We are live on ! Find out more
BTX

BlackRock Technology and Private Equity Term Trust

109 hedge funds and large institutions have $210M invested in BlackRock Technology and Private Equity Term Trust in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

17% more capital invested

Capital invested by funds: $180M → $210M (+$30.1M)

12% more funds holding

Funds holding: 97109 (+12)

2.13% more ownership

Funds ownership: 12.79%14.92% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
36
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
76
City State Bank
Iowa
$85.2K
PE
77
PCM Encore
Colorado
$79.8K +$80K +12,087 New
MC
78
Moors & Cabot
Massachusetts
$79.2K +$79.4K +12,000 New
BC
79
Barrett & Company
Rhode Island
$74.9K
P
80
&Partners
Tennessee
$73.8K -$7.79K -1,177 -10%
Luther King Capital Management (LKCM)
81
Luther King Capital Management (LKCM)
Texas
$73K +$73.2K +11,063 New
PL
82
Plancorp LLC
Missouri
$72.3K
CFM
83
Catalyst Funds Management
Australia
$71.9K +$72.1K +10,900 New
NW
84
NewEdge Wealth
Pennsylvania
$71.1K
SAG
85
Susquehanna Advisors Group
Pennsylvania
$70K
SC
86
SouthState Corp
Florida
$68.7K +$68.9K +10,413 New
SFS
87
Sowell Financial Services
Arkansas
$68.6K +$1.23K +186 +2%
IP
88
Ignite Planners
California
$67.9K -$5.54K -837 -8%
BBI
89
Baxter Bros Inc
Connecticut
$66K +$66.2K +10,000 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$65.8K +$1.28K +193 +2%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$57.1K +$57.3K +8,658 New
BlackRock
92
BlackRock
New York
$49.1K +$16.2K +2,443 +49%
WA
93
WPG Advisers
Maryland
$46.6K +$16.6K +2,509 +55%
AUB
94
Atlantic Union Bankshares
Virginia
$16.1K
CFB
95
Cullen/Frost Bankers
Texas
$13.5K +$5.22K +789 +63%
EB
96
Eastern Bank
Massachusetts
$12.3K
US Bancorp
97
US Bancorp
Minnesota
$9.9K +$9.92K +1,500 New
CWP
98
Clark Wealth Partners
Illinois
$8.84K +$8.86K +1,340 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$8.15K
OCM
100
Osbon Capital Management
Massachusetts
$8.11K +$192 +29 +2%