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, Q1 2024
Institutional positions in BlackRock Science & Technology Term Trust as of Mar 31, 2024. 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
- 98
- −8 vs. Q4 2023
- Shares held
- 23.8M
- +2.94M (+14.1%) vs. Q4 2023
- Total value
- $460.8M
- +$112.9M (+32.5%) vs. Q4 2023
- New holders
- 13
- 42 more added
- Sold out
- 21
- 27 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 5,920,475 | $114.9M | 2.52% | +2,361,436+66.4% | Added |
| Morgan Stanley | 3,028,723 | $58.8M | 0.00% | −39,640−1.3% | Reduced |
| Rivernorth Capital Management, LLC | 1,288,119 | $25.0M | 1.21% | +517,336+67.1% | Added |
| Karpus Management, Inc. | 1,202,577 | $23.3M | 0.67% | −158,037−11.6% | Reduced |
| UBS Group AG | 1,155,911 | $22.4M | 0.01% | +92,956+8.7% | Added |
| Invesco Ltd. | 1,115,037 | $21.6M | 0.00% | +98,325+9.7% | Added |
| Raymond James & Associates | 911,012 | $17.7M | 0.01% | +40,922+4.7% | Added |
| 1607 Capital Partners, LLC | 744,967 | $14.5M | 1.18% | +8,773+1.2% | Added |
| CNH Partners LLC | 651,508 | $12.6M | 0.44% | +67,027+11.5% | Added |
| Potrero Capital Research LLC | 638,586 | $12.4M | 7.70% | +638,586 | New |
| Bank of America Corp | 619,266 | $12.0M | 0.00% | −8,536−1.4% | Reduced |
| Lazard Asset Management LLC | 615,054 | $11.9M | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 603,406 | $11.7M | 0.44% | +160,761+36.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 521,305 | $10.1M | 0.02% | +51,985+11.1% | Added |
| Royal Bank of Canada | 464,916 | $9.02M | 0.00% | +135,842+41.3% | Added |
| Quantedge Capital Pte Ltd | 447,470 | $8.68M | 3.65% | −158,652−26.2% | Reduced |
| Landscape Capital Management, L.L.C. | 234,361 | $4.55M | 0.40% | −333,621−58.7% | Reduced |
| Rpo LLC | 231,568 | $4.49M | 6.59% | −30,000−11.5% | Reduced |
| City of London Investment Management Co Ltd | 224,742 | $4.36M | 0.36% | −430−0.2% | Reduced |
| LPL Financial LLC | 206,415 | $4.00M | 0.00% | −1,252−0.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 191,860 | $3.72M | 0.01% | +664+0.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 148,062 | $2.87M | 1.02% | +16,533+12.6% | Added |
| LM Advisors LLC | 146,239 | $2.84M | 0.45% | 00.0% | Unchanged |
| Matisse Capital | 140,000 | $2.72M | 1.31% | +5,000+3.7% | Added |
| HighTower Advisors, LLC | 138,593 | $2.69M | 0.00% | −26,552−16.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 129,067 | $2.50M | 0.54% | +57,531+80.4% | Added |
| Oppenheimer & Co Inc | 121,898 | $2.36M | 0.04% | +20,781+20.6% | Added |
| Allspring Global Investments Holdings, LLC | 115,026 | $2.23M | 0.00% | +50,172+77.4% | Added |
| Stifel Financial Corp | 110,146 | $2.14M | 0.00% | +3,461+3.2% | Added |
| Boothbay Fund Management, LLC | 104,206 | $2.02M | 0.06% | −13,500−11.5% | Reduced |
| Rockefeller Capital Management L.P. | 100,470 | $1.95M | 0.01% | −16,128−13.8% | Reduced |
| Intrinsic Edge Capital Management LLC | 100,000 | $1.94M | 0.16% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 95,793 | $1.86M | 0.00% | −1,463−1.5% | Reduced |
| Claro Advisors LLC | 89,096 | $1.73M | 0.30% | −6,552−6.9% | Reduced |
| Skyline Advisors, Inc. | 86,203 | $1.67M | 0.75% | +1,049+1.2% | Added |
| Alpine Global Management, LLC | 83,500 | $1.62M | 0.31% | +2,000+2.5% | Added |
| Wells Fargo & Company | 74,591 | $1.45M | 0.00% | +667+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 71,184 | $1.38M | 0.02% | +6,614+10.2% | Added |
| Flow State Investments, L.P. | 66,782 | $1.30M | 0.38% | −9,093−12.0% | Reduced |
| Commonwealth Equity Services, LLC | 63,998 | $1.24M | 0.00% | +7,435+13.1% | Added |
| Truist Financial Corp | 56,445 | $1.10M | 0.00% | −401−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 55,423 | $1.07M | 0.00% | +6,587+13.5% | Added |
| Qube Research & Technologies Ltd | 50,547 | $980.6K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 43,745 | $849.0K | 0.00% | +193+0.4% | Added |
