BlackRock Science and Technology Term Trust
BSTZ
99 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 17 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 25 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 28
0.04% less ownership
Funds ownership: 19.94% → 19.9% (-0.04%)
9% less funds holding
Funds holding: 109 → 99 (-10)
24% less capital invested
Capital invested by funds: $606M → $460M (-$146M)
32% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 25
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$6.3M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$4.82M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.97M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.59M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$15.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.1M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$1.69M |
| 4 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
-$1.57M |
| 5 |
Morgan Stanley
New York
|
-$1.54M |
BSTZ Hedge Fund Activity: Q1 2022 in Review
99 of the 6,360 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 17 opened new positions — a net loss of 8 holders — while 28 trimmed existing stakes and 33 added.
The largest buyer was Amplius Wealth Advisors, adding an estimated $6.3M. The largest seller was UBS Group, cutting an estimated $15.3M.
- 99 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q1 2022, down from 109 in Q4 2021.
- Funds reported $460M of BlackRock Science and Technology Term Trust stock for Q1 2022, down 24% quarter-over-quarter.
- 17 funds opened new BlackRock Science and Technology Term Trust positions in Q1 2022 and 25 closed out, a net change of -8 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.