BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

114 hedge funds and large institutions have $744M invested in BlackRock Technology and Private Equity Term Trust in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
31
Reduced
39
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YCM
Yakira Capital Management
Connecticut
$5.92M
2
AIA
Absolute Investment Advisers
Florida
$19.1M
3
SIA
Sit Investment Associates
Minnesota
$40.5M
4
QL
Quarry LP
New York
$8.81M
5
Lazard Asset Management
Lazard Asset Management
New York
$21.1M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.98M
2
Invesco
Invesco
Georgia
$20.6M
3
BCM
Bluefin Capital Management
New York
$399K
4
RCM
Rivernorth Capital Management
Florida
$9.33M
5
CL
CSS LLC
Illinois
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$309K +$157K +21,425 +104%
TSMHT
52
Thurston Springer Miller Herd & Titak
Indiana
$294K – – –
CIA
53
Concurrent Investment Advisors
Florida
$259K -$17.1K -2,332 -6%
RWA
54
Redhawk Wealth Advisors
Minnesota
$256K +$256K +34,916 New
KPF
55
K2 Principal Fund
Ontario, Canada
$256K -$1.15K -157 -0.4%
MA
56
Mutual Advisors
Nebraska
$223K +$44.5K +6,075 +25%
RA
57
RFG Advisory
Alabama
$213K +$31.8K +4,331 +18%
Goldman Sachs
58
Goldman Sachs
New York
$205K +$205K +27,908 New
Osaic Holdings
59
Osaic Holdings
Arizona
$192K -$212K -28,456 -52%
Harris Associates
60
Harris Associates
Illinois
$184K +$184K +25,000 New
MWM
61
Modera Wealth Management
New Jersey
$169K +$4.95K +674 +3%
DWM
62
Dakota Wealth Management
Florida
$166K -$4.44K -605 -3%
KA
63
Kovack Advisors
Florida
$149K +$149K +20,309 New
CIBC World Market
64
CIBC World Market
Ontario, Canada
$147K +$147K +20,000 New
CW
65
CreativeOne Wealth
Kansas
$146K -$20.6K -2,806 -12%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$145K -$146K -19,906 -50%
PI
67
PFG Investments
New York
$131K -$5.58K -760 -4%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$120K -$138K -18,733 -53%
P
69
&Partners
Tennessee
$115K – – –
IAS
70
Insigneo Advisory Services
Florida
$111K – – –
IP
71
Ignite Planners
California
$107K -$11.5K -1,535 -10%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$104K -$10.2K -1,377 -9%
Millennium Management
73
Millennium Management
New York
$102K +$102K +13,902 New
HWM
74
HB Wealth Management
Georgia
$101K +$101K +13,750 New
SP
75
Successful Portfolios
Florida
$99.6K -$183 -25 -0.2%
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3
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