| PFG Investments, LLC | 40,536 | $786.4K | 0.05% | +40,536 | New |
| NewEdge Wealth, LLC | 41,433 | $727.6K | 0.02% | −18,163−30.5% | Reduced |
| Dakota Wealth Management | 35,205 | $683.0K | 0.02% | −1,065−2.9% | Reduced |
| The PNC Financial Services Group, Inc. | 32,024 | $621.3K | 0.00% | −4,027−11.2% | Reduced |
| Insigneo Advisory Services, LLC | 22,075 | $428.3K | 0.05% | −3,174−12.6% | Reduced |
| GWM Advisors LLC | 21,865 | $424.2K | 0.00% | +7,097+48.1% | Added |
| Mathes Company, Inc. | 21,200 | $411.0K | 0.15% | +2,750+14.9% | Added |
| NWF Advisory Services Inc. | 21,058 | $408.5K | 0.07% | −767−3.5% | Reduced |
| Cetera Investment Advisers | 20,879 | $405.0K | 0.00% | +20,879 | New |
| Ameriprise Financial Inc | 20,842 | $404.3K | 0.00% | −37,689−64.4% | Reduced |
| Susquehanna International Group, LLP | 20,506 | $397.8K | 0.00% | −4,120−16.7% | Reduced |
| Stonebrook Private Inc. | 18,145 | $352.0K | 0.10% | −1,340−6.9% | Reduced |
| Amplius Wealth Advisors, LLC | 16,693 | $323.8K | 0.04% | +136+0.8% | Added |
| Atria Wealth Solutions, Inc. | 14,650 | $284.2K | 0.00% | +900+6.5% | Added |
| Delta Investment Management, LLC | 13,600 | $263.8K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,594 | $257.3K | 0.01% | +2,752+21.4% | Added |
| Focus Financial Network, Inc. | 14,291 | $248.4K | 0.01% | +14,291 | New |
| Sentinel Trust Co Lba | 12,656 | $246.0K | 0.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,499 | $242.5K | 0.01% | −530−4.1% | Reduced |
| WNY Asset Management, LLC | 12,380 | $240.2K | 0.04% | +80+0.7% | Added |
| International Assets Investment Management, LLC | 12,315 | $238.3K | 0.02% | −423−3.3% | Reduced |
| Sunbelt Securities, Inc. | 11,985 | $232.5K | 0.03% | +60+0.5% | Added |
| Baird Financial Group, Inc. | 11,428 | $221.7K | 0.00% | +11,428 | New |
| Two Sigma Investments, LP | 10,935 | $212.1K | 0.00% | +10,935 | New |
| Stockman Wealth Management, Inc. | 10,865 | $210.8K | 0.04% | +375+3.6% | Added |
| Stablepoint Partners, LLC | 10,582 | $205.3K | 0.04% | +10,582 | New |
| Mosaic Financial Group, LLC | 10,000 | $194.0K | 0.16% | +10,000 | New |
| Citigroup Inc | 7,620 | $147.8K | 0.00% | +383+5.3% | Added |
| Register Financial Advisors LLC | 6,732 | $130.6K | 0.07% | +6,732 | New |
| Parallel Advisors, LLC | 5,483 | $106.4K | 0.00% | +91+1.7% | Added |
| BlackRock Inc. | 5,000 | $97.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,319 | $44.0K | 0.00% | +32+1.4% | Added |
| Comerica Bank | 2,234 | $43.3K | 0.00% | +2+0.1% | Added |
| Bessemer Group Inc | 2,223 | $43.0K | 0.00% | +925+71.3% | Added |
| Aspire Private Capital, LLC | 1,834 | $35.6K | 0.01% | +32+1.8% | Added |
| US Bancorp | 1,750 | $34.0K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,300 | $25.2K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,120 | $21.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,005 | $19.5K | 0.00% | +8+0.8% | Added |
| Signaturefd, LLC | 1,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 884 | $17.1K | 0.01% | −98−10.0% | Reduced |
| Larson Financial Group LLC | 860 | $16.7K | 0.00% | +10+1.2% | Added |
| CIBC Private Wealth Group, LLC | 486 | $9.41K | 0.00% | +486 | New |
| Armstrong Advisory Group, Inc | 550 | $9.19K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 320 | $6.21K | 0.00% | +5+1.6% | Added |
| UBS Asset Management Americas Inc | 294 | $5.70K | 0.00% | +294 | New |
| CWM, LLC | 201 | $4.00K | 0.00% | +200+20,000.0% | Added |
| Ancora Advisors, LLC | 180 | $3.49K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 173 | $3.36K | 0.00% | +173 | New |
| Valley National Advisers Inc | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 67 | $1.30K | 0.00% | +67 | New |
| Allworth Financial LP | 15 | $289 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $19 | 0.00% | −3−75.0% | Reduced |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −344,745−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −57,772−100.0% | Sold out |