BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

114 hedge funds and large institutions have $744M invested in BlackRock Technology and Private Equity Term Trust in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 18 closing their positions.

Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
31
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YCM
1
Yakira Capital Management
Connecticut
$5.92M
2
AIA
2
Absolute Investment Advisers
Florida
$19.1M
3
SIA
3
Sit Investment Associates
Minnesota
$40.5M
4
QL
4
Quarry LP
New York
$8.81M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$21.1M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.98M
2
Invesco
2
Invesco
Georgia
$20.6M
3
BCM
3
Bluefin Capital Management
New York
$399K
4
RCM
4
Rivernorth Capital Management
Florida
$9.33M
5
CL
5
CSS LLC
Illinois
$1.49M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$445M 60,675,395 – –
Morgan Stanley
2
Morgan Stanley
New York
$40.8M 5,560,989 -177,173 -3%
SIA
3
Sit Investment Associates
Minnesota
$40.5M 5,515,699 +490,569 +10%
Lazard Asset Management
4
Lazard Asset Management
New York
$21.1M 2,871,719 +406,287 +16%
Invesco
5
Invesco
Georgia
$20.6M 2,800,615 -872,190 -24%
AIA
6
Absolute Investment Advisers
Florida
$19.1M 2,600,158 +599,591 +30%
Raymond James Financial
7
Raymond James Financial
Florida
$18.3M 2,488,527 -12,862 -0.5%
PCM
8
Penserra Capital Management
California
$16.5M 2,250,256 +66,497 +3%
SC
9
Sessa Capital
New York
$14.8M 2,015,096 – –
KIM
10
Karpus Investment Management
New York
$10.4M 1,423,101 -64,801 -4%
RCM
11
Rivernorth Capital Management
Florida
$9.33M 1,270,917 -532,518 -30%
QL
12
Quarry LP
New York
$8.81M 1,200,691 +433,321 +56%
Bank of America
13
Bank of America
North Carolina
$8.47M 1,153,901 -105,943 -8%
UBS Group
14
UBS Group
Switzerland
$8.29M 1,128,902 +83,497 +8%
YCM
15
Yakira Capital Management
Connecticut
$5.92M 805,926 +664,908 +472%
BI
16
Bulldog Investors
New Jersey
$4.48M 610,207 +117,875 +24%
CC
17
CF Capital
Massachusetts
$4.14M 566,000 -424,000 -43%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.98M 542,560 -1,908,530 -78%
Ameriprise
19
Ameriprise
Minnesota
$3.34M 454,913 +92,726 +26%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$2.67M 363,966 -20,560 -5%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.62M 357,576 +868 +0.2%
Capstone Investment Advisors
22
Capstone Investment Advisors
New York
$1.92M 261,043 +2,541 +1%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$1.9M 259,150 +11,000 +4%
1CP
24
1607 Capital Partners
Virginia
$1.82M 248,540 -21,500 -8%
PIWA
25
Prevail Innovative Wealth Advisors
Kansas
$1.68M 228,552 -11,696 -5%
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