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, Q2 2022
Institutional positions in BlackRock Science & Technology Term Trust as of Jun 30, 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
- 92
- −7 vs. Q1 2022
- Shares held
- 16.2M
- +513.9K (+3.3%) vs. Q1 2022
- Total value
- $317.7M
- −$137.0M (−30.1%) vs. Q1 2022
- New holders
- 13
- 31 more added
- Sold out
- 20
- 27 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BDO Wealth Advisors, LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $2.00K | 0.00% | −1,847−94.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 116 | $2.00K | 0.00% | +4+3.6% | Added |
| Beaird Harris Wealth Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 110 | $2.00K | 0.00% | +110 | New |
| Wagner Wealth Management, LLC | 250 | $5.00K | 0.00% | +250 | New |
| Bessemer Group Inc | 308 | $6.00K | 0.00% | +308 | New |
| Money Concepts Capital Corp | 375 | $7.00K | 0.00% | −1,417−79.1% | Reduced |
| CWM, LLC | 440 | $9.00K | 0.00% | +440 | New |
| Larson Financial Group LLC | 600 | $12.0K | 0.00% | +525+700.0% | Added |
| IFP Advisors, Inc | 630 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 753 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 750 | $15.0K | 0.00% | +750 | New |
| JFS Wealth Advisors, LLC | 924 | $18.0K | 0.00% | +11+1.2% | Added |
| Signaturefd, LLC | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,250 | $24.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,322 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,497 | $29.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,522 | $30.0K | 0.01% | +39+2.6% | Added |
| Anchor Investment Management, LLC | 1,750 | $34.3K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,976 | $39.0K | 0.02% | +1,001+102.7% | Added |
| American Portfolios Advisors | 2,405 | $47.1K | 0.00% | +76+3.3% | Added |
| Focused Wealth Management, Inc | 2,717 | $53.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,732 | $53.0K | 0.01% | +71+2.7% | Added |
| Covington Capital Management | 2,999 | $59.0K | 0.00% | +2,999 | New |
| BlackRock Inc. | 5,000 | $98.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 5,800 | $114.0K | 0.05% | −4,700−44.8% | Reduced |
| Parallel Advisors, LLC | 6,902 | $135.0K | 0.01% | +146+2.2% | Added |
| The PNC Financial Services Group, Inc. | 8,421 | $165.0K | 0.00% | +5,206+161.9% | Added |
| Fortis Advisors, LLC | 10,795 | $211.0K | 0.14% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10,843 | $212.0K | 0.07% | +1,902+21.3% | Added |
| B. Riley Wealth Management, Inc. | 11,905 | $233.0K | 0.02% | +4,919+70.4% | Added |
| US Bancorp | 12,105 | $237.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,500 | $245.0K | 0.00% | +12,500 | New |
| Cetera Advisor Networks LLC | 13,654 | $267.0K | 0.00% | +13,654 | New |
| Delta Investment Management, LLC | 14,000 | $274.0K | 0.12% | 00.0% | Unchanged |
| Mariner, LLC | 14,250 | $279.0K | 0.00% | +1,000+7.5% | Added |
| Lincoln National Corp | 14,696 | $288.0K | 0.01% | −987−6.3% | Reduced |
| Cetera Advisors LLC | 14,858 | $291.0K | 0.01% | +54+0.4% | Added |
| Stockman Wealth Management, Inc. | 15,021 | $294.0K | 0.07% | −1,504−9.1% | Reduced |
| D.A. Davidson & Co. | 15,497 | $304.0K | 0.00% | −1,500−8.8% | Reduced |
| Qube Research & Technologies Ltd | 15,569 | $305.0K | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 16,362 | $321.0K | 0.05% | −10,375−38.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,700 | $327.0K | 0.00% | +476+2.9% | Added |
| Raymond James Trust N.A. | 16,800 | $330.0K | 0.01% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 17,432 | $341.0K | 0.06% | +202+1.2% | Added |
| Hightower 6M Holding, LLC | 17,458 | $342.0K | 0.03% | +17,458 | New |
