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, 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
- $454.6M
- −$159.8M (−26.0%) 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 | $659.0M |
| 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, 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 |
|---|---|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 6 | $0 | 0.00% | +6 | New |
| BDO Wealth Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 43 | $1.26K | 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 |
| 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 |
| Howe & Rusling Inc | 200 | $6.00K | 0.00% | −700−77.8% | Reduced |
| CFS Investment Advisory Services, LLC | 199,422 | $7.00K | 0.03% | +192,632+2,837.0% | Added |
| MV Capital Management, Inc. | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 630 | $13.0K | 0.00% | +630 | New |
| Sargent Bickham Lagudis LLC | 753 | $22.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 913 | $26.0K | 0.00% | +5+0.6% | Added |
| Huntington National Bank | 900 | $26.0K | 0.00% | +900 | New |
| Signaturefd, LLC | 1,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 975 | $29.0K | 0.01% | +835+596.4% | Added |
| Enterprise Trust & Investment Co | 1,200 | $35.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,250 | $37.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,322 | $39.0K | 0.00% | +1,322 | 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 |
| Anchor Investment Management, LLC | 1,750 | $51.4K | 0.01% | +1,750 | New |
| Money Concepts Capital Corp | 1,792 | $53.0K | 0.00% | +1,792 | New |
| Spire Wealth Management | 1,947 | $57.0K | 0.00% | −619−24.1% | Reduced |
| Future Financial Wealth Managment LLC | 2,000 | $59.0K | 0.05% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,329 | $68.4K | 0.00% | +93+4.2% | Added |
| Ellis Investment Partners, LLC | 2,661 | $78.0K | 0.02% | −272−9.3% | Reduced |
| Focused Wealth Management, Inc | 2,717 | $80.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,215 | $95.0K | 0.00% | +484+17.7% | Added |
| BlackRock Inc. | 5,000 | $147.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 6,763 | $198.0K | 0.12% | −315,426−97.9% | 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 |
| Tranquility Partners, LLC | 6,863 | $202.0K | 0.09% | −85−1.2% | Reduced |
| B. Riley Wealth Management, Inc. | 6,986 | $205.0K | 0.02% | −30,297−81.3% | Reduced |
| Waddell & Associates, LLC | 7,500 | $220.0K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,751 | $228.0K | 0.00% | +77+1.0% | Added |
| Atria Wealth Solutions, Inc. | 8,038 | $236.0K | 0.00% | +8,038 | New |
| IFG Advisory, LLC | 8,089 | $237.0K | 0.02% | +1,471+22.2% | Added |
| Envestnet Asset Management Inc | 8,536 | $251.0K | 0.00% | +8,536 | New |
| Blue Bell Private Wealth Management, LLC | 8,941 | $263.0K | 0.07% | −1,124−11.2% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 9,400 | $276.0K | 0.09% | +9,400 | New |
| 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 |
| Fortis Advisors, LLC | 10,795 | $317.0K | 0.17% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 11,375 | $334.0K | 0.19% | −23,306−67.2% | Reduced |
| US Bancorp | 12,105 | $355.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 13,250 | $389.0K | 0.00% | −358−2.6% | Reduced |
| Delta Investment Management, LLC | 14,000 | $411.0K | 0.12% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 14,786 | $434.0K | 0.31% | +14,786 | New |
| Cetera Advisors LLC | 14,804 | $435.0K | 0.01% | +3,233+27.9% | Added |
| Qube Research & Technologies Ltd | 15,569 | $457.0K | 0.00% | +3,000+23.9% | Added |
