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, 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 | $659.0M |
| 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, 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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $19 | 0.00% | −3−75.0% | Reduced |
| Allworth Financial LP | 15 | $289 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 67 | $1.30K | 0.00% | +67 | New |
| Valley National Advisers Inc | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 173 | $3.36K | 0.00% | +173 | New |
| Ancora Advisors, LLC | 180 | $3.49K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 201 | $4.00K | 0.00% | +200+20,000.0% | Added |
| UBS Asset Management Americas Inc | 294 | $5.70K | 0.00% | +294 | New |
| Principal Securities, Inc. | 320 | $6.21K | 0.00% | +5+1.6% | Added |
| Armstrong Advisory Group, Inc | 550 | $9.19K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 486 | $9.41K | 0.00% | +486 | New |
| Larson Financial Group LLC | 860 | $16.7K | 0.00% | +10+1.2% | Added |
| Retirement Group, LLC | 884 | $17.1K | 0.01% | −98−10.0% | Reduced |
| Signaturefd, LLC | 1,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,005 | $19.5K | 0.00% | +8+0.8% | Added |
| ICA Group Wealth Management, LLC | 1,120 | $21.7K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,300 | $25.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,750 | $34.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,834 | $35.6K | 0.01% | +32+1.8% | Added |
| Bessemer Group Inc | 2,223 | $43.0K | 0.00% | +925+71.3% | Added |
| Comerica Bank | 2,234 | $43.3K | 0.00% | +2+0.1% | Added |
| NBC Securities, Inc. | 2,319 | $44.0K | 0.00% | +32+1.4% | Added |
| BlackRock Inc. | 5,000 | $97.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,483 | $106.4K | 0.00% | +91+1.7% | Added |
| Register Financial Advisors LLC | 6,732 | $130.6K | 0.07% | +6,732 | New |
| Citigroup Inc | 7,620 | $147.8K | 0.00% | +383+5.3% | Added |
| Mosaic Financial Group, LLC | 10,000 | $194.0K | 0.16% | +10,000 | New |
| Stablepoint Partners, LLC | 10,582 | $205.3K | 0.04% | +10,582 | New |
| Stockman Wealth Management, Inc. | 10,865 | $210.8K | 0.04% | +375+3.6% | Added |
| Two Sigma Investments, LP | 10,935 | $212.1K | 0.00% | +10,935 | New |
| Baird Financial Group, Inc. | 11,428 | $221.7K | 0.00% | +11,428 | New |
| Sunbelt Securities, Inc. | 11,985 | $232.5K | 0.03% | +60+0.5% | Added |
| International Assets Investment Management, LLC | 12,315 | $238.3K | 0.02% | −423−3.3% | Reduced |
| WNY Asset Management, LLC | 12,380 | $240.2K | 0.04% | +80+0.7% | Added |
| Concurrent Investment Advisors, LLC | 12,499 | $242.5K | 0.01% | −530−4.1% | Reduced |
| Sentinel Trust Co Lba | 12,656 | $246.0K | 0.03% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 14,291 | $248.4K | 0.01% | +14,291 | New |
| National Asset Management, Inc. | 15,594 | $257.3K | 0.01% | +2,752+21.4% | Added |
| Delta Investment Management, LLC | 13,600 | $263.8K | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,650 | $284.2K | 0.00% | +900+6.5% | Added |
| Amplius Wealth Advisors, LLC | 16,693 | $323.8K | 0.04% | +136+0.8% | Added |
| Stonebrook Private Inc. | 18,145 | $352.0K | 0.10% | −1,340−6.9% | Reduced |
| Susquehanna International Group, LLP | 20,506 | $397.8K | 0.00% | −4,120−16.7% | Reduced |
| Ameriprise Financial Inc | 20,842 | $404.3K | 0.00% | −37,689−64.4% | Reduced |
| Cetera Investment Advisers | 20,879 | $405.0K | 0.00% | +20,879 | New |
| NWF Advisory Services Inc. | 21,058 | $408.5K | 0.07% | −767−3.5% | Reduced |
| Mathes Company, Inc. | 21,200 | $411.0K | 0.15% | +2,750+14.9% | Added |
| GWM Advisors LLC | 21,865 | $424.2K | 0.00% | +7,097+48.1% | Added |
| Insigneo Advisory Services, LLC | 22,075 | $428.3K | 0.05% | −3,174−12.6% | Reduced |
| The PNC Financial Services Group, Inc. | 32,024 | $621.3K | 0.00% | −4,027−11.2% | Reduced |
| Dakota Wealth Management | 35,205 | $683.0K | 0.02% | −1,065−2.9% | Reduced |
| NewEdge Wealth, LLC | 41,433 | $727.6K | 0.02% | −18,163−30.5% | Reduced |
| PFG Investments, LLC | 40,536 | $786.4K | 0.05% | +40,536 | New |
| Janney Montgomery Scott LLC | 43,745 | $849.0K | 0.00% | +193+0.4% | Added |
| Qube Research & Technologies Ltd | 50,547 | $980.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 55,423 | $1.07M | 0.00% | +6,587+13.5% | Added |
| Truist Financial Corp | 56,445 | $1.10M | 0.00% | −401−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 63,998 | $1.24M | 0.00% | +7,435+13.1% | Added |
| Flow State Investments, L.P. | 66,782 | $1.30M | 0.38% | −9,093−12.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 71,184 | $1.38M | 0.02% | +6,614+10.2% | Added |
| Wells Fargo & Company | 74,591 | $1.45M | 0.00% | +667+0.9% | Added |
| Alpine Global Management, LLC | 83,500 | $1.62M | 0.31% | +2,000+2.5% | Added |
| Skyline Advisors, Inc. | 86,203 | $1.67M | 0.75% | +1,049+1.2% | Added |
| Claro Advisors LLC | 89,096 | $1.73M | 0.30% | −6,552−6.9% | Reduced |
| Advisor Group Holdings, Inc. | 95,793 | $1.86M | 0.00% | −1,463−1.5% | Reduced |
| Intrinsic Edge Capital Management LLC | 100,000 | $1.94M | 0.16% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 100,470 | $1.95M | 0.01% | −16,128−13.8% | Reduced |
| Boothbay Fund Management, LLC | 104,206 | $2.02M | 0.06% | −13,500−11.5% | Reduced |
| Stifel Financial Corp | 110,146 | $2.14M | 0.00% | +3,461+3.2% | Added |
| Allspring Global Investments Holdings, LLC | 115,026 | $2.23M | 0.00% | +50,172+77.4% | Added |
| Oppenheimer & Co Inc | 121,898 | $2.36M | 0.04% | +20,781+20.6% | Added |
| Blue Bell Private Wealth Management, LLC | 129,067 | $2.50M | 0.54% | +57,531+80.4% | Added |
| HighTower Advisors, LLC | 138,593 | $2.69M | 0.00% | −26,552−16.1% | Reduced |
| Matisse Capital | 140,000 | $2.72M | 1.31% | +5,000+3.7% | Added |
| LM Advisors LLC | 146,239 | $2.84M | 0.45% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 148,062 | $2.87M | 1.02% | +16,533+12.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 191,860 | $3.72M | 0.01% | +664+0.3% | Added |
| LPL Financial LLC | 206,415 | $4.00M | 0.00% | −1,252−0.6% | Reduced |
| City of London Investment Management Co Ltd | 224,742 | $4.36M | 0.36% | −430−0.2% | Reduced |
| Rpo LLC | 231,568 | $4.49M | 6.59% | −30,000−11.5% | Reduced |
| Landscape Capital Management, L.L.C. | 234,361 | $4.55M | 0.40% | −333,621−58.7% | Reduced |
| Quantedge Capital Pte Ltd | 447,470 | $8.68M | 3.65% | −158,652−26.2% | Reduced |
| Royal Bank of Canada | 464,916 | $9.02M | 0.00% | +135,842+41.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 521,305 | $10.1M | 0.02% | +51,985+11.1% | Added |
| Wedbush Securities Inc | 603,406 | $11.7M | 0.44% | +160,761+36.3% | Added |
| Lazard Asset Management LLC | 615,054 | $11.9M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 619,266 | $12.0M | 0.00% | −8,536−1.4% | Reduced |
| Potrero Capital Research LLC | 638,586 | $12.4M | 7.70% | +638,586 | New |
| CNH Partners LLC | 651,508 | $12.6M | 0.44% | +67,027+11.5% | Added |
| 1607 Capital Partners, LLC | 744,967 | $14.5M | 1.18% | +8,773+1.2% | Added |
| Raymond James & Associates | 911,012 | $17.7M | 0.01% | +40,922+4.7% | Added |
| Invesco Ltd. | 1,115,037 | $21.6M | 0.00% | +98,325+9.7% | Added |
| UBS Group AG | 1,155,911 | $22.4M | 0.01% | +92,956+8.7% | Added |
| Karpus Management, Inc. | 1,202,577 | $23.3M | 0.67% | −158,037−11.6% | Reduced |
| Rivernorth Capital Management, LLC | 1,288,119 | $25.0M | 1.21% | +517,336+67.1% | Added |
| Morgan Stanley | 3,028,723 | $58.8M | 0.00% | −39,640−1.3% | Reduced |
| Saba Capital Management, L.P. | 5,920,475 | $114.9M | 2.52% | +2,361,436+66.4% | Added |
| 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 |