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, Q3 2022
Institutional positions in BlackRock Science & Technology Term Trust as of Sep 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
- 81
- −9 vs. Q2 2022
- Shares held
- 15.6M
- −601.4K (−3.7%) vs. Q2 2022
- Total value
- $275.3M
- −$42.1M (−13.3%) vs. Q2 2022
- New holders
- 11
- 28 more added
- Sold out
- 20
- 26 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 33 | $1.00K | 0.00% | +33 | New |
| Thomas J. Herzfeld Advisors, Inc. | 100 | $2.00K | 0.00% | −127,514−99.9% | Reduced |
| Wagner Wealth Management, LLC | 100 | $2.00K | 0.00% | −150−60.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 115 | $2.00K | 0.00% | +115 | New |
| Advanced Research Investment Solutions, LLC | 525 | $9.00K | 0.01% | +525 | New |
| Larson Financial Group LLC | 600 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 750 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 630 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 800 | $14.0K | 0.00% | +800 | New |
| Ancora Advisors, LLC | 923 | $16.0K | 0.00% | −574−38.3% | Reduced |
| JFS Wealth Advisors, LLC | 935 | $17.0K | 0.00% | +11+1.2% | Added |
| Signaturefd, LLC | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,250 | $22.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,220 | $22.0K | 0.00% | +1,220 | New |
| Clearstead Advisors, LLC | 1,322 | $23.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,468 | $26.0K | 0.01% | +1,468 | New |
| Aspire Private Capital, LLC | 1,567 | $28.0K | 0.01% | +45+3.0% | Added |
| Anchor Investment Management, LLC | 1,750 | $30.9K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,477 | $43.7K | 0.00% | +72+3.0% | Added |
| Ellis Investment Partners, LLC | 2,813 | $49.0K | 0.01% | +81+3.0% | Added |
| Focused Wealth Management, Inc | 2,820 | $50.0K | 0.01% | +103+3.8% | Added |
| Covington Capital Management | 2,999 | $53.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 5,000 | $88.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,487 | $114.0K | 0.01% | −415−6.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10,243 | $181.0K | 0.06% | −600−5.5% | Reduced |
| Cetera Advisors LLC | 10,719 | $189.0K | 0.00% | −4,139−27.9% | Reduced |
| US Bancorp | 10,909 | $193.0K | 0.00% | −1,196−9.9% | Reduced |
| Qube Research & Technologies Ltd | 11,269 | $199.0K | 0.00% | −4,300−27.6% | Reduced |
| National Asset Management, Inc. | 12,897 | $228.0K | 0.01% | +12,897 | New |
| Creative Planning | 13,028 | $230.0K | 0.00% | +528+4.2% | Added |
| Mariner, LLC | 13,362 | $236.0K | 0.00% | −888−6.2% | Reduced |
| Delta Investment Management, LLC | 14,000 | $247.0K | 0.11% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 15,273 | $269.0K | 0.07% | +252+1.7% | Added |
| Litman Gregory Asset Management LLC | 15,417 | $272.0K | 0.04% | −945−5.8% | Reduced |
| Logan Stone Capital, LLC | 16,412 | $290.0K | 0.19% | +16,412 | New |
| Raymond James Trust N.A. | 16,800 | $297.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,154 | $303.0K | 0.00% | +454+2.7% | Added |
| Eudaimonia Partners, LLC | 17,869 | $315.0K | 0.08% | +437+2.5% | Added |
| First Trust Advisors LP | 22,140 | $391.0K | 0.00% | −1,865−7.8% | Reduced |
| Cohen & Steers, Inc. | 22,390 | $395.0K | 0.00% | +22,390 | New |
| Cetera Advisor Networks LLC | 23,304 | $411.0K | 0.01% | +9,650+70.7% | Added |
| NewEdge Wealth, LLC | 23,449 | $414.0K | 0.02% | +3,272+16.2% | Added |
| Sentinel Trust Co Lba | 23,960 | $423.0K | 0.07% | 00.0% | Unchanged |
