BlackRock Science & Technology Term Trust
BSTZ- Exchange
- NYSE
- SEC CIK
- 0001768666
No open-market purchases or sales by BlackRock Science & Technology Term Trust insiders were filed in the last 90 days; 151 institutions reported holding it in 13F filings for Q2 2026, worth $659.5M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in BlackRock Science & Technology Term Trust as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 96
- +6 vs. Q1 2021
- Shares held
- 14.9M
- −383.7K (−2.5%) vs. Q1 2021
- Total value
- $621.6M
- +$76.4M (+14.0%) vs. Q1 2021
- New holders
- 15
- 40 more added
- Sold out
- 9
- 22 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BSTZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 151 | $659.5M |
| Q1 2026 | 134 | $465.4M |
| Q4 2025 | 125 | $466.3M |
| Q3 2025 | 114 | $420.3M |
| Q2 2025 | 115 | $403.4M |
| Q1 2025 | 106 | $367.2M |
| Q4 2024 | 110 | $475.5M |
| Q3 2024 | 101 | $487.6M |
| Q2 2024 | 98 | $517.7M |
| Q1 2024 | 98 | $579.9M |
| Q4 2023 | 107 | $401.1M |
| Q3 2023 | 104 | $267.9M |
| Q2 2023 | 90 | $281.5M |
| Q1 2023 | 94 | $291.8M |
| Q4 2022 | 104 | $271.4M |
| Q3 2022 | 81 | $275.3M |
| Q2 2022 | 92 | $317.7M |
| Q1 2022 | 99 | $458.8M |
| Q4 2021 | 110 | $614.6M |
| Q3 2021 | 102 | $585.0M |
| Q2 2021 | 96 | $621.6M |
| Q1 2021 | 90 | $545.1M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,643,893 | $235.4M | 0.03% | +51,877+0.9% | Added |
| UBS Group AG | 1,841,860 | $76.8M | 0.03% | +166,522+9.9% | Added |
| Bank of America Corp | 1,317,515 | $55.0M | 0.01% | −110,239−7.7% | Reduced |
| Raymond James & Associates | 1,236,122 | $51.6M | 0.05% | −35,837−2.8% | Reduced |
| 1607 Capital Partners, LLC | 574,121 | $23.9M | 1.15% | −45,165−7.3% | Reduced |
| Wells Fargo & Company | 569,823 | $23.8M | 0.01% | +7,326+1.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 345,229 | $14.4M | 0.03% | +25,658+8.0% | Added |
| Lazard Asset Management LLC | 344,710 | $14.4M | 0.02% | +1,495+0.4% | Added |
| 1832 Asset Management L.P. | 221,414 | $9.11M | 0.02% | +1,015+0.5% | Added |
| Karpus Management, Inc. | 214,252 | $8.94M | 0.26% | −174,255−44.9% | Reduced |
| Bickling Financial Services, Inc. | 210,282 | $8.77M | 3.96% | −1,699−0.8% | Reduced |
| Truist Financial Corp | 176,887 | $7.38M | 0.01% | −10,446−5.6% | Reduced |
| Royal Bank of Canada | 176,801 | $7.37M | 0.00% | +49,124+38.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 174,033 | $7.26M | 3.03% | +3,534+2.1% | Added |
| First Republic Investment Management, Inc. | 161,667 | $6.74M | 0.02% | +150,967+1,410.9% | Added |
| Steward Partners Investment Advisory, LLC | 143,077 | $5.97M | 0.10% | −216,205−60.2% | Reduced |
| Stifel Financial Corp | 136,677 | $5.70M | 0.01% | +1,073+0.8% | Added |
| Rockefeller Capital Management L.P. | 97,484 | $4.07M | 0.02% | +50,942+109.5% | Added |
| Janney Montgomery Scott LLC | 91,571 | $3.82M | 0.02% | +6,055+7.1% | Added |
| First Trust Advisors LP | 85,444 | $3.56M | 0.00% | +21,937+34.5% | Added |
| Invesco Ltd. | 85,269 | $3.56M | 0.00% | +14,513+20.5% | Added |
| LPL Financial LLC | 81,373 | $3.39M | 0.00% | +2,635+3.3% | Added |
| Smith, Moore & Co. | 62,875 | $2.62M | 0.40% | +6,331+11.2% | Added |
| Oppenheimer & Co Inc | 58,743 | $2.45M | 0.04% | +4,707+8.7% | Added |
| Transcend Wealth Collective, LLC | 57,795 | $2.41M | 0.35% | +57,795 | New |
| Ameriprise Financial Inc | 57,022 | $2.38M | 0.00% | −77,567−57.6% | Reduced |
| Claro Advisors LLC | 52,631 | $2.19M | 0.99% | +2,399+4.8% | Added |
| B. Riley Wealth Management, Inc. | 50,575 | $2.11M | 0.23% | +4,501+9.8% | Added |
| Advisors Asset Management, Inc. | 44,035 | $1.84M | 0.03% | −450−1.0% | Reduced |
| Wedbush Securities Inc | 43,423 | $1.81M | 0.09% | −871−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 31,339 | $1.31M | 0.00% | −259−0.8% | Reduced |
| Tru Independence Asset Management 2, LLC | 31,231 | $1.30M | 0.89% | −3,469−10.0% | Reduced |
| Ahrens Investment Partners LLC | 29,615 | $1.24M | 0.57% | +835+2.9% | Added |
| Advisor Group Holdings, Inc. | 24,391 | $1.02M | 0.00% | +4,835+24.7% | Added |
| Claraphi Advisory Network, LLC | 20,525 | $856.0K | 0.26% | +28+0.1% | Added |
| Change Path, LLC | 18,993 | $792.0K | 0.05% | −232−1.2% | Reduced |
| D.A. Davidson & Co. | 17,997 | $751.0K | 0.01% | +6,500+56.5% | Added |
| Raymond James Trust N.A. | 16,919 | $705.0K | 0.02% | −1,849−9.9% | Reduced |
