We are live on ! Find out more
BSTZ icon

BlackRock Science and Technology Term Trust

105 hedge funds and large institutions have $367M invested in BlackRock Science and Technology Term Trust in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.35% less ownership

Funds ownership: 30.95%28.6% (-2.3%)

5% less funds holding

Funds holding: 110105 (-5)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

23% less capital invested

Capital invested by funds: $476M → $367M (-$109M)

29% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 42

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
30
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$87M -$30.3M -1,487,051 -23%
Morgan Stanley
2
Morgan Stanley
New York
$51.9M -$449K -22,001 -0.7%
Raymond James Financial
3
Raymond James Financial
Florida
$25.4M -$1.33M -65,161 -4%
RCM
4
Rivernorth Capital Management
Florida
$24M -$1.6M -78,197 -5%
UBS Group
5
UBS Group
Switzerland
$19.8M +$1.57M +77,116 +7%
Invesco
6
Invesco
Georgia
$16.9M -$717K -35,153 -4%
WS
7
Wedbush Securities
California
$15.4M +$1.76M +86,283 +11%
PCM
8
Penserra Capital Management
California
$14.1M -$291K -14,263 -2%
Bank of America
9
Bank of America
North Carolina
$12.9M +$1.15M +56,150 +8%
KIM
10
Karpus Investment Management
New York
$12.1M -$4.77M -234,008 -25%
PCR
11
Potrero Capital Research
California
$11.1M -$1.61M -78,962 -11%
Lazard Asset Management
12
Lazard Asset Management
New York
$7.01M -$1.02M -49,786 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.67M -$918K -44,989 -11%
SIA
14
Sit Investment Associates
Minnesota
$4.24M +$4.87M +238,864 New
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$3.6M -$479K -23,490 -10%
LPL Financial
16
LPL Financial
California
$2.99M -$1.61K -79 -0%
OC
17
Oppenheimer & Co
New York
$2.95M +$154K +7,568 +5%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$2.92M -$316K -15,466 -9%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$2.58M -$259K -12,704 -8%
1CP
20
1607 Capital Partners
Virginia
$2.57M -$322K -15,798 -10%
FHA
21
Flagship Harbor Advisors
Massachusetts
$1.87M +$106K +5,205 +5%
AIA
22
Absolute Investment Advisers
Florida
$1.77M +$1.59M +78,082 +356%
NW
23
NewEdge Wealth
Pennsylvania
$1.75M -$129K -6,344 -6%
AA
24
AQR Arbitrage
Connecticut
$1.71M -$3.54M -173,438 -64%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.69M +$217K +10,655 +13%

BSTZ Hedge Fund Activity: Q1 2025 in Review

105 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q1 2025, worth a combined $367M — down 23% from $476M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BSTZ and 15 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 30 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $4.87M. The largest seller was Saba Capital Management, cutting an estimated $30.3M.

  • 105 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q1 2025, down from 110 in Q4 2024.
  • Funds reported $367M of BlackRock Science and Technology Term Trust stock for Q1 2025, down 23% quarter-over-quarter.
  • 15 funds opened new BlackRock Science and Technology Term Trust positions in Q1 2025 and 19 closed out, a net change of -4 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $4.87M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q1 2025 was Saba Capital Management, an estimated $30.3M sold.

Based on aggregated 13F filings for Q1 2025.