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 2022
Institutional positions in BlackRock Science & Technology Term Trust as of Dec 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
- 104
- +27 vs. Q3 2022
- Shares held
- 17.2M
- +1.66M (+10.6%) vs. Q3 2022
- Total value
- $270.1M
- −$5.05M (−1.8%) vs. Q3 2022
- New holders
- 36
- 28 more added
- Sold out
- 9
- 28 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 1,497 | $23 | 0.00% | +1,497 | New |
| FMR LLC | 2 | $31 | 0.00% | +2 | New |
| Allworth Financial LP | 13 | $206 | 0.00% | +13 | New |
| Valley National Advisers Inc | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 83 | $1.30K | 0.00% | +83 | New |
| Beaird Harris Wealth Management, LLC | 100 | $1.56K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 123 | $1.92K | 0.00% | +123 | New |
| Castleview Partners, LLC | 171 | $2.67K | 0.00% | +171 | New |
| Plante Moran Financial Advisors, LLC | 223 | $3.49K | 0.00% | −1,027−82.2% | Reduced |
| Tower Research Capital LLC (TRC) | 255 | $4.00K | 0.00% | +255 | New |
| Slocum, Gordon & Co LLP | 275 | $4.30K | 0.00% | +275 | New |
| Geneos Wealth Management Inc. | 450 | $7.04K | 0.00% | +450 | New |
| First Manhattan Co | 515 | $8.05K | 0.00% | +515 | New |
| Larson Financial Group LLC | 700 | $10.9K | 0.00% | +100+16.7% | Added |
| Global Retirement Partners, LLC | 750 | $11.7K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 800 | $12.5K | 0.00% | +800 | New |
| Ancora Advisors, LLC | 923 | $14.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 661 | $14.0K | 0.00% | +31+4.9% | Added |
| M&R Capital Management Inc | 905 | $14.2K | 0.00% | +905 | New |
| JFS Wealth Advisors, LLC | 950 | $14.9K | 0.00% | +15+1.6% | Added |
| Retirement Group, LLC | 928 | $15.0K | 0.01% | +928 | New |
| Signaturefd, LLC | 1,000 | $15.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,000 | $15.6K | 0.00% | +1,000 | New |
| Bessemer Group Inc | 1,026 | $16.0K | 0.00% | +1,026 | New |
| ICA Group Wealth Management, LLC | 1,120 | $17.5K | 0.00% | +1,120 | New |
| Money Concepts Capital Corp | 1,200 | $18.8K | 0.00% | +1,200 | New |
| Focused Wealth Management, Inc | 1,279 | $20.0K | 0.00% | −1,541−54.6% | Reduced |
| Clearstead Advisors, LLC | 1,322 | $20.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,600 | $25.0K | 0.00% | +1,600 | New |
| Aspire Private Capital, LLC | 1,622 | $25.4K | 0.01% | +55+3.5% | Added |
| Anchor Investment Management, LLC | 1,750 | $27.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,700 | $42.2K | 0.00% | −8,209−75.2% | Reduced |
| Parallel Advisors, LLC | 4,851 | $75.9K | 0.00% | −1,636−25.2% | Reduced |
| BlackRock Inc. | 5,000 | $78.2K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 6,326 | $98.9K | 0.02% | +6,326 | New |
| SG3 Management, LLC | 10,000 | $156.4K | 0.10% | +10,000 | New |
| Blue Bell Private Wealth Management, LLC | 10,381 | $162.4K | 0.05% | +138+1.3% | Added |
| Qube Research & Technologies Ltd | 11,269 | $176.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 12,487 | $195.3K | 0.00% | +12,487 | New |
| Sentinel Trust Co Lba | 12,960 | $203.0K | 0.03% | −11,000−45.9% | Reduced |
| Litman Gregory Asset Management LLC | 13,677 | $213.9K | 0.03% | −1,740−11.3% | Reduced |
| Delta Investment Management, LLC | 14,000 | $219.0K | 0.07% | 00.0% | Unchanged |
| Creative Planning | 14,200 | $222.1K | 0.00% | +1,172+9.0% | Added |
| Stockman Wealth Management, Inc. | 14,285 | $223.4K | 0.05% | −988−6.5% | Reduced |
| Mariner, LLC | 15,066 | $236.0K | 0.00% | +1,704+12.8% | Added |
| Transcend Wealth Collective, LLC | 15,474 | $242.0K | 0.03% | −19,619−55.9% | Reduced |
| Firethorn Wealth Partners, LLC | 15,589 | $243.8K | 0.21% | +15,589 | New |
| Citadel Advisors LLC | 16,022 | $250.6K | 0.00% | +16,022 | New |
| Raymond James Trust N.A. | 16,800 | $263.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 17,353 | $271.4K | 0.00% | −5,951−25.5% | Reduced |