| Lincoln National Corp | 15,683 | $461.0K | 0.01% | +6,008+62.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,224 | $477.0K | 0.00% | +6,167+61.3% | Added |
| Stockman Wealth Management, Inc. | 16,525 | $485.0K | 0.10% | −91−0.5% | Reduced |
| Raymond James Trust N.A. | 16,800 | $493.0K | 0.02% | −700−4.0% | Reduced |
| D.A. Davidson & Co. | 16,997 | $499.0K | 0.01% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 17,230 | $506.0K | 0.09% | +17,230 | New |
| 55I, LLC | 19,189 | $564.0K | 0.01% | +5,370+38.9% | Added |
| Claraphi Advisory Network, LLC | 19,342 | $568.0K | 0.16% | −1,329−6.4% | Reduced |
| Quantedge Capital Pte Ltd | 19,600 | $576.0K | 0.17% | +19,600 | New |
| Sentinel Trust Co Lba | 25,000 | $734.0K | 0.09% | +25,000 | New |
| Litman Gregory Asset Management LLC | 26,737 | $785.0K | 0.11% | +6,510+32.2% | Added |
| Centaurus Financial, Inc. | 32,305 | $949.0K | 0.07% | +32,305 | New |
| Transcend Wealth Collective, LLC | 34,130 | $1.00M | 0.09% | −24,186−41.5% | Reduced |
| Landscape Capital Management, L.L.C. | 40,898 | $1.20M | 0.15% | +40,898 | New |
| Wedbush Securities Inc | 42,080 | $1.24M | 0.06% | +408+1.0% | Added |
| Ameriprise Financial Inc | 45,838 | $1.35M | 0.00% | −8,866−16.2% | Reduced |
| Commonwealth Equity Services, LLC | 52,837 | $1.55M | 0.00% | +3,785+7.7% | Added |
| Oppenheimer & Co Inc | 63,878 | $1.88M | 0.03% | −4,325−6.3% | Reduced |
| Invesco Ltd. | 69,120 | $2.03M | 0.00% | −6,601−8.7% | Reduced |
| City of London Investment Management Co Ltd | 69,950 | $2.05M | 0.13% | +57,250+450.8% | Added |
| LPL Financial LLC | 71,331 | $2.10M | 0.00% | −13,601−16.0% | Reduced |
| Truist Financial Corp | 71,867 | $2.11M | 0.00% | −56,610−44.1% | Reduced |
| Claro Advisors LLC | 56,319 | $2.19M | 0.79% | 00.0% | Unchanged |
| First Trust Advisors LP | 85,441 | $2.51M | 0.00% | −1,691−1.9% | Reduced |
| Wolverine Asset Management LLC | 86,905 | $2.55M | 0.03% | +86,905 | New |
| Janney Montgomery Scott LLC | 97,242 | $2.86M | 0.01% | −2,847−2.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 127,244 | $3.74M | 1.40% | −38,513−23.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 129,059 | $3.79M | 0.06% | −22,973−15.1% | Reduced |
| Smith, Moore & Co. | 130,048 | $3.82M | 0.52% | +15,172+13.2% | Added |
| Karpus Management, Inc. | 146,884 | $4.31M | 0.13% | +99,449+209.7% | Added |
| Stifel Financial Corp | 150,486 | $4.42M | 0.01% | −9,901−6.2% | Reduced |
| Rockefeller Capital Management L.P. | 164,919 | $4.84M | 0.02% | +9,060+5.8% | Added |
| First Republic Investment Management, Inc. | 170,561 | $5.01M | 0.01% | +8,894+5.5% | Added |
| 1832 Asset Management L.P. | 175,196 | $5.08M | 0.01% | −47,118−21.2% | Reduced |
| Bickling Financial Services, Inc. | 186,575 | $5.48M | 2.81% | +1,156+0.6% | Added |
| Royal Bank of Canada | 262,544 | $7.71M | 0.00% | +81,482+45.0% | Added |
| Lazard Asset Management LLC | 339,495 | $9.97M | 0.01% | +3,648+1.1% | Added |
| 1607 Capital Partners, LLC | 435,868 | $12.8M | 0.75% | +161,421+58.8% | Added |
| Amplius Wealth Advisors, LLC | 452,015 | $13.3M | 2.04% | +211,194+87.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 509,659 | $15.0M | 0.03% | +37,244+7.9% | Added |
| Wells Fargo & Company | 630,496 | $18.5M | 0.00% | +62,759+11.1% | Added |
| Bank of America Corp | 1,170,709 | $34.4M | 0.00% | −103,980−8.2% | Reduced |
| Raymond James & Associates | 1,228,533 | $36.1M | 0.03% | +31,791+2.7% | Added |
| UBS Group AG | 2,125,886 | $62.4M | 0.03% | −513,227−19.4% | Reduced |
| Morgan Stanley | 5,541,594 | $162.8M | 0.02% | −51,684−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 34,511 | – | – | +7,590+28.2% | Added |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −43,607−100.0% | Sold out |