| Dakota Wealth Management | 23,985 | $424.0K | 0.03% | +23,985 | New |
| The PNC Financial Services Group, Inc. | 29,862 | $527.0K | 0.00% | +21,441+254.6% | Added |
| Centaurus Financial, Inc. | 33,660 | $594.0K | 0.06% | −5,876−14.9% | Reduced |
| Invesco Ltd. | 33,709 | $595.0K | 0.00% | −9,729−22.4% | Reduced |
| Transcend Wealth Collective, LLC | 35,093 | $619.0K | 0.07% | +540+1.6% | Added |
| Wedbush Securities Inc | 39,919 | $704.0K | 0.04% | +1,267+3.3% | Added |
| Ameriprise Financial Inc | 44,896 | $792.0K | 0.00% | +11,086+32.8% | Added |
| Regent Peak Wealth Advisors LLC | 46,590 | $821.0K | 0.29% | +46,590 | New |
| Commonwealth Equity Services, LLC | 54,429 | $960.0K | 0.00% | +1,940+3.7% | Added |
| Advisor Group Holdings, Inc. | 59,453 | $1.05M | 0.00% | +12,992+28.0% | Added |
| Oppenheimer & Co Inc | 63,554 | $1.12M | 0.03% | +3,784+6.3% | Added |
| Truist Financial Corp | 68,150 | $1.20M | 0.00% | −649−0.9% | Reduced |
| Claro Advisors LLC | 70,617 | $1.38M | 0.55% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 84,042 | $1.48M | 0.01% | −9,922−10.6% | Reduced |
| Landscape Capital Management, L.L.C. | 98,619 | $1.74M | 0.23% | −5,114−4.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 131,359 | $2.32M | 0.04% | +8,654+7.1% | Added |
| Rockefeller Capital Management L.P. | 144,701 | $2.55M | 0.01% | −9,962−6.4% | Reduced |
| Stifel Financial Corp | 163,321 | $2.88M | 0.00% | −1,348−0.8% | Reduced |
| Wolverine Asset Management LLC | 175,888 | $3.10M | 0.05% | +1,896+1.1% | Added |
| City of London Investment Management Co Ltd | 180,470 | $3.18M | 0.28% | +40,994+29.4% | Added |
| Bickling Financial Services, Inc. | 180,786 | $3.19M | 2.15% | −2,903−1.6% | Reduced |
| Smith, Moore & Co. | 184,651 | $3.26M | 0.49% | +18,615+11.2% | Added |
| First Republic Investment Management, Inc. | 187,884 | $3.31M | 0.01% | +18,575+11.0% | Added |
| Quantedge Capital Pte Ltd | 192,600 | $3.40M | 1.05% | +9,369+5.1% | Added |
| LPL Financial LLC | 208,589 | $3.68M | 0.00% | +12,776+6.5% | Added |
| Royal Bank of Canada | 276,229 | $4.87M | 0.00% | +17,453+6.7% | Added |
| Lazard Asset Management LLC | 339,495 | $5.99M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 503,267 | $8.88M | 0.02% | −16,066−3.1% | Reduced |
| Amplius Wealth Advisors, LLC | 545,376 | $9.62M | 1.72% | −171,140−23.9% | Reduced |
| 1607 Capital Partners, LLC | 564,930 | $9.96M | 0.77% | −5,100−0.9% | Reduced |
| Wells Fargo & Company | 660,964 | $11.7M | 0.00% | +33,503+5.3% | Added |
| Bank of America Corp | 958,152 | $16.9M | 0.00% | −91,547−8.7% | Reduced |
| Raymond James & Associates | 1,111,837 | $19.6M | 0.02% | −89,175−7.4% | Reduced |
| Karpus Management, Inc. | 1,162,554 | $20.5M | 0.72% | +829,701+249.3% | Added |
| UBS Group AG | 1,638,790 | $28.9M | 0.02% | −248,098−13.1% | Reduced |
| Morgan Stanley | 4,950,121 | $87.3M | 0.01% | −501,874−9.2% | Reduced |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −10,795−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −298,853−100.0% | Sold out |
| Access Financial Services, Inc. | 0 | $0 | 0.00% | −48,399−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −41,754−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −18,728−100.0% | Sold out |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −17,458−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −15,497−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −14,696−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −1,976−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −6−100.0% | Sold out |