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, Q4 2023
Institutional positions in BlackRock Science & Technology Term Trust as of Dec 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
- 107
- +5 vs. Q3 2023
- Shares held
- 24.0M
- +7.83M (+48.4%) vs. Q3 2023
- Total value
- $401.1M
- +$134.3M (+50.3%) vs. Q3 2023
- New holders
- 21
- 41 more added
- Sold out
- 16
- 32 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,136,726 | $102.5M | 0.00% | +2,573,055+72.2% | Added |
| Saba Capital Management, L.P. | 3,559,039 | $59.5M | 1.46% | +3,092,054+662.1% | Added |
| Karpus Management, Inc. | 1,360,614 | $22.7M | 0.69% | +92,824+7.3% | Added |
| UBS Group AG | 1,062,955 | $17.8M | 0.01% | −257,911−19.5% | Reduced |
| Invesco Ltd. | 1,016,712 | $17.0M | 0.00% | +36,408+3.7% | Added |
| Raymond James & Associates | 870,090 | $14.5M | 0.01% | −10,200−1.2% | Reduced |
| Rivernorth Capital Management, LLC | 770,783 | $12.9M | 0.62% | +770,783 | New |
| 1607 Capital Partners, LLC | 736,194 | $12.3M | 0.86% | +112,138+18.0% | Added |
| Bank of America Corp | 627,802 | $10.5M | 0.00% | −71,699−10.3% | Reduced |
| Lazard Asset Management LLC | 615,054 | $10.3M | 0.01% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 606,122 | $10.1M | 4.95% | +242,200+66.6% | Added |
| CNH Partners LLC | 584,481 | $9.77M | 0.39% | +332,579+132.0% | Added |
| Landscape Capital Management, L.L.C. | 567,982 | $9.49M | 0.85% | +484,356+579.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 469,320 | $7.84M | 0.01% | +9,321+2.0% | Added |
| Wedbush Securities Inc | 442,645 | $7.40M | 0.33% | +12,438+2.9% | Added |
| Wolverine Asset Management LLC | 344,745 | $5.76M | 0.09% | +209,498+154.9% | Added |
| Royal Bank of Canada | 329,074 | $5.50M | 0.00% | +2,151+0.7% | Added |
| Rpo LLC | 261,568 | $4.37M | 6.89% | +6,900+2.7% | Added |
| City of London Investment Management Co Ltd | 225,172 | $3.76M | 0.31% | 00.0% | Unchanged |
| LPL Financial LLC | 207,667 | $3.47M | 0.00% | −4,979−2.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 191,196 | $3.19M | 0.01% | +22,502+13.3% | Added |
| HighTower Advisors, LLC | 165,145 | $2.76M | 0.00% | −51,164−23.7% | Reduced |
| Alpine Global Management, LLC | 163,000 | $2.72M | 0.40% | +163,000 | New |
| LM Advisors LLC | 146,239 | $2.44M | 0.49% | +146,239 | New |
| Matisse Capital | 135,000 | $2.26M | 1.20% | +55,000+68.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 131,529 | $2.20M | 0.81% | +57,975+78.8% | Added |
| Boothbay Fund Management, LLC | 117,706 | $1.97M | 0.07% | +3,105+2.7% | Added |
| Rockefeller Capital Management L.P. | 116,598 | $1.95M | 0.01% | −22,585−16.2% | Reduced |
| Stifel Financial Corp | 106,685 | $1.78M | 0.00% | +15,960+17.6% | Added |
| Oppenheimer & Co Inc | 101,117 | $1.69M | 0.03% | +33,928+50.5% | Added |
| Intrinsic Edge Capital Management LLC | 100,000 | $1.67M | 0.18% | +100,000 | New |
| Advisor Group Holdings, Inc. | 97,256 | $1.63M | 0.00% | −51,065−34.4% | Reduced |
| Claro Advisors LLC | 95,648 | $1.60M | 0.35% | +12,403+14.9% | Added |
| Skyline Advisors, Inc. | 85,154 | $1.42M | 0.68% | +85,154 | New |
| Flow State Investments, L.P. | 75,875 | $1.27M | 0.43% | +44,594+142.6% | Added |
| Wells Fargo & Company | 73,924 | $1.24M | 0.00% | −267,031−78.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 71,536 | $1.20M | 0.29% | +42,001+142.2% | Added |
| Allspring Global Investments Holdings, LLC | 64,854 | $1.08M | 0.00% | −127,514−66.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 64,570 | $1.08M | 0.01% | −7,154−10.0% | Reduced |
| NewEdge Wealth, LLC | 59,596 | $995.8K | 0.03% | −2,730−4.4% | Reduced |
| Ameriprise Financial Inc | 58,531 | $978.1K | 0.00% | −1,100−1.8% | Reduced |
| Walleye Capital LLC | 57,772 | $965.4K | 0.01% | +10,115+21.2% | Added |
| Truist Financial Corp | 56,846 | $949.9K | 0.00% | −14,448−20.3% | Reduced |
| Commonwealth Equity Services, LLC | 56,563 | $945.0K | 0.00% | −618−1.1% | Reduced |
| Qube Research & Technologies Ltd | 50,547 | $844.6K | 0.00% | +24,753+96.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 48,836 | $816.0K | 0.00% | +4,338+9.7% | Added |
