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, 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 | $659.0M |
| 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, 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 |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 14 | $253 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 463 | $8.38K | 0.00% | −442−48.8% | Reduced |
| Armstrong Advisory Group, Inc | 550 | $9.96K | 0.00% | +550 | New |
| HHM Wealth Advisors, LLC | 612 | $11.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 850 | $15.4K | 0.00% | +150+21.4% | Added |
| JFS Wealth Advisors, LLC | 976 | $17.7K | 0.00% | +13+1.3% | Added |
| Retirement Group, LLC | 982 | $17.8K | 0.01% | +17+1.8% | Added |
| Signaturefd, LLC | 1,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,103 | $20.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,120 | $20.3K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,285 | $23.3K | 0.00% | +3+0.2% | Added |
| Clearstead Advisors, LLC | 1,322 | $23.9K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,720 | $31.2K | 0.01% | +47+2.8% | 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 |
| GWM Advisors LLC | 1,929 | $34.9K | 0.00% | +426+28.3% | Added |
| Sunbelt Securities, Inc. | 3,000 | $54.3K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4,736 | $85.8K | 0.08% | +4,560+2,590.9% | Added |
| BlackRock Inc. | 5,000 | $90.5K | 0.00% | −2,433−32.7% | Reduced |
| Parallel Advisors, LLC | 5,143 | $93.2K | 0.00% | +141+2.8% | Added |
| Blue Bell Private Wealth Management, LLC | 8,035 | $145.5K | 0.04% | +711+9.7% | Added |
| Citigroup Inc | 9,308 | $168.6K | 0.00% | −2,347−20.1% | Reduced |
| Stockman Wealth Management, Inc. | 10,471 | $189.6K | 0.04% | −3,800−26.6% | Reduced |
| WNY Asset Management, LLC | 10,500 | $190.2K | 0.04% | +10,500 | New |
| Atomi Financial Group, Inc. | 11,476 | $207.8K | 0.09% | −4,133−26.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 11,801 | $213.7K | 0.10% | +151+1.3% | Added |
| Focus Financial Network, Inc. | 12,361 | $223.8K | 0.01% | +1,116+9.9% | Added |
| Sentinel Trust Co Lba | 12,656 | $229.0K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 12,686 | $229.7K | 0.03% | +12,686 | New |
| National Asset Management, Inc. | 13,300 | $240.9K | 0.01% | +2,355+21.5% | Added |
| Creative Planning | 13,315 | $241.1K | 0.00% | +115+0.9% | Added |
| Delta Investment Management, LLC | 13,600 | $246.3K | 0.07% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,600 | $246.3K | 0.00% | −100−0.7% | Reduced |
| SeaCrest Wealth Management, LLC | 15,101 | $273.5K | 0.03% | +502+3.4% | Added |
| Transcend Wealth Collective, LLC | 15,377 | $278.5K | 0.03% | +186+1.2% | Added |
| Cetera Advisor Networks LLC | 15,903 | $288.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 16,800 | $304.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 17,204 | $311.6K | 0.04% | −8,726−33.7% | Reduced |
| Boothbay Fund Management, LLC | 18,469 | $334.5K | 0.01% | +18,469 | New |
| Eudaimonia Partners, LLC | 19,358 | $350.6K | 0.08% | +730+3.9% | Added |
| Firethorn Wealth Partners, LLC | 20,261 | $366.9K | 0.27% | +363+1.8% | Added |
| Centaurus Financial, Inc. | 20,256 | $367.0K | 0.03% | −5,558−21.5% | Reduced |
| Qube Research & Technologies Ltd | 25,044 | $453.5K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 25,150 | $455.5K | 0.08% | +25,150 | New |
| Insigneo Advisory Services, LLC | 25,644 | $464.4K | 0.09% | −5,225−16.9% | Reduced |
