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, 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 | $659.0M |
| 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, 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 |
|---|---|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 25 | $1.00K | 0.00% | −242−90.6% | Reduced |
| Arkadios Wealth Advisors | 100 | $3.00K | 0.00% | +100 | New |
| Sugarloaf Wealth Management, LLC | 106 | $4.00K | 0.00% | +1+1.0% | Added |
| Wealth Quarterback LLC | 275 | $11.0K | 0.01% | −8−2.8% | Reduced |
| 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 |
| First Command Bank | 450 | $17.0K | 0.00% | +450 | New |
| First Command Financial Services, Inc. | 450 | $17.0K | 0.00% | +450 | New |
| Ellevest, Inc. | 500 | $19.0K | 0.00% | +500 | New |
| Harbour Investments, Inc. | 537 | $21.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 585 | $22.6K | 0.00% | +585 | New |
| Sargent Bickham Lagudis LLC | 753 | $29.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 900 | $34.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 900 | $35.0K | 0.00% | +900 | New |
| Signaturefd, LLC | 1,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,200 | $46.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,250 | $48.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,393 | $54.0K | 0.02% | +18+1.3% | Added |
| FNY Investment Advisers, LLC | 1,500 | $57.0K | 0.03% | +100+7.1% | Added |
| Ancora Advisors, LLC | 1,497 | $58.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,525 | $59.0K | 0.00% | −3,479−69.5% | Reduced |
| Wagner Wealth Management, LLC | 1,700 | $70.0K | 0.06% | +1,390+448.4% | Added |
| American Portfolios Advisors | 2,194 | $84.6K | 0.00% | +19+0.9% | Added |
| Spire Wealth Management | 2,566 | $99.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,717 | $105.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,990 | $115.0K | 0.00% | +550+22.5% | Added |
| Barrett Asset Management, LLC | 3,000 | $116.0K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 5,000 | $193.0K | 0.00% | 00.0% | Unchanged |
| Leisure Capital Management | 5,500 | $212.0K | 0.11% | 00.0% | Unchanged |
| Farmers Trust Co | 5,455 | $214.0K | 0.05% | +5,455 | New |
| Element Pointe Advisors, LLC | 5,588 | $216.0K | 0.07% | 00.0% | Unchanged |
| Creative Planning | 5,586 | $216.0K | 0.00% | +5,586 | New |
| Shufro Rose & Co LLC | 5,772 | $223.0K | 0.02% | −255−4.2% | Reduced |
| Gladstone Institutional Advisory LLC | 5,809 | $224.0K | 0.02% | +443+8.3% | Added |
| Laidlaw Wealth Management LLC | 5,935 | $229.0K | 0.06% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,104 | $236.0K | 0.01% | −360−5.6% | Reduced |
| Smart Portfolios, LLC | 6,276 | $242.0K | 0.19% | −245−3.8% | Reduced |
| ShoreHaven Wealth Partners, LLC | 6,302 | $243.0K | 0.13% | +28+0.4% | Added |
| 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 |
| The PNC Financial Services Group, Inc. | 6,690 | $258.0K | 0.00% | −7,215−51.9% | Reduced |
| CFS Investment Advisory Services, LLC | 6,711 | $259.0K | 0.04% | +6,711 | New |
| Kestra Advisory Services, LLC | 7,241 | $279.0K | 0.00% | +66+0.9% | Added |
| Commerce Bank | 7,500 | $289.0K | 0.00% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,500 | $289.0K | 0.05% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 7,566 | $292.0K | 0.15% | +659+9.5% | Added |
| IFG Advisory, LLC | 7,628 | $294.0K | 0.03% | +358+4.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,368 | $361.0K | 0.00% | −139−1.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,500 | $405.0K | 0.02% | +10,500 | New |
| Fortis Advisors, LLC | 10,795 | $416.0K | 0.25% | 00.0% | Unchanged |
| Cetera Advisors LLC | 11,224 | $433.0K | 0.01% | +3,273+41.2% | Added |
