We are live on ! Find out more
BTX

BlackRock Technology and Private Equity Term Trust

106 hedge funds and large institutions have $482M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

1.85% more ownership

Funds ownership: 26.04%27.89% (+1.8%)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

5% more capital invested

Capital invested by funds: $460M → $482M (+$21.8M)

0% more funds holding

Funds holding: 106106 (0)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
34
Reduced
30
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
76
Blue Bell Private Wealth Management
Pennsylvania
$116K -$6.77K -895 -6%
CA
77
Carson Advisory
Georgia
$99.1K -$17K -2,247 -15%
Mariner
78
Mariner
Kansas
$92.7K -$9.13K -1,206 -9%
KAS
79
Kestra Advisory Services
Texas
$90.5K -$14.7K -1,947 -14%
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$86.7K
Citadel Advisors
81
Citadel Advisors
Florida
$82.6K +$79.7K +10,524 New
SCM
82
Sterneck Capital Management
Missouri
$79.8K
PI
83
PFG Investments
New York
$79.3K +$76.4K +10,100 New
AWM
84
Activest Wealth Management
Florida
$72.6K +$749 +99 +3%
BlackRock
85
BlackRock
New York
$39.3K
JP Morgan Chase
86
JP Morgan Chase
New York
$23.6K -$1.01M -133,673 -98%
NRG
87
Nemes Rush Group
Michigan
$19.6K +$18.9K +2,500 New
IRC
88
Investors Research Corp
Georgia
$16.5K
CT
89
Caldwell Trust
Florida
$15.7K +$15.1K +2,000 New
LC
90
Lindbrook Capital
California
$13.5K
MRCM
91
M&R Capital Management
New Jersey
$11.4K
FFA
92
Farther Finance Advisors
California
$9.62K +$333 +44 +4%
First Manhattan
93
First Manhattan
New York
$8.93K
RFG
94
RFP Financial Group
Georgia
$6.67K +$6.43K +850 New
BFEC
95
Benjamin F. Edwards & Company
Missouri
$5K
GWM
96
Geneos Wealth Management
Colorado
$4.32K
TJHA
97
Thomas J. Herzfeld Advisors
Florida
$4.01K
CAS
98
Coppell Advisory Solutions
Texas
$3.95K +$3.85K +509 New
CAM
99
Chesapeake Asset Management
New York
$3.92K
LWCFA
100
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.77K