BTX

BlackRock Technology and Private Equity Term Trust

81 hedge funds and large institutions have $507M invested in BlackRock Technology and Private Equity Term Trust in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
81
Holders Change
+30
Holders Change %
+58.82%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
36
Increased
28
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$291K 20,000
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$285K 19,600 +19,600 New
BMC
53
Beaton Management Company
Massachusetts
$260K 17,900 +500 +3%
HKIM
54
Hayek Kallen Investment Management
Alabama
$254K 17,500
SCM
55
Sterneck Capital Management
Missouri
$246K 16,951 +16,951 New
KAS
56
Kestra Advisory Services
Texas
$235K 16,140 +2,619 +19%
MW
57
Marcum Wealth
Ohio
$218K 15,000
BRWA
58
B. Riley Wealth Advisors
Florida
$216K 14,800 -6,800 -31%
HH
59
Hilltop Holdings
Texas
$205K 14,100 +14,100 New
Nomura Holdings
60
Nomura Holdings
Japan
$205K 14,107 +14,107 New
Walleye Trading
61
Walleye Trading
New York
$191K 13,135 +13,135 New
IWC
62
Integrated Wealth Concepts
Massachusetts
$185K 12,723 +273 +2%
IDA
63
Intelligence Driven Advisers
California
$168K 13,356 -12,415 -48%
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$161K 11,048
KWP
65
Keystone Wealth Partners
Arizona
$147K 10,109 +10,109 New
SPIA
66
Steward Partners Investment Advisory
New York
$140K 9,623 +9,623 New
Osaic Holdings
67
Osaic Holdings
Arizona
$117K 8,154 -57,965 -88%
VEA
68
Virtus ETF Advisers
New York
$76K 5,212 -149 -3%
PGAM
69
Princeton Global Asset Management
New Jersey
$75K 5,166 +90 +2%
BlackRock
70
BlackRock
New York
$73K 5,000
AWM
71
Activest Wealth Management
Florida
$54K 3,713 +2,463 +197%
TCWA
72
Ten Capital Wealth Advisors
Washington
$18K 1,250
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$15K 1,000 +1,000 New
PP
74
PFS Partners
New Jersey
$14.2K 978 +978 New
TRCT
75
Tower Research Capital (TRC)
New York
$10K 689 +689 New