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, Q4 2021
Institutional positions in BlackRock Science & Technology Term Trust as of Dec 31, 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
- 110
- +10 vs. Q3 2021
- Shares held
- 15.9M
- +749.3K (+4.9%) vs. Q3 2021
- Total value
- $614.6M
- +$30.2M (+5.2%) vs. Q3 2021
- New holders
- 22
- 32 more added
- Sold out
- 12
- 26 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,593,278 | $217.8M | 0.03% | −142,173−2.5% | Reduced |
| UBS Group AG | 2,639,113 | $102.8M | 0.04% | +663,830+33.6% | Added |
| Bank of America Corp | 1,274,689 | $49.6M | 0.01% | −18,189−1.4% | Reduced |
| Raymond James & Associates | 1,196,742 | $46.6M | 0.04% | −24,814−2.0% | Reduced |
| Wells Fargo & Company | 567,737 | $22.1M | 0.01% | +12,972+2.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 472,415 | $18.4M | 0.03% | +41,302+9.6% | Added |
| Lazard Asset Management LLC | 335,847 | $13.1M | 0.01% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 274,447 | $10.7M | 0.57% | −260,370−48.7% | Reduced |
| Amplius Wealth Advisors, LLC | 240,821 | $9.38M | 1.29% | +240,821 | New |
| 1832 Asset Management L.P. | 222,314 | $8.65M | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 322,189 | $8.27M | 0.07% | +322,189 | New |
| Bickling Financial Services, Inc. | 185,419 | $7.22M | 3.50% | −6,999−3.6% | Reduced |
| Royal Bank of Canada | 181,062 | $7.05M | 0.00% | −16,867−8.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 165,757 | $6.46M | 2.34% | −3,182−1.9% | Reduced |
| First Republic Investment Management, Inc. | 161,667 | $6.29M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 160,387 | $6.25M | 0.01% | +21,287+15.3% | Added |
| Rockefeller Capital Management L.P. | 155,859 | $6.07M | 0.03% | +1,690+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 152,032 | $5.92M | 0.09% | +564+0.4% | Added |
| Truist Financial Corp | 128,477 | $5.00M | 0.01% | −10,936−7.8% | Reduced |
| Smith, Moore & Co. | 114,876 | $4.47M | 0.62% | +26,629+30.2% | Added |
| Janney Montgomery Scott LLC | 100,089 | $3.90M | 0.02% | +1,478+1.5% | Added |
| First Trust Advisors LP | 87,132 | $3.39M | 0.00% | +738+0.9% | Added |
| LPL Financial LLC | 84,932 | $3.31M | 0.00% | −6,900−7.5% | Reduced |
| Invesco Ltd. | 75,721 | $2.95M | 0.00% | −3,670−4.6% | Reduced |
| Oppenheimer & Co Inc | 68,203 | $2.66M | 0.05% | +5,376+8.6% | Added |
| Transcend Wealth Collective, LLC | 58,316 | $2.27M | 0.20% | +217+0.4% | Added |
| Claro Advisors LLC | 56,319 | $2.19M | 0.79% | +2,410+4.5% | Added |
| Ameriprise Financial Inc | 54,704 | $2.13M | 0.00% | −7,282−11.7% | Reduced |
| Commonwealth Equity Services, LLC | 49,052 | $1.91M | 0.00% | +2,708+5.8% | Added |
| Karpus Management, Inc. | 47,435 | $1.85M | 0.05% | −102,092−68.3% | Reduced |
| Advisors Asset Management, Inc. | 43,607 | $1.70M | 0.02% | +120.0% | Added |
| Wedbush Securities Inc | 41,672 | $1.62M | 0.07% | −806−1.9% | Reduced |
| Access Financial Services, Inc. | 40,318 | $1.57M | 0.71% | +40,318 | New |
| B. Riley Wealth Management, Inc. | 37,283 | $1.45M | 0.10% | −13,293−26.3% | Reduced |
| Tru Independence Asset Management 2, LLC | 34,681 | $1.35M | 0.72% | +827+2.4% | Added |
| Advisor Group Holdings, Inc. | 26,921 | $1.05M | 0.00% | +2,157+8.7% | Added |
| Ahrens Investment Partners LLC | 22,755 | $886.0K | 0.39% | −6,460−22.1% | Reduced |
| Claraphi Advisory Network, LLC | 20,671 | $805.0K | 0.28% | +94+0.5% | Added |
| International Assets Investment Management, LLC | 19,074 | $790.0K | 0.14% | +19,074 | New |
| Litman Gregory Asset Management LLC | 20,227 | $788.0K | 0.13% | +4,495+28.6% | Added |
| Raymond James Trust N.A. | 17,500 | $681.0K | 0.02% | +581+3.4% | Added |
| D.A. Davidson & Co. | 16,997 | $662.0K | 0.01% | −1,000−5.6% | Reduced |
| Stockman Wealth Management, Inc. | 16,616 | $647.0K | 0.13% | +334+2.1% | Added |
