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BlackRock Science and Technology Term Trust
BSTZ

Overview Fund Activity

90 hedge funds and large institutions have $535M invested in BlackRock Science and Technology Term Trust in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+18
Holders Change %
+25%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
39
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$12.2M
2
UBS Group
2
UBS Group
Switzerland
$59.8M
3
Wells Fargo
3
Wells Fargo
California
$20.1M
4
Bank of America
4
Bank of America
North Carolina
$51M
5
KIM
5
Karpus Investment Management
New York
$13.9M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$5.07M
2
Morgan Stanley
2
Morgan Stanley
New York
$200M
3
AIP
3
Ahrens Investment Partners
Louisiana
$1.03M
4
GSEP
4
Golden State Equity Partners
California
$0
5
BRWM
5
B. Riley Wealth Management
Tennessee
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$200M -$2.18M -61,063 -1%
UBS Group
2
UBS Group
Switzerland
$59.8M +$8.42M +235,973 +16%
Bank of America
3
Bank of America
North Carolina
$51M +$4.93M +138,110 +11%
RJA
4
Raymond James & Associates
Florida
$45.4M +$3.95M +110,754 +10%
1CP
5
1607 Capital Partners
Virginia
$22.1M +$2.77M +77,597 +14%
Wells Fargo
6
Wells Fargo
California
$20.1M +$7.3M +204,419 +57%
KIM
7
Karpus Investment Management
New York
$13.9M +$4.3M +120,465 +45%
Lazard Asset Management
8
Lazard Asset Management
New York
$12.2M +$12.2M +343,215 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11.4M +$822K +23,023 +8%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$7.67M +$24.9K +716 +0.3%
BFS
11
Bickling Financial Services
Massachusetts
$7.57M -$3.68K -103 -0%
Truist Financial
12
Truist Financial
North Carolina
$6.69M +$90K +2,521 +1%
SPIA
13
Steward Partners Investment Advisory
New York
$6.41M +$1.34M +37,616 +26%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$6.09M +$2.87M +80,487 +89%
Cohen & Steers
15
Cohen & Steers
New York
$5.07M -$4.04M -113,073 -44%
Stifel Financial
16
Stifel Financial
Missouri
$4.84M +$1.02M +28,522 +27%
Ameriprise
17
Ameriprise
Minnesota
$4.8M +$356K +9,983 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.56M +$2.44M +68,350 +115%
MC
19
Matisse Capital
Oregon
$3.5M +$3.5M +98,000 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.05M +$16.3K +456 +0.5%
LPL Financial
21
LPL Financial
California
$2.81M +$280K +7,851 +11%
Invesco
22
Invesco
Georgia
$2.53M +$424K +11,891 +20%
First Trust Advisors
23
First Trust Advisors
Illinois
$2.27M +$65.9K +1,846 +3%
SMC
24
Smith, Moore & Co
Missouri
$2.02M +$90.7K +2,541 +5%
OC
25
Oppenheimer & Co
New York
$1.93M +$241K +6,743 +14%
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