BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

84 hedge funds and large institutions have $374M invested in BlackRock Technology and Private Equity Term Trust in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 19 closing their positions.

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
30
Reduced
20
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$44.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Bank of America
3
Bank of America
North Carolina
$48.2M
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$14.7M
5
CA
5
Corrado Advisors
New Jersey
$2.94M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$20.4M
2
RCM
2
Rivernorth Capital Management
Florida
$23.5M
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
KIM
4
Karpus Investment Management
New York
$18.9M
5
SCM
5
Saba Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$1.16M 101,424 +101,424 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.08M 94,920 +31,471 +50%
PAG
28
Private Advisor Group
New Jersey
$766K 67,201 +43,153 +179%
LSC
29
Logan Stone Capital
Illinois
$751K 65,898 -118,748 -64%
Truist Financial
30
Truist Financial
North Carolina
$598K 52,476 -31,325 -37%
BRWM
31
B. Riley Wealth Management
Tennessee
$587K 51,499 -2,614 -5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$584K 51,288 +1,904 +4%
AWS
33
Atria Wealth Solutions
New York
$571K 50,100 +50,100 New
GA
34
GFS Advisors
Texas
$550K 48,290 -2,740 -5%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$536K 46,943 -14,087 -23%
DWT
36
Dorsey & Whitney Trust
South Dakota
$536K 47,100 +47,100 New
Invesco
37
Invesco
Georgia
$515K 45,205 +4,581 +11%
5L
38
55I LLC
Massachusetts
$505K 44,341 +11,890 +37%
SFS
39
Shaker Financial Services
Virginia
$484K 42,500 -4,500 -10%
IP
40
Ignite Planners
California
$455K 46,200 -1,800 -4%
HH
41
Hilltop Holdings
Texas
$410K 36,000 +21,900 +155%
RJT
42
Raymond James Trust
Florida
$399K 35,028 +1,000 +3%
EP
43
Eudaimonia Partners
Tennessee
$380K 33,388 +33,388 New
III
44
Independent Investors Inc
New York
$342K 30,000 – –
TP
45
Tranquility Partners
Tennessee
$269K 23,588 +368 +2%
MWM
46
Modera Wealth Management
New Jersey
$256K 22,500 +2,500 +13%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$256K 22,500 +22,500 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$252K 22,100 +2,500 +13%
GC
49
Guggenheim Capital
Illinois
$246K 21,595 +21,595 New
UMC
50
United Maritime Capital
New York
$242K 21,250 – –
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