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BlackRock Science and Technology Term Trust
BSTZ

104 hedge funds and large institutions have $268M invested in BlackRock Science and Technology Term Trust in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

105% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 21

16% more funds holding

Funds holding: 90 → 104 (+14)

0.89% more ownership

Funds ownership: 19.91% → 20.8% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less capital invested

Capital invested by funds: $282M → $268M (-$13.6M)

Holders
104
Holders Change
+14
Holders Change %
+15.56%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
43
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$4.87M
2
RL
RPO LLC
Connecticut
+$3.78M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.98M
5
AA
AQR Arbitrage
Connecticut
+$2.72M

Top Sellers

Rank Fund Capital Flow
1
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$5.03M
2
CCP
Clough Capital Partners
Massachusetts
-$4.49M
3
Morgan Stanley
Morgan Stanley
New York
-$4.21M
4
WP
Woodline Partners
California
-$2.94M
5
Invesco
Invesco
Georgia
-$2.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$167K +$178K +10,093 New
CF
77
Centaurus Financial
California
$161K -$186K -10,510 -52%
Citigroup
78
Citigroup
New York
$124K -$31.5K -1,784 -19%
PA
79
Parallel Advisors
California
$87.3K +$2.56K +145 +3%
BlackRock
80
BlackRock
New York
$82.5K – – –
CP
81
Castleview Partners
Texas
$80K +$2.03K +115 +2%
EC
82
Elequin Capital
New York
$56.1K +$60K +3,397 New
Comerica Bank
83
Comerica Bank
Texas
$53.8K +$57.6K +3,259 New
NS
84
NBC Securities
Alabama
$37K +$39.8K +2,252 New
Bessemer Group
85
Bessemer Group
New Jersey
$33K +$35.2K +1,990 New
JP Morgan Chase
86
JP Morgan Chase
New York
$31.2K +$33.4K +1,890 New
APC
87
Aspire Private Capital
North Carolina
$29.2K +$848 +48 +3%
AIM
88
Anchor Investment Management
South Carolina
$28.9K – – –
US Bancorp
89
US Bancorp
Minnesota
$28.9K – – –
NA
90
NewEdge Advisors
Louisiana
$27.7K -$4.42K -250 -13%
FWM
91
Focused Wealth Management
New York
$21.2K +$35 +2 +0.2%
AAP
92
Arax Advisory Partners
Colorado
$18.3K +$19.6K +1,109 New
AA
93
Ancora Advisors
Ohio
$18.2K – – –
S
94
SignatureFD
Georgia
$16.5K – – –
JWA
95
JFS Wealth Advisors
Pennsylvania
$16.3K +$212 +12 +1%
RG
96
Retirement Group
California
$16.2K – – –
LFG
97
Larson Financial Group
Missouri
$14K – – –
HWA
98
HHM Wealth Advisors
Tennessee
$10.1K – – –
AAG
99
Armstrong Advisory Group
Massachusetts
$9.07K – – –
TRCT
100
Tower Research Capital (TRC)
New York
$3.3K +$3.54K +200 New
1 2 3
4
5

BSTZ Hedge Fund Activity: Q3 2023 in Review

104 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q3 2023, worth a combined $268M — down 4.8% from $282M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSTZ positions and 9 closed out — a net gain of 14 holders — while 43 added to existing stakes and 21 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $4.87M. The largest seller was Prevail Innovative Wealth Advisors, exiting entirely with an estimated $5.03M sold.

  • 104 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q3 2023, up from 90 in Q2 2023.
  • Funds reported $268M of BlackRock Science and Technology Term Trust stock for Q3 2023, down 4.8% quarter-over-quarter.
  • 23 funds opened new BlackRock Science and Technology Term Trust positions in Q3 2023 and 9 closed out, a net change of +14 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q3 2023 was Lazard Asset Management, an estimated $4.87M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q3 2023 was Prevail Innovative Wealth Advisors, an estimated $5.03M sold.

Based on aggregated 13F filings for Q3 2023.