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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
IAIM
101
International Assets Investment Management
Florida
– -$790K -19,074 Closed
KMWM
102
Keudell/Morrison Wealth Management
Oregon
– -$345K -8,868 Closed
CB
103
Commerce Bank
Missouri
– -$292K -7,500 Closed
SWP
104
ShoreHaven Wealth Partners
New Jersey
– -$249K -6,401 Closed
Bank of New York Mellon
105
Bank of New York Mellon
New York
– -$236K -6,045 Closed
MC
106
Moors & Cabot
Massachusetts
– -$235K -6,036 Closed
SRC
107
Shufro Rose & Co
New York
– -$235K -6,022 Closed
LWM
108
Laidlaw Wealth Management
New York
– -$231K -5,935 Closed
EPA
109
Element Pointe Advisors
Florida
– -$218K -5,588 Closed
Creative Planning
110
Creative Planning
Kansas
– -$218K -5,586 Closed
LCM
111
Leisure Capital Management
California
– -$214K -5,500 Closed
FTC
112
Farmers Trust Company
Ohio
– -$212K -5,455 Closed
GIA
113
Gladstone Institutional Advisory
Florida
– -$211K -5,414 Closed
KWP
114
Keystone Wealth Partners
Arizona
– -$204K -5,249 Closed
BAM
115
Barrett Asset Management
New York
– -$117K -3,000 Closed
SFM
116
Signet Financial Management
New Jersey
– -$66K -1,695 Closed
WWMSC
117
Wagner Wealth Management (South Carolina)
South Carolina
– -$47K -1,209 Closed
FF
118
FourThought Financial
Florida
– -$35K -900 Closed
CWS
119
Confluence Wealth Services
Pennsylvania
– -$28K -735 Closed
EI
120
Ellevest Inc
New York
– -$19K -500 Closed
FCB
121
First Command Bank
Texas
– -$17K -450 Closed
JP Morgan Chase
122
JP Morgan Chase
New York
– -$10K -268 Closed
UB
123
UMB Bank
Missouri
– -$4K -100 Closed
SIAP
124
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– +$179 +6 New
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.