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, 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
- 20.8M
- +4.66M (+28.8%) vs. Q3 2023
- Total value
- $348.1M
- +$81.3M (+30.5%) vs. Q3 2023
- New holders
- 21
- 40 more added
- Sold out
- 16
- 33 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 | $659.0M |
| 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, 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 |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4 | $67 | 0.00% | +3+300.0% | Added |
| Allworth Financial LP | 15 | $245 | 0.00% | +1+7.1% | Added |
| Focused Wealth Management, Inc | 118 | $1.98K | 0.00% | −1,169−90.8% | Reduced |
| Valley National Advisers Inc | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 180 | $3.01K | 0.00% | −923−83.7% | Reduced |
| HHM Wealth Advisors, LLC | 204 | $3.41K | 0.00% | −408−66.7% | Reduced |
| Principal Securities, Inc. | 315 | $5.26K | 0.00% | +315 | New |
| Cape Investment Advisory, Inc. | 500 | $8.36K | 0.00% | +500 | New |
| Armstrong Advisory Group, Inc | 550 | $9.19K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 763 | $12.8K | 0.00% | +763 | New |
| Larson Financial Group LLC | 850 | $14.2K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 982 | $16.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,000 | $16.6K | 0.00% | +1,000 | New |
| JFS Wealth Advisors, LLC | 997 | $16.7K | 0.00% | +9+0.9% | Added |
| Signaturefd, LLC | 1,000 | $16.7K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,120 | $18.7K | 0.00% | +1,120 | New |
| SRS Capital Advisors, Inc. | 1,211 | $20.2K | 0.00% | +102+9.2% | Added |
| 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 |
| Sugarloaf Wealth Management, LLC | 1,650 | $27.6K | 0.01% | +1,650 | New |
| US Bancorp | 1,750 | $29.2K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,802 | $30.1K | 0.01% | +34+1.9% | Added |
| VisionPoint Advisory Group, LLC | 1,915 | $32.0K | 0.01% | +1,915 | New |
| Comerica Bank | 2,232 | $37.3K | 0.00% | −1,027−31.5% | Reduced |
| NBC Securities, Inc. | 2,287 | $38.0K | 0.00% | +35+1.6% | Added |
| Castleview Partners, LLC | 3,235 | $54.1K | 0.04% | −1,616−33.3% | Reduced |
| BlackRock Inc. | 5,000 | $83.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,392 | $90.1K | 0.00% | +104+2.0% | Added |
| Citigroup Inc | 7,237 | $120.9K | 0.00% | −287−3.8% | Reduced |
| Advisory Services Network, LLC | 7,516 | $125.6K | 0.00% | +7,516 | New |
| Kayne Anderson Capital Advisors LP | 10,400 | $173.8K | 0.01% | +10,400 | New |
| Stockman Wealth Management, Inc. | 10,490 | $175.3K | 0.03% | +293+2.9% | Added |
| Sunbelt Securities, Inc. | 11,925 | $199.3K | 0.03% | −184−1.5% | Reduced |
| Citadel Advisors LLC | 12,124 | $202.6K | 0.00% | +12,124 | New |
| WNY Asset Management, LLC | 12,300 | $205.5K | 0.03% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 12,656 | $211.0K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 12,738 | $212.9K | 0.03% | +37+0.3% | Added |
| National Asset Management, Inc. | 12,842 | $214.6K | 0.01% | −2,752−17.6% | Reduced |
| Concurrent Investment Advisors, LLC | 13,029 | $217.7K | 0.01% | +13,029 | New |
| Delta Investment Management, LLC | 13,600 | $227.3K | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,750 | $229.8K | 0.00% | −10,384−43.0% | Reduced |
| Focus Financial Network Inc | 14,003 | $234.0K | 0.01% | +14,003 | New |
| GWM Advisors LLC | 14,768 | $247.9K | 0.00% | +13,089+779.6% | Added |
| Cetera Advisor Networks LLC | 15,043 | $251.4K | 0.00% | −500−3.2% | Reduced |
| Amplius Wealth Advisors, LLC | 16,557 | $276.7K | 0.03% | −1,025−5.8% | Reduced |
| Mathes Company, Inc. | 18,450 | $308.0K | 0.13% | +6,900+59.7% | Added |
| Stonebrook Private Inc. | 19,485 | $325.6K | 0.11% | +19,485 | New |
| Logan Stone Capital, LLC | 20,052 | $335.1K | 0.07% | +2,647+15.2% | Added |
| JPMorgan Chase & Co | 20,750 | $346.7K | 0.00% | +18,860+997.9% | Added |
| NWF Advisory Services Inc. | 21,825 | $364.7K | 0.07% | −3,400−13.5% | Reduced |
