BTX

BlackRock Technology and Private Equity Term Trust

112 hedge funds and large institutions have $450M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
112
Holders Change
+9
Holders Change %
+8.74%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
39
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWM
76
Modera Wealth Management
New Jersey
$144K 20,743 +381 +2%
Goldman Sachs
77
Goldman Sachs
New York
$136K 19,600 +19,600 New
CL
78
CSS LLC
Illinois
$131K 18,827 +18,827 New
DWM
79
Dakota Wealth Management
Florida
$128K 18,400 +18,400 New
HKIM
80
Hayek Kallen Investment Management
Alabama
$122K 17,500
WEG
81
World Equity Group
Illinois
$120K 17,306
BC
82
Barrett & Company
Rhode Island
$113K 16,270 +9 +0.1%
KAS
83
Kestra Advisory Services
Texas
$94.2K 13,533 +2,005 +17%
CA
84
Carson Advisory
Georgia
$91.8K 13,186 +565 +4%
Northern Trust
85
Northern Trust
Illinois
$88.5K 12,717 +12,717 New
Mariner
86
Mariner
Kansas
$85.7K 12,316 +512 +4%
OFG
87
OmniStar Financial Group
North Carolina
$80.5K 11,564 +11,564 New
DS
88
DRW Securities
Illinois
$78K 11,200 +11,200 New
Truist Financial
89
Truist Financial
North Carolina
$77.6K 11,148 -4,585 -29%
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$76.9K 11,048
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$44K 6,306 +6,186 +5,155%
BlackRock
92
BlackRock
New York
$34.8K 5,000
AWM
93
Activest Wealth Management
Florida
$27.3K 3,915 +76 +2%
WAM
94
Wolverine Asset Management
Illinois
$27K 3,883 +3,883 New
NRG
95
Nemes Rush Group
Michigan
$17.4K 2,500
EC
96
Elequin Capital
New York
$15.3K 2,202 +2,202 New
IRC
97
Investors Research Corp
Georgia
$14.6K 2,098
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$14.6K 2,094 +2,094 New
LC
99
Lindbrook Capital
California
$11.9K 1,714
MRCM
100
M&R Capital Management
New Jersey
$10.1K 1,457