BTX

BlackRock Technology and Private Equity Term Trust

51 hedge funds and large institutions have $280M invested in BlackRock Technology and Private Equity Term Trust in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 2 reducing their positions, and 6 closing their positions.

Holders
51
Holders Change
+9
Holders Change %
+21.43%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
22
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
26
Modera Wealth Management
New Jersey
$362K +$362K +20,000 New
OC
27
Oppenheimer & Co
New York
$360K +$164K +9,044 +83%
TP
28
Tranquility Partners
Tennessee
$353K +$91.7K +5,064 +35%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$320K +$122K +6,754 +62%
HKIM
30
Hayek Kallen Investment Management
Alabama
$317K
BMC
31
Beaton Management Company
Massachusetts
$315K +$59.7K +3,300 +23%
QP
32
Quilter Plc
United Kingdom
$272K
MW
33
Marcum Wealth
Ohio
$272K +$272K +15,000 New
TNA
34
True North Advisors
Texas
$252K
KAS
35
Kestra Advisory Services
Texas
$245K +$245K +13,521 New
S
36
SignatureFD
Georgia
$230K +$3.46K +191 +2%
CAM
37
Cresset Asset Management
Illinois
$229K +$229K +12,639 New
IWC
38
Integrated Wealth Concepts
Massachusetts
$225K +$225K +12,450 New
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$200K
HighTower Advisors
40
HighTower Advisors
Illinois
$198K -$38.1K -2,096 -16%
VEA
41
Virtus ETF Advisers
New York
$97K +$97K +5,361 New
PGAM
42
Princeton Global Asset Management
New Jersey
$92K +$1.38K +76 +2%
BlackRock
43
BlackRock
New York
$91K
HIA
44
Harbor Investment Advisory
Maryland
$32K
TCWA
45
Ten Capital Wealth Advisors
Washington
$23K
AWM
46
Activest Wealth Management
Florida
$23K
LWCFA
47
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$7.26K +$7.26K +401 New
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$4K +$4K +200 New
PWMG
50
Prestige Wealth Management Group
New Jersey
$1K