| Stockman Wealth Management, Inc. | 16,782 | $700.0K | 0.17% | +841+5.3% | Added |
| US Bancorp | 15,281 | $637.0K | 0.00% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 15,002 | $626.0K | 0.12% | −782−5.0% | Reduced |
| Lincoln National Corp | 14,285 | $596.0K | 0.01% | +14,285 | New |
| Mariner, LLC | 14,060 | $586.0K | 0.00% | +500+3.7% | Added |
| Delta Investment Management, LLC | 14,000 | $584.0K | 0.17% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13,941 | $581.0K | 0.17% | −2,323−14.3% | Reduced |
| The PNC Financial Services Group, Inc. | 13,905 | $580.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 13,300 | $555.0K | 0.00% | −251−1.9% | Reduced |
| City of London Investment Management Co Ltd | 12,700 | $529.0K | 0.03% | +5,200+69.3% | Added |
| Golden State Equity Partners | 12,620 | $526.0K | 0.20% | +12,620 | New |
| Barclays PLC | 11,469 | $493.0K | 0.00% | −931−7.5% | Reduced |
| Fortis Advisors, LLC | 10,795 | $450.0K | 0.26% | 00.0% | Unchanged |
| Usca Ria LLC | 10,550 | $440.0K | 0.03% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 430 | $430.0K | 0.08% | +430 | New |
| Cambridge Investment Research Advisors, Inc. | 9,507 | $397.0K | 0.00% | +1,136+13.6% | Added |
| Quantedge Capital Pte Ltd | 8,300 | $346.0K | 0.17% | −30,800−78.8% | Reduced |
| Cetera Advisors LLC | 7,951 | $332.0K | 0.01% | +1,520+23.6% | Added |
| Commerce Bank | 7,500 | $313.0K | 0.00% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,500 | $313.0K | 0.05% | +7,500 | New |
| IFG Advisory, LLC | 7,270 | $303.0K | 0.03% | +7,270 | New |
| Kestra Advisory Services, LLC | 7,175 | $299.0K | 0.00% | +643+9.8% | Added |
| Castleview Partners, LLC | 6,953 | $290.0K | 0.13% | +6,953 | New |
| Tranquility Partners, LLC | 6,907 | $288.0K | 0.16% | −263−3.7% | Reduced |
| Smart Portfolios, LLC | 6,521 | $272.0K | 0.21% | +185+2.9% | Added |
| Moors & Cabot, Inc. | 6,464 | $270.0K | 0.02% | −560−8.0% | Reduced |
| Icon Wealth Partners, LLC | 6,331 | $264.0K | 0.03% | +6,331 | New |
| ShoreHaven Wealth Partners, LLC | 6,274 | $261.0K | 0.14% | +104+1.7% | Added |
| Shufro Rose & Co LLC | 6,027 | $251.0K | 0.02% | +79+1.3% | Added |
| Laidlaw Wealth Management LLC | 5,935 | $248.0K | 0.06% | 00.0% | Unchanged |
| Leisure Capital Management | 5,500 | $229.0K | 0.13% | +5,500 | New |
| Gladstone Institutional Advisory LLC | 5,366 | $224.0K | 0.03% | +5,366 | New |
| Element Pointe Advisors, LLC | 5,588 | $222.0K | 0.07% | +5,588 | New |
| BlackRock Inc. | 5,000 | $209.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 5,004 | $209.0K | 0.02% | +4,654+1,329.7% | Added |
| Barrett Asset Management, LLC | 3,000 | $125.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,717 | $113.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 2,566 | $107.0K | 0.00% | +296+13.0% | Added |
| Parallel Advisors, LLC | 2,440 | $102.0K | 0.00% | +130+5.6% | Added |
| American Portfolios Advisors | 2,175 | $90.7K | 0.00% | +29+1.4% | Added |
| Ancora Advisors, LLC | 1,497 | $62.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,400 | $58.0K | 0.02% | +1,400 | New |
| Aspire Private Capital, LLC | 1,375 | $57.0K | 0.02% | +18+1.3% | Added |
| Bessemer Group Inc | 1,250 | $52.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,250 | $52.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,200 | $50.0K | 0.02% | +1,200 | New |
| Signaturefd, LLC | 1,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 900 | $37.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 753 | $31.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 537 | $22.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 310 | $13.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 300 | $13.0K | 0.00% | +300 | New |
| Ellis Investment Partners, LLC | 307 | $12.0K | 0.00% | +93+43.5% | Added |
| Wealth Quarterback LLC | 283 | $12.0K | 0.01% | +283 | New |
| Tower Research Capital LLC (TRC) | 267 | $11.0K | 0.00% | −164−38.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 105 | $4.00K | 0.00% | +2+1.9% | Added |
| FMR LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Sterling Investment Advisors, Ltd. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Matisse Capital | 0 | $0 | 0.00% | −196,000−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −141,926−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −29,678−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,626−100.0% | Sold out |