| Claraphi Advisory Network, LLC | 18,728 | $367.0K | 0.13% | −614−3.2% | Reduced |
| NewEdge Wealth, LLC | 20,177 | $395.0K | 0.02% | +20,177 | New |
| Sentinel Trust Co Lba | 23,960 | $469.0K | 0.07% | −1,040−4.2% | Reduced |
| First Trust Advisors LP | 24,005 | $470.0K | 0.00% | −61,436−71.9% | Reduced |
| Ameriprise Financial Inc | 33,810 | $663.0K | 0.00% | −12,028−26.2% | Reduced |
| Transcend Wealth Collective, LLC | 34,553 | $677.0K | 0.07% | +423+1.2% | Added |
| Wedbush Securities Inc | 38,652 | $757.0K | 0.04% | −3,428−8.1% | Reduced |
| Centaurus Financial, Inc. | 39,536 | $775.0K | 0.08% | +7,231+22.4% | Added |
| Advisors Asset Management, Inc. | 41,754 | $818.0K | 0.01% | +41,754 | New |
| Invesco Ltd. | 43,438 | $851.0K | 0.00% | −25,682−37.2% | Reduced |
| Advisor Group Holdings, Inc. | 46,461 | $912.0K | 0.00% | +11,950+34.6% | Added |
| Access Financial Services, Inc. | 48,399 | $948.0K | 0.54% | +48,399 | New |
| Commonwealth Equity Services, LLC | 52,489 | $1.03M | 0.00% | −348−0.7% | Reduced |
| Oppenheimer & Co Inc | 59,770 | $1.17M | 0.03% | −4,108−6.4% | Reduced |
| Truist Financial Corp | 68,799 | $1.35M | 0.00% | −3,068−4.3% | Reduced |
| Claro Advisors LLC | 70,617 | $1.38M | 0.55% | +14,298+25.4% | Added |
| Janney Montgomery Scott LLC | 93,964 | $1.94M | 0.01% | −3,278−3.4% | Reduced |
| Landscape Capital Management, L.L.C. | 103,733 | $2.03M | 0.27% | +62,835+153.6% | Added |
| Steward Partners Investment Advisory, LLC | 122,705 | $2.40M | 0.04% | −6,354−4.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 127,614 | $2.50M | 1.04% | +370+0.3% | Added |
| City of London Investment Management Co Ltd | 139,476 | $2.73M | 0.20% | +69,526+99.4% | Added |
| Rockefeller Capital Management L.P. | 154,663 | $3.03M | 0.02% | −10,256−6.2% | Reduced |
| Stifel Financial Corp | 164,669 | $3.23M | 0.01% | +14,183+9.4% | Added |
| Smith, Moore & Co. | 166,036 | $3.25M | 0.50% | +35,988+27.7% | Added |
| First Republic Investment Management, Inc. | 169,309 | $3.32M | 0.01% | −1,252−0.7% | Reduced |
| Wolverine Asset Management LLC | 173,992 | $3.41M | 0.04% | +87,087+100.2% | Added |
| Quantedge Capital Pte Ltd | 183,231 | $3.59M | 0.72% | +163,631+834.9% | Added |
| Bickling Financial Services, Inc. | 183,689 | $3.60M | 2.28% | −2,886−1.5% | Reduced |
| LPL Financial LLC | 195,813 | $3.84M | 0.00% | +124,482+174.5% | Added |
| Royal Bank of Canada | 258,776 | $5.07M | 0.00% | −3,768−1.4% | Reduced |
| Mangrove Partners | 298,853 | $5.86M | 0.45% | +298,853 | New |
| Karpus Management, Inc. | 332,853 | $6.52M | 0.22% | +185,969+126.6% | Added |
| Lazard Asset Management LLC | 339,495 | $6.65M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 519,333 | $10.2M | 0.02% | +9,674+1.9% | Added |
| 1607 Capital Partners, LLC | 570,030 | $11.2M | 0.76% | +134,162+30.8% | Added |
| Wells Fargo & Company | 627,461 | $12.3M | 0.00% | −3,035−0.5% | Reduced |
| Amplius Wealth Advisors, LLC | 716,516 | $14.0M | 2.27% | +264,501+58.5% | Added |
| Bank of America Corp | 1,049,699 | $20.6M | 0.00% | −121,010−10.3% | Reduced |
| Raymond James & Associates | 1,201,012 | $23.5M | 0.02% | −27,521−2.2% | Reduced |
| UBS Group AG | 1,886,888 | $37.0M | 0.02% | −238,998−11.2% | Reduced |
| Morgan Stanley | 5,451,995 | $106.8M | 0.01% | −89,599−1.6% | Reduced |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −175,196−100.0% | Sold out |
| 55I, LLC | 0 | $0 | 0.00% | −19,189−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −14,786−100.0% | Sold out |
| Tru Independence Asset Management 2, LLC | 0 | $0 | 0.00% | −11,375−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −8,536−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −8,089−100.0% | Sold out |