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BlackRock Science and Technology Term Trust
BSTZ

Overview Fund Activity

81 hedge funds and large institutions have $275M invested in BlackRock Science and Technology Term Trust in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 20 closing their positions.

Holders
81
Holders Change
-11
Holders Change %
-11.96%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
28
Reduced
26
Closed
20
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$20.5M
2
RPWA
2
Regent Peak Wealth Advisors
Georgia
$821K
3
COLIM
3
City of London Investment Management
United Kingdom
$3.18M
4
Wells Fargo
4
Wells Fargo
California
$11.7M
5
DWM
5
Dakota Wealth Management
Florida
$424K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$87.3M
2
MP
2
Mangrove Partners
Connecticut
$0
3
UBS Group
3
UBS Group
Switzerland
$28.9M
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$9.62M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$87.3M 4,950,121 -501,874 -9%
UBS Group
2
UBS Group
Switzerland
$28.9M 1,638,790 -248,098 -13%
KIM
3
Karpus Investment Management
New York
$20.5M 1,162,554 +829,701 +249%
RJA
4
Raymond James & Associates
Florida
$19.6M 1,111,837 -89,175 -7%
Bank of America
5
Bank of America
North Carolina
$16.9M 958,152 -91,547 -9%
Wells Fargo
6
Wells Fargo
California
$11.7M 660,964 +33,503 +5%
1CP
7
1607 Capital Partners
Virginia
$9.97M 564,930 -5,100 -0.9%
AWA
8
Amplius Wealth Advisors
Pennsylvania
$9.62M 545,376 -171,140 -24%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.88M 503,267 -16,066 -3%
Lazard Asset Management
10
Lazard Asset Management
New York
$5.99M 339,495 – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.87M 276,229 +17,453 +7%
LPL Financial
12
LPL Financial
California
$3.68M 208,589 +12,776 +7%
QC
13
Quantedge Capital
Singapore
$3.4M 192,600 +9,369 +5%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$3.31M 187,884 +18,575 +11%
SMC
15
Smith, Moore & Co
Missouri
$3.26M 184,651 +18,615 +11%
BFS
16
Bickling Financial Services
Massachusetts
$3.19M 180,786 -2,903 -2%
COLIM
17
City of London Investment Management
United Kingdom
$3.18M 180,470 +40,994 +29%
WAM
18
Wolverine Asset Management
Illinois
$3.1M 175,888 +1,896 +1%
Stifel Financial
19
Stifel Financial
Missouri
$2.88M 163,321 -1,348 -0.8%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$2.55M 144,701 -9,962 -6%
SPIA
21
Steward Partners Investment Advisory
New York
$2.32M 131,359 +8,654 +7%
LCM
22
Landscape Capital Management
New Jersey
$1.74M 98,619 -5,114 -5%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.48M 84,042 -9,922 -11%
CA
24
Claro Advisors
Massachusetts
$1.38M 70,617 – –
Truist Financial
25
Truist Financial
North Carolina
$1.2M 68,150 -649 -0.9%
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