BTX

BlackRock Technology and Private Equity Term Trust

118 hedge funds and large institutions have $703M invested in BlackRock Technology and Private Equity Term Trust in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
37
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EP
76
EPIQ Partners
Minnesota
$119K 16,516 -5,464 -25%
Creative Planning
77
Creative Planning
Kansas
$119K 16,498 +43 +0.3%
MCM
78
MAI Capital Management
Ohio
$118K 16,305 +225 +1%
NW
79
NewEdge Wealth
Pennsylvania
$111K 15,284 -4,987 -25%
DADC
80
D.A. Davidson & Co
Montana
$109K 15,053 +312 +2%
SP
81
Successful Portfolios
Florida
$107K 14,790
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$103K 14,210 -14,653 -51%
LFAS
83
Level Four Advisory Services
Texas
$103K 14,177 -2,509 -15%
IAS
84
Insigneo Advisory Services
Florida
$102K 15,100 -10,000 -40%
CHAM
85
Clear Harbor Asset Management
Connecticut
$94K 13,006 -30,968 -70%
C
86
Covestor
United Kingdom
$93K 12,920
BC
87
Barrett & Company
Rhode Island
$90.8K 12,555 -1,800 -13%
DJYG
88
David J. Yvars Group
Florida
$86.9K 12,015 +143 +1%
Jane Street
89
Jane Street
New York
$84.6K 11,705 +11,705 New
Wells Fargo
90
Wells Fargo
California
$81.1K 11,217 -2,383 -18%
Truist Financial
91
Truist Financial
North Carolina
$79.9K 11,048 +900 +9%
Mariner
92
Mariner
Kansas
$79.4K 10,984 +10,984 New
SP
93
Stonebrook Private
Michigan
$77.1K 10,662 -31,923 -75%
TWP
94
Tempus Wealth Planning
California
$76.4K 10,563 +10,563 New
JWCA
95
J.W. Cole Advisors
Florida
$75K 10,372 +10,372 New
AA
96
Ancora Advisors
Ohio
$72.3K 10,000 +10,000 New
FFA
97
Farther Finance Advisors
California
$64.1K 8,775 -550 -6%
Comerica Bank
98
Comerica Bank
Texas
$55.1K 7,621 -2,645 -26%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$54K 7,464 -11,440 -61%
RFA
100
Register Financial Advisors
Georgia
$47.8K 6,614 +158 +2%