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, Q3 2021
Institutional positions in BlackRock Science & Technology Term Trust as of Sep 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
- 102
- +8 vs. Q2 2021
- Shares held
- 15.2M
- +280.2K (+1.9%) vs. Q2 2021
- Total value
- $585.0M
- −$35.9M (−5.8%) vs. Q2 2021
- New holders
- 12
- 37 more added
- Sold out
- 4
- 27 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,735,451 | $221.3M | 0.03% | +91,558+1.6% | Added |
| UBS Group AG | 1,975,283 | $76.2M | 0.03% | +133,423+7.2% | Added |
| Bank of America Corp | 1,292,878 | $49.9M | 0.01% | −24,637−1.9% | Reduced |
| Raymond James & Associates | 1,221,556 | $47.1M | 0.04% | −14,566−1.2% | Reduced |
| Wells Fargo & Company | 554,765 | $21.4M | 0.00% | −15,058−2.6% | Reduced |
| 1607 Capital Partners, LLC | 534,817 | $20.6M | 1.03% | −39,304−6.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 431,113 | $16.6M | 0.03% | +85,884+24.9% | Added |
| Lazard Asset Management LLC | 335,847 | $13.0M | 0.01% | −8,863−2.6% | Reduced |
| 1832 Asset Management L.P. | 222,314 | $8.59M | 0.02% | +900+0.4% | Added |
| Royal Bank of Canada | 197,929 | $7.64M | 0.00% | +21,128+12.0% | Added |
| Bickling Financial Services, Inc. | 192,418 | $7.42M | 3.77% | −17,864−8.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 168,939 | $6.52M | 2.88% | −5,094−2.9% | Reduced |
| First Republic Investment Management, Inc. | 161,667 | $6.24M | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 154,169 | $5.95M | 0.03% | +56,685+58.1% | Added |
| Steward Partners Investment Advisory, LLC | 151,468 | $5.84M | 0.10% | +8,391+5.9% | Added |
| Karpus Management, Inc. | 149,527 | $5.77M | 0.17% | −64,725−30.2% | Reduced |
| Truist Financial Corp | 139,413 | $5.38M | 0.01% | −37,474−21.2% | Reduced |
| Stifel Financial Corp | 139,100 | $5.37M | 0.01% | +2,423+1.8% | Added |
| Janney Montgomery Scott LLC | 98,611 | $3.80M | 0.02% | +7,040+7.7% | Added |
| LPL Financial LLC | 91,832 | $3.54M | 0.00% | +10,459+12.9% | Added |
| Smith, Moore & Co. | 88,247 | $3.40M | 0.52% | +25,372+40.4% | Added |
| First Trust Advisors LP | 86,394 | $3.33M | 0.00% | +950+1.1% | Added |
| Invesco Ltd. | 79,391 | $3.06M | 0.00% | −5,878−6.9% | Reduced |
| Oppenheimer & Co Inc | 62,827 | $2.42M | 0.05% | +4,084+7.0% | Added |
| Ameriprise Financial Inc | 61,986 | $2.39M | 0.00% | +4,964+8.7% | Added |
| Transcend Wealth Collective, LLC | 58,099 | $2.35M | 0.21% | +304+0.5% | Added |
| Claro Advisors LLC | 53,909 | $2.08M | 0.87% | +1,278+2.4% | Added |
| B. Riley Wealth Management, Inc. | 50,576 | $1.95M | 0.15% | +10.0% | Added |
| Commonwealth Equity Services, LLC | 46,344 | $1.79M | 0.00% | +15,005+47.9% | Added |
| Advisors Asset Management, Inc. | 43,595 | $1.68M | 0.03% | −440−1.0% | Reduced |
| Wedbush Securities Inc | 42,478 | $1.64M | 0.08% | −945−2.2% | Reduced |
| Tru Independence Asset Management 2, LLC | 33,854 | $1.31M | 0.93% | +2,623+8.4% | Added |
| Ahrens Investment Partners LLC | 29,215 | $1.13M | 0.54% | −400−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 24,764 | $958.0K | 0.00% | +373+1.5% | Added |
| Wolverine Asset Management LLC | 23,225 | $896.0K | 0.01% | +23,225 | New |
| Claraphi Advisory Network, LLC | 20,577 | $794.0K | 0.28% | +52+0.3% | Added |
| Change Path, LLC | 18,007 | $695.0K | 0.04% | −986−5.2% | Reduced |
| D.A. Davidson & Co. | 17,997 | $694.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 16,919 | $653.0K | 0.02% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 16,282 | $628.0K | 0.14% | −500−3.0% | Reduced |
| Litman Gregory Asset Management LLC | 15,732 | $607.0K | 0.11% | +15,302+3,558.6% | Added |
| Eudaimonia Partners, LLC | 14,979 | $578.0K | 0.10% | −23−0.2% | Reduced |
| Mariner, LLC | 14,077 | $543.0K | 0.00% | +17+0.1% | Added |
| Delta Investment Management, LLC | 14,000 | $540.0K | 0.17% | 00.0% | Unchanged |
