BTX

BlackRock Technology and Private Equity Term Trust

92 hedge funds and large institutions have $294M invested in BlackRock Technology and Private Equity Term Trust in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 18 reducing their positions, and 13 closing their positions.

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
40
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EP
26
EPIQ Partners
Minnesota
$1.41M 177,006 -52,287 -23%
MC
27
Matisse Capital
Oregon
$1.32M 166,000 +16,000 +11%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$928K 116,914 +15,490 +15%
AWA
29
Amplius Wealth Advisors
Pennsylvania
$880K 110,877 -1,179,822 -91%
WS
30
Wedbush Securities
California
$760K 95,668 -6,697 -7%
PAG
31
Private Advisor Group
New Jersey
$724K 91,115 +23,914 +36%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$708K 87,322 -7,598 -8%
Invesco
33
Invesco
Georgia
$493K 62,060 +16,855 +37%
WAM
34
Weiss Asset Management
Massachusetts
$477K 60,100 +60,100 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$423K 53,326 +2,038 +4%
CCP
36
Clough Capital Partners
Massachusetts
$407K 51,300 -153,282 -75%
IP
37
Ignite Planners
California
$377K 43,900 -2,300 -5%
AAM
38
Advisors Asset Management
Colorado
$377K 47,515 +33,080 +229%
DWT
39
Dorsey & Whitney Trust
South Dakota
$374K 47,100
EP
40
Eudaimonia Partners
Tennessee
$368K 46,313 +12,925 +39%
GA
41
GFS Advisors
Texas
$322K 40,590 -7,700 -16%
HH
42
Hilltop Holdings
Texas
$312K 39,250 +3,250 +9%
ST
43
Sentinel Trust
Texas
$310K 39,075 -155,197 -80%
VF
44
Virtu Financial
New York
$308K 38,842 +38,842 New
VEA
45
Virtus ETF Advisers
New York
$289K 36,387 +22,786 +168%
Northern Trust
46
Northern Trust
Illinois
$275K 34,600 +34,600 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$273K 34,332 +12,232 +55%
Truist Financial
48
Truist Financial
North Carolina
$268K 33,726 -18,750 -36%
GC
49
Guggenheim Capital
Illinois
$265K 33,393 +11,798 +55%
SPIA
50
Steward Partners Investment Advisory
New York
$262K 33,041 +30,169 +1,050%