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, 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 | $659.0M |
| 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, 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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| BDO Wealth Advisors, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Koshinski Asset Management, Inc. | 43 | $1.67K | 0.00% | −542−92.6% | Reduced |
| Valley National Advisers Inc | 50 | $2.00K | 0.00% | +50 | New |
| Key Financial Inc | 60 | $2.00K | 0.00% | +60 | New |
| Larson Financial Group LLC | 75 | $3.00K | 0.00% | +75 | New |
| Sugarloaf Wealth Management, LLC | 110 | $4.00K | 0.00% | +4+3.8% | Added |
| Umb Bank N A | 100 | $4.00K | 0.00% | +100 | New |
| Beaird Harris Wealth Management, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Retirement Group, LLC | 140 | $5.00K | 0.00% | +140 | New |
| JPMorgan Chase & Co | 268 | $10.0K | 0.00% | +268 | New |
| MV Capital Management, Inc. | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 450 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 735 | $28.0K | 0.01% | +735 | New |
| Sargent Bickham Lagudis LLC | 753 | $29.0K | 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 |
| Signaturefd, LLC | 1,000 | $39.0K | 0.00% | 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 |
| Plante Moran Financial Advisors, LLC | 1,250 | $49.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,453 | $57.0K | 0.02% | +60+4.3% | Added |
| Ancora Advisors, LLC | 1,497 | $58.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,675 | $65.0K | 0.00% | +150+9.8% | Added |
| Signet Financial Management, LLC | 1,695 | $66.0K | 0.01% | +1,695 | New |
| Future Financial Wealth Managment LLC | 2,000 | $78.0K | 0.06% | +2,000 | New |
| American Portfolios Advisors | 2,236 | $87.1K | 0.00% | +42+1.9% | Added |
| Spire Wealth Management | 2,566 | $100.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,731 | $105.0K | 0.00% | −3,959−59.2% | Reduced |
| Focused Wealth Management, Inc | 2,717 | $106.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,933 | $114.0K | 0.03% | +2,622+843.1% | Added |
| Parallel Advisors, LLC | 2,990 | $116.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 3,000 | $117.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 5,000 | $195.0K | 0.00% | 00.0% | Unchanged |
| Keystone Wealth Partners | 5,249 | $204.0K | 0.09% | +5,249 | New |
| Gladstone Institutional Advisory LLC | 5,414 | $211.0K | 0.02% | −395−6.8% | Reduced |
| Farmers Trust Co | 5,455 | $212.0K | 0.04% | 00.0% | Unchanged |
| Leisure Capital Management | 5,500 | $214.0K | 0.10% | 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 |
| Laidlaw Wealth Management LLC | 5,935 | $231.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Bank of New York Mellon Corp | 6,045 | $236.0K | 0.00% | +6,045 | New |
| ShoreHaven Wealth Partners, LLC | 6,401 | $249.0K | 0.12% | +99+1.6% | Added |
| IFG Advisory, LLC | 6,618 | $257.0K | 0.03% | −1,010−13.2% | Reduced |
| Icon Wealth Partners, LLC | 6,682 | $260.0K | 0.03% | +271+4.2% | Added |
| Tranquility Partners, LLC | 6,948 | $270.0K | 0.12% | −618−8.2% | Reduced |
| Commerce Bank | 7,500 | $292.0K | 0.00% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,500 | $292.0K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,674 | $299.0K | 0.00% | +433+6.0% | Added |
| Keudell/Morrison Wealth Management | 8,868 | $345.0K | 0.14% | +8,868 | New |
