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BlackRock Technology and Private Equity Term Trust

111 hedge funds and large institutions have $371M invested in BlackRock Technology and Private Equity Term Trust in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $294M → $371M (+$77.2M)

6.39% more ownership

Funds ownership: 18.39%24.79% (+6.4%)

4% more funds holding

Funds holding: 107111 (+4)

9% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 35

Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
24
Increased
38
Reduced
35
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$346K -$9.28K -1,300 -2%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$335K -$696K -97,612 -66%
IP
53
Ignite Planners
California
$300K -$26.8K -3,750 -9%
VEA
54
Virtus ETF Advisers
New York
$286K +$67.4K +9,450 +29%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$272K +$285K +40,001 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$247K -$23.7K -3,325 -8%
HH
57
Hilltop Holdings
Texas
$243K -$20.3K -2,850 -7%
DWT
58
Dorsey & Whitney Trust
South Dakota
$231K -$94.2K -13,200 -28%
BRWA
59
B. Riley Wealth Advisors
Florida
$220K -$59.1K -8,290 -20%
KAS
60
Kestra Advisory Services
Texas
$196K +$26.4K +3,703 +15%
JP Morgan Chase
61
JP Morgan Chase
New York
$189K +$198K +27,725 New
Creative Planning
62
Creative Planning
Kansas
$180K +$3.02K +424 +2%
RJT
63
Raymond James Trust
Florida
$179K -$88.7K -12,435 -32%
IC
64
IEQ Capital
California
$158K +$46.4K +6,500 +39%
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$156K +$29.3K +4,106 +22%
AWM
66
Activest Wealth Management
Florida
$140K -$8.38K -1,174 -9%
Barclays
67
Barclays
United Kingdom
$139K +$3.17K +445 +3%
KIM
68
Karpus Investment Management
New York
$136K -$481K -67,401 -77%
TI
69
Telemetry Investments
New York
$136K +$49.2K +6,900 +53%
DJYG
70
David J. Yvars Group
Florida
$134K +$40.8K +5,715 +41%
MWM
71
Modera Wealth Management
New Jersey
$133K -$25.8K -3,616 -16%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$132K +$15.8K +2,216 +13%
Osaic Holdings
73
Osaic Holdings
Arizona
$126K -$899 -126 -0.7%
HKIM
74
Hayek Kallen Investment Management
Alabama
$119K
SWA
75
Sightline Wealth Advisors
Connecticut
$116K +$121K +17,000 New