BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

112 hedge funds and large institutions have $450M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
112
Holders Change
+9
Holders Change %
+8.74%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
39
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$162M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$18M
3
KIM
3
Karpus Investment Management
New York
$5.43M
4
WAM
4
Weiss Asset Management
Massachusetts
$1.54M
5
BI
5
Bulldog Investors
New Jersey
$1.56M

Top Sellers

1
CCP
1
Clough Capital Partners
Massachusetts
$7.85M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.3M
3
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$0
4
WP
4
Woodline Partners
California
$5.95M
5
QC
5
Quantedge Capital
Singapore
$9.15M
Name Market Value Shares Shares
Change 		Shares
Change %
HF
51
HRT Financial
New York
$424K 61,020 +39,967 +190%
Comerica Bank
52
Comerica Bank
Texas
$413K 59,345 +59,345 New
EP
53
Eudaimonia Partners
Tennessee
$412K 59,148 +1,324 +2%
SIA
54
SkyView Investment Advisors
New Jersey
$348K 50,000 – –
AWS
55
Atria Wealth Solutions
New York
$340K 48,900 – –
BRWA
56
B. Riley Wealth Advisors
Florida
$268K 38,560 -1,750 -4%
AWE
57
Avidian Wealth Enterprises
Texas
$267K 25,000 +25,000 New
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$257K 36,892 +13,847 +60%
HH
59
Hilltop Holdings
Texas
$245K 35,150 -500 -1%
IP
60
Ignite Planners
California
$241K 35,370 -489 -1%
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$197K 28,294 +13,507 +91%
AWA
62
Amplius Wealth Advisors
Pennsylvania
$189K 27,218 -217 -0.8%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$188K 27,011 -6,613 -20%
Creative Planning
64
Creative Planning
Kansas
$178K 25,632 -360 -1%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$178K 25,581 +22,581 +753%
Osaic Holdings
66
Osaic Holdings
Arizona
$178K 25,559 -4,448 -15%
IAS
67
Insigneo Advisory Services
Florida
$175K 25,100 – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$169K 24,295 – –
SSG
69
Summit Securities Group
New York
$169K 24,262 +24,262 New
DJYG
70
David J. Yvars Group
Florida
$168K 24,107 +1,794 +8%
LFAS
71
Level Four Advisory Services
Texas
$167K 24,008 -19,791 -45%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$160K 22,956 -267 -1%
RJT
73
Raymond James Trust
Florida
$158K 22,762 -2,250 -9%
CA
74
Claro Advisors
Massachusetts
$151K 21,730 – –
VF
75
Virtu Financial
New York
$148K 21,258 +1,094 +5%
1 2
3
4 5