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 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 | $659.0M |
| 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 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 |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | +1 | New |
| Fifth Third Bancorp | 8 | $150 | 0.00% | +8 | New |
| Allworth Financial LP | 14 | $254 | 0.00% | +1+7.7% | Added |
| Valley National Advisers Inc | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 176 | $3.30K | 0.00% | +5+2.9% | Added |
| Slocum, Gordon & Co LLP | 275 | $5.14K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 280 | $5.23K | 0.00% | −158,723−99.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 426 | $7.96K | 0.00% | −574−57.4% | Reduced |
| HHM Wealth Advisors, LLC | 612 | $11.4K | 0.00% | +612 | New |
| Larson Financial Group LLC | 700 | $13.1K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 750 | $14.0K | 0.01% | +750 | New |
| M&R Capital Management Inc | 905 | $16.9K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 965 | $18.0K | 0.01% | +37+4.0% | Added |
| JFS Wealth Advisors, LLC | 963 | $18.0K | 0.00% | +13+1.4% | Added |
| Signaturefd, LLC | 1,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,103 | $20.6K | 0.00% | +180+19.5% | Added |
| ICA Group Wealth Management, LLC | 1,120 | $20.9K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,282 | $24.0K | 0.00% | +3+0.2% | Added |
| Clearstead Advisors, LLC | 1,322 | $24.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,503 | $28.1K | 0.00% | +6+0.4% | Added |
| Advisory Services Network, LLC | 1,600 | $29.9K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,673 | $31.3K | 0.01% | +51+3.1% | Added |
| Anchor Investment Management, LLC | 1,750 | $32.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,700 | $50.5K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,800 | $52.3K | 0.00% | +2,000+250.0% | Added |
| Sunbelt Securities, Inc. | 3,000 | $53.0K | 0.01% | +3,000 | New |
| Parallel Advisors, LLC | 5,002 | $93.5K | 0.00% | +151+3.1% | Added |
| Blue Bell Private Wealth Management, LLC | 7,324 | $136.9K | 0.04% | −3,057−29.4% | Reduced |
| BlackRock Inc. | 7,433 | $138.9K | 0.00% | +2,433+48.7% | Added |
| National Asset Management, Inc. | 10,945 | $204.6K | 0.01% | +10,945 | New |
| Focus Financial Network, Inc. | 11,245 | $210.2K | 0.01% | +11,245 | New |
| Walled Lake Planning & Wealth Management, LLC | 11,650 | $217.7K | 0.11% | +11,650 | New |
| Citigroup Inc | 11,655 | $217.8K | 0.00% | −832−6.7% | Reduced |
| Sentinel Trust Co Lba | 12,656 | $237.0K | 0.03% | −304−2.3% | Reduced |
| Jane Street Group, LLC | 13,045 | $243.8K | 0.00% | −22,042−62.8% | Reduced |
| Creative Planning | 13,200 | $246.7K | 0.00% | −1,000−7.0% | Reduced |
| Delta Investment Management, LLC | 13,600 | $254.2K | 0.07% | −400−2.9% | Reduced |
| Atria Wealth Solutions, Inc. | 13,700 | $256.1K | 0.00% | +13,700 | New |
| Stockman Wealth Management, Inc. | 14,271 | $266.7K | 0.06% | −14−0.1% | Reduced |
| SeaCrest Wealth Management, LLC | 14,599 | $272.9K | 0.04% | +14,599 | New |
| Quarry LP | 15,100 | $282.2K | 0.16% | +15,100 | New |
| Transcend Wealth Collective, LLC | 15,191 | $283.9K | 0.03% | −283−1.8% | Reduced |
| Atomi Financial Group, Inc. | 15,609 | $291.7K | 0.16% | +15,609 | New |
| Cetera Advisor Networks LLC | 15,903 | $297.2K | 0.00% | −1,450−8.4% | Reduced |
| Raymond James Trust N.A. | 16,800 | $314.0K | 0.01% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 19,898 | $328.5K | 0.26% | +4,309+27.6% | Added |
| Eudaimonia Partners, LLC | 18,628 | $348.2K | 0.08% | +541+3.0% | Added |
| Qube Research & Technologies Ltd | 25,044 | $468.1K | 0.00% | +13,775+122.2% | Added |
