BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

81 hedge funds and large institutions have $507M invested in BlackRock Technology and Private Equity Term Trust in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
81
Holders Change
+30
Holders Change %
+58.82%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
36
Increased
28
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$66M
2
RCM
2
Rivernorth Capital Management
Florida
$60M
3
KIM
3
Karpus Investment Management
New York
$32.9M
4
Bank of America
4
Bank of America
North Carolina
$54M
5
Morgan Stanley
5
Morgan Stanley
New York
$113M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$117K
2
GA
2
GFS Advisors
Texas
$742K
3
QP
3
Quilter Plc
United Kingdom
$0
4
TNA
4
True North Advisors
Texas
$0
5
S
5
SignatureFD
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.56M 107,240 +107,240 New
OC
27
Oppenheimer & Co
New York
$1.55M 106,275 +86,396 +435%
WS
28
Wedbush Securities
California
$1.25M 85,712 +31,505 +58%
Truist Financial
29
Truist Financial
North Carolina
$1.22M 83,801 +12,200 +17%
Walleye Capital
30
Walleye Capital
New York
$1.08M 74,127 +74,127 New
ICM
31
Ionic Capital Management
New York
$993K 68,300 +68,300 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$923K 63,449 +35,088 +124%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$888K 61,030 +61,030 New
BRWM
34
B. Riley Wealth Management
Tennessee
$787K 54,113 +7,495 +16%
GA
35
GFS Advisors
Texas
$742K 51,030 -39,400 -44%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$718K 49,384 +31,697 +179%
SFS
37
Shaker Financial Services
Virginia
$683K 47,000 +47,000 New
IP
38
Ignite Planners
California
$628K 48,000 +48,000 New
Invesco
39
Invesco
Georgia
$591K 40,624 +40,624 New
RJT
40
Raymond James Trust
Florida
$494K 34,028 +9,334 +38%
5L
41
55I LLC
Massachusetts
$472K 32,451 +32,451 New
DWM
42
Dakota Wealth Management
Florida
$451K 31,020 +31,020 New
III
43
Independent Investors Inc
New York
$436K 30,000 -2,000 -6%
SA
44
Strategic Advisors
New York
$363K 25,000 – –
PAG
45
Private Advisor Group
New Jersey
$350K 24,048 +24,048 New
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$346K 23,800 +23,600 +11,800%
TSS
47
Two Sigma Securities
New York
$345K 23,721 +23,721 New
TP
48
Tranquility Partners
Tennessee
$338K 23,220 +3,726 +19%
UMC
49
United Maritime Capital
New York
$309K 21,250 – –
TJHA
50
Thomas J. Herzfeld Advisors
Florida
$309K 21,237 +21,237 New
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