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 2023
Institutional positions in BlackRock Science & Technology Term Trust as of Mar 31, 2023. 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
- 94
- −9 vs. Q4 2022
- Shares held
- 15.6M
- −1.50M (−8.8%) vs. Q4 2022
- Total value
- $291.8M
- +$23.8M (+8.9%) vs. Q4 2022
- New holders
- 16
- 30 more added
- Sold out
- 25
- 33 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $659.5M |
| 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 2023
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,067,816 | $76.0M | 0.01% | −241,400−5.6% | Reduced |
| UBS Group AG | 1,395,064 | $26.1M | 0.01% | +256,716+22.6% | Added |
| Karpus Management, Inc. | 1,275,568 | $23.8M | 0.75% | −303,027−19.2% | Reduced |
| Invesco Ltd. | 1,163,849 | $21.8M | 0.01% | +1,145,166+6,129.5% | Added |
| Raymond James & Associates | 910,543 | $17.0M | 0.01% | −27,203−2.9% | Reduced |
| Bank of America Corp | 801,576 | $15.0M | 0.00% | −5,787−0.7% | Reduced |
| 1607 Capital Partners, LLC | 539,188 | $10.1M | 0.71% | −9,642−1.8% | Reduced |
| Saba Capital Management, L.P. | 524,119 | $9.80M | 0.24% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 428,385 | $8.01M | 0.02% | +35,298+9.0% | Added |
| Quantedge Capital Pte Ltd | 372,449 | $6.96M | 2.72% | −245,096−39.7% | Reduced |
| Wells Fargo & Company | 358,276 | $6.70M | 0.00% | −45,999−11.4% | Reduced |
| Lazard Asset Management LLC | 339,495 | $6.34M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 321,756 | $6.01M | 0.00% | −15,123−4.5% | Reduced |
| Wedbush Securities Inc | 321,510 | $6.01M | 0.30% | +140,402+77.5% | Added |
| City of London Investment Management Co Ltd | 225,972 | $4.22M | 0.32% | −95,757−29.8% | Reduced |
| Clough Capital Partners L P | 223,600 | $4.18M | 0.45% | +19,400+9.5% | Added |
| LPL Financial LLC | 217,969 | $4.07M | 0.00% | +1020.0% | Added |
| Smith, Moore & Co. | 182,909 | $3.42M | 0.46% | −5,276−2.8% | Reduced |
| Woodline Partners LP | 162,077 | $3.03M | 0.04% | −107,701−39.9% | Reduced |
| Stifel Financial Corp | 128,735 | $2.41M | 0.00% | −13,014−9.2% | Reduced |
| Rockefeller Capital Management L.P. | 122,855 | $2.30M | 0.01% | +899+0.7% | Added |
| Advisor Group Holdings, Inc. | 88,748 | $1.66M | 0.00% | +12,446+16.3% | Added |
| Claro Advisors LLC | 82,638 | $1.54M | 0.45% | +3,790+4.8% | Added |
| Matisse Capital | 80,000 | $1.50M | 0.97% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 77,202 | $1.44M | 0.57% | −629,471−89.1% | Reduced |
| Truist Financial Corp | 70,545 | $1.32M | 0.00% | +4,541+6.9% | Added |
| First Republic Investment Management, Inc. | 69,136 | $1.29M | 0.00% | −7,793−10.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 62,860 | $1.17M | 0.02% | −3,835−5.8% | Reduced |
| JPMorgan Chase & Co | 58,974 | $1.10M | 0.00% | +58,974 | New |
| Oppenheimer & Co Inc | 58,358 | $1.09M | 0.02% | +823+1.4% | Added |
| Commonwealth Equity Services, LLC | 56,321 | $1.05M | 0.00% | −4,973−8.1% | Reduced |
| Janney Montgomery Scott LLC | 51,135 | $956.0K | 0.00% | −3,454−6.3% | Reduced |
| Landscape Capital Management, L.L.C. | 48,671 | $909.7K | 0.12% | −161,309−76.8% | Reduced |
| NewEdge Wealth, LLC | 46,145 | $862.5K | 0.03% | +11,568+33.5% | Added |
| CNH Partners LLC | 45,361 | $847.8K | 0.03% | +45,361 | New |
| Baird Financial Group, Inc. | 40,886 | $764.2K | 0.00% | +40,886 | New |
| Ameriprise Financial Inc | 32,851 | $614.0K | 0.00% | −89,090−73.1% | Reduced |
| Dakota Wealth Management | 32,170 | $601.3K | 0.04% | +1,075+3.5% | Added |
| Bank of Montreal | 29,545 | $593.9K | 0.00% | +1,482+5.3% | Added |
| Insigneo Advisory Services, LLC | 30,869 | $576.9K | 0.18% | +31+0.1% | Added |
| The PNC Financial Services Group, Inc. | 30,310 | $566.5K | 0.00% | −8,881−22.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,055 | $524.0K | 0.00% | +6,245+28.6% | Added |
| Amplius Wealth Advisors, LLC | 25,930 | $484.6K | 0.07% | −2,216−7.9% | Reduced |