| Eudaimonia Partners, LLC | 18,087 | $282.9K | 0.07% | +218+1.2% | Added |
| Invesco Ltd. | 18,683 | $292.2K | 0.00% | −15,026−44.6% | Reduced |
| First Trust Advisors LP | 20,640 | $322.8K | 0.00% | −1,500−6.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,810 | $341.0K | 0.00% | +4,656+27.1% | Added |
| Amplius Wealth Advisors, LLC | 28,146 | $440.2K | 0.07% | −517,230−94.8% | Reduced |
| Insigneo Advisory Services, LLC | 30,838 | $482.0K | 0.18% | +30,838 | New |
| Dakota Wealth Management | 31,095 | $486.3K | 0.03% | +7,110+29.6% | Added |
| Centaurus Financial, Inc. | 31,819 | $498.0K | 0.05% | −1,841−5.5% | Reduced |
| Walleye Capital LLC | 32,289 | $505.0K | 0.01% | +32,289 | New |
| NewEdge Wealth, LLC | 34,577 | $540.8K | 0.02% | +11,128+47.5% | Added |
| Bank of Montreal | 28,063 | $548.6K | 0.00% | +28,063 | New |
| Jane Street Group, LLC | 35,087 | $548.8K | 0.00% | +35,087 | New |
| The PNC Financial Services Group, Inc. | 39,191 | $612.9K | 0.00% | +9,329+31.2% | Added |
| International Assets Investment Management, LLC | 30,285 | $665.3K | 0.07% | +30,285 | New |
| Regent Peak Wealth Advisors LLC | 46,642 | $795.8K | 0.26% | +52+0.1% | Added |
| HighTower Advisors, LLC | 54,247 | $849.0K | 0.00% | +54,247 | New |
| Janney Montgomery Scott LLC | 54,589 | $854.0K | 0.00% | −29,453−35.0% | Reduced |
| Oppenheimer & Co Inc | 57,535 | $899.8K | 0.02% | −6,019−9.5% | Reduced |
| Commonwealth Equity Services, LLC | 61,294 | $958.0K | 0.00% | +6,865+12.6% | Added |
| Truist Financial Corp | 66,004 | $1.03M | 0.00% | −2,146−3.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 66,695 | $1.04M | 0.02% | −64,664−49.2% | Reduced |
| Advisor Group Holdings, Inc. | 76,302 | $1.19M | 0.00% | +16,849+28.3% | Added |
| First Republic Investment Management, Inc. | 76,929 | $1.20M | 0.00% | −110,955−59.1% | Reduced |
| Claro Advisors LLC | 78,848 | $1.23M | 0.40% | +8,231+11.7% | Added |
| Matisse Capital | 80,000 | $1.25M | 1.11% | +80,000 | New |
| Ameriprise Financial Inc | 121,941 | $1.91M | 0.00% | +77,045+171.6% | Added |
| Rockefeller Capital Management L.P. | 121,956 | $1.91M | 0.01% | −22,745−15.7% | Reduced |
| Elequin Capital LP | 137,807 | $2.16M | 0.61% | +137,807 | New |
| Bickling Financial Services, Inc. | 138,890 | $2.17M | 1.36% | −41,896−23.2% | Reduced |
| Stifel Financial Corp | 141,749 | $2.22M | 0.00% | −21,572−13.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 159,003 | $2.49M | 1.02% | +158,903+158,903.0% | Added |
| Wedbush Securities Inc | 181,108 | $2.83M | 0.16% | +141,189+353.7% | Added |
| Rivernorth Capital Management, LLC | 186,496 | $2.92M | 0.13% | +186,496 | New |
| Smith, Moore & Co. | 188,185 | $2.94M | 0.41% | +3,534+1.9% | Added |
| Clough Capital Partners L P | 204,200 | $3.19M | 0.32% | +204,200 | New |
| Landscape Capital Management, L.L.C. | 209,980 | $3.28M | 0.48% | +111,361+112.9% | Added |
| LPL Financial LLC | 217,867 | $3.41M | 0.00% | +9,278+4.4% | Added |
| Woodline Partners LP | 269,778 | $4.22M | 0.06% | +269,778 | New |
| Mangrove Partners | 290,073 | $4.54M | 0.43% | +290,073 | New |
| City of London Investment Management Co Ltd | 321,729 | $5.03M | 0.40% | +141,259+78.3% | Added |
| Royal Bank of Canada | 336,879 | $5.27M | 0.00% | +60,650+22.0% | Added |
| Lazard Asset Management LLC | 339,495 | $5.31M | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 344,133 | $5.38M | 0.08% | +168,245+95.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 393,087 | $6.15M | 0.01% | −110,180−21.9% | Reduced |
| Wells Fargo & Company | 404,275 | $6.32M | 0.00% | −256,689−38.8% | Reduced |
| Saba Capital Management, L.P. | 524,119 | $8.20M | 0.14% | +524,119 | New |
| 1607 Capital Partners, LLC | 548,830 | $8.58M | 0.59% | −16,100−2.8% | Reduced |
| Quantedge Capital Pte Ltd | 617,545 | $9.66M | 3.24% | +424,945+220.6% | Added |
| Logan Stone Capital, LLC | 706,673 | $11.1M | 4.14% | +690,261+4,205.8% | Added |
| Bank of America Corp | 807,363 | $12.6M | 0.00% | −150,789−15.7% | Reduced |