BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

42 hedge funds and large institutions have $211M invested in BlackRock Technology and Private Equity Term Trust in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+15
Holders Change %
+55.56%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
14
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.3M
2
Bank of America
2
Bank of America
North Carolina
$21.6M
3
UBS Group
3
UBS Group
Switzerland
$25.6M
4
RJA
4
Raymond James & Associates
Florida
$44.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.79M

Top Sellers

1
TAM
1
TFG Asset Management
Cayman Islands
$0
2
EW
2
Evoke Wealth
California
$0
3
WIA
3
Wealthstreet Investment Advisors
Texas
$0
4
BRWM
4
B. Riley Wealth Management
Tennessee
$905K
5
SPIA
5
Steward Partners Investment Advisory
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TNA
26
True North Advisors
Texas
$283K +$29.3K +1,442 +12%
HighTower Advisors
27
HighTower Advisors
Illinois
$264K +$264K +12,990 New
S
28
SignatureFD
Georgia
$254K – – –
UMC
29
United Maritime Capital
New York
$228K – – –
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$224K +$224K +11,048 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$222K +$222K +10,933 New
OC
32
Oppenheimer & Co
New York
$220K +$220K +10,835 New
Citadel Advisors
33
Citadel Advisors
Florida
$203K +$203K +9,986 New
PGAM
34
Princeton Global Asset Management
New Jersey
$102K – – –
BlackRock
35
BlackRock
New York
$102K – – –
RCA
36
Ranch Capital Advisors
Florida
$101K – – –
HIA
37
Harbor Investment Advisory
Maryland
$36K +$36K +1,750 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$30K +$30K +1,500 New
AWM
39
Activest Wealth Management
Florida
$25K +$25K +1,250 New
TCWA
40
Ten Capital Wealth Advisors
Washington
$25K +$25K +1,250 New
LWCFA
41
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K +$10K +480 New
PWMG
42
Prestige Wealth Management Group
New Jersey
$1K +$1K +47 New
TAM
43
TFG Asset Management
Cayman Islands
– -$5.08M -250,000 Closed
EW
44
Evoke Wealth
California
– -$508K -25,000 Closed
WIA
45
Wealthstreet Investment Advisors
Texas
– -$353K -17,400 Closed
SPIA
46
Steward Partners Investment Advisory
New York
– -$2.03K -100 Closed
1
2