| Centaurus Financial, Inc. | 25,814 | $482.0K | 0.04% | −6,005−18.9% | Reduced |
| NWF Advisory Services Inc. | 25,975 | $470.4K | 0.11% | +25,975 | New |
| Qube Research & Technologies Ltd | 25,044 | $468.1K | 0.00% | +13,775+122.2% | Added |
| Eudaimonia Partners, LLC | 18,628 | $348.2K | 0.08% | +541+3.0% | Added |
| Firethorn Wealth Partners, LLC | 19,898 | $328.5K | 0.26% | +4,309+27.6% | Added |
| Raymond James Trust N.A. | 16,800 | $314.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 15,903 | $297.2K | 0.00% | −1,450−8.4% | Reduced |
| Atomi Financial Group, Inc. | 15,609 | $291.7K | 0.16% | +15,609 | New |
| Transcend Wealth Collective, LLC | 15,191 | $283.9K | 0.03% | −283−1.8% | Reduced |
| Quarry LP | 15,100 | $282.2K | 0.16% | +15,100 | New |
| SeaCrest Wealth Management, LLC | 14,599 | $272.9K | 0.04% | +14,599 | New |
| Stockman Wealth Management, Inc. | 14,271 | $266.7K | 0.06% | −14−0.1% | Reduced |
| Atria Wealth Solutions, Inc. | 13,700 | $256.1K | 0.00% | +13,700 | New |
| Delta Investment Management, LLC | 13,600 | $254.2K | 0.07% | −400−2.9% | Reduced |
| Creative Planning | 13,200 | $246.7K | 0.00% | −1,000−7.0% | Reduced |
| Jane Street Group, LLC | 13,045 | $243.8K | 0.00% | −22,042−62.8% | Reduced |
| Sentinel Trust Co Lba | 12,656 | $237.0K | 0.03% | −304−2.3% | Reduced |
| Citigroup Inc | 11,655 | $217.8K | 0.00% | −832−6.7% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 11,650 | $217.7K | 0.11% | +11,650 | New |
| Focus Financial Network, Inc. | 11,245 | $210.2K | 0.01% | +11,245 | New |
| National Asset Management, Inc. | 10,945 | $204.6K | 0.01% | +10,945 | New |
| BlackRock Inc. | 7,433 | $138.9K | 0.00% | +2,433+48.7% | Added |
| Blue Bell Private Wealth Management, LLC | 7,324 | $136.9K | 0.04% | −3,057−29.4% | Reduced |
| Parallel Advisors, LLC | 5,002 | $93.5K | 0.00% | +151+3.1% | Added |
| Sunbelt Securities, Inc. | 3,000 | $53.0K | 0.01% | +3,000 | New |
| Belpointe Asset Management LLC | 2,800 | $52.3K | 0.00% | +2,000+250.0% | Added |
| US Bancorp | 2,700 | $50.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,750 | $32.7K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,673 | $31.3K | 0.01% | +51+3.1% | Added |
| Advisory Services Network, LLC | 1,600 | $29.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,503 | $28.1K | 0.00% | +6+0.4% | Added |
| Clearstead Advisors, LLC | 1,322 | $24.7K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,282 | $24.0K | 0.00% | +3+0.2% | Added |
| ICA Group Wealth Management, LLC | 1,120 | $20.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,103 | $20.6K | 0.00% | +180+19.5% | Added |
| Signaturefd, LLC | 1,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 963 | $18.0K | 0.00% | +13+1.4% | Added |
| Retirement Group, LLC | 965 | $18.0K | 0.01% | +37+4.0% | Added |
| M&R Capital Management Inc | 905 | $16.9K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 750 | $14.0K | 0.01% | +750 | New |
| Larson Financial Group LLC | 700 | $13.1K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 612 | $11.4K | 0.00% | +612 | New |
| Northwestern Mutual Wealth Management Co | 426 | $7.96K | 0.00% | −574−57.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 280 | $5.23K | 0.00% | −158,723−99.8% | Reduced |
| Slocum, Gordon & Co LLP | 275 | $5.14K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 176 | $3.30K | 0.00% | +5+2.9% | Added |
| Beaird Harris Wealth Management, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 14 | $254 | 0.00% | +1+7.7% | Added |
| Fifth Third Bancorp | 8 | $150 | 0.00% | +8 | New |
| CWM, LLC | 1 | $0 | 0.00% | +1 | New |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −344,133−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −290,073−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −186,496−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −137,807−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −54,247−100.0% | Sold out |
| Regent Peak Wealth Advisors LLC | 0 | $0 | 0.00% | −46,642−100.0% | Sold out |