BTX

BlackRock Technology and Private Equity Term Trust

114 hedge funds and large institutions have $641M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 21 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
32
Reduced
40
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WEG
76
World Equity Group
Illinois
$127K 17,306
LFAS
77
Level Four Advisory Services
Texas
$122K 16,686 -7,322 -30%
US Bancorp
78
US Bancorp
Minnesota
$111K 15,153 +15,153 New
DADC
79
D.A. Davidson & Co
Montana
$110K 14,948 +14,948 New
SP
80
Successful Portfolios
Florida
$108K 14,790 +14,790 New
BC
81
Barrett & Company
Rhode Island
$108K 14,776 -1,494 -9%
Comerica Bank
82
Comerica Bank
Texas
$105K 14,322 -45,023 -76%
SA
83
Skyline Advisors
Washington
$98.1K 13,381 +13,381 New
C
84
Covestor
United Kingdom
$95K 12,920 +12,920 New
Mariner
85
Mariner
Kansas
$90.3K 12,316
FFA
86
Farther Finance Advisors
California
$86.3K 11,775 +10,550 +861%
Truist Financial
87
Truist Financial
North Carolina
$81.7K 11,148
HF
88
HRT Financial
New York
$81K 11,108 -49,912 -82%
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$81K 11,048
CA
90
Carson Advisory
Georgia
$78.4K 10,694 -2,492 -19%
SG
91
StoneX Group
New York
$77.5K 10,577 +10,577 New
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$54K 7,380 +1,074 +17%
BlackRock
93
BlackRock
New York
$36.7K 5,002 +2 +0%
EC
94
Elequin Capital
New York
$31.3K 4,276 +2,074 +94%
AWM
95
Activest Wealth Management
Florida
$29.1K 3,969 +54 +1%
Bessemer Group
96
Bessemer Group
New Jersey
$28K 3,825 +3,825 New
ASN
97
Advisory Services Network
Georgia
$21.2K 2,886 +2,886 New
NRG
98
Nemes Rush Group
Michigan
$18.3K 2,500
IRC
99
Investors Research Corp
Georgia
$15.4K 2,098
LC
100
Lindbrook Capital
California
$12.6K 1,714