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BlackRock Science and Technology Term Trust
BSTZ

107 hedge funds and large institutions have $399M invested in BlackRock Science and Technology Term Trust in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $268M → $399M (+$131M)

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

9.81% more ownership

Funds ownership: 20.8% → 30.61% (+9.8%)

3% more funds holding

Funds holding: 104 → 107 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
42
Reduced
32
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$50M
2
Morgan Stanley
Morgan Stanley
New York
+$41.6M
3
RCM
Rivernorth Capital Management
Florida
+$12.5M
4
LCM
Landscape Capital Management
New Jersey
+$7.83M
5
AA
AQR Arbitrage
Connecticut
+$5.38M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.32M
2
UBS Group
UBS Group
Switzerland
-$4.17M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.06M
4
Bank of America
Bank of America
North Carolina
-$1.16M
5
WAM
Weiss Asset Management
Massachusetts
-$895K
Name Holding Trade Value Shares
Change 		Change in
Stake
KACA
76
Kayne Anderson Capital Advisors
California
$174K +$168K +10,400 New
ASN
77
Advisory Services Network
Georgia
$126K +$122K +7,516 New
Citigroup
78
Citigroup
New York
$121K -$4.64K -287 -4%
PA
79
Parallel Advisors
California
$90.1K +$1.68K +104 +2%
BlackRock
80
BlackRock
New York
$83.5K – – –
CP
81
Castleview Partners
Texas
$54.1K -$26.1K -1,616 -33%
NS
82
NBC Securities
Alabama
$38K +$566 +35 +2%
Comerica Bank
83
Comerica Bank
Texas
$37.3K -$16.6K -1,027 -32%
VAG
84
VisionPoint Advisory Group
Texas
$32K +$31K +1,915 New
APC
85
Aspire Private Capital
North Carolina
$30.1K +$550 +34 +2%
US Bancorp
86
US Bancorp
Minnesota
$29.2K – – –
SWM
87
Sugarloaf Wealth Management
Georgia
$27.6K +$26.7K +1,650 New
Bessemer Group
88
Bessemer Group
New Jersey
$22K -$11.2K -692 -35%
FWM
89
FSA Wealth Management
Massachusetts
$22K +$21K +1,300 New
AAP
90
Arax Advisory Partners
Colorado
$20.2K +$1.65K +102 +9%
IGWM
91
ICA Group Wealth Management
Colorado
$18.7K +$18.1K +1,120 New
S
92
SignatureFD
Georgia
$16.7K – – –
JWA
93
JFS Wealth Advisors
Pennsylvania
$16.7K +$146 +9 +0.9%
GRP
94
Global Retirement Partners
California
$16.6K +$16.2K +1,000 New
RG
95
Retirement Group
California
$16.4K – – –
LFG
96
Larson Financial Group
Missouri
$14.2K – – –
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$12.8K +$12.3K +763 New
AAG
98
Armstrong Advisory Group
Massachusetts
$9.19K – – –
CIA
99
Cape Investment Advisory
Georgia
$8.36K +$8.09K +500 New
PS
100
Principal Securities
Iowa
$5.26K +$5.09K +315 New
1 2 3
4
5

BSTZ Hedge Fund Activity: Q4 2023 in Review

107 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q4 2023, worth a combined $399M — up 49% from $268M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSTZ positions and 16 closed out — a net gain of 4 holders — while 42 added to existing stakes and 32 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $50M. The largest seller was Wells Fargo, cutting an estimated $4.32M.

  • 107 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q4 2023, up from 104 in Q3 2023.
  • Funds reported $399M of BlackRock Science and Technology Term Trust stock for Q4 2023, up 49% quarter-over-quarter.
  • 20 funds opened new BlackRock Science and Technology Term Trust positions in Q4 2023 and 16 closed out, a net change of +4 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q4 2023 was Saba Capital Management, an estimated $50M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q4 2023 was Wells Fargo, an estimated $4.32M sold.

Based on aggregated 13F filings for Q4 2023.