| Lincoln National Corp | 13,776 | $531.0K | 0.01% | −509−3.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 13,331 | $514.0K | 0.15% | −610−4.4% | Reduced |
| City of London Investment Management Co Ltd | 12,700 | $490.0K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 12,620 | $487.0K | 0.20% | 00.0% | Unchanged |
| Barclays PLC | 11,469 | $481.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 12,105 | $467.0K | 0.00% | −3,176−20.8% | Reduced |
| Cetera Advisors LLC | 11,224 | $433.0K | 0.01% | +3,273+41.2% | Added |
| Fortis Advisors, LLC | 10,795 | $416.0K | 0.25% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 10,500 | $405.0K | 0.02% | +10,500 | New |
| Cambridge Investment Research Advisors, Inc. | 9,368 | $361.0K | 0.00% | −139−1.5% | Reduced |
| IFG Advisory, LLC | 7,628 | $294.0K | 0.03% | +358+4.9% | Added |
| Tranquility Partners, LLC | 7,566 | $292.0K | 0.15% | +659+9.5% | Added |
| Commerce Bank | 7,500 | $289.0K | 0.00% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,500 | $289.0K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,241 | $279.0K | 0.00% | +66+0.9% | Added |
| CFS Investment Advisory Services, LLC | 6,711 | $259.0K | 0.04% | +6,711 | New |
| The PNC Financial Services Group, Inc. | 6,690 | $258.0K | 0.00% | −7,215−51.9% | Reduced |
| Icon Wealth Partners, LLC | 6,411 | $247.0K | 0.03% | +80+1.3% | Added |
| Susquehanna International Group, LLP | 6,401 | $247.0K | 0.00% | +6,401 | New |
| ShoreHaven Wealth Partners, LLC | 6,302 | $243.0K | 0.13% | +28+0.4% | Added |
| Smart Portfolios, LLC | 6,276 | $242.0K | 0.19% | −245−3.8% | Reduced |
| Moors & Cabot, Inc. | 6,104 | $236.0K | 0.01% | −360−5.6% | Reduced |
| Laidlaw Wealth Management LLC | 5,935 | $229.0K | 0.06% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 5,809 | $224.0K | 0.02% | +443+8.3% | Added |
| Shufro Rose & Co LLC | 5,772 | $223.0K | 0.02% | −255−4.2% | Reduced |
| Element Pointe Advisors, LLC | 5,588 | $216.0K | 0.07% | 00.0% | Unchanged |
| Creative Planning | 5,586 | $216.0K | 0.00% | +5,586 | New |
| Farmers Trust Co | 5,455 | $214.0K | 0.05% | +5,455 | New |
| Leisure Capital Management | 5,500 | $212.0K | 0.11% | 00.0% | Unchanged |
| BlackRock Inc. | 5,000 | $193.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 3,000 | $116.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,990 | $115.0K | 0.00% | +550+22.5% | Added |
| Focused Wealth Management, Inc | 2,717 | $105.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 2,566 | $99.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,194 | $84.6K | 0.00% | +19+0.9% | Added |
| Wagner Wealth Management, LLC | 1,700 | $70.0K | 0.06% | +1,390+448.4% | Added |
| NEXT Financial Group, Inc | 1,525 | $59.0K | 0.00% | −3,479−69.5% | Reduced |
| Ancora Advisors, LLC | 1,497 | $58.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,500 | $57.0K | 0.03% | +100+7.1% | Added |
| Aspire Private Capital, LLC | 1,393 | $54.0K | 0.02% | +18+1.3% | Added |
| Plante Moran Financial Advisors, LLC | 1,250 | $48.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,200 | $46.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 900 | $35.0K | 0.00% | +900 | New |
| FourThought Financial, LLC | 900 | $34.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 753 | $29.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 585 | $22.6K | 0.00% | +585 | New |
| Harbour Investments, Inc. | 537 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 500 | $19.0K | 0.00% | +500 | New |
| First Command Bank | 450 | $17.0K | 0.00% | +450 | New |
| First Command Financial Services, Inc. | 450 | $17.0K | 0.00% | +450 | New |
| MV Capital Management, Inc. | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 311 | $12.0K | 0.00% | +4+1.3% | Added |
| Wealth Quarterback LLC | 275 | $11.0K | 0.01% | −8−2.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 106 | $4.00K | 0.00% | +1+1.0% | Added |
| Arkadios Wealth Advisors | 100 | $3.00K | 0.00% | +100 | New |