We are live on ! Find out more
BSTZ icon

BlackRock Science and Technology Term Trust

110 hedge funds and large institutions have $476M invested in BlackRock Science and Technology Term Trust in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 101110 (+9)

0% less capital invested

Capital invested by funds: $477M → $476M (-$1.09M)

1.94% less ownership

Funds ownership: 32.89%30.95% (-1.9%)

48% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 48

Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
25
Reduced
48
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$132M -$6.41M -310,911 -5%
Morgan Stanley
2
Morgan Stanley
New York
$61M -$779K -37,775 -1%
Raymond James Financial
3
Raymond James Financial
Florida
$31M +$30.9M +1,498,413 New
RCM
4
Rivernorth Capital Management
Florida
$29.7M -$4.46M -216,272 -13%
UBS Group
5
UBS Group
Switzerland
$21.6M -$456K -22,107 -2%
Invesco
6
Invesco
Georgia
$20.4M -$2.4M -116,127 -11%
KIM
7
Karpus Investment Management
New York
$19M -$6.82M -330,354 -26%
PCM
8
Penserra Capital Management
California
$16.8M +$1.12M +54,490 +7%
WS
9
Wedbush Securities
California
$16.2M +$1.11M +53,836 +7%
PCR
10
Potrero Capital Research
California
$14.6M -$1.51M -73,337 -9%
Bank of America
11
Bank of America
North Carolina
$13.9M +$2.48M +120,315 +22%
Lazard Asset Management
12
Lazard Asset Management
New York
$9.21M -$2.15M -104,063 -19%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.71M -$411K -19,928 -5%
AA
14
AQR Arbitrage
Connecticut
$5.58M -$3.78M -183,350 -40%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$4.69M -$26.8K -1,300 -0.6%
CC
16
CF Capital
Massachusetts
$4.54M +$4.52M +219,023 New
AGM
17
Alpine Global Management
New York
$4.11M -$214K -10,376 -5%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$3.73M -$2.02K -98 -0.1%
LPL Financial
19
LPL Financial
California
$3.5M -$335K -16,224 -9%
1CP
20
1607 Capital Partners
Virginia
$3.33M -$9.33M -452,165 -74%
OC
21
Oppenheimer & Co
New York
$3.29M +$338K +16,379 +11%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$3.28M -$142K -6,891 -4%
SA
23
Sanctuary Advisors
Indiana
$2.19M +$24.4K +1,182 +1%
NW
24
NewEdge Wealth
Pennsylvania
$2.17M +$61.9K +3,000 +3%
IFO
25
Intrepid Family Office
Florida
$2.16M +$2.15M +104,174 New

BSTZ Hedge Fund Activity: Q4 2024 in Review

110 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q4 2024, worth a combined $476M — down 0.23% from $477M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSTZ positions and 9 closed out — a net gain of 11 holders — while 25 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $2.48M. The largest seller was 1607 Capital Partners, cutting an estimated $9.33M.

  • 110 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q4 2024, up from 101 in Q3 2024.
  • Funds reported $476M of BlackRock Science and Technology Term Trust stock for Q4 2024, down 0.23% quarter-over-quarter.
  • 20 funds opened new BlackRock Science and Technology Term Trust positions in Q4 2024 and 9 closed out, a net change of +11 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q4 2024 was Bank of America, an estimated $2.48M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q4 2024 was 1607 Capital Partners, an estimated $9.33M sold.

Based on aggregated 13F filings for Q4 2024.