We are live on ! Find out more
BTX

BlackRock Technology and Private Equity Term Trust

114 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 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

8% more funds holding

Funds holding: 106114 (+8)

1.5% more ownership

Funds ownership: 27.89%29.39% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less capital invested

Capital invested by funds: $482M → $450M (-$31.7M)

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
1.81%
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
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HF
51
HRT Financial
New York
$424K +$305K +39,967 +190%
Comerica Bank
52
Comerica Bank
Texas
$413K +$453K +59,345 New
EP
53
Eudaimonia Partners
Tennessee
$412K +$10.1K +1,324 +2%
SIA
54
SkyView Investment Advisors
New Jersey
$348K
AWS
55
Atria Wealth Solutions
New York
$340K
BRWA
56
B. Riley Wealth Advisors
Florida
$268K -$13.4K -1,750 -4%
AWE
57
Avidian Wealth Enterprises
Texas
$267K +$191K +25,000 New
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$257K +$106K +13,847 +60%
HH
59
Hilltop Holdings
Texas
$245K -$3.81K -500 -1%
IP
60
Ignite Planners
California
$241K -$3.73K -489 -1%
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$197K +$103K +13,507 +91%
AWA
62
Amplius Wealth Advisors
Pennsylvania
$189K -$1.66K -217 -0.8%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$188K -$50.5K -6,613 -20%
Creative Planning
64
Creative Planning
Kansas
$178K -$2.75K -360 -1%
JP Morgan Chase
65
JP Morgan Chase
New York
$178K +$172K +22,581 +753%
Osaic Holdings
66
Osaic Holdings
Arizona
$178K -$33.9K -4,448 -15%
IAS
67
Insigneo Advisory Services
Florida
$175K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$169K
SSG
69
Summit Securities Group
New York
$169K +$185K +24,262 New
DJYG
70
David J. Yvars Group
Florida
$168K +$13.7K +1,794 +8%
LFAS
71
Level Four Advisory Services
Texas
$167K -$151K -19,791 -45%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$160K -$2.04K -267 -1%
RJT
73
Raymond James Trust
Florida
$158K -$17.2K -2,250 -9%
CA
74
Claro Advisors
Massachusetts
$151K
VF
75
Virtu Financial
New York
$148K +$8.35K +1,094 +5%