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 $659.0M 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
- −106.1K (−0.7%) vs. Q1 2021
- Total value
- $621.6M
- +$86.3M (+16.1%) 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 | $659.0M |
| Q1 2026 | 134 | $465.4M |
| Q4 2025 | 125 | $465.6M |
| Q3 2025 | 114 | $419.2M |
| Q2 2025 | 115 | $394.4M |
| Q1 2025 | 106 | $367.2M |
| Q4 2024 | 109 | $471.4M |
| Q3 2024 | 101 | $487.6M |
| Q2 2024 | 98 | $517.6M |
| Q1 2024 | 98 | $460.8M |
| Q4 2023 | 107 | $348.1M |
| Q3 2023 | 104 | $267.9M |
| Q2 2023 | 90 | $281.5M |
| Q1 2023 | 94 | $291.8M |
| Q4 2022 | 104 | $270.1M |
| Q3 2022 | 81 | $275.3M |
| Q2 2022 | 92 | $317.7M |
| Q1 2022 | 99 | $454.6M |
| Q4 2021 | 110 | $614.6M |
| Q3 2021 | 102 | $585.0M |
| Q2 2021 | 96 | $621.6M |
| Q1 2021 | 90 | $535.2M |
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 |
|---|---|---|---|---|---|
| FMR LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Sterling Investment Advisors, Ltd. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 105 | $4.00K | 0.00% | +2+1.9% | Added |
| Tower Research Capital LLC (TRC) | 267 | $11.0K | 0.00% | −164−38.1% | Reduced |
| Ellis Investment Partners, LLC | 307 | $12.0K | 0.00% | +93+43.5% | Added |
| Wealth Quarterback LLC | 283 | $12.0K | 0.01% | +283 | New |
| Wagner Wealth Management, LLC | 310 | $13.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 300 | $13.0K | 0.00% | +300 | New |
| Harbour Investments, Inc. | 537 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 753 | $31.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 900 | $37.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,200 | $50.0K | 0.02% | +1,200 | New |
| 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 |
| Aspire Private Capital, LLC | 1,375 | $57.0K | 0.02% | +18+1.3% | Added |
| FNY Investment Advisers, LLC | 1,400 | $58.0K | 0.02% | +1,400 | New |
| Ancora Advisors, LLC | 1,497 | $62.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,175 | $90.7K | 0.00% | +29+1.4% | Added |
| Parallel Advisors, LLC | 2,440 | $102.0K | 0.00% | +130+5.6% | Added |
| Spire Wealth Management | 2,566 | $107.0K | 0.00% | +296+13.0% | Added |
| Focused Wealth Management, Inc | 2,717 | $113.0K | 0.02% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 3,000 | $125.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Element Pointe Advisors, LLC | 5,588 | $222.0K | 0.07% | +5,588 | New |
| Gladstone Institutional Advisory LLC | 5,366 | $224.0K | 0.03% | +5,366 | New |
| Leisure Capital Management | 5,500 | $229.0K | 0.13% | +5,500 | New |
| Laidlaw Wealth Management LLC | 5,935 | $248.0K | 0.06% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 6,027 | $251.0K | 0.02% | +79+1.3% | Added |
| ShoreHaven Wealth Partners, LLC | 6,274 | $261.0K | 0.14% | +104+1.7% | Added |
| Icon Wealth Partners, LLC | 6,331 | $264.0K | 0.03% | +6,331 | New |
| Moors & Cabot, Inc. | 6,464 | $270.0K | 0.02% | −560−8.0% | Reduced |
| Smart Portfolios, LLC | 6,521 | $272.0K | 0.21% | +185+2.9% | Added |
| Tranquility Partners, LLC | 6,907 | $288.0K | 0.16% | −263−3.7% | Reduced |
| Castleview Partners, LLC | 6,953 | $290.0K | 0.13% | +6,953 | New |
| Kestra Advisory Services, LLC | 7,175 | $299.0K | 0.00% | +643+9.8% | Added |
| IFG Advisory, LLC | 7,270 | $303.0K | 0.03% | +7,270 | New |
| Commerce Bank | 7,500 | $313.0K | 0.00% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,500 | $313.0K | 0.05% | +7,500 | New |
| Cetera Advisors LLC | 7,951 | $332.0K | 0.01% | +1,520+23.6% | Added |
| Quantedge Capital Pte Ltd | 8,300 | $346.0K | 0.17% | −30,800−78.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,507 | $397.0K | 0.00% | +1,136+13.6% | Added |
| Litman Gregory Asset Management LLC | 430 | $430.0K | 0.08% | +430 | New |
| Usca Ria LLC | 10,550 | $440.0K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 10,795 | $450.0K | 0.26% | 00.0% | Unchanged |
| Barclays PLC | 11,469 | $493.0K | 0.00% | −931−7.5% | Reduced |
| Golden State Equity Partners | 12,620 | $526.0K | 0.20% | +12,620 | New |
