BTX

BlackRock Technology and Private Equity Term Trust

118 hedge funds and large institutions have $703M invested in BlackRock Technology and Private Equity Term Trust in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
37
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$2.67M 368,889 +133,761 +57%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$2.49M 344,127 +11,409 +3%
Stifel Financial
28
Stifel Financial
Missouri
$2.26M 313,217 -19,710 -6%
AW
29
Atlas Wealth
Ohio
$2.07M 279,315 +279,315 New
PIWA
30
Prevail Innovative Wealth Advisors
Kansas
$1.93M 267,027 +267,027 New
AGM
31
Alpine Global Management
New York
$1.7M 235,000 +235,000 New
CA
32
Corrado Advisors
New Jersey
$1.63M 226,037 -22,269 -9%
OC
33
Oppenheimer & Co
New York
$1.53M 211,107 -19,992 -9%
FSI
34
Flow State Investments
Illinois
$1.45M 200,000 +82,012 +70%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.43M 199,259 +183,668 +1,178%
SA
36
Sanctuary Advisors
Indiana
$1.4M 193,723 +193,723 New
MC
37
Matisse Capital
Oregon
$1.37M 190,000
BFM
38
Boothbay Fund Management
New York
$1.12M 155,340 +155,340 New
VEA
39
Virtus ETF Advisers
New York
$1.04M 144,091 +51,966 +56%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$912K 126,173 +126,173 New
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$822K 113,740 -303,627 -73%
PAG
42
Private Advisor Group
New Jersey
$814K 112,539 +1,228 +1%
FA
43
Fountainhead AM
New Jersey
$774K 107,041 -9,125 -8%
CL
44
CSS LLC
Illinois
$766K 105,954 +89,994 +564%
MC
45
Meteora Capital
Florida
$723K 100,000 +100,000 New
SFS
46
Shaker Financial Services
Virginia
$666K 92,062 +53,062 +136%
WS
47
Wedbush Securities
California
$653K 90,352 -93,508 -51%
CD
48
Chapin Davis
Maryland
$608K 84,085 -1,800 -2%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$608K 84,066 +544 +0.7%
SPIA
50
Steward Partners Investment Advisory
New York
$554K 76,614 +9,523 +14%