
95
Mangrove Partners
Connecticut
– -$4.54M -290,073 Closed
RCM
96
Rivernorth Capital Management
Florida
– -$2.92M -186,496 Closed
EC
97
Elequin Capital
New York
– -$2.16M -137,807 Closed
HighTower Advisors
98
HighTower Advisors
Illinois
– -$849K -54,247 Closed
RPWA
99
Regent Peak Wealth Advisors
Georgia
– -$796K -46,642 Closed
Walleye Capital
100
Walleye Capital
New York
– -$505K -32,289 Closed
1 2 3
4
5

BSTZ Hedge Fund Activity: Q1 2023 in Review

94 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q1 2023, worth a combined $291M — up 7.6% from $270M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of BSTZ and 16 opened new positions — a net loss of 9 holders — while 33 trimmed existing stakes and 30 added.

The largest buyer was Invesco, adding an estimated $20.1M. The largest seller was Logan Stone Capital, cutting an estimated $11.1M.

  • 94 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q1 2023, down from 104 in Q4 2022.
  • Funds reported $291M of BlackRock Science and Technology Term Trust stock for Q1 2023, up 7.6% quarter-over-quarter.
  • 16 funds opened new BlackRock Science and Technology Term Trust positions in Q1 2023 and 25 closed out, a net change of -9 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q1 2023 was Invesco, an estimated $20.1M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q1 2023 was Logan Stone Capital, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2023.