BTX

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.

Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.79%
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 Market Value Shares Shares
Change
Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$346K 50,800 -1,300 -2%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$335K 49,232 -97,612 -66%
IP
53
Ignite Planners
California
$300K 39,200 -3,750 -9%
VEA
54
Virtus ETF Advisers
New York
$286K 41,928 +9,450 +29%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$272K 40,001 +40,001 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$247K 36,342 -3,325 -8%
HH
57
Hilltop Holdings
Texas
$243K 35,650 -2,850 -7%
DWT
58
Dorsey & Whitney Trust
South Dakota
$231K 33,900 -13,200 -28%
BRWA
59
B. Riley Wealth Advisors
Florida
$220K 32,264 -8,290 -20%
KAS
60
Kestra Advisory Services
Texas
$196K 28,757 +3,703 +15%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$189K 27,725 +27,725 New
Creative Planning
62
Creative Planning
Kansas
$180K 26,421 +424 +2%
RJT
63
Raymond James Trust
Florida
$179K 26,262 -12,435 -32%
IC
64
IEQ Capital
California
$158K 23,152 +6,500 +39%
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$156K 22,849 +4,106 +22%
AWM
66
Activest Wealth Management
Florida
$140K 11,202 -1,174 -9%
Barclays
67
Barclays
United Kingdom
$139K 15,787 +445 +3%
KIM
68
Karpus Investment Management
New York
$136K 20,000 -67,401 -77%
TI
69
Telemetry Investments
New York
$136K 19,900 +6,900 +53%
DJYG
70
David J. Yvars Group
Florida
$134K 19,607 +5,715 +41%
MWM
71
Modera Wealth Management
New Jersey
$133K 19,589 -3,616 -16%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$132K 19,375 +2,216 +13%
Osaic Holdings
73
Osaic Holdings
Arizona
$126K 18,648 -126 -0.7%
HKIM
74
Hayek Kallen Investment Management
Alabama
$119K 17,500
SWA
75
Sightline Wealth Advisors
Connecticut
$116K 17,000 +17,000 New