BTX

BlackRock Technology and Private Equity Term Trust

105 hedge funds and large institutions have $460M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 22 closing their positions.

Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
41
Reduced
27
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WEG
51
World Equity Group
Illinois
$263K 851 -15,395 -95%
LSC
52
Logan Stone Capital
Illinois
$245K 30,557 -1,433,835 -98%
BEC
53
Blue Edge Capital
Virginia
$222K 27,624 +27,624 New
Creative Planning
54
Creative Planning
Kansas
$218K 27,130 +709 +3%
RJT
55
Raymond James Trust
Florida
$201K 25,012 -1,250 -5%
MWM
56
Modera Wealth Management
New Jersey
$184K 22,974 +3,385 +17%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$183K 22,797 +3,422 +18%
DJYG
58
David J. Yvars Group
Florida
$172K 21,450 +1,843 +9%
CA
59
Claro Advisors
Massachusetts
$168K 20,880 +20,880 New
DWT
60
Dorsey & Whitney Trust
South Dakota
$166K 20,700 -13,200 -39%
KIM
61
Karpus Investment Management
New York
$161K 20,000
Barclays
62
Barclays
United Kingdom
$150K 16,235 +448 +3%
Northern Trust
63
Northern Trust
Illinois
$149K 18,572 +8,144 +78%
HKIM
64
Hayek Kallen Investment Management
Alabama
$141K 17,500
BC
65
Barrett & Company
Rhode Island
$126K 15,753 +409 +3%
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$126K 15,682 -7,167 -31%
LFAS
67
Level Four Advisory Services
Texas
$121K 15,039 +15,039 New
IAS
68
Insigneo Advisory Services
Florida
$120K 15,000 +15,000 New
CA
69
Carson Advisory
Georgia
$119K 14,868 +278 +2%
KAS
70
Kestra Advisory Services
Texas
$108K 13,475 -15,282 -53%
Mariner
71
Mariner
Kansas
$104K 13,010 +431 +3%
Truist Financial
72
Truist Financial
North Carolina
$100K 12,509 +2,500 +25%
JPMPWA
73
J.P. Morgan Private Wealth Advisors
California
$93.2K 11,611 -37,621 -76%
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$88.7K 11,048
IWC
75
Integrated Wealth Concepts
Massachusetts
$84K 10,417