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BlackRock Science and Technology Term Trust

72 hedge funds and large institutions have $485M invested in BlackRock Science and Technology Term Trust in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

46% more capital invested

Capital invested by funds: $332M → $485M (+$153M)

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

22% more funds holding

Funds holding: 5972 (+13)

0.5% more ownership

Funds ownership: 16.56%17.06% (+0.5%)

Holders
72
Holders Change
+13
Holders Change %
+22.03%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
25
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$206M +$2.7M +87,476 +2%
UBS Group
2
UBS Group
Switzerland
$52.4M +$3.3M +107,149 +8%
Bank of America
3
Bank of America
North Carolina
$46.9M +$3.67M +119,014 +10%
RJA
4
Raymond James & Associates
Florida
$42.2M -$1.33M -43,042 -4%
1CP
5
1607 Capital Partners
Virginia
$19.7M -$3.05M -99,075 -15%
Wells Fargo
6
Wells Fargo
California
$13M +$2.25M +73,040 +26%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$10.8M +$1.4M +45,350 +18%
KIM
8
Karpus Investment Management
New York
$9.75M -$1.23M -39,878 -13%
Cohen & Steers
9
Cohen & Steers
New York
$9.28M -$429K -13,900 -5%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$8.02M +$1.86M +60,429 +38%
BFS
11
Bickling Financial Services
Massachusetts
$7.72M +$6.54M +212,084 New
Truist Financial
12
Truist Financial
North Carolina
$6.72M +$120K +3,878 +2%
SPIA
13
Steward Partners Investment Advisory
New York
$5.17M +$685K +22,215 +19%
Ameriprise
14
Ameriprise
Minnesota
$4.53M -$1.43M -46,358 -27%
Stifel Financial
15
Stifel Financial
Missouri
$3.9M -$172K -5,568 -5%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$3.27M -$171K -5,551 -6%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$3.09M +$194K +6,281 +8%
LPL Financial
18
LPL Financial
California
$2.58M +$754K +24,468 +53%
First Trust Advisors
19
First Trust Advisors
Illinois
$2.24M +$172K +5,565 +10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.16M -$964K -31,265 -35%
Invesco
21
Invesco
Georgia
$2.14M +$659K +21,373 +57%
BRWM
22
B. Riley Wealth Management
Tennessee
$1.99M -$315K -10,218 -16%
SMC
23
Smith, Moore & Co
Missouri
$1.97M -$322K -10,434 -16%
AIP
24
Ahrens Investment Partners
Louisiana
$1.78M +$746K +24,200 +98%
OC
25
Oppenheimer & Co
New York
$1.72M +$5.98K +194 +0.4%

BSTZ Hedge Fund Activity: Q4 2020 in Review

72 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q4 2020, worth a combined $485M — up 46% from $332M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSTZ positions and 8 closed out — a net gain of 14 holders — while 25 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $3.67M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $3.29M sold.

  • 72 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q4 2020, up from 59 in Q3 2020.
  • Funds reported $485M of BlackRock Science and Technology Term Trust stock for Q4 2020, up 46% quarter-over-quarter.
  • 22 funds opened new BlackRock Science and Technology Term Trust positions in Q4 2020 and 8 closed out, a net change of +14 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q4 2020 was Bank of America, an estimated $3.67M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q4 2020 was Rivernorth Capital Management, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2020.