BTX

BlackRock Technology and Private Equity Term Trust

110 hedge funds and large institutions have $740M invested in BlackRock Technology and Private Equity Term Trust in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 55 reducing their positions, and 20 closing their positions.

Holders
110
Holders Change
-8
Holders Change %
-6.78%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
34
Reduced
55
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$360K -$102K -13,468 -22%
NA
52
NewEdge Advisors
Louisiana
$357K -$70.6K -9,345 -16%
PVI
53
Pine Valley Investments
New Jersey
$351K -$18.5K -2,453 -5%
GC
54
Guggenheim Capital
Illinois
$338K +$483 +64 +0.1%
BFM
55
Boothbay Fund Management
New York
$299K -$874K -115,738 -75%
Wells Fargo
56
Wells Fargo
California
$292K +$207K +27,469 +245%
AWS
57
Atria Wealth Solutions
New York
$285K -$44.4K -5,880 -13%
HighTower Advisors
58
HighTower Advisors
Illinois
$252K -$1.26M -165,992 -83%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$248K +$11.3K +1,500 +5%
LA
60
LM Advisors
California
$234K -$42.1K -5,578 -15%
Osaic Holdings
61
Osaic Holdings
Arizona
$228K +$3.13K +414 +1%
RJT
62
Raymond James Trust
Florida
$228K -$20.5K -2,712 -8%
BRWA
63
B. Riley Wealth Advisors
Florida
$215K +$5.63K +746 +3%
VF
64
Virtu Financial
New York
$191K +$191K +25,265 New
DWM
65
Dakota Wealth Management
Florida
$165K +$5.23K +693 +3%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$161K -$27.5K -3,639 -15%
MWM
67
Modera Wealth Management
New Jersey
$160K -$2.77K -367 -2%
IP
68
Ignite Planners
California
$160K -$33.7K -4,461 -17%
LFAS
69
Level Four Advisory Services
Texas
$153K +$46.7K +6,203 +44%
PI
70
PFG Investments
New York
$149K -$28.6K -3,788 -16%
CA
71
Clearstead Advisors
Ohio
$128K +$1.54K +204 +1%
Corient Private Wealth
72
Corient Private Wealth
Florida
$127K -$141K -18,708 -53%
DADC
73
D.A. Davidson & Co
Montana
$117K +$3.51K +465 +3%
IAS
74
Insigneo Advisory Services
Florida
$114K
SP
75
Successful Portfolios
Florida
$112K