BTX

BlackRock Technology and Private Equity Term Trust

105 hedge funds and large institutions have $460M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 22 closing their positions.

Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
41
Reduced
27
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FA
76
Faithward Advisors
Pennsylvania
$83.5K 11,387 +11,387 New
SCM
77
Sterneck Capital Management
Missouri
$81.6K 10,161
HWM
78
HB Wealth Management
Georgia
$80.3K 10,000 -1,000 -9%
PCTC
79
Perkins Coie Trust Company
Washington
$47.4K 5,909 +5,909 New
BlackRock
80
BlackRock
New York
$40.2K 5,000
Bessemer Group
81
Bessemer Group
New Jersey
$36K 4,544 +1,472 +48%
AWM
82
Activest Wealth Management
Florida
$28.6K 3,740 -7,462 -67%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$26.9K 3,348 -3,348 -50%
PGAM
84
Princeton Global Asset Management
New Jersey
$25.8K 3,209 -2,537 -44%
ASN
85
Advisory Services Network
Georgia
$23.2K 2,886
S
86
SignatureFD
Georgia
$21.4K 2,664
IRC
87
Investors Research Corp
Georgia
$16.8K 2,098
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$16.3K 2,026 +2,026 New
LC
89
Lindbrook Capital
California
$13.8K 1,714
AAS
90
Ameritas Advisory Services
Nebraska
$11.9K 1,477 +1,477 New
MRCM
91
M&R Capital Management
New Jersey
$11.7K 1,457
AFS
92
Annapolis Financial Services
Maryland
$10.3K 1,282 +1,282 New
FFA
93
Farther Finance Advisors
California
$9.48K 1,181 +1,181 New
First Manhattan
94
First Manhattan
New York
$9.13K 1,137 -1,200 -51%
CTC
95
Central Trust Company
Missouri
$8.03K 1,000 +1,000 New
BFEC
96
Benjamin F. Edwards & Company
Missouri
$5K 628 +31 +5%
GWM
97
Geneos Wealth Management
Colorado
$4.42K 550
TJHA
98
Thomas J. Herzfeld Advisors
Florida
$4.1K 511 -372,868 -100%
LWCFA
99
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.85K 480
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$2.68K 334 +334 New