BTX

BlackRock Technology and Private Equity Term Trust

114 hedge funds and large institutions have $641M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 21 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
32
Reduced
40
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
51
SkyView Investment Advisors
New Jersey
$367K 50,000
Jane Street
52
Jane Street
New York
$357K 48,716 -14,119 -22%
AWS
53
Atria Wealth Solutions
New York
$335K 45,700 -3,200 -7%
SP
54
Stonebrook Private
Michigan
$334K 45,576 +45,576 New
VF
55
Virtu Financial
New York
$288K 39,245 +17,987 +85%
Osaic Holdings
56
Osaic Holdings
Arizona
$253K 34,508 +8,949 +35%
IP
57
Ignite Planners
California
$249K 34,566 -804 -2%
BRWA
58
B. Riley Wealth Advisors
Florida
$247K 33,750 -4,810 -12%
CCP
59
Clough Capital Partners
Massachusetts
$244K 33,300 -1,095,017 -97%
QL
60
Quarry LP
New York
$244K 33,300 -84,600 -72%
NA
61
NewEdge Advisors
Louisiana
$217K 29,347 +29,347 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$215K 29,335 +5,040 +21%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$212K 28,857 +1,846 +7%
Creative Planning
64
Creative Planning
Kansas
$190K 25,882 +250 +1%
EP
65
EPIQ Partners
Minnesota
$187K 25,456 -44,809 -64%
IAS
66
Insigneo Advisory Services
Florida
$184K 25,100
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$168K 22,980 +24 +0.1%
RJT
68
Raymond James Trust
Florida
$167K 22,762
DJYG
69
David J. Yvars Group
Florida
$164K 22,343 -1,764 -7%
AWA
70
Amplius Wealth Advisors
Pennsylvania
$153K 20,810 -6,408 -24%
CA
71
Claro Advisors
Massachusetts
$149K 20,382 -1,348 -6%
MWM
72
Modera Wealth Management
New Jersey
$148K 20,178 -565 -3%
DWM
73
Dakota Wealth Management
Florida
$140K 19,160 +760 +4%
CL
74
CSS LLC
Illinois
$139K 18,960 +133 +0.7%
Citadel Advisors
75
Citadel Advisors
Florida
$134K 18,322 +18,322 New