BTX

BlackRock Technology and Private Equity Term Trust

97 hedge funds and large institutions have $180M invested in BlackRock Technology and Private Equity Term Trust in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
51
City of London Investment Management
United Kingdom
$138K
Lido Advisors
52
Lido Advisors
California
$134K
AIS
53
Accredited Investor Services
Minnesota
$130K
MWM
54
Modera Wealth Management
New Jersey
$126K
KA
55
Kovack Advisors
Florida
$124K
CIA
56
Concurrent Investment Advisors
Florida
$120K
PAS
57
Park Avenue Securities
New York
$118K
PI
58
PFG Investments
New York
$114K
CW
59
CreativeOne Wealth
Kansas
$109K
SP
60
Successful Portfolios
Florida
$105K
CEFA
61
Closed-End Fund Advisors
Virginia
$103K
TA
62
Tactive Advisors
Florida
$99K
LFAS
63
Level Four Advisory Services
Texas
$92.2K
DJYG
64
David J. Yvars Group
Florida
$90.7K
SOS
65
Silver Oak Securities
Tennessee
$89.7K
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$88.2K
CSB
67
City State Bank
Iowa
$85.1K
P
68
&Partners
Tennessee
$81.5K
AWA
69
Amplius Wealth Advisors
Pennsylvania
$78.1K
BC
70
Barrett & Company
Rhode Island
$74.8K
IP
71
Ignite Planners
California
$74.3K
JWCA
72
J.W. Cole Advisors
Florida
$72.9K
IAIM
73
International Assets Investment Management
Florida
$72.7K
4A
74
4Wealth Advisors
Illinois
$72.6K
PWPS
75
Pinnacle Wealth Planning Services
Ohio
$71.9K