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BTX

BlackRock Technology and Private Equity Term Trust
BTX

117 hedge funds and large institutions have $745M invested in BlackRock Technology and Private Equity Term Trust in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

14% more capital invested

Capital invested by funds: $652M → $745M (+$92.4M)

3% more funds holding

Funds holding: 114 → 117 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.05% less ownership

Funds ownership: 47.6% → 47.55% (-0.05%)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
33
Reduced
38
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
YCM
Yakira Capital Management
Connecticut
+$4.39M
2
AIA
Absolute Investment Advisers
Florida
+$3.96M
3
SIA
Sit Investment Associates
Minnesota
+$3.24M
4
QL
Quarry LP
New York
+$2.86M
5
Lazard Asset Management
Lazard Asset Management
New York
+$2.69M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.6M
2
Invesco
Invesco
Georgia
-$5.76M
3
BCM
Bluefin Capital Management
New York
-$3.55M
4
RCM
Rivernorth Capital Management
Florida
-$3.52M
5
CL
CSS LLC
Illinois
-$3.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
51
Alpine Global Management
New York
$316K +$284K +43,038 New
SA
52
Sanctuary Advisors
Indiana
$311K +$195K +29,560 +231%
AWS
53
Atria Wealth Solutions
New York
$309K +$142K +21,425 +104%
TSMHT
54
Thurston Springer Miller Herd & Titak
Indiana
$294K – – –
CIA
55
Concurrent Investment Advisors
Florida
$259K -$15.4K -2,332 -6%
RWA
56
Redhawk Wealth Advisors
Minnesota
$256K +$231K +34,916 New
KPF
57
K2 Principal Fund
Ontario, Canada
$256K -$1.04K -157 -0.4%
MA
58
Mutual Advisors
Nebraska
$223K +$40.2K +6,075 +25%
RA
59
RFG Advisory
Alabama
$213K +$28.6K +4,331 +18%
Goldman Sachs
60
Goldman Sachs
New York
$205K +$184K +27,908 New
Harris Associates
61
Harris Associates
Illinois
$184K +$165K +25,000 New
MWM
62
Modera Wealth Management
New Jersey
$169K +$4.46K +674 +3%
DWM
63
Dakota Wealth Management
Florida
$166K -$4K -605 -3%
NPT
64
National Philanthropic Trust
Pennsylvania
$156K – – –
KA
65
Kovack Advisors
Florida
$149K +$134K +20,309 New
CIBC World Market
66
CIBC World Market
Ontario, Canada
$147K +$132K +20,000 New
CW
67
CreativeOne Wealth
Kansas
$146K -$18.5K -2,806 -12%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$145K -$132K -19,906 -50%
PI
69
PFG Investments
New York
$131K -$5.02K -760 -4%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$120K -$124K -18,733 -53%
P
71
&Partners
Tennessee
$115K – – –
IAS
72
Insigneo Advisory Services
Florida
$111K – – –
IP
73
Ignite Planners
California
$107K -$10.1K -1,535 -10%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$104K -$9.1K -1,377 -9%
Millennium Management
75
Millennium Management
New York
$102K +$91.9K +13,902 New
1 2
3
4 5

BTX Hedge Fund Activity: Q2 2025 in Review

117 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Technology and Private Equity Term Trust (BTX) for Q2 2025, worth a combined $745M — up 14% from $652M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BTX positions and 20 closed out — a net gain of 4 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was Yakira Capital Management, adding an estimated $4.39M. The largest seller was Royal Bank of Canada, cutting an estimated $12.6M.

  • 117 institutional investors held BlackRock Technology and Private Equity Term Trust (BTX) as of Q2 2025, up from 114 in Q1 2025.
  • Funds reported $745M of BlackRock Technology and Private Equity Term Trust stock for Q2 2025, up 14% quarter-over-quarter.
  • 24 funds opened new BlackRock Technology and Private Equity Term Trust positions in Q2 2025 and 20 closed out, a net change of +4 holders.
  • The largest BlackRock Technology and Private Equity Term Trust buyer in Q2 2025 was Yakira Capital Management, an estimated $4.39M added.
  • The largest BlackRock Technology and Private Equity Term Trust seller in Q2 2025 was Royal Bank of Canada, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2025.