BTX

BlackRock Technology and Private Equity Term Trust

103 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 17 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 18 closing their positions.

Holders
103
Holders Change
-2
Holders Change %
-1.9%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
34
Reduced
30
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
76
Carson Advisory
Georgia
$99.1K 12,621 -2,247 -15%
Mariner
77
Mariner
Kansas
$92.7K 11,804 -1,206 -9%
KAS
78
Kestra Advisory Services
Texas
$90.5K 11,528 -1,947 -14%
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$86.7K 11,048
Citadel Advisors
80
Citadel Advisors
Florida
$82.6K 10,524 +10,524 New
SCM
81
Sterneck Capital Management
Missouri
$79.8K 10,161
PI
82
PFG Investments
New York
$79.3K 10,100 +10,100 New
AWM
83
Activest Wealth Management
Florida
$72.6K 3,839 +99 +3%
BlackRock
84
BlackRock
New York
$39.3K 5,000
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$23.6K 3,000 -133,673 -98%
NRG
86
Nemes Rush Group
Michigan
$19.6K 2,500 +2,500 New
IRC
87
Investors Research Corp
Georgia
$16.5K 2,098
LC
88
Lindbrook Capital
California
$13.5K 1,714
MRCM
89
M&R Capital Management
New Jersey
$11.4K 1,457
FFA
90
Farther Finance Advisors
California
$9.62K 1,225 +44 +4%
First Manhattan
91
First Manhattan
New York
$8.93K 1,137
RFG
92
RFP Financial Group
Georgia
$6.67K 850 +850 New
BFEC
93
Benjamin F. Edwards & Company
Missouri
$5K 628
GWM
94
Geneos Wealth Management
Colorado
$4.32K 550
TJHA
95
Thomas J. Herzfeld Advisors
Florida
$4.01K 511
CAS
96
Coppell Advisory Solutions
Texas
$3.95K 509 +509 New
LWCFA
97
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.77K 480
GWS
98
Glassman Wealth Services
Virginia
$2.21K 282 +282 New
SC
99
Stephens Consulting
Michigan
$2.04K 260 +10 +4%
EWA
100
EverSource Wealth Advisors
Alabama
$1.85K 236