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, Q3 2024
Institutional positions in BlackRock Science & Technology Term Trust as of Sep 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
- 101
- +5 vs. Q2 2024
- Shares held
- 25.0M
- −975.6K (−3.8%) vs. Q2 2024
- Total value
- $487.6M
- −$30.0M (−5.8%) vs. Q2 2024
- New holders
- 15
- 33 more added
- Sold out
- 10
- 42 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $659.5M |
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding BlackRock Science & Technology Term Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 6,703,610 | $128.7M | 2.83% | −476,054−6.6% | Reduced |
| Morgan Stanley | 2,984,422 | $57.3M | 0.00% | −52,741−1.7% | Reduced |
| Rivernorth Capital Management, LLC | 1,649,225 | $31.7M | 1.53% | −86,069−5.0% | Reduced |
| Karpus Management, Inc. | 1,248,143 | $24.0M | 0.67% | −64,280−4.9% | Reduced |
| Invesco Ltd. | 1,101,881 | $21.2M | 0.00% | +10,622+1.0% | Added |
| UBS Group AG | 1,063,111 | $20.4M | 0.01% | −15,591−1.4% | Reduced |
| Raymond James & Associates | 928,967 | $17.8M | 0.01% | −10,539−1.1% | Reduced |
| Potrero Capital Research LLC | 778,970 | $15.0M | 5.02% | −69,473−8.2% | Reduced |
| Penserra Capital Management LLC | 754,457 | $14.5M | 0.31% | +754,457 | New |
| Wedbush Securities Inc | 727,366 | $14.0M | 0.52% | +43,700+6.4% | Added |
| 1607 Capital Partners, LLC | 613,022 | $11.8M | 1.08% | −88,320−12.6% | Reduced |
| International Assets Investment Management, LLC | 210,917 | $11.0M | 0.03% | +198,102+1,545.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 560,507 | $10.8M | 0.01% | +40,484+7.8% | Added |
| Bank of America Corp | 551,328 | $10.6M | 0.00% | −68,061−11.0% | Reduced |
| Lazard Asset Management LLC | 548,965 | $10.5M | 0.01% | −66,089−10.7% | Reduced |
| CNH Partners LLC | 453,025 | $8.70M | 0.20% | −164,126−26.6% | Reduced |
| Royal Bank of Canada | 440,665 | $8.46M | 0.00% | −32,890−6.9% | Reduced |
| Flagship Harbor Advisors, LLC | 327,424 | $6.29M | 0.35% | +1,049+0.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 227,639 | $4.37M | 1.46% | +8,249+3.8% | Added |
| Alpine Global Management, LLC | 208,876 | $4.01M | 0.97% | +13,876+7.1% | Added |
| LPL Financial LLC | 184,994 | $3.55M | 0.00% | +9,690+5.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 180,287 | $3.46M | 0.01% | −6,843−3.7% | Reduced |
| City of London Investment Management Co Ltd | 166,572 | $3.20M | 0.28% | −19,696−10.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 165,253 | $3.17M | 0.61% | +6,306+4.0% | Added |
| Oppenheimer & Co Inc | 142,567 | $2.74M | 0.04% | +25,737+22.0% | Added |
| Sanctuary Advisors, LLC | 101,597 | $2.18M | 0.01% | −24,156−19.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 113,151 | $2.17M | 0.00% | −11,583−9.3% | Reduced |
| Stifel Financial Corp | 105,412 | $2.02M | 0.00% | −2,173−2.0% | Reduced |
| NewEdge Wealth, LLC | 101,993 | $1.96M | 0.04% | +62,060+155.4% | Added |
| Intrinsic Edge Capital Management LLC | 100,000 | $1.92M | 0.24% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 96,849 | $1.86M | 0.56% | −148,726−60.6% | Reduced |
| Sit Investment Associates Inc | 92,668 | $1.78M | 0.04% | +3,701+4.2% | Added |
| LM Advisors LLC | 92,193 | $1.77M | 0.36% | −47,507−34.0% | Reduced |
| Advisor Group Holdings, Inc. | 87,122 | $1.67M | 0.00% | +350.0% | Added |
| Skyline Advisors, Inc. | 80,136 | $1.54M | 0.63% | −6,832−7.9% | Reduced |
| Rockefeller Capital Management L.P. | 75,341 | $1.45M | 0.00% | −7,085−8.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 74,858 | $1.44M | 0.01% | +2,868+4.0% | Added |
| Truist Financial Corp | 74,640 | $1.43M | 0.00% | +17,664+31.0% | Added |
| HighTower Advisors, LLC | 65,880 | $1.26M | 0.00% | −8,514−11.4% | Reduced |
| Commonwealth Equity Services, LLC | 60,251 | $1.16M | 0.00% | −1,771−2.9% | Reduced |
| HBK Investments L P | 59,055 | $1.13M | 0.02% | −7,613−11.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 54,922 | $1.05M | 0.00% | −7,455−12.0% | Reduced |
| Wells Fargo & Company | 52,991 | $1.02M | 0.00% | −9,941−15.8% | Reduced |
