BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

110 hedge funds and large institutions have $652M invested in BlackRock Technology and Private Equity Term Trust in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 21 closing their positions.

Holders
110
Holders Change
–
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
24
Increased
41
Reduced
32
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$11.3M
2
AIA
2
Absolute Investment Advisers
Florida
$12.5M
3
SIA
3
Sit Investment Associates
Minnesota
$31.5M
4
BCM
4
Bluefin Capital Management
New York
$3.7M
5
CC
5
CF Capital
Massachusetts
$6.26M

Top Sellers

1
AGM
1
Alpine Global Management
New York
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$15.7M
3
COLIM
3
City of London Investment Management
United Kingdom
$1.07M
4
Bank of America
4
Bank of America
North Carolina
$7.89M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$290K
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
51
SeaCrest Wealth Management
New York
$320K 51,156 +36,385 +246%
NA
52
NewEdge Advisors
Louisiana
$315K 50,280 +8,478 +20%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$290K 46,386 -292,614 -86%
TSMHT
54
Thurston Springer Miller Herd & Titak
Indiana
$250K 40,000 +40,000 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$248K 39,682 -250 -0.6%
CIA
56
Concurrent Investment Advisors
Florida
$235K 37,606 +11,139 +42%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$220K 35,139 – –
KPF
58
K2 Principal Fund
Ontario, Canada
$219K 35,000 +35,000 New
NWMP
59
Noble Wealth Management PBC
Colorado
$209K 33,400 +33,400 New
HighTower Advisors
60
HighTower Advisors
Illinois
$201K 32,093 -2,429 -7%
RA
61
RFG Advisory
Alabama
$155K 24,700 +24,700 New
MA
62
Mutual Advisors
Nebraska
$153K 24,400 +24,400 New
DWM
63
Dakota Wealth Management
Florida
$145K 23,211 +7,587 +49%
SIC
64
Samalin Investment Counsel
New York
$144K 23,056 -1,765 -7%
CW
65
CreativeOne Wealth
Kansas
$142K 22,672 -3,540 -14%
MWM
66
Modera Wealth Management
New Jersey
$140K 22,308 +385 +2%
Mariner
67
Mariner
Kansas
$130K 20,722 +2,405 +13%
AWS
68
Atria Wealth Solutions
New York
$129K 20,600 -8,400 -29%
PI
69
PFG Investments
New York
$116K 18,549 +1,232 +7%
CA
70
Clearstead Advisors
Ohio
$113K 18,081 +12,481 +223%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$105K 16,819 -589 -3%
TSS
72
Two Sigma Securities
New York
$104K 16,579 +16,579 New
LFAS
73
Level Four Advisory Services
Texas
$101K 16,194 -4,259 -21%
IP
74
Ignite Planners
California
$101K 15,829 -4,550 -22%
P
75
&Partners
Tennessee
$98.8K 15,601 -1,067 -6%
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