| City of London Investment Management Co Ltd | 12,700 | $529.0K | 0.03% | +5,200+69.3% | Added |
| Bank of New York Mellon Corp | 13,300 | $555.0K | 0.00% | −251−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 13,905 | $580.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13,941 | $581.0K | 0.17% | −2,323−14.3% | Reduced |
| Delta Investment Management, LLC | 14,000 | $584.0K | 0.17% | 00.0% | Unchanged |
| Mariner, LLC | 14,060 | $586.0K | 0.00% | +500+3.7% | Added |
| Lincoln National Corp | 14,285 | $596.0K | 0.01% | +14,285 | New |
| Eudaimonia Partners, LLC | 15,002 | $626.0K | 0.12% | −782−5.0% | Reduced |
| US Bancorp | 15,281 | $637.0K | 0.00% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 16,782 | $700.0K | 0.17% | +841+5.3% | Added |
| Raymond James Trust N.A. | 16,919 | $705.0K | 0.02% | −1,849−9.9% | Reduced |
| D.A. Davidson & Co. | 17,997 | $751.0K | 0.01% | +6,500+56.5% | Added |
| Change Path, LLC | 18,993 | $792.0K | 0.05% | −232−1.2% | Reduced |
| Claraphi Advisory Network, LLC | 20,525 | $856.0K | 0.26% | +28+0.1% | Added |
| Advisor Group Holdings, Inc. | 24,391 | $1.02M | 0.00% | +4,835+24.7% | Added |
| Ahrens Investment Partners LLC | 29,615 | $1.24M | 0.57% | +835+2.9% | Added |
| Tru Independence Asset Management 2, LLC | 31,231 | $1.30M | 0.89% | −3,469−10.0% | Reduced |
| Commonwealth Equity Services, LLC | 31,339 | $1.31M | 0.00% | −259−0.8% | Reduced |
| Wedbush Securities Inc | 43,423 | $1.81M | 0.09% | −871−2.0% | Reduced |
| Advisors Asset Management, Inc. | 44,035 | $1.84M | 0.03% | −450−1.0% | Reduced |
| B. Riley Wealth Management, Inc. | 50,575 | $2.11M | 0.23% | +4,501+9.8% | Added |
| Claro Advisors LLC | 52,631 | $2.19M | 0.99% | +2,399+4.8% | Added |
| Ameriprise Financial Inc | 57,022 | $2.38M | 0.00% | −77,567−57.6% | Reduced |
| Transcend Wealth Collective, LLC | 57,795 | $2.41M | 0.35% | +57,795 | New |
| Oppenheimer & Co Inc | 58,743 | $2.45M | 0.04% | +4,707+8.7% | Added |
| Smith, Moore & Co. | 62,875 | $2.62M | 0.40% | +6,331+11.2% | Added |
| LPL Financial LLC | 81,373 | $3.39M | 0.00% | +2,635+3.3% | Added |
| Invesco Ltd. | 85,269 | $3.56M | 0.00% | +14,513+20.5% | Added |
| First Trust Advisors LP | 85,444 | $3.56M | 0.00% | +21,937+34.5% | Added |
| Janney Montgomery Scott LLC | 91,571 | $3.82M | 0.02% | +6,055+7.1% | Added |
| Rockefeller Capital Management L.P. | 97,484 | $4.07M | 0.02% | +50,942+109.5% | Added |
| Stifel Financial Corp | 136,677 | $5.70M | 0.01% | +1,073+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 143,077 | $5.97M | 0.10% | −36,564−20.4% | Reduced |
| First Republic Investment Management, Inc. | 161,667 | $6.74M | 0.02% | +150,967+1,410.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 174,033 | $7.26M | 3.03% | +3,534+2.1% | Added |
| Royal Bank of Canada | 176,801 | $7.37M | 0.00% | +49,124+38.5% | Added |
| Truist Financial Corp | 176,887 | $7.38M | 0.01% | −10,446−5.6% | Reduced |
| Bickling Financial Services, Inc. | 210,282 | $8.77M | 3.96% | −1,699−0.8% | Reduced |
| Karpus Management, Inc. | 214,252 | $8.94M | 0.26% | −174,255−44.9% | Reduced |
| 1832 Asset Management L.P. | 221,414 | $9.11M | 0.02% | +1,015+0.5% | Added |
| Lazard Asset Management LLC | 344,710 | $14.4M | 0.02% | +1,495+0.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 345,229 | $14.4M | 0.03% | +25,658+8.0% | Added |
| Wells Fargo & Company | 569,823 | $23.8M | 0.01% | +7,326+1.3% | Added |
| 1607 Capital Partners, LLC | 574,121 | $23.9M | 1.15% | −45,165−7.3% | Reduced |
| Raymond James & Associates | 1,236,122 | $51.6M | 0.05% | −35,837−2.8% | Reduced |
| Bank of America Corp | 1,317,515 | $55.0M | 0.01% | −110,239−7.7% | Reduced |
| UBS Group AG | 1,841,860 | $76.8M | 0.03% | +166,522+9.9% | Added |
| Morgan Stanley | 5,643,893 | $235.4M | 0.03% | +51,877+0.9% | Added |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −141,926−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −98,000−100.0% | 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 |