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, Q1 2022
Institutional positions in BlackRock Science & Technology Term Trust as of Mar 31, 2022. 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
- 99
- −10 vs. Q4 2021
- Shares held
- 15.7M
- −192.9K (−1.2%) vs. Q4 2021
- Total value
- $458.8M
- −$155.7M (−25.3%) vs. Q4 2021
- New holders
- 16
- 34 more added
- Sold out
- 26
- 28 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,541,594 | $162.8M | 0.02% | −51,684−0.9% | Reduced |
| UBS Group AG | 2,125,886 | $62.4M | 0.03% | −513,227−19.4% | Reduced |
| Raymond James & Associates | 1,228,533 | $36.1M | 0.03% | +31,791+2.7% | Added |
| Bank of America Corp | 1,170,709 | $34.4M | 0.00% | −103,980−8.2% | Reduced |
| Wells Fargo & Company | 630,496 | $18.5M | 0.00% | +62,759+11.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 509,659 | $15.0M | 0.03% | +37,244+7.9% | Added |
| Amplius Wealth Advisors, LLC | 452,015 | $13.3M | 2.04% | +211,194+87.7% | Added |
| 1607 Capital Partners, LLC | 435,868 | $12.8M | 0.75% | +161,421+58.8% | Added |
| Lazard Asset Management LLC | 339,495 | $9.97M | 0.01% | +3,648+1.1% | Added |
| Royal Bank of Canada | 262,544 | $7.71M | 0.00% | +81,482+45.0% | Added |
| Bickling Financial Services, Inc. | 186,575 | $5.48M | 2.81% | +1,156+0.6% | Added |
| 1832 Asset Management L.P. | 175,196 | $5.08M | 0.01% | −47,118−21.2% | Reduced |
| First Republic Investment Management, Inc. | 170,561 | $5.01M | 0.01% | +8,894+5.5% | Added |
| Rockefeller Capital Management L.P. | 164,919 | $4.84M | 0.02% | +9,060+5.8% | Added |
| Stifel Financial Corp | 150,486 | $4.42M | 0.01% | −9,901−6.2% | Reduced |
| Karpus Management, Inc. | 146,884 | $4.31M | 0.13% | +99,449+209.7% | Added |
| Advisor Group Holdings, Inc. | 34,511 | $4.19M | 0.01% | +7,590+28.2% | Added |
| Smith, Moore & Co. | 130,048 | $3.82M | 0.52% | +15,172+13.2% | Added |
| Steward Partners Investment Advisory, LLC | 129,059 | $3.79M | 0.06% | −22,973−15.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 127,244 | $3.74M | 1.40% | −38,513−23.2% | Reduced |
| Janney Montgomery Scott LLC | 97,242 | $2.86M | 0.01% | −2,847−2.8% | Reduced |
| Wolverine Asset Management LLC | 86,905 | $2.55M | 0.03% | +86,905 | New |
| First Trust Advisors LP | 85,441 | $2.51M | 0.00% | −1,691−1.9% | Reduced |
| Claro Advisors LLC | 56,319 | $2.19M | 0.79% | 00.0% | Unchanged |
| Truist Financial Corp | 71,867 | $2.11M | 0.00% | −56,610−44.1% | Reduced |
| LPL Financial LLC | 71,331 | $2.10M | 0.00% | −13,601−16.0% | Reduced |
| City of London Investment Management Co Ltd | 69,950 | $2.05M | 0.13% | +57,250+450.8% | Added |
| Invesco Ltd. | 69,120 | $2.03M | 0.00% | −6,601−8.7% | Reduced |
| Oppenheimer & Co Inc | 63,878 | $1.88M | 0.03% | −4,325−6.3% | Reduced |
| Commonwealth Equity Services, LLC | 52,837 | $1.55M | 0.00% | +3,785+7.7% | Added |
| Ameriprise Financial Inc | 45,838 | $1.35M | 0.00% | −8,866−16.2% | Reduced |
| Wedbush Securities Inc | 42,080 | $1.24M | 0.06% | +408+1.0% | Added |
| Landscape Capital Management, L.L.C. | 40,898 | $1.20M | 0.15% | +40,898 | New |
| Transcend Wealth Collective, LLC | 34,130 | $1.00M | 0.09% | −24,186−41.5% | Reduced |
| Centaurus Financial, Inc. | 32,305 | $949.0K | 0.07% | +32,305 | New |
| Litman Gregory Asset Management LLC | 26,737 | $785.0K | 0.11% | +6,510+32.2% | Added |
| Sentinel Trust Co Lba | 25,000 | $734.0K | 0.09% | +25,000 | New |
| Quantedge Capital Pte Ltd | 19,600 | $576.0K | 0.17% | +19,600 | New |
| Claraphi Advisory Network, LLC | 19,342 | $568.0K | 0.16% | −1,329−6.4% | Reduced |
| 55I, LLC | 19,189 | $564.0K | 0.01% | +5,370+38.9% | Added |
| Eudaimonia Partners, LLC | 17,230 | $506.0K | 0.09% | +17,230 | New |
| D.A. Davidson & Co. | 16,997 | $499.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 16,800 | $493.0K | 0.02% | −700−4.0% | Reduced |
