BTX

BlackRock Technology and Private Equity Term Trust

114 hedge funds and large institutions have $641M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 21 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
32
Reduced
40
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WS
26
Wedbush Securities
California
$1.37M 186,589 -2,025 -1%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.16M 158,506 +158,506 New
LA
28
LM Advisors
California
$1.13M 154,602 +154,602 New
SFS
29
Shaker Financial Services
Virginia
$1.09M 148,344 +148,344 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.02M 139,066 +139,066 New
Walleye Capital
31
Walleye Capital
New York
$972K 132,600 +13,592 +11%
FA
32
Fountainhead AM
New Jersey
$946K 129,062 +49,831 +63%
LPL Financial
33
LPL Financial
California
$856K 116,754 -367,584 -76%
GC
34
Guggenheim Capital
Illinois
$845K 115,292 -39,327 -25%
PAG
35
Private Advisor Group
New Jersey
$842K 114,807 -1,236 -1%
AAM
36
Advisors Asset Management
Colorado
$824K 112,385 -6,064 -5%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$664K 90,586 +62,292 +220%
CD
38
Chapin Davis
Maryland
$630K 85,885 +2,300 +3%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$612K 83,522 +3,195 +4%
CHAM
40
Clear Harbor Asset Management
Connecticut
$570K 77,715 -39,650 -34%
AA
41
AQR Arbitrage
Connecticut
$557K 75,971 -126,974 -63%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$555K 75,673 +38,781 +105%
VEA
43
Virtus ETF Advisers
New York
$544K 74,275 -14,554 -16%
Wells Fargo
44
Wells Fargo
California
$537K 73,201 -1,176,717 -94%
KACA
45
Kayne Anderson Capital Advisors
California
$531K 72,500
SPIA
46
Steward Partners Investment Advisory
New York
$480K 65,521 +3,105 +5%
PVI
47
Pine Valley Investments
New Jersey
$467K 63,652 -32,939 -34%
NW
48
NewEdge Wealth
Pennsylvania
$463K 63,189 -33,188 -34%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$462K 62,984 -3,778 -6%
BI
50
Bulldog Investors
New Jersey
$423K 57,766 -166,910 -74%