BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

84 hedge funds and large institutions have $374M invested in BlackRock Technology and Private Equity Term Trust in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 19 closing their positions.

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
30
Reduced
20
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$44.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Bank of America
3
Bank of America
North Carolina
$48.2M
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$14.7M
5
CA
5
Corrado Advisors
New Jersey
$2.94M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$20.4M
2
RCM
2
Rivernorth Capital Management
Florida
$23.5M
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
KIM
4
Karpus Investment Management
New York
$18.9M
5
SCM
5
Saba Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
51
Dakota Wealth Management
Florida
$234K 20,545 -10,475 -34%
KAS
52
Kestra Advisory Services
Texas
$201K 17,672 +1,532 +9%
HKIM
53
Hayek Kallen Investment Management
Alabama
$199K 17,500 – –
SCM
54
Sterneck Capital Management
Missouri
$183K 16,051 -900 -5%
Lido Advisors
55
Lido Advisors
California
$180K 15,836 +15,836 New
Bank of New York Mellon
56
Bank of New York Mellon
New York
$173K 15,114 +15,114 New
MW
57
Marcum Wealth
Ohio
$171K 15,000 – –
WT
58
Whittier Trust
California
$171K 15,000 +15,000 New
AAM
59
Advisors Asset Management
Colorado
$164K 14,435 +14,435 New
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$158K 13,907 -9,893 -42%
VEA
61
Virtus ETF Advisers
New York
$155K 13,601 +8,389 +161%
Creative Planning
62
Creative Planning
Kansas
$152K 13,381 +13,381 New
ICG
63
InterOcean Capital Group
Tennessee
$142K 12,500 +12,500 New
HighTower Advisors
64
HighTower Advisors
Illinois
$132K 11,612 +11,612 New
IWC
65
Integrated Wealth Concepts
Massachusetts
$130K 11,423 -1,300 -10%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$126K 11,048 – –
CA
67
Carson Advisory
Georgia
$123K 10,773 +10,773 New
IDA
68
Intelligence Driven Advisers
California
$121K 11,164 -2,192 -16%
PGAM
69
Princeton Global Asset Management
New Jersey
$60K 5,284 +118 +2%
BlackRock
70
BlackRock
New York
$57K 5,000 – –
SPIA
71
Steward Partners Investment Advisory
New York
$33K 2,872 -6,751 -70%
S
72
SignatureFD
Georgia
$30K 2,641 +2,641 New
Osaic Holdings
73
Osaic Holdings
Arizona
$18K 1,516 -6,638 -81%
LC
74
Lindbrook Capital
California
$18K 1,588 +1,588 New
AIM
75
Anchor Investment Management
South Carolina
$17.1K 1,500 +1,500 New
1 2
3
4 5