Vault-13

BLACKROCK SCIENCE & TECHNOLO BSTZ

SHS BEN INT · Closed-End Fund · CUSIP 09260K101

105 institutional holders +21 vs Q3 2022
17,175,46317.2m shares reported held*
$269.0mreported value*
33 new 29 added 27 reduced 10 sold out net bought ≈ $26.8m (+1.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($486.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $15.66.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 84Q4 22: 105105Q3 22Q4 22
Numbers
QuarterHolders
Q3 202284
Q4 2022105

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1k$2k$3kQ3 22 calls: $0Q3 22 puts: $3.0kQ3 22P/C —Q4 22 calls: $0Q4 22 puts: $0Q4 22P/C —
Numbers
QuarterCallsPutsP/C
Q3 2022$0$3.0k—
Q4 2022$0$0—

Biggest buyers

Logan Stone Capital, LLC Added +690,261+690.3k
Saba Capital Management, L.P. New +524,119+524.1k
Quantedge Capital Pte Ltd Added +424,945+424.9k
Karpus Management, Inc. Added +416,041+416.0k
MANGROVE PARTNERS IM, LLC New +290,073+290.1k
Woodline Partners LP New +269,778+269.8k
CLOUGH CAPITAL PARTNERS L P New +204,200+204.2k
RIVERNORTH CAPITAL MANAGEMENT, LLC New +186,496+186.5k
WOLVERINE ASSET MANAGEMENT LLC Added +168,245+168.2k
Matisse Capital New +160,000+160.0k

Biggest sellers

MORGAN STANLEY Reduced -640,905-640.9k
Amplius Wealth Advisors, LLC Reduced -517,230-517.2k
UBS Group AG Reduced -500,442-500.4k
WELLS FARGO & COMPANY/MN Reduced -256,689-256.7k
RAYMOND JAMES & ASSOCIATES Reduced -174,091-174.1k
BANK OF AMERICA CORP /DE/ Reduced -150,789-150.8k
J.P. Morgan Private Wealth Advisors LLC Reduced -110,955-111.0k
Raymond James Financial Services Advisors, Inc. Reduced -110,180-110.2k
Steward Partners Investment Advisory, LLC Reduced -64,664-64.7k
Bickling Financial Services, Inc. Reduced -41,896-41.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Saba Capital Management, L.P. 13D · may seek influence +1.1 pts · filed 2026-03-17
Stated purposeNot Applicable. Full filing
 7.9% +1.1 pts 5.5m≈ $163.9m 2026-03-17

