BTX

BlackRock Technology and Private Equity Term Trust

107 hedge funds and large institutions have $294M invested in BlackRock Technology and Private Equity Term Trust in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
107
Holders Change
+15
Holders Change %
+16.3%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
27
Increased
31
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MC
26
Matisse Capital
Oregon
$1.53M 210,000 +44,000 +27%
LSC
27
Logan Stone Capital
Illinois
$1.51M 207,701 +8,416 +4%
EP
28
EPIQ Partners
Minnesota
$1.25M 172,547 -4,459 -3%
H6H
29
Hightower 6M Holding
Kansas
$1.23M 169,021 -19,055 -10%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$1.07M 146,844 +29,930 +26%
Cohen & Steers
31
Cohen & Steers
New York
$787K 108,192 +108,192 New
PAG
32
Private Advisor Group
New Jersey
$698K 95,960 +4,845 +5%
WS
33
Wedbush Securities
California
$650K 89,399 -6,269 -7%
KIM
34
Karpus Investment Management
New York
$635K 87,401 -868,668 -91%
AWA
35
Amplius Wealth Advisors
Pennsylvania
$600K 82,551 -28,326 -26%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$584K 80,283 -7,039 -8%
AAM
37
Advisors Asset Management
Colorado
$577K 79,368 +31,853 +67%
Invesco
38
Invesco
Georgia
$550K 75,686 +13,626 +22%
GC
39
Guggenheim Capital
Illinois
$513K 70,542 +37,149 +111%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$487K 66,932 +66,932 New
EP
41
Eudaimonia Partners
Tennessee
$385K 52,912 +6,599 +14%
AWS
42
Atria Wealth Solutions
New York
$379K 52,100 +52,100 New
DWT
43
Dorsey & Whitney Trust
South Dakota
$343K 47,100
IP
44
Ignite Planners
California
$319K 42,950 -950 -2%
Jane Street
45
Jane Street
New York
$302K 41,537 +41,537 New
BRWA
46
B. Riley Wealth Advisors
Florida
$295K 40,554 +40,554 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$288K 39,667 -13,659 -26%
RJT
48
Raymond James Trust
Florida
$282K 38,697 +15,435 +66%
HH
49
Hilltop Holdings
Texas
$280K 38,500 -750 -2%
NW
50
NewEdge Wealth
Pennsylvania
$243K 33,406 +33,406 New