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BlackRock Technology and Private Equity Term Trust

109 hedge funds and large institutions have $210M invested in BlackRock Technology and Private Equity Term Trust in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

17% more capital invested

Capital invested by funds: $180M → $210M (+$30.1M)

12% more funds holding

Funds holding: 97109 (+12)

2.13% more ownership

Funds ownership: 12.79%14.92% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
36
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$174K +$18.3K +2,770 +12%
PAIM
52
Punch & Associates Investment Management
Minnesota
$164K +$165K +24,905 New
Wells Fargo
53
Wells Fargo
California
$163K -$107K -16,187 -40%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$145K +$57.1K +8,626 +64%
CEFA
55
Closed-End Fund Advisors
Virginia
$145K +$42.1K +6,359 +41%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$145K +$145K +21,919 New
ASN
57
Advisory Services Network
Georgia
$134K +$135K +20,368 New
Lido Advisors
58
Lido Advisors
California
$133K -$152 -23 -0.1%
MYIA
59
Mount Yale Investment Advisors
Colorado
$130K +$131K +19,772 New
VAS
60
Vestmark Advisory Solutions
Massachusetts
$130K +$131K +19,772 New
KA
61
Kovack Advisors
Florida
$127K
PI
62
PFG Investments
New York
$123K +$8.86K +1,340 +8%
WHG
63
Westwood Holdings Group
Texas
$121K +$121K +18,300 New
SOS
64
Silver Oak Securities
Tennessee
$113K +$23.7K +3,587 +26%
Creative Planning
65
Creative Planning
Kansas
$112K +$112K +16,962 New
CW
66
CreativeOne Wealth
Kansas
$109K +$258 +39 +0.2%
SIC
67
Samalin Investment Counsel
New York
$108K +$108K +16,366 New
PWPS
68
Pinnacle Wealth Planning Services
Ohio
$104K +$32.1K +4,859 +45%
COLIM
69
City of London Investment Management
United Kingdom
$98.3K -$40.4K -6,100 -29%
SP
70
Successful Portfolios
Florida
$97.1K -$1.32K -200 -1%
LFAS
71
Level Four Advisory Services
Texas
$94.6K +$2.31K +350 +3%
OAM
72
Occidental Asset Management
California
$92.9K +$93.1K +14,078 New
DJYG
73
David J. Yvars Group
Florida
$90.3K -$483 -73 -0.5%
DIM
74
Delta Investment Management
California
$87.5K +$87.7K +13,250 New
TA
75
Tactive Advisors
Florida
$86.6K -$12.6K -1,906 -13%