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q4 2022.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,309,2164.3m $67.4m $67.4m 0.01% Reduced -640.9k -640,905
2 Karpus Management, Inc. 0.83% of their portfolio Pittsford, NY 1,578,5951.6m $24.7m $24.7m 0.83% Added +416.0k +416,041
3 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,138,3481.1m $17.8m $17.8m 0.01% Reduced -500.4k -500,442
4 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 937,746937.7k $14.7m $14.7m 0.01% Reduced -174.1k -174,091
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 807,363807.4k $12.6m $12.6m 0.00% Reduced -150.8k -150,789
6 Logan Stone Capital, LLC 4.13% of their portfolio CHICAGO, IL 706,673706.7k $11.1m $11.1m 4.13% Added +690.3k +690,261
7 Quantedge Capital Pte Ltd 3.24% of their portfolio Singapore, U0 617,545617.5k $9.7m $9.7m 3.24% Added +424.9k +424,945
8 1607 Capital Partners, LLC 0.59% of their portfolio Richmond, VA 548,830548.8k $8.6m $8.6m 0.59% Reduced -16.1k -16,100
9 Saba Capital Management, L.P. 0.14% of their portfolio NEW YORK, NY 524,119524.1k $8.2m $8.2m 0.14% New
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 404,275404.3k $6.3m $6.3m 0.00% Reduced -256.7k -256,689
11 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 393,087393.1k $6.1m $6.1m 0.01% Reduced -110.2k -110,180
12 WOLVERINE ASSET MANAGEMENT LLC 0.08% of their portfolio CHICAGO, IL 344,133344.1k $5.4m $5.4m 0.08% Added +168.2k +168,245
13 LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 339,495339.5k $5.3m $5.3m 0.01% Unchanged
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 336,879336.9k $5.3m $5.3m 0.00% Added +60.6k +60,650
15 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.40% of their portfolio London, X0 321,729321.7k $5.0m $5.0m 0.40% Added +141.3k +141,259
16 MANGROVE PARTNERS IM, LLC 0.26% of their portfolio Greenwich, CT 290,073290.1k $4.5m $4.5m 0.26% New
17 Woodline Partners LP 0.06% of their portfolio San Francisco, CA 269,778269.8k $4.2m $4.2m 0.06% New
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 217,867217.9k $3.4m $3.4m 0.00% Added +9.3k +9,278
19 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.48% of their portfolio Englewood, NJ 209,980210.0k $3.3m $3.3m 0.48% Added +111.4k +111,361
20 CLOUGH CAPITAL PARTNERS L P 0.32% of their portfolio Boston, MA 204,200204.2k $3.2m $3.2m 0.32% New
21 SMITH, MOORE & CO. 0.41% of their portfolio CLAYTON, MO 188,185188.2k $2.9m $2.9m 0.41% Added +3.5k +3,534
22 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.13% of their portfolio WEST PALM BEACH, FL 186,496186.5k $2.9m $2.9m 0.13% New
23 WEDBUSH SECURITIES INC 0.16% of their portfolio PASADENA, CA 181,108181.1k $2.8m $2.8m 0.16% Added +141.2k +141,189
24 Matisse Capital 1.19% of their portfolio PORTLAND, OR 160,000160.0k $2.5m $2.5m 1.19% New
25 Thomas J. Herzfeld Advisors, Inc. 1.02% of their portfolio MIAMI BEACH, FL 159,003159.0k $2.5m $2.5m 1.02% Added +158.9k +158,903
26 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 141,749141.7k $2.2m $2.2m 0.00% Reduced -21.6k -21,572
27 Bickling Financial Services, Inc. 1.36% of their portfolio LEXINGTON, MA 138,890138.9k $2.2m $2.2m 1.36% Reduced -41.9k -41,896
28 Elequin Capital, LP 0.61% of their portfolio NEW YORK, NY 137,807137.8k $2.2m $2.2m 0.61% New
29 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 121,941121.9k $1.9m $1.9m 0.00% Added +77.0k +77,045
30 Claro Advisors Inc. 0.40% of their portfolio BOSTON, MA 78,84878.8k $1.2m $1.2m 0.40% Added +8.2k +8,231
31 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 76,92976.9k $1.2m $1.2m 0.00% Reduced -111.0k -110,955
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 76,30276.3k $1.2m $1.2m 0.00% Added +16.8k +16,849
33 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 66,69566.7k $1.0m $1.0m 0.02% Reduced -64.7k -64,664
34 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 66,00466.0k $1.0m $1.0m 0.00% Reduced -2.1k -2,146
35 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 61,29461.3k $958.0k $958.0k 0.00% Added +6.9k +6,865
36 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 57,53557.5k $899.8k $899.8k 0.02% Reduced -6.0k -6,019
37 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 54,58954.6k $854.0k $854.0k 0.00% Reduced -29.5k -29,453
38 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 54,24754.2k $849.0k $849.0k 0.00% New
39 Regent Peak Wealth Advisors LLC 0.26% of their portfolio ATLANTA, GA 46,64246.6k $795.8k $795.8k 0.26% Added +52 +52
40 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 39,19139.2k $612.9k $612.9k 0.00% Added +9.3k +9,329
41 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 35,08735.1k $548.8k $548.8k 0.00% New
42 NewEdge Wealth, LLC 0.02% of their portfolio STAMFORD, CT 34,57734.6k $540.8k $540.8k 0.02% Added +11.1k +11,128
43 Walleye Capital LLC 0.01% of their portfolio NEW YORK, NY 32,28932.3k $505.0k $505.0k 0.01% New
44 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 31,81931.8k $498.0k $498.0k 0.05% Reduced -1.8k -1,841
45 Dakota Wealth Management 0.03% of their portfolio PALM BEACH GARDENS, FL 31,09531.1k $486.3k $486.3k 0.03% Added +7.1k +7,110
46 INSIGNEO ADVISORY SERVICES, LLC 0.18% of their portfolio MIAMI, FL 30,83830.8k $482.0k $482.0k 0.18% First filing
47 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio ORLANDO, FL 30,28530.3k $665.3k $665.3k 0.07% New
48 Amplius Wealth Advisors, LLC 0.07% of their portfolio BLUE BELL, PA 28,14628.1k $440.2k $440.2k 0.07% Reduced -517.2k -517,230