| US Bancorp | 12,105 | $467.0K | 0.00% | −3,176−20.8% | Reduced |
| Barclays PLC | 11,469 | $481.0K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 12,620 | $487.0K | 0.20% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 12,700 | $490.0K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13,331 | $514.0K | 0.15% | −610−4.4% | Reduced |
| Lincoln National Corp | 13,776 | $531.0K | 0.01% | −509−3.6% | Reduced |
| Delta Investment Management, LLC | 14,000 | $540.0K | 0.17% | 00.0% | Unchanged |
| Mariner, LLC | 14,077 | $543.0K | 0.00% | +17+0.1% | Added |
| Eudaimonia Partners, LLC | 14,979 | $578.0K | 0.10% | −23−0.2% | Reduced |
| Litman Gregory Asset Management LLC | 15,732 | $607.0K | 0.11% | +15,302+3,558.6% | Added |
| Stockman Wealth Management, Inc. | 16,282 | $628.0K | 0.14% | −500−3.0% | Reduced |
| Raymond James Trust N.A. | 16,919 | $653.0K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 17,997 | $694.0K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 18,007 | $695.0K | 0.04% | −986−5.2% | Reduced |
| Claraphi Advisory Network, LLC | 20,577 | $794.0K | 0.28% | +52+0.3% | Added |
| Wolverine Asset Management LLC | 23,225 | $896.0K | 0.01% | +23,225 | New |
| Advisor Group Holdings, Inc. | 24,764 | $958.0K | 0.00% | +373+1.5% | Added |
| Ahrens Investment Partners LLC | 29,215 | $1.13M | 0.54% | −400−1.4% | Reduced |
| Tru Independence Asset Management 2, LLC | 33,854 | $1.31M | 0.93% | +2,623+8.4% | Added |
| Wedbush Securities Inc | 42,478 | $1.64M | 0.08% | −945−2.2% | Reduced |
| Advisors Asset Management, Inc. | 43,595 | $1.68M | 0.03% | −440−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 46,344 | $1.79M | 0.00% | +15,005+47.9% | Added |
| B. Riley Wealth Management, Inc. | 50,576 | $1.95M | 0.15% | +10.0% | Added |
| Claro Advisors LLC | 53,909 | $2.08M | 0.87% | +1,278+2.4% | Added |
| Transcend Wealth Collective, LLC | 58,099 | $2.35M | 0.21% | +304+0.5% | Added |
| Ameriprise Financial Inc | 61,986 | $2.39M | 0.00% | +4,964+8.7% | Added |
| Oppenheimer & Co Inc | 62,827 | $2.42M | 0.05% | +4,084+7.0% | Added |
| Invesco Ltd. | 79,391 | $3.06M | 0.00% | −5,878−6.9% | Reduced |
| First Trust Advisors LP | 86,394 | $3.33M | 0.00% | +950+1.1% | Added |
| Smith, Moore & Co. | 88,247 | $3.40M | 0.52% | +25,372+40.4% | Added |
| LPL Financial LLC | 91,832 | $3.54M | 0.00% | +10,459+12.9% | Added |
| Janney Montgomery Scott LLC | 98,611 | $3.80M | 0.02% | +7,040+7.7% | Added |
| Stifel Financial Corp | 139,100 | $5.37M | 0.01% | +2,423+1.8% | Added |
| Truist Financial Corp | 139,413 | $5.38M | 0.01% | −37,474−21.2% | Reduced |
| Karpus Management, Inc. | 149,527 | $5.77M | 0.17% | −64,725−30.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 151,468 | $5.84M | 0.10% | +8,391+5.9% | Added |
| Rockefeller Capital Management L.P. | 154,169 | $5.95M | 0.03% | +56,685+58.1% | Added |
| First Republic Investment Management, Inc. | 161,667 | $6.24M | 0.02% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 168,939 | $6.52M | 2.88% | −5,094−2.9% | Reduced |
| Bickling Financial Services, Inc. | 192,418 | $7.42M | 3.77% | −17,864−8.5% | Reduced |
| Royal Bank of Canada | 197,929 | $7.64M | 0.00% | +21,128+12.0% | Added |
| 1832 Asset Management L.P. | 222,314 | $8.59M | 0.02% | +900+0.4% | Added |
| Lazard Asset Management LLC | 335,847 | $13.0M | 0.01% | −8,863−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 431,113 | $16.6M | 0.03% | +85,884+24.9% | Added |
| 1607 Capital Partners, LLC | 534,817 | $20.6M | 1.03% | −39,304−6.8% | Reduced |
| Wells Fargo & Company | 554,765 | $21.4M | 0.00% | −15,058−2.6% | Reduced |
| Raymond James & Associates | 1,221,556 | $47.1M | 0.04% | −14,566−1.2% | Reduced |
| Bank of America Corp | 1,292,878 | $49.9M | 0.01% | −24,637−1.9% | Reduced |