| Janney Montgomery Scott LLC | 48,314 | $928.0K | 0.00% | −1,289−2.6% | Reduced |
| WNY Asset Management, LLC | 44,543 | $855.2K | 0.10% | +2,068+4.9% | Added |
| The PNC Financial Services Group, Inc. | 44,447 | $853.4K | 0.00% | +4,258+10.6% | Added |
| PFG Investments, LLC | 35,965 | $690.5K | 0.04% | −1,284−3.4% | Reduced |
| Dakota Wealth Management | 33,616 | $645.4K | 0.01% | −2,299−6.4% | Reduced |
| Uhlmann Price Securities, LLC | 26,914 | $516.8K | 0.41% | +26,914 | New |
| Absolute Investment Advisers LLC | 24,187 | $464.4K | 0.06% | +12,344+104.2% | Added |
| GWM Advisors LLC | 22,007 | $422.5K | 0.00% | +815+3.8% | Added |
| Mathes Company, Inc. | 20,200 | $388.0K | 0.14% | −1,750−8.0% | Reduced |
| NWF Advisory Services Inc. | 19,337 | $371.3K | 0.05% | −1,548−7.4% | Reduced |
| CI Private Wealth, LLC | 18,042 | $346.4K | 0.00% | +18,042 | New |
| Cetera Investment Advisers | 17,739 | $340.6K | 0.00% | +465+2.7% | Added |
| Amplius Wealth Advisors, LLC | 17,258 | $331.4K | 0.04% | +499+3.0% | Added |
| Atria Wealth Solutions, Inc. | 15,500 | $297.6K | 0.00% | −1,300−7.7% | Reduced |
| Claro Advisors LLC | 15,092 | $289.8K | 0.04% | −34,391−69.5% | Reduced |
| Focus Financial Network, Inc. | 14,603 | $280.4K | 0.01% | +81+0.6% | Added |
| Delta Investment Management, LLC | 13,600 | $261.1K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,959 | $258.0K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 13,378 | $256.9K | 0.01% | −3,922−22.7% | Reduced |
| Jane Street Group, LLC | 12,770 | $245.2K | 0.00% | +12,770 | New |
| National Asset Management, Inc. | 12,521 | $239.0K | 0.01% | +417+3.4% | Added |
| Mather Group, LLC. | 12,000 | $230.4K | 0.00% | +12,000 | New |
| Ameriprise Financial Inc | 11,916 | $228.8K | 0.00% | −3,898−24.6% | Reduced |
| Sentinel Trust Co Lba | 10,854 | $208.0K | 0.02% | −967−8.2% | Reduced |
| Stockman Wealth Management, Inc. | 10,346 | $198.6K | 0.03% | −550−5.0% | Reduced |
| Painted Porch Advisors LLC | 10,199 | $195.8K | 0.10% | +331+3.4% | Added |
| Mosaic Financial Group, LLC | 10,000 | $192.0K | 0.14% | 00.0% | Unchanged |
| Citigroup Inc | 8,872 | $170.3K | 0.00% | +314+3.7% | Added |
| CoreCap Advisors, LLC | 8,500 | $163.2K | 0.01% | +8,500 | New |
| Sunbelt Securities, Inc. | 7,651 | $146.9K | 0.01% | −4,412−36.6% | Reduced |
| Parallel Advisors, LLC | 5,795 | $111.3K | 0.00% | +191+3.4% | Added |
| BlackRock, Inc. | 5,000 | $96.0K | 0.00% | +5,000 | New |
| Quarry LP | 3,989 | $76.6K | 0.02% | −4,699−54.1% | Reduced |
| Umb Bank N A | 2,850 | $54.7K | 0.00% | +2,850 | New |
| US Bancorp | 2,650 | $50.9K | 0.00% | +900+51.4% | Added |
| Salem Investment Counselors Inc | 2,577 | $49.5K | 0.00% | −229−8.2% | Reduced |
| Comerica Bank | 2,220 | $42.6K | 0.00% | −71−3.1% | Reduced |
| Brown Brothers Harriman & Co | 2,000 | $38.4K | 0.00% | +2,000 | New |
| CWM, LLC | 1,386 | $27.0K | 0.00% | +1,385+138,500.0% | Added |
| Aspire Private Capital, LLC | 1,345 | $25.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,000 | $19.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 996 | $19.0K | 0.00% | −1,264−55.9% | Reduced |
| Tower Research Capital LLC (TRC) | 918 | $17.6K | 0.00% | +918 | New |
| Larson Financial Group LLC | 860 | $16.5K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 785 | $15.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 780 | $15.0K | 0.00% | +9+1.2% | Added |
| CIBC Private Wealth Group, LLC | 551 | $10.6K | 0.00% | +15+2.8% | Added |
| Armstrong Advisory Group, Inc | 550 | $10.6K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 463 | $8.89K | 0.00% | +463 | New |
| Assetmark, Inc | 373 | $7.16K | 0.00% | +200+115.6% | Added |
| Principal Securities, Inc. | 338 | $6.49K | 0.00% | +11+3.4% | Added |
| FSA Wealth Management LLC | 300 | $5.76K | 0.00% | +300 | New |
| Beacon Capital Management, LLC | 253 | $4.85K | 0.00% | +253 | New |
| Ancora Advisors, LLC | 180 | $3.46K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 90 | $1.91K | 0.00% | +90 | New |
| Allworth Financial LP | 16 | $302 | 0.00% | +1+6.7% | Added |