| NWF Advisory Services Inc. | 25,975 | $470.4K | 0.11% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,260 | $530.0K | 0.00% | +1,205+4.3% | Added |
| The PNC Financial Services Group, Inc. | 31,517 | $570.8K | 0.00% | +1,207+4.0% | Added |
| Ameriprise Financial Inc | 32,916 | $596.1K | 0.00% | +65+0.2% | Added |
| Dakota Wealth Management | 33,710 | $610.5K | 0.03% | +1,540+4.8% | Added |
| Quarry LP | 39,440 | $714.3K | 0.46% | +24,340+161.2% | Added |
| Rpo LLC | 41,042 | $743.3K | 0.76% | +41,042 | New |
| Baird Financial Group, Inc. | 43,010 | $778.9K | 0.00% | +2,124+5.2% | Added |
| Janney Montgomery Scott LLC | 44,906 | $813.0K | 0.00% | −6,229−12.2% | Reduced |
| NewEdge Wealth, LLC | 53,918 | $976.5K | 0.03% | +7,773+16.8% | Added |
| Commonwealth Equity Services, LLC | 56,967 | $1.03M | 0.00% | +646+1.1% | Added |
| Landscape Capital Management, L.L.C. | 59,290 | $1.07M | 0.14% | +10,619+21.8% | Added |
| First Republic Investment Management, Inc. | 60,688 | $1.10M | 0.01% | −8,448−12.2% | Reduced |
| Oppenheimer & Co Inc | 63,182 | $1.14M | 0.02% | +4,824+8.3% | Added |
| Steward Partners Investment Advisory, LLC | 67,710 | $1.23M | 0.02% | +4,850+7.7% | Added |
| Truist Financial Corp | 72,297 | $1.31M | 0.00% | +1,752+2.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 76,139 | $1.38M | 0.55% | +75,859+27,092.5% | Added |
| Matisse Capital | 80,000 | $1.45M | 0.90% | 00.0% | Unchanged |
| Claro Advisors LLC | 82,742 | $1.50M | 0.37% | +104+0.1% | Added |
| Advisor Group Holdings, Inc. | 95,657 | $1.73M | 0.00% | +6,909+7.8% | Added |
| CNH Partners LLC | 97,788 | $1.77M | 0.08% | +52,427+115.6% | Added |
| Stifel Financial Corp | 98,598 | $1.79M | 0.00% | −30,137−23.4% | Reduced |
| HighTower Advisors, LLC | 137,773 | $2.49M | 0.00% | +137,773 | New |
| Rockefeller Capital Management L.P. | 137,691 | $2.49M | 0.01% | +14,836+12.1% | Added |
| Woodline Partners LP | 162,077 | $2.94M | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 210,672 | $3.82M | 0.00% | −7,297−3.3% | Reduced |
| City of London Investment Management Co Ltd | 225,972 | $4.10M | 0.33% | 00.0% | Unchanged |
| Clough Capital Partners L P | 247,940 | $4.49M | 0.45% | +24,340+10.9% | Added |
| Prevail Innovative Wealth Advisors, LLC | 277,562 | $5.03M | 2.76% | +277,562 | New |
| Royal Bank of Canada | 302,677 | $5.48M | 0.00% | −19,079−5.9% | Reduced |
| Lazard Asset Management LLC | 339,495 | $6.15M | 0.01% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 346,022 | $6.27M | 2.79% | −26,427−7.1% | Reduced |
| Wedbush Securities Inc | 376,362 | $6.82M | 0.33% | +54,852+17.1% | Added |
| Wells Fargo & Company | 384,082 | $6.96M | 0.00% | +25,806+7.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 445,802 | $8.07M | 0.01% | +17,417+4.1% | Added |
| Saba Capital Management, L.P. | 466,985 | $8.46M | 0.28% | −57,134−10.9% | Reduced |
| 1607 Capital Partners, LLC | 589,234 | $10.7M | 0.76% | +50,046+9.3% | Added |
| Bank of America Corp | 705,442 | $12.8M | 0.00% | −96,134−12.0% | Reduced |
| Raymond James & Associates | 923,940 | $16.7M | 0.01% | +13,397+1.5% | Added |
| Invesco Ltd. | 1,134,141 | $20.5M | 0.01% | −29,708−2.6% | Reduced |
| Karpus Management, Inc. | 1,271,897 | $23.0M | 0.72% | −3,671−0.3% | Reduced |
| UBS Group AG | 1,347,008 | $24.4M | 0.01% | −48,056−3.4% | Reduced |
| Morgan Stanley | 3,801,884 | $68.9M | 0.01% | −265,932−6.5% | Reduced |
| 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 |