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BlackRock Science and Technology Term Trust
BSTZ

Overview Fund Activity

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
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

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$13.3M
2
1CP
2
1607 Capital Partners
Virginia
$12.8M
3
KIM
3
Karpus Investment Management
New York
$4.31M
4
WAM
4
Wolverine Asset Management
Illinois
$2.55M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.71M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$62.4M
2
CP
2
Castleview Partners
Texas
$198K
3
Bank of America
3
Bank of America
North Carolina
$34.4M
4
Truist Financial
4
Truist Financial
North Carolina
$2.11M
5
AFS
5
Access Financial Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$163M -$1.52M -51,684 -0.9%
UBS Group
2
UBS Group
Switzerland
$62.4M -$15.1M -513,227 -19%
RJA
3
Raymond James & Associates
Florida
$36.1M +$934K +31,791 +3%
Bank of America
4
Bank of America
North Carolina
$34.4M -$3.05M -103,980 -8%
Wells Fargo
5
Wells Fargo
California
$18.5M +$1.84M +62,759 +11%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$15M +$1.09M +37,244 +8%
AWA
7
Amplius Wealth Advisors
Pennsylvania
$13.3M +$6.2M +211,194 +88%
1CP
8
1607 Capital Partners
Virginia
$12.8M +$4.74M +161,421 +59%
Lazard Asset Management
9
Lazard Asset Management
New York
$9.97M +$107K +3,648 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.71M +$2.39M +81,482 +45%
BFS
11
Bickling Financial Services
Massachusetts
$5.48M +$34K +1,156 +0.6%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$5.08M -$1.36M -47,118 -21%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$5.01M +$261K +8,894 +6%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$4.84M +$266K +9,060 +6%
Stifel Financial
15
Stifel Financial
Missouri
$4.42M -$291K -9,901 -6%
KIM
16
Karpus Investment Management
New York
$4.31M +$2.92M +99,449 +210%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.19M +$921K +7,590 +28%
SMC
18
Smith, Moore & Co
Missouri
$3.82M +$446K +15,172 +13%
SPIA
19
Steward Partners Investment Advisory
New York
$3.79M -$675K -22,973 -15%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$3.74M -$1.13M -38,513 -23%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.86M -$83.6K -2,847 -3%
WAM
22
Wolverine Asset Management
Illinois
$2.55M +$2.55M +86,905 New
First Trust Advisors
23
First Trust Advisors
Illinois
$2.51M -$49.7K -1,691 -2%
CA
24
Claro Advisors
Massachusetts
$2.19M – – –
Truist Financial
25
Truist Financial
North Carolina
$2.11M -$1.66M -56,610 -44%
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