| Janney Montgomery Scott LLC | 43,552 | $728.0K | 0.00% | −2,729−5.9% | Reduced |
| Captrust Financial Advisors | 42,017 | $702.1K | 0.00% | +42,017 | New |
| JPMorgan Chase & Co | 41,500 | $693.5K | 0.00% | +39,610+2,095.8% | Added |
| Mangrove Partners | 40,292 | $673.3K | 0.05% | +40,292 | New |
| Weiss Asset Management LP | 38,526 | $643.8K | 0.05% | −55,368−59.0% | Reduced |
| Dakota Wealth Management | 36,270 | $606.1K | 0.02% | +3,135+9.5% | Added |
| The PNC Financial Services Group, Inc. | 36,051 | $602.4K | 0.00% | +3,487+10.7% | Added |
| Jane Street Group, LLC | 31,414 | $524.9K | 0.00% | −14,363−31.4% | Reduced |
| Elequin Capital LP | 28,298 | $472.9K | 0.14% | +24,901+733.0% | Added |
| Insigneo Advisory Services, LLC | 25,249 | $421.9K | 0.06% | −421−1.6% | Reduced |
| Susquehanna International Group, LLP | 24,626 | $411.5K | 0.00% | −32,049−56.5% | Reduced |
| NWF Advisory Services Inc. | 21,825 | $364.7K | 0.07% | −3,400−13.5% | Reduced |
| Logan Stone Capital, LLC | 20,052 | $335.1K | 0.07% | +2,647+15.2% | Added |
| Stonebrook Private Inc. | 19,485 | $325.6K | 0.11% | +19,485 | New |
| Mathes Company, Inc. | 18,450 | $308.0K | 0.13% | +6,900+59.7% | Added |
| Amplius Wealth Advisors, LLC | 16,557 | $276.7K | 0.03% | −1,025−5.8% | Reduced |
| Cetera Advisor Networks LLC | 15,043 | $251.4K | 0.00% | −500−3.2% | Reduced |
| GWM Advisors LLC | 14,768 | $247.9K | 0.00% | +13,089+779.6% | Added |
| Focus Financial Network Inc | 14,003 | $234.0K | 0.01% | +14,003 | New |
| Atria Wealth Solutions, Inc. | 13,750 | $229.8K | 0.00% | −10,384−43.0% | Reduced |
| Delta Investment Management, LLC | 13,600 | $227.3K | 0.06% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,029 | $217.7K | 0.01% | +13,029 | New |
| National Asset Management, Inc. | 12,842 | $214.6K | 0.01% | −2,752−17.6% | Reduced |
| International Assets Investment Management, LLC | 12,738 | $212.9K | 0.03% | +37+0.3% | Added |
| Sentinel Trust Co Lba | 12,656 | $211.0K | 0.03% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 12,300 | $205.5K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,124 | $202.6K | 0.00% | +12,124 | New |
| Sunbelt Securities, Inc. | 11,925 | $199.3K | 0.03% | −184−1.5% | Reduced |
| Stockman Wealth Management, Inc. | 10,490 | $175.3K | 0.03% | +293+2.9% | Added |
| Kayne Anderson Capital Advisors LP | 10,400 | $173.8K | 0.01% | +10,400 | New |
| Advisory Services Network, LLC | 7,516 | $125.6K | 0.00% | +7,516 | New |
| Citigroup Inc | 7,237 | $120.9K | 0.00% | −287−3.8% | Reduced |
| Parallel Advisors, LLC | 5,392 | $90.1K | 0.00% | +104+2.0% | Added |
| BlackRock Inc. | 5,000 | $83.5K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,235 | $54.1K | 0.04% | −1,616−33.3% | Reduced |
| NBC Securities, Inc. | 2,287 | $38.0K | 0.00% | +35+1.6% | Added |
| Comerica Bank | 2,232 | $37.3K | 0.00% | −1,027−31.5% | Reduced |
| VisionPoint Advisory Group, LLC | 1,915 | $32.0K | 0.01% | +1,915 | New |
| Aspire Private Capital, LLC | 1,802 | $30.1K | 0.01% | +34+1.9% | Added |
| US Bancorp | 1,750 | $29.2K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,650 | $27.6K | 0.01% | +1,650 | New |
| Bessemer Group Inc | 1,298 | $22.0K | 0.00% | −692−34.8% | Reduced |
| FSA Wealth Management LLC | 1,300 | $22.0K | 0.01% | +1,300 | New |
| SRS Capital Advisors, Inc. | 1,211 | $20.2K | 0.00% | +102+9.2% | Added |
| ICA Group Wealth Management, LLC | 1,120 | $18.7K | 0.00% | +1,120 | New |
| Signaturefd, LLC | 1,000 | $16.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 997 | $16.7K | 0.00% | +9+0.9% | Added |
| Global Retirement Partners, LLC | 1,000 | $16.6K | 0.00% | +1,000 | New |
| Retirement Group, LLC | 982 | $16.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 850 | $14.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 763 | $12.8K | 0.00% | +763 | New |
| Armstrong Advisory Group, Inc | 550 | $9.19K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 500 | $8.36K | 0.00% | +500 | New |
| Principal Securities, Inc. | 315 | $5.26K | 0.00% | +315 | New |