| Lincoln National Corp | 9,675 | $377.0K | 0.01% | −4,101−29.8% | Reduced |
| 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 |
| U.S. Capital Wealth Advisors, LLC | 10,500 | $409.0K | 0.02% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 10,795 | $420.0K | 0.24% | 00.0% | Unchanged |
| Cetera Advisors LLC | 11,571 | $451.0K | 0.01% | +347+3.1% | Added |
| US Bancorp | 12,105 | $471.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 12,569 | $489.0K | 0.00% | +12,569 | New |
| City of London Investment Management Co Ltd | 12,700 | $493.0K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 13,608 | $530.0K | 0.00% | −469−3.3% | Reduced |
| 55I, LLC | 13,819 | $538.0K | 0.01% | +13,819 | New |
| Delta Investment Management, LLC | 14,000 | $545.0K | 0.16% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 16,616 | $647.0K | 0.13% | +334+2.1% | Added |
| D.A. Davidson & Co. | 16,997 | $662.0K | 0.01% | −1,000−5.6% | Reduced |
| Raymond James Trust N.A. | 17,500 | $681.0K | 0.02% | +581+3.4% | Added |
| Litman Gregory Asset Management LLC | 20,227 | $788.0K | 0.13% | +4,495+28.6% | Added |
| International Assets Investment Management, LLC | 19,074 | $790.0K | 0.14% | +19,074 | New |
| Claraphi Advisory Network, LLC | 20,671 | $805.0K | 0.28% | +94+0.5% | Added |
| Ahrens Investment Partners LLC | 22,755 | $886.0K | 0.39% | −6,460−22.1% | Reduced |
| Advisor Group Holdings, Inc. | 26,921 | $1.05M | 0.00% | +2,157+8.7% | Added |
| Tru Independence Asset Management 2, LLC | 34,681 | $1.35M | 0.72% | +827+2.4% | Added |
| B. Riley Wealth Management, Inc. | 37,283 | $1.45M | 0.10% | −13,293−26.3% | Reduced |
| Access Financial Services, Inc. | 40,318 | $1.57M | 0.71% | +40,318 | New |
| Wedbush Securities Inc | 41,672 | $1.62M | 0.07% | −806−1.9% | Reduced |
| Advisors Asset Management, Inc. | 43,607 | $1.70M | 0.02% | +120.0% | Added |
| Karpus Management, Inc. | 47,435 | $1.85M | 0.05% | −102,092−68.3% | Reduced |
| Commonwealth Equity Services, LLC | 49,052 | $1.91M | 0.00% | +2,708+5.8% | Added |
| Ameriprise Financial Inc | 54,704 | $2.13M | 0.00% | −7,282−11.7% | Reduced |
| Claro Advisors LLC | 56,319 | $2.19M | 0.79% | +2,410+4.5% | Added |
| Transcend Wealth Collective, LLC | 58,316 | $2.27M | 0.20% | +217+0.4% | Added |
| Oppenheimer & Co Inc | 68,203 | $2.66M | 0.05% | +5,376+8.6% | Added |
| Invesco Ltd. | 75,721 | $2.95M | 0.00% | −3,670−4.6% | Reduced |
| LPL Financial LLC | 84,932 | $3.31M | 0.00% | −6,900−7.5% | Reduced |
| First Trust Advisors LP | 87,132 | $3.39M | 0.00% | +738+0.9% | Added |
| Janney Montgomery Scott LLC | 100,089 | $3.90M | 0.02% | +1,478+1.5% | Added |
| Smith, Moore & Co. | 114,876 | $4.47M | 0.62% | +26,629+30.2% | Added |
| Truist Financial Corp | 128,477 | $5.00M | 0.01% | −10,936−7.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 152,032 | $5.92M | 0.09% | +564+0.4% | Added |
| Rockefeller Capital Management L.P. | 155,859 | $6.07M | 0.03% | +1,690+1.1% | Added |
| Stifel Financial Corp | 160,387 | $6.25M | 0.01% | +21,287+15.3% | Added |
| First Republic Investment Management, Inc. | 161,667 | $6.29M | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 165,757 | $6.46M | 2.34% | −3,182−1.9% | Reduced |
| Royal Bank of Canada | 181,062 | $7.05M | 0.00% | −16,867−8.5% | Reduced |
| Bickling Financial Services, Inc. | 185,419 | $7.22M | 3.50% | −6,999−3.6% | Reduced |
| Castleview Partners, LLC | 322,189 | $8.27M | 0.07% | +322,189 | New |