| Stockman Wealth Management, Inc. | 16,525 | $485.0K | 0.10% | −91−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,224 | $477.0K | 0.00% | +6,167+61.3% | Added |
| Lincoln National Corp | 15,683 | $461.0K | 0.01% | +6,008+62.1% | Added |
| Qube Research & Technologies Ltd | 15,569 | $457.0K | 0.00% | +3,000+23.9% | Added |
| Cetera Advisors LLC | 14,804 | $435.0K | 0.01% | +3,233+27.9% | Added |
| Logan Stone Capital, LLC | 14,786 | $434.0K | 0.31% | +14,786 | New |
| Delta Investment Management, LLC | 14,000 | $411.0K | 0.12% | 00.0% | Unchanged |
| Mariner, LLC | 13,250 | $389.0K | 0.00% | −358−2.6% | Reduced |
| US Bancorp | 12,105 | $355.0K | 0.00% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 11,375 | $334.0K | 0.19% | −23,306−67.2% | Reduced |
| Fortis Advisors, LLC | 10,795 | $317.0K | 0.17% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 10,500 | $308.0K | 0.10% | −12,255−53.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,500 | $308.0K | 0.01% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 9,400 | $276.0K | 0.09% | +9,400 | New |
| Blue Bell Private Wealth Management, LLC | 8,941 | $263.0K | 0.07% | −1,124−11.2% | Reduced |
| Envestnet Asset Management Inc | 8,536 | $251.0K | 0.00% | +8,536 | New |
| IFG Advisory, LLC | 8,089 | $237.0K | 0.02% | +1,471+22.2% | Added |
| Atria Wealth Solutions, Inc. | 8,038 | $236.0K | 0.00% | +8,038 | New |
| Kestra Advisory Services, LLC | 7,751 | $228.0K | 0.00% | +77+1.0% | Added |
| Waddell & Associates, LLC | 7,500 | $220.0K | 0.04% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 6,986 | $205.0K | 0.02% | −30,297−81.3% | Reduced |
| Tranquility Partners, LLC | 6,863 | $202.0K | 0.09% | −85−1.2% | Reduced |
| Icon Wealth Partners, LLC | 6,811 | $200.0K | 0.02% | +129+1.9% | Added |
| Parallel Advisors, LLC | 6,756 | $200.0K | 0.01% | +3,766+126.0% | Added |
| Castleview Partners, LLC | 6,763 | $198.0K | 0.12% | −315,426−97.9% | Reduced |
| BlackRock Inc. | 5,000 | $147.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,215 | $95.0K | 0.00% | +484+17.7% | Added |
| Focused Wealth Management, Inc | 2,717 | $80.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,661 | $78.0K | 0.02% | −272−9.3% | Reduced |
| American Portfolios Advisors | 2,329 | $68.4K | 0.00% | +93+4.2% | Added |
| Future Financial Wealth Managment LLC | 2,000 | $59.0K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 1,947 | $57.0K | 0.00% | −619−24.1% | Reduced |
| Money Concepts Capital Corp | 1,792 | $53.0K | 0.00% | +1,792 | New |
| Anchor Investment Management, LLC | 1,750 | $51.4K | 0.01% | +1,750 | New |
| Ancora Advisors, LLC | 1,497 | $44.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,483 | $44.0K | 0.01% | +30+2.1% | Added |
| Clearstead Advisors, LLC | 1,322 | $39.0K | 0.00% | +1,322 | New |
| Plante Moran Financial Advisors, LLC | 1,250 | $37.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,200 | $35.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 975 | $29.0K | 0.01% | +835+596.4% | Added |
| JFS Wealth Advisors, LLC | 913 | $26.0K | 0.00% | +5+0.6% | Added |
| Huntington National Bank | 900 | $26.0K | 0.00% | +900 | New |
| Sargent Bickham Lagudis LLC | 753 | $22.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 630 | $13.0K | 0.00% | +630 | New |
| MV Capital Management, Inc. | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 199,422 | $7.00K | 0.03% | +192,632+2,837.0% | Added |
| Howe & Rusling Inc | 200 | $6.00K | 0.00% | −700−77.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 112 | $3.00K | 0.00% | +2+1.8% | Added |
| Beaird Harris Wealth Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 70 | $2.00K | 0.00% | +20+40.0% | Added |
| Key Financial Inc | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 43 | $1.26K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 6 | $0 | 0.00% | +6 | New |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −43,607−100.0% | Sold out |