BTX

BlackRock Technology and Private Equity Term Trust

118 hedge funds and large institutions have $703M invested in BlackRock Technology and Private Equity Term Trust in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
37
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$478K -$22.6K -3,117 -5%
BI
52
Bulldog Investors
New Jersey
$448K +$448K +61,962 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$442K +$210K +29,045 +90%
AAM
54
Advisors Asset Management
Colorado
$417K -$117K -16,146 -22%
NA
55
NewEdge Advisors
Louisiana
$410K +$15.6K +2,158 +4%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$397K -$494K -68,394 -55%
PVI
57
Pine Valley Investments
New Jersey
$354K -$82.2K -11,376 -19%
LPL Financial
58
LPL Financial
California
$354K -$108K -14,893 -23%
LSC
59
Logan Stone Capital
Illinois
$352K +$352K +48,677 New
GC
60
Guggenheim Capital
Illinois
$323K -$243K -33,640 -43%
AWS
61
Atria Wealth Solutions
New York
$315K +$289 +40 +0.1%
LA
62
LM Advisors
California
$265K -$31.2K -4,316 -11%
Corient Private Wealth
63
Corient Private Wealth
Florida
$257K +$45.9K +6,350 +22%
RJT
64
Raymond James Trust
Florida
$238K +$27.7K +3,836 +13%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$226K -$42.2K -5,835 -16%
Osaic Holdings
66
Osaic Holdings
Arizona
$216K -$127K -17,575 -37%
BRWA
67
B. Riley Wealth Advisors
Florida
$201K -$78.2K -10,810 -28%
TI
68
Tidal Investments
Wisconsin
$191K +$191K +26,426 New
IP
69
Ignite Planners
California
$189K -$35.4K -4,790 -16%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$180K +$17.7K +2,456 +11%
PI
71
PFG Investments
New York
$170K +$73K +10,099 +75%
MWM
72
Modera Wealth Management
New Jersey
$156K +$8.73K +1,208 +6%
DWM
73
Dakota Wealth Management
Florida
$153K +$13.2K +1,824 +9%
CA
74
Claro Advisors
Massachusetts
$126K -$1.8K -249 -1%
CA
75
Clearstead Advisors
Ohio
$121K +$121K +16,798 New