| NWF Advisory Services Inc. | 25,975 | $470.4K | 0.11% | +25,975 | New |
| Centaurus Financial, Inc. | 25,814 | $482.0K | 0.04% | −6,005−18.9% | Reduced |
| Amplius Wealth Advisors, LLC | 25,930 | $484.6K | 0.07% | −2,216−7.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,055 | $524.0K | 0.00% | +6,245+28.6% | Added |
| The PNC Financial Services Group, Inc. | 30,310 | $566.5K | 0.00% | −8,881−22.7% | Reduced |
| Insigneo Advisory Services, LLC | 30,869 | $576.9K | 0.18% | +31+0.1% | Added |
| Bank of Montreal | 29,545 | $593.9K | 0.00% | +1,482+5.3% | Added |
| Dakota Wealth Management | 32,170 | $601.3K | 0.04% | +1,075+3.5% | Added |
| Ameriprise Financial Inc | 32,851 | $614.0K | 0.00% | −89,090−73.1% | Reduced |
| Baird Financial Group, Inc. | 40,886 | $764.2K | 0.00% | +40,886 | New |
| CNH Partners LLC | 45,361 | $847.8K | 0.03% | +45,361 | New |
| NewEdge Wealth, LLC | 46,145 | $862.5K | 0.03% | +11,568+33.5% | Added |
| Landscape Capital Management, L.L.C. | 48,671 | $909.7K | 0.12% | −161,309−76.8% | Reduced |
| Janney Montgomery Scott LLC | 51,135 | $956.0K | 0.00% | −3,454−6.3% | Reduced |
| Commonwealth Equity Services, LLC | 56,321 | $1.05M | 0.00% | −4,973−8.1% | Reduced |
| Oppenheimer & Co Inc | 58,358 | $1.09M | 0.02% | +823+1.4% | Added |
| JPMorgan Chase & Co | 58,974 | $1.10M | 0.00% | +58,974 | New |
| Steward Partners Investment Advisory, LLC | 62,860 | $1.17M | 0.02% | −3,835−5.8% | Reduced |
| First Republic Investment Management, Inc. | 69,136 | $1.29M | 0.00% | −7,793−10.1% | Reduced |
| Truist Financial Corp | 70,545 | $1.32M | 0.00% | +4,541+6.9% | Added |
| Logan Stone Capital, LLC | 77,202 | $1.44M | 0.57% | −629,471−89.1% | Reduced |
| Matisse Capital | 80,000 | $1.50M | 0.97% | 00.0% | Unchanged |
| Claro Advisors LLC | 82,638 | $1.54M | 0.45% | +3,790+4.8% | Added |
| Advisor Group Holdings, Inc. | 88,748 | $1.66M | 0.00% | +12,446+16.3% | Added |
| Rockefeller Capital Management L.P. | 122,855 | $2.30M | 0.01% | +899+0.7% | Added |
| Stifel Financial Corp | 128,735 | $2.41M | 0.00% | −13,014−9.2% | Reduced |
| Woodline Partners LP | 162,077 | $3.03M | 0.04% | −107,701−39.9% | Reduced |
| Smith, Moore & Co. | 182,909 | $3.42M | 0.46% | −5,276−2.8% | Reduced |
| LPL Financial LLC | 217,969 | $4.07M | 0.00% | +1020.0% | Added |
| Clough Capital Partners L P | 223,600 | $4.18M | 0.45% | +19,400+9.5% | Added |
| City of London Investment Management Co Ltd | 225,972 | $4.22M | 0.32% | −95,757−29.8% | Reduced |
| Wedbush Securities Inc | 321,510 | $6.01M | 0.30% | +140,402+77.5% | Added |
| Royal Bank of Canada | 321,756 | $6.01M | 0.00% | −15,123−4.5% | Reduced |
| Lazard Asset Management LLC | 339,495 | $6.34M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 358,276 | $6.70M | 0.00% | −45,999−11.4% | Reduced |
| Quantedge Capital Pte Ltd | 372,449 | $6.96M | 2.72% | −245,096−39.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 428,385 | $8.01M | 0.02% | +35,298+9.0% | Added |
| Saba Capital Management, L.P. | 524,119 | $9.80M | 0.24% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 539,188 | $10.1M | 0.71% | −9,642−1.8% | Reduced |
| Bank of America Corp | 801,576 | $15.0M | 0.00% | −5,787−0.7% | Reduced |
| Raymond James & Associates | 910,543 | $17.0M | 0.01% | −27,203−2.9% | Reduced |
| Invesco Ltd. | 1,163,849 | $21.8M | 0.01% | +1,145,166+6,129.5% | Added |
| Karpus Management, Inc. | 1,275,568 | $23.8M | 0.75% | −303,027−19.2% | Reduced |
| UBS Group AG | 1,395,064 | $26.1M | 0.01% | +256,716+22.6% | Added |
| Morgan Stanley | 4,067,816 | $76.0M | 0.01% | −241,400−5.6% | Reduced |
| 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 |