BTX

BlackRock Technology and Private Equity Term Trust

103 hedge funds and large institutions have $482M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 18 closing their positions.

Holders
103
Holders Change
-2
Holders Change %
-1.9%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
34
Reduced
30
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IP
51
Ignite Planners
California
$281K 35,859 -541 -1%
HH
52
Hilltop Holdings
Texas
$280K 35,650
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$264K 33,624 -2,170 -6%
Osaic Holdings
54
Osaic Holdings
Arizona
$236K 30,007 -3,622 -11%
SFS
55
Shaker Financial Services
Virginia
$236K 30,000 +30,000 New
BEC
56
Blue Edge Capital
Virginia
$217K 27,624
AWA
57
Amplius Wealth Advisors
Pennsylvania
$215K 27,435 -25,678 -48%
Creative Planning
58
Creative Planning
Kansas
$204K 25,992 -1,138 -4%
IAS
59
Insigneo Advisory Services
Florida
$197K 25,100 +10,100 +67%
RJT
60
Raymond James Trust
Florida
$196K 25,012
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$191K 24,295 +20,947 +626%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$182K 23,223 +426 +2%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$181K 23,045 +23,045 New
DJYG
64
David J. Yvars Group
Florida
$175K 22,313 +863 +4%
CA
65
Claro Advisors
Massachusetts
$171K 21,730 +850 +4%
HF
66
HRT Financial
New York
$165K 21,053 +21,053 New
DWT
67
Dorsey & Whitney Trust
South Dakota
$162K 20,700
MWM
68
Modera Wealth Management
New Jersey
$160K 20,362 -2,612 -11%
VF
69
Virtu Financial
New York
$158K 20,164 +20,164 New
HKIM
70
Hayek Kallen Investment Management
Alabama
$137K 17,500
WEG
71
World Equity Group
Illinois
$136K 17,306 +16,455 +1,934%
BC
72
Barrett & Company
Rhode Island
$128K 16,261 +508 +3%
Jane Street
73
Jane Street
New York
$126K 16,061 +16,061 New
Truist Financial
74
Truist Financial
North Carolina
$124K 15,733 +3,224 +26%
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$116K 14,787 -895 -6%