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, Q2 2023
Institutional positions in BlackRock Science & Technology Term Trust as of Jun 30, 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
- 90
- −3 vs. Q1 2023
- Shares held
- 15.5M
- −66.6K (−0.4%) vs. Q1 2023
- Total value
- $281.5M
- −$10.2M (−3.5%) vs. Q1 2023
- New holders
- 8
- 40 more added
- Sold out
- 11
- 22 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,801,884 | $68.9M | 0.01% | −265,932−6.5% | Reduced |
| UBS Group AG | 1,347,008 | $24.4M | 0.01% | −48,056−3.4% | Reduced |
| Karpus Management, Inc. | 1,271,897 | $23.0M | 0.72% | −3,671−0.3% | Reduced |
| Invesco Ltd. | 1,134,141 | $20.5M | 0.01% | −29,708−2.6% | Reduced |
| Raymond James & Associates | 923,940 | $16.7M | 0.01% | +13,397+1.5% | Added |
| Bank of America Corp | 705,442 | $12.8M | 0.00% | −96,134−12.0% | Reduced |
| 1607 Capital Partners, LLC | 589,234 | $10.7M | 0.76% | +50,046+9.3% | Added |
| Saba Capital Management, L.P. | 466,985 | $8.46M | 0.28% | −57,134−10.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 445,802 | $8.07M | 0.01% | +17,417+4.1% | Added |
| Wells Fargo & Company | 384,082 | $6.96M | 0.00% | +25,806+7.2% | Added |
| Wedbush Securities Inc | 376,362 | $6.82M | 0.33% | +54,852+17.1% | Added |
| Quantedge Capital Pte Ltd | 346,022 | $6.27M | 2.79% | −26,427−7.1% | Reduced |
| Lazard Asset Management LLC | 339,495 | $6.15M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 302,677 | $5.48M | 0.00% | −19,079−5.9% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 277,562 | $5.03M | 2.76% | +277,562 | New |
| Clough Capital Partners L P | 247,940 | $4.49M | 0.45% | +24,340+10.9% | Added |
| City of London Investment Management Co Ltd | 225,972 | $4.10M | 0.33% | 00.0% | Unchanged |
| LPL Financial LLC | 210,672 | $3.82M | 0.00% | −7,297−3.3% | Reduced |
| Woodline Partners LP | 162,077 | $2.94M | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 137,691 | $2.49M | 0.01% | +14,836+12.1% | Added |
| HighTower Advisors, LLC | 137,773 | $2.49M | 0.00% | +137,773 | New |
| Stifel Financial Corp | 98,598 | $1.79M | 0.00% | −30,137−23.4% | Reduced |
| CNH Partners LLC | 97,788 | $1.77M | 0.08% | +52,427+115.6% | Added |
| Advisor Group Holdings, Inc. | 95,657 | $1.73M | 0.00% | +6,909+7.8% | Added |
| Claro Advisors LLC | 82,742 | $1.50M | 0.37% | +104+0.1% | Added |
| Matisse Capital | 80,000 | $1.45M | 0.90% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 76,139 | $1.38M | 0.55% | +75,859+27,092.5% | Added |
| Truist Financial Corp | 72,297 | $1.31M | 0.00% | +1,752+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 67,710 | $1.23M | 0.02% | +4,850+7.7% | Added |
| Oppenheimer & Co Inc | 63,182 | $1.14M | 0.02% | +4,824+8.3% | Added |
| First Republic Investment Management, Inc. | 60,688 | $1.10M | 0.01% | −8,448−12.2% | Reduced |
| Landscape Capital Management, L.L.C. | 59,290 | $1.07M | 0.14% | +10,619+21.8% | Added |
| Commonwealth Equity Services, LLC | 56,967 | $1.03M | 0.00% | +646+1.1% | Added |
| NewEdge Wealth, LLC | 53,918 | $976.5K | 0.03% | +7,773+16.8% | Added |
| Janney Montgomery Scott LLC | 44,906 | $813.0K | 0.00% | −6,229−12.2% | Reduced |
| Baird Financial Group, Inc. | 43,010 | $778.9K | 0.00% | +2,124+5.2% | Added |
| Rpo LLC | 41,042 | $743.3K | 0.76% | +41,042 | New |
| Quarry LP | 39,440 | $714.3K | 0.46% | +24,340+161.2% | Added |
| Dakota Wealth Management | 33,710 | $610.5K | 0.03% | +1,540+4.8% | Added |
| Ameriprise Financial Inc | 32,916 | $596.1K | 0.00% | +65+0.2% | Added |
| The PNC Financial Services Group, Inc. | 31,517 | $570.8K | 0.00% | +1,207+4.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,260 | $530.0K | 0.00% | +1,205+4.3% | Added |
