BlackRock Science and Technology Term Trust
BSTZ
110 hedge funds and large institutions have $606M invested in BlackRock Science and Technology Term Trust in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
23% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 26
8% more funds holding
Funds holding: 102 → 110 (+8)
4% more capital invested
Capital invested by funds: $585M → $606M (+$21.3M)
0.94% more ownership
Funds ownership: 19.41% → 20.35% (+0.94%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$26.5M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.65M |
| 3 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
+$1.61M |
| 4 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$1.06M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$849K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$10.4M |
| 2 |
Morgan Stanley
New York
|
-$5.67M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$4.07M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$990K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$896K |
BSTZ Hedge Fund Activity: Q4 2021 in Review
110 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q4 2021, worth a combined $606M — up 3.6% from $585M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new BSTZ positions and 12 closed out — a net gain of 10 holders — while 32 added to existing stakes and 26 trimmed.
The largest buyer was UBS Group, adding an estimated $26.5M. The largest seller was 1607 Capital Partners, cutting an estimated $10.4M.
- 110 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q4 2021, up from 102 in Q3 2021.
- Funds reported $606M of BlackRock Science and Technology Term Trust stock for Q4 2021, up 3.6% quarter-over-quarter.
- 22 funds opened new BlackRock Science and Technology Term Trust positions in Q4 2021 and 12 closed out, a net change of +10 holders.
- The largest BlackRock Science and Technology Term Trust buyer in Q4 2021 was UBS Group, an estimated $26.5M added.
- The largest BlackRock Science and Technology Term Trust seller in Q4 2021 was 1607 Capital Partners, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2021.