| Susquehanna International Group, LLP | 24,626 | $411.5K | 0.00% | −32,049−56.5% | Reduced |
| Insigneo Advisory Services, LLC | 25,249 | $421.9K | 0.06% | −421−1.6% | Reduced |
| Elequin Capital LP | 28,298 | $472.9K | 0.14% | +24,901+733.0% | Added |
| Jane Street Group, LLC | 31,414 | $524.9K | 0.00% | −14,363−31.4% | Reduced |
| The PNC Financial Services Group, Inc. | 36,051 | $602.4K | 0.00% | +3,487+10.7% | Added |
| Dakota Wealth Management | 36,270 | $606.1K | 0.02% | +3,135+9.5% | Added |
| Weiss Asset Management LP | 38,526 | $643.8K | 0.05% | −55,368−59.0% | Reduced |
| Mangrove Partners | 40,292 | $673.3K | 0.06% | +40,292 | New |
| Captrust Financial Advisors | 42,017 | $702.1K | 0.00% | +42,017 | New |
| Janney Montgomery Scott LLC | 43,552 | $728.0K | 0.00% | −2,729−5.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 48,836 | $816.0K | 0.00% | +4,338+9.7% | Added |
| Qube Research & Technologies Ltd | 50,547 | $844.6K | 0.00% | +24,753+96.0% | Added |
| Commonwealth Equity Services, LLC | 56,563 | $945.0K | 0.00% | −618−1.1% | Reduced |
| Truist Financial Corp | 56,846 | $949.9K | 0.00% | −14,448−20.3% | Reduced |
| Walleye Capital LLC | 57,772 | $965.4K | 0.01% | +10,115+21.2% | Added |
| Ameriprise Financial Inc | 58,531 | $978.1K | 0.00% | −1,100−1.8% | Reduced |
| NewEdge Wealth, LLC | 59,596 | $995.8K | 0.03% | −2,730−4.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 64,570 | $1.08M | 0.01% | −7,154−10.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 64,854 | $1.08M | 0.00% | −127,514−66.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 71,536 | $1.20M | 0.29% | +42,001+142.2% | Added |
| Wells Fargo & Company | 73,924 | $1.24M | 0.00% | −267,031−78.3% | Reduced |
| Flow State Investments, L.P. | 75,875 | $1.27M | 0.43% | +44,594+142.6% | Added |
| Alpine Global Management, LLC | 81,500 | $1.36M | 0.37% | +81,500 | New |
| Skyline Advisors, Inc. | 85,154 | $1.42M | 0.68% | +85,154 | New |
| Claro Advisors LLC | 95,648 | $1.60M | 0.35% | +12,403+14.9% | Added |
| Advisor Group Holdings, Inc. | 97,256 | $1.63M | 0.00% | −51,065−34.4% | Reduced |
| Intrinsic Edge Capital Management LLC | 100,000 | $1.67M | 0.18% | +100,000 | New |
| Oppenheimer & Co Inc | 101,117 | $1.69M | 0.03% | +33,928+50.5% | Added |
| Stifel Financial Corp | 106,685 | $1.78M | 0.00% | +15,960+17.6% | Added |
| Rockefeller Capital Management L.P. | 116,598 | $1.95M | 0.01% | −22,585−16.2% | Reduced |
| Boothbay Fund Management, LLC | 117,706 | $1.97M | 0.07% | +3,105+2.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 131,529 | $2.20M | 0.81% | +57,975+78.8% | Added |
| Matisse Capital | 135,000 | $2.26M | 1.20% | +55,000+68.8% | Added |
| LM Advisors LLC | 146,239 | $2.44M | 0.49% | +146,239 | New |
| HighTower Advisors, LLC | 165,145 | $2.76M | 0.00% | −51,164−23.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 191,196 | $3.19M | 0.01% | +22,502+13.3% | Added |
| LPL Financial LLC | 207,667 | $3.47M | 0.00% | −4,979−2.3% | Reduced |
| City of London Investment Management Co Ltd | 225,172 | $3.76M | 0.31% | 00.0% | Unchanged |
| Rpo LLC | 261,568 | $4.37M | 6.89% | +6,900+2.7% | Added |
| Royal Bank of Canada | 329,074 | $5.50M | 0.00% | +2,151+0.7% | Added |
| Wolverine Asset Management LLC | 344,745 | $5.76M | 0.09% | +209,498+154.9% | Added |
| Wedbush Securities Inc | 442,645 | $7.40M | 0.33% | +12,438+2.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 469,320 | $7.84M | 0.01% | +9,321+2.0% | Added |
| Landscape Capital Management, L.L.C. | 567,982 | $9.49M | 0.85% | +484,356+579.2% | Added |
| CNH Partners LLC | 584,481 | $9.77M | 0.39% | +332,579+132.0% | Added |
| Quantedge Capital Pte Ltd | 606,122 | $10.1M | 4.95% | +242,200+66.6% | Added |
| Lazard Asset Management LLC | 615,054 | $10.3M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 627,802 | $10.5M | 0.00% | −71,699−10.3% | Reduced |
| 1607 Capital Partners, LLC | 736,194 | $12.3M | 0.86% | +112,138+18.0% | Added |