49 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 28,06328.1k $548.6k $548.6k 0.00% New
50 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 21,81021.8k $341.0k $341.0k 0.00% Added +4.7k +4,656
51 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 20,64020.6k $322.8k $322.8k 0.00% Reduced -1.5k -1,500
52 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 18,68318.7k $292.2k $292.2k 0.00% Reduced -15.0k -15,026
53 Eudaimonia Partners, LLC 0.07% of their portfolio Winchester, TN 18,08718.1k $282.9k $282.9k 0.07% Added +218 +218
54 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 17,35317.4k $271.4k $271.4k 0.00% Reduced -6.0k -5,951
55 RAYMOND JAMES TRUST N.A. 0.01% of their portfolio ST. PETERSBURG, FL 16,80016.8k $263.0k $263.0k 0.01% Unchanged
56 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,02216.0k $250.6k $250.6k 0.00% New
57 FIRETHORN WEALTH PARTNERS, LLC 0.21% of their portfolio AUGUSTA, GA 15,58915.6k $243.8k $243.8k 0.21% New
58 TRANSCEND CAPITAL ADVISORS, LLC 0.03% of their portfolio MADISON, NJ 15,47415.5k $242.0k $242.0k 0.03% Reduced -19.6k -19,619
59 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,06615.1k $236.0k $236.0k 0.00% Added +1.7k +1,704
60 Stockman Wealth Management, Inc. 0.05% of their portfolio BILLINGS, MT 14,28514.3k $223.4k $223.4k 0.05% Reduced -988 -988
61 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 14,20014.2k $222.1k $222.1k 0.00% Added +1.2k +1,172
62 Delta Investment Management, LLC 0.07% of their portfolio SAN FRANCISCO, CA 14,00014.0k $219.0k $219.0k 0.07% Unchanged
63 Litman Gregory Wealth Management LLC 0.03% of their portfolio LARKSPUR, CA 13,67713.7k $213.9k $213.9k 0.03% Reduced -1.7k -1,740
64 SENTINEL TRUST CO LBA 0.03% of their portfolio HOUSTON, TX 12,96013.0k $203.0k $203.0k 0.03% Reduced -11.0k -11,000
65 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 12,48712.5k $195.3k $195.3k 0.00% New
66 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 11,26911.3k $176.2k $176.2k 0.00% Unchanged
67 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.05% of their portfolio BLUE BELL, PA 10,38110.4k $162.4k $162.4k 0.05% Added +138 +138
68 SG3 Management, LLC 0.10% of their portfolio DORADO, PR 10,00010.0k $156.4k $156.4k 0.10% Not comparable
69 Arlington Partners LLC 0.02% of their portfolio BIRMINGHAM, AL 6,3266.3k $98.9k $98.9k 0.02% New
70 BlackRock Inc. 0.00% of their portfolio New York, NY 5,0005.0k $78.2k $78.2k 0.00% Unchanged
71 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,8514.9k $75.9k $75.9k 0.00% Reduced -1.6k -1,636
72 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 2,7002.7k $42.2k $42.2k 0.00% Reduced -8.2k -8,209
73 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 1,7501.8k $27.4k $27.4k 0.00% Unchanged
74 Aspire Private Capital, LLC 0.01% of their portfolio Cornelius, NC 1,6221.6k $25.4k $25.4k 0.01% Added +55 +55
75 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 1,6001.6k $25.0k $25.0k 0.00% New
76 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,4971.5k $23.0k $23.0k 0.00% New
77 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 1,3221.3k $20.7k $20.7k 0.00% Unchanged
78 Focused Wealth Management, Inc 0.00% of their portfolio Newburgh, NY 1,2791.3k $20.0k $20.0k 0.00% Reduced -1.5k -1,541
79 MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio PALM BEACH GARDENS, FL 1,2001.2k $18.8k $18.8k 0.00% New
80 ICA Group Wealth Management, LLC 0.00% of their portfolio DENVER, CO 1,1201.1k $17.5k $17.5k 0.00% New
81 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 1,0261.0k $16.0k $16.0k 0.00% Added +1.0k +1,026
82 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,0001.0k $15.6k $15.6k 0.00% New
83 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 1,0001.0k $15.6k $15.6k 0.00% Unchanged
84 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 950950 $14.9k $14.9k 0.00% Added +15 +15
85 Retirement Group, LLC 0.01% of their portfolio SAN DIEGO, CA 928928 $15.0k $15.0k 0.01% New
86 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 923923 $14.0k $14.0k 0.00% Unchanged
87 M&R CAPITAL MANAGEMENT INC 0.00% of their portfolio SUMMIT, NJ 905905 $14.2k $14.2k 0.00% New
88 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 800800 $12.5k $12.5k 0.00% New
89 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 750750 $11.7k $11.7k 0.00% Unchanged
90 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 700700 $10.9k $10.9k 0.00% Added +100 +100
91 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 661661 $14.0k $14.0k 0.00% Added +31 +31
92 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 515515 $8.1k $8.1k 0.00% New
93 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 450450 $7.0k $7.0k 0.00% New
94 Slocum, Gordon & Co LLP 0.00% of their portfolio Newport, RI 275275 $4.3k $4.3k 0.00% First filing
95 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 255255 $4.0k $4.0k 0.00% New
96 Plante Moran Financial Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 223223 $3.5k $3.5k 0.00% Reduced -1.0k -1,027
97 Castleview Partners, LLC 0.00% of their portfolio DALLAS, TX 171171 $2.7k $2.7k 0.00% New
98 Sugarloaf Wealth Management, LLC 0.00% of their portfolio DULUTH, GA 123123 $1.9k $1.9k 0.00% New
99 Beaird Harris Wealth Management, LLC 0.00% of their portfolio DALLAS, TX 100100 $1.6k $1.6k 0.00% Unchanged
100 ROMANO BROTHERS AND COMPANY 0.00% of their portfolio EVANSTON, IL 8383 $1.3k $1.3k 0.00% New