| Delta Investment Management, LLC | 14,000 | $545.0K | 0.16% | 00.0% | Unchanged |
| 55I, LLC | 13,819 | $538.0K | 0.01% | +13,819 | New |
| Mariner, LLC | 13,608 | $530.0K | 0.00% | −469−3.3% | Reduced |
| City of London Investment Management Co Ltd | 12,700 | $493.0K | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 12,569 | $489.0K | 0.00% | +12,569 | New |
| US Bancorp | 12,105 | $471.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 11,571 | $451.0K | 0.01% | +347+3.1% | Added |
| Fortis Advisors, LLC | 10,795 | $420.0K | 0.24% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 10,500 | $409.0K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10,065 | $392.0K | 0.10% | −3,266−24.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,057 | $392.0K | 0.00% | +689+7.4% | Added |
| Lincoln National Corp | 9,675 | $377.0K | 0.01% | −4,101−29.8% | Reduced |
| Keudell/Morrison Wealth Management | 8,868 | $345.0K | 0.14% | +8,868 | New |
| Kestra Advisory Services, LLC | 7,674 | $299.0K | 0.00% | +433+6.0% | Added |
| Commerce Bank | 7,500 | $292.0K | 0.00% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,500 | $292.0K | 0.05% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 6,948 | $270.0K | 0.12% | −618−8.2% | Reduced |
| Icon Wealth Partners, LLC | 6,682 | $260.0K | 0.03% | +271+4.2% | Added |
| IFG Advisory, LLC | 6,618 | $257.0K | 0.03% | −1,010−13.2% | Reduced |
| ShoreHaven Wealth Partners, LLC | 6,401 | $249.0K | 0.12% | +99+1.6% | Added |
| Bank of New York Mellon Corp | 6,045 | $236.0K | 0.00% | +6,045 | New |
| Moors & Cabot, Inc. | 6,036 | $235.0K | 0.01% | −68−1.1% | Reduced |
| Shufro Rose & Co LLC | 6,022 | $235.0K | 0.02% | +250+4.3% | Added |
| Laidlaw Wealth Management LLC | 5,935 | $231.0K | 0.04% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 6,790 | $218.0K | 0.03% | +79+1.2% | Added |
| Creative Planning | 5,586 | $218.0K | 0.00% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 5,588 | $218.0K | 0.07% | 00.0% | Unchanged |
| Leisure Capital Management | 5,500 | $214.0K | 0.10% | 00.0% | Unchanged |
| Farmers Trust Co | 5,455 | $212.0K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 5,414 | $211.0K | 0.02% | −395−6.8% | Reduced |
| Keystone Wealth Partners | 5,249 | $204.0K | 0.09% | +5,249 | New |
| BlackRock Inc. | 5,000 | $195.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 3,000 | $117.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,990 | $116.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,933 | $114.0K | 0.03% | +2,622+843.1% | Added |
| Focused Wealth Management, Inc | 2,717 | $106.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,731 | $105.0K | 0.00% | −3,959−59.2% | Reduced |
| Spire Wealth Management | 2,566 | $100.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,236 | $87.1K | 0.00% | +42+1.9% | Added |
| Future Financial Wealth Managment LLC | 2,000 | $78.0K | 0.06% | +2,000 | New |
| Signet Financial Management, LLC | 1,695 | $66.0K | 0.01% | +1,695 | New |
| NEXT Financial Group, Inc | 1,675 | $65.0K | 0.00% | +150+9.8% | Added |
| Ancora Advisors, LLC | 1,497 | $58.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,453 | $57.0K | 0.02% | +60+4.3% | Added |
| Plante Moran Financial Advisors, LLC | 1,250 | $49.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 1,209 | $47.0K | 0.04% | −491−28.9% | Reduced |
| Enterprise Trust & Investment Co | 1,200 | $47.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 900 | $35.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 900 | $35.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 908 | $35.0K | 0.00% | +908 | New |
| Sargent Bickham Lagudis LLC | 753 | $29.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 735 | $28.0K | 0.01% | +735 | New |
| Ellevest, Inc. | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 450 | $17.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 268 | $10.0K | 0.00% | +268 | New |