| NWF Advisory Services Inc. | 25,975 | $470.4K | 0.11% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 25,644 | $464.4K | 0.09% | −5,225−16.9% | Reduced |
| PFG Investments, LLC | 25,150 | $455.5K | 0.08% | +25,150 | New |
| Qube Research & Technologies Ltd | 25,044 | $453.5K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 20,256 | $367.0K | 0.03% | −5,558−21.5% | Reduced |
| Firethorn Wealth Partners, LLC | 20,261 | $366.9K | 0.27% | +363+1.8% | Added |
| Eudaimonia Partners, LLC | 19,358 | $350.6K | 0.08% | +730+3.9% | Added |
| Boothbay Fund Management, LLC | 18,469 | $334.5K | 0.01% | +18,469 | New |
| Amplius Wealth Advisors, LLC | 17,204 | $311.6K | 0.04% | −8,726−33.7% | Reduced |
| Raymond James Trust N.A. | 16,800 | $304.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 15,903 | $288.0K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 15,377 | $278.5K | 0.03% | +186+1.2% | Added |
| SeaCrest Wealth Management, LLC | 15,101 | $273.5K | 0.03% | +502+3.4% | Added |
| Atria Wealth Solutions, Inc. | 13,600 | $246.3K | 0.00% | −100−0.7% | Reduced |
| Delta Investment Management, LLC | 13,600 | $246.3K | 0.07% | 00.0% | Unchanged |
| Creative Planning | 13,315 | $241.1K | 0.00% | +115+0.9% | Added |
| National Asset Management, Inc. | 13,300 | $240.9K | 0.01% | +2,355+21.5% | Added |
| International Assets Investment Management, LLC | 12,686 | $229.7K | 0.03% | +12,686 | New |
| Sentinel Trust Co Lba | 12,656 | $229.0K | 0.03% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 12,361 | $223.8K | 0.01% | +1,116+9.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 11,801 | $213.7K | 0.10% | +151+1.3% | Added |
| Atomi Financial Group, Inc. | 11,476 | $207.8K | 0.09% | −4,133−26.5% | Reduced |
| WNY Asset Management, LLC | 10,500 | $190.2K | 0.04% | +10,500 | New |
| Stockman Wealth Management, Inc. | 10,471 | $189.6K | 0.04% | −3,800−26.6% | Reduced |
| Citigroup Inc | 9,308 | $168.6K | 0.00% | −2,347−20.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 8,035 | $145.5K | 0.04% | +711+9.7% | Added |
| Parallel Advisors, LLC | 5,143 | $93.2K | 0.00% | +141+2.8% | Added |
| BlackRock Inc. | 5,000 | $90.5K | 0.00% | −2,433−32.7% | Reduced |
| Castleview Partners, LLC | 4,736 | $85.8K | 0.08% | +4,560+2,590.9% | Added |
| Sunbelt Securities, Inc. | 3,000 | $54.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,929 | $34.9K | 0.00% | +426+28.3% | Added |
| US Bancorp | 1,750 | $31.7K | 0.00% | −950−35.2% | Reduced |
| Anchor Investment Management, LLC | 1,750 | $31.7K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,720 | $31.2K | 0.01% | +47+2.8% | Added |
| Clearstead Advisors, LLC | 1,322 | $23.9K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,285 | $23.3K | 0.00% | +3+0.2% | Added |
| ICA Group Wealth Management, LLC | 1,120 | $20.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,103 | $20.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 982 | $17.8K | 0.01% | +17+1.8% | Added |
| JFS Wealth Advisors, LLC | 976 | $17.7K | 0.00% | +13+1.3% | Added |
| Larson Financial Group LLC | 850 | $15.4K | 0.00% | +150+21.4% | Added |
| HHM Wealth Advisors, LLC | 612 | $11.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 550 | $9.96K | 0.00% | +550 | New |
| M&R Capital Management Inc | 463 | $8.38K | 0.00% | −442−48.8% | Reduced |
| Valley National Advisers Inc | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 14 | $253 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 0 | $0 | 0.00% | −182,909−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −77,202−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −58,974−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −29,545−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,045−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Slocum, Gordon & Co LLP | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |