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 2024
Institutional positions in BlackRock Science & Technology Term Trust as of Jun 30, 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
- +2 vs. Q1 2024
- Shares held
- 26.0M
- +2.24M (+9.4%) vs. Q1 2024
- Total value
- $517.6M
- +$56.9M (+12.3%) vs. Q1 2024
- New holders
- 16
- 35 more added
- Sold out
- 14
- 33 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | −200−99.5% | Reduced |
| Allworth Financial LP | 15 | $296 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 173 | $3.44K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 175 | $3.48K | 0.00% | +175 | New |
| Ancora Advisors, LLC | 180 | $3.58K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 327 | $6.51K | 0.00% | +7+2.2% | Added |
| CIBC Private Wealth Group, LLC | 536 | $10.9K | 0.00% | +50+10.3% | Added |
| Armstrong Advisory Group, Inc | 550 | $11.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 560 | $11.2K | 0.01% | −560−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 771 | $15.4K | 0.00% | −234−23.3% | Reduced |
| United Community Bank | 785 | $15.6K | 0.01% | +785 | New |
| Larson Financial Group LLC | 860 | $17.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,000 | $19.9K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,345 | $26.8K | 0.01% | −489−26.7% | Reduced |
| Wolverine Asset Management LLC | 1,630 | $32.5K | 0.00% | +1,630 | New |
| US Bancorp | 1,750 | $34.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,260 | $45.0K | 0.00% | −59−2.5% | Reduced |
| Comerica Bank | 2,291 | $45.6K | 0.00% | +57+2.6% | Added |
| Salem Investment Counselors Inc | 2,806 | $55.9K | 0.00% | +2,806 | New |
| Quarry LP | 4,344 | $86.5K | 0.04% | +4,344 | New |
| BlackRock Inc. | 5,000 | $99.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,604 | $111.6K | 0.00% | +121+2.2% | Added |
| Register Financial Advisors LLC | 6,880 | $137.0K | 0.07% | +148+2.2% | Added |
| Citigroup Inc | 8,558 | $170.4K | 0.00% | +938+12.3% | Added |
| Painted Porch Advisors LLC | 9,868 | $196.5K | 0.11% | +9,868 | New |
| Mosaic Financial Group, LLC | 10,000 | $199.0K | 0.14% | 00.0% | Unchanged |
| Mariner, LLC | 10,852 | $216.1K | 0.00% | +10,852 | New |
| Stockman Wealth Management, Inc. | 10,896 | $216.9K | 0.04% | +31+0.3% | Added |
| Sentinel Trust Co Lba | 11,821 | $235.0K | 0.03% | −835−6.6% | Reduced |
| Absolute Investment Advisers LLC | 11,843 | $235.8K | 0.03% | +11,843 | New |
| Sunbelt Securities, Inc. | 12,063 | $240.2K | 0.02% | +78+0.7% | Added |
| National Asset Management, Inc. | 12,104 | $241.1K | 0.01% | −3,490−22.4% | Reduced |
| Concurrent Investment Advisors, LLC | 12,499 | $248.9K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 12,815 | $255.2K | 0.02% | +500+4.1% | Added |
| Advisory Services Network, LLC | 12,959 | $258.0K | 0.01% | +12,959 | New |
| Delta Investment Management, LLC | 13,600 | $270.8K | 0.06% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 14,522 | $289.1K | 0.01% | +231+1.6% | Added |
| Ameriprise Financial Inc | 15,814 | $314.9K | 0.00% | −5,028−24.1% | Reduced |
| Amplius Wealth Advisors, LLC | 16,759 | $333.7K | 0.04% | +66+0.4% | Added |
| Atria Wealth Solutions, Inc. | 16,800 | $334.5K | 0.00% | +2,150+14.7% | Added |
| Virtu Financial LLC | 17,091 | $340.0K | 0.02% | +17,091 | New |
| Cetera Investment Advisers | 17,274 | $343.9K | 0.00% | −3,605−17.3% | Reduced |
| CSS LLC | 17,300 | $344.4K | 0.03% | +17,300 | New |
| Susquehanna International Group, LLP | 19,659 | $391.4K | 0.00% | −847−4.1% | Reduced |
| NWF Advisory Services Inc. | 20,885 | $415.8K | 0.07% | −173−0.8% | Reduced |
| GWM Advisors LLC | 21,192 | $421.9K | 0.00% | −673−3.1% | Reduced |
| Mathes Company, Inc. | 21,950 | $437.0K | 0.16% | +750+3.5% | Added |
| Dakota Wealth Management | 35,915 | $715.1K | 0.02% | +710+2.0% | Added |
| PFG Investments, LLC | 37,249 | $741.6K | 0.05% | −3,287−8.1% | Reduced |
| NewEdge Wealth, LLC | 39,933 | $795.1K | 0.02% | −1,500−3.6% | Reduced |
| The PNC Financial Services Group, Inc. | 40,189 | $800.2K | 0.00% | +8,165+25.5% | Added |
| WNY Asset Management, LLC | 42,475 | $845.7K | 0.11% | +30,095+243.1% | Added |
| Claro Advisors LLC | 49,483 | $985.2K | 0.15% | −39,613−44.5% | Reduced |
| Janney Montgomery Scott LLC | 49,603 | $988.0K | 0.00% | +5,858+13.4% | Added |
| Truist Financial Corp | 56,976 | $1.13M | 0.00% | +531+0.9% | Added |
| Commonwealth Equity Services, LLC | 62,022 | $1.24M | 0.00% | −1,976−3.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 62,377 | $1.24M | 0.00% | +6,954+12.5% | Added |
| Wells Fargo & Company | 62,932 | $1.25M | 0.00% | −11,659−15.6% | Reduced |
| HBK Investments L P | 66,668 | $1.33M | 0.03% | +66,668 | New |
| Steward Partners Investment Advisory, LLC | 71,990 | $1.43M | 0.02% | +806+1.1% | Added |
| HighTower Advisors, LLC | 74,394 | $1.48M | 0.00% | −64,199−46.3% | Reduced |
| Flow State Investments, L.P. | 79,221 | $1.58M | 0.50% | +12,439+18.6% | Added |
| Rockefeller Capital Management L.P. | 82,426 | $1.64M | 0.00% | −18,044−18.0% | Reduced |
| Skyline Advisors, Inc. | 86,968 | $1.73M | 0.75% | +765+0.9% | Added |
| Advisor Group Holdings, Inc. | 87,087 | $1.73M | 0.00% | −8,706−9.1% | Reduced |
| Sit Investment Associates Inc | 88,967 | $1.77M | 0.04% | +88,967 | New |
| Matisse Capital | 98,400 | $1.96M | 0.97% | −41,600−29.7% | Reduced |
| Intrinsic Edge Capital Management LLC | 100,000 | $1.99M | 0.19% | 00.0% | Unchanged |
| Stifel Financial Corp | 107,585 | $2.14M | 0.00% | −2,561−2.3% | Reduced |
| Sanctuary Advisors, LLC | 125,753 | $2.22M | 0.02% | +125,753 | New |
| Oppenheimer & Co Inc | 116,830 | $2.33M | 0.04% | −5,068−4.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 124,734 | $2.48M | 0.00% | +9,708+8.4% | Added |
| LM Advisors LLC | 139,700 | $2.78M | 0.00% | −6,539−4.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 158,947 | $3.16M | 0.65% | +29,880+23.2% | Added |
| LPL Financial LLC | 175,304 | $3.49M | 0.00% | −31,111−15.1% | Reduced |
| City of London Investment Management Co Ltd | 186,268 | $3.71M | 0.32% | −38,474−17.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 187,130 | $3.73M | 0.01% | −4,730−2.5% | Reduced |
| Alpine Global Management, LLC | 195,000 | $3.88M | 0.68% | +111,500+133.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 219,390 | $4.37M | 1.53% | +71,328+48.2% | Added |
| Quantedge Capital Pte Ltd | 245,575 | $4.89M | 1.77% | −201,895−45.1% | Reduced |
| Flagship Harbor Advisors, LLC | 326,375 | $6.50M | 0.39% | +326,375 | New |
| Royal Bank of Canada | 473,555 | $9.43M | 0.00% | +8,639+1.9% | Added |
| Atlas Wealth LLC | 474,224 | $9.67M | 1.50% | +474,224 | New |
| Raymond James Financial Services Advisors, Inc. | 520,023 | $10.4M | 0.01% | −1,282−0.2% | Reduced |
| Lazard Asset Management LLC | 615,054 | $12.2M | 0.02% | 00.0% | Unchanged |
| CNH Partners LLC | 617,151 | $12.3M | 0.32% | −34,357−5.3% | Reduced |
| Bank of America Corp | 619,389 | $12.3M | 0.00% | +1230.0% | Added |
| Wedbush Securities Inc | 683,666 | $13.6M | 0.49% | +80,260+13.3% | Added |
| 1607 Capital Partners, LLC | 701,342 | $14.0M | 1.25% | −43,625−5.9% | Reduced |
| Potrero Capital Research LLC | 848,443 | $16.9M | 7.28% | +209,857+32.9% | Added |
| Raymond James & Associates | 939,506 | $18.7M | 0.01% | +28,494+3.1% | Added |
| UBS Group AG | 1,078,702 | $21.5M | 0.01% | −77,209−6.7% | Reduced |
| Invesco Ltd. | 1,091,259 | $21.7M | 0.00% | −23,778−2.1% | Reduced |
| Karpus Management, Inc. | 1,312,423 | $26.1M | 0.74% | +109,846+9.1% | Added |
| Rivernorth Capital Management, LLC | 1,735,294 | $34.5M | 1.63% | +447,175+34.7% | Added |
| Morgan Stanley | 3,037,163 | $60.5M | 0.00% | +8,440+0.3% | Added |
| Saba Capital Management, L.P. | 7,179,664 | $142.9M | 3.14% | +1,259,189+21.3% | Added |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −234,361−100.0% | Sold out |
| Rpo LLC | 0 | $0 | 0.00% | −231,568−100.0% | Sold out |