BTX

BlackRock Technology and Private Equity Term Trust

110 hedge funds and large institutions have $740M invested in BlackRock Technology and Private Equity Term Trust in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 55 reducing their positions, and 20 closing their positions.

Holders
110
Holders Change
-8
Holders Change %
-6.78%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
34
Reduced
55
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.01M 265,623 -47,594 -15%
PIWA
27
Prevail Innovative Wealth Advisors
Kansas
$1.99M 262,915 -4,112 -2%
Capstone Investment Advisors
28
Capstone Investment Advisors
New York
$1.82M 240,859 +240,859 New
OC
29
Oppenheimer & Co
New York
$1.58M 209,316 -1,791 -0.8%
CA
30
Corrado Advisors
New Jersey
$1.56M 206,549 -19,488 -9%
SA
31
Sanctuary Advisors
Indiana
$1.51M 191,706 -2,017 -1%
MC
32
Matisse Capital
Oregon
$1.24M 164,861 -25,139 -13%
CL
33
CSS LLC
Illinois
$1.12M 148,777 +42,823 +40%
CA
34
Cornerstone Advisors
North Carolina
$1.04M 138,165 -1,373,740 -91%
BI
35
Bulldog Investors
New Jersey
$1.01M 134,125 +72,163 +116%
Allspring Global Investments
36
Allspring Global Investments
North Carolina
$959K 127,011 +838 +0.7%
VEA
37
Virtus ETF Advisers
New York
$914K 121,120 -22,971 -16%
FA
38
Fountainhead AM
New Jersey
$815K 107,978 +937 +0.9%
PAG
39
Private Advisor Group
New Jersey
$792K 104,926 -7,613 -7%
WS
40
Wedbush Securities
California
$750K 99,284 +8,932 +10%
MC
41
Meteora Capital
Florida
$655K 86,770 -13,230 -13%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$655K 86,752 +2,686 +3%
CD
43
Chapin Davis
Maryland
$630K 83,485 -600 -0.7%
SPIA
44
Steward Partners Investment Advisory
New York
$622K 82,441 +5,827 +8%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$531K 70,276 +4,207 +6%
LPL Financial
46
LPL Financial
California
$497K 65,837 +16,901 +35%
UPS
47
UHLMANN PRICE SECURITIES
Illinois
$496K 65,699 +65,699 New
Jane Street
48
Jane Street
New York
$461K 61,072 +49,367 +422%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$383K 50,753 -62,987 -55%
AA
50
AQR Arbitrage
Connecticut
$369K 48,832 -624,995 -93%