BTX

BlackRock Technology and Private Equity Term Trust

110 hedge funds and large institutions have $740M invested in BlackRock Technology and Private Equity Term Trust in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 55 reducing their positions, and 20 closing their positions.

Holders
110
Holders Change
-8
Holders Change %
-6.78%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
34
Reduced
55
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$110K 14,576 -1,922 -12%
TI
77
Tidal Investments
Wisconsin
$99.8K 13,213 -13,213 -50%
CHAM
78
Clear Harbor Asset Management
Connecticut
$98.2K 13,006
BC
79
Barrett & Company
Rhode Island
$94.8K 12,555
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$94.4K 12,506 -42,395 -77%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$90K 11,890 -2,320 -16%
Truist Financial
82
Truist Financial
North Carolina
$88.5K 11,722 +674 +6%
SIC
83
Samalin Investment Counsel
New York
$87.6K 11,600 +11,600 New
C
84
Covestor
United Kingdom
$85K 11,211 -1,709 -13%
P
85
&Partners
Tennessee
$84.9K 11,243 +11,243 New
NW
86
NewEdge Wealth
Pennsylvania
$81.3K 10,767 -4,517 -30%
Mariner
87
Mariner
Kansas
$80.3K 10,638 -346 -3%
JWCA
88
J.W. Cole Advisors
Florida
$79.7K 10,551 +179 +2%
DJYG
89
David J. Yvars Group
Florida
$77.9K 10,315 -1,700 -14%
SFS
90
Shaker Financial Services
Virginia
$76.7K 10,153 -81,909 -89%
CA
91
CoreCap Advisors
Michigan
$75.5K 10,000 +10,000 New
WAM
92
Wolverine Asset Management
Illinois
$66.4K 8,800 -570,968 -98%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$65K 8,666 +1,202 +16%
Comerica Bank
94
Comerica Bank
Texas
$61.1K 8,094 +473 +6%
FFA
95
Farther Finance Advisors
California
$59.7K 7,910 -865 -10%
BlackRock
96
BlackRock
New York
$37.8K 5,001 +1 +0%
NRG
97
Nemes Rush Group
Michigan
$20.4K 2,500 +1,250 +100%
LC
98
Lindbrook Capital
California
$8.83K 1,170
IRC
99
Investors Research Corp
Georgia
$7.55K 1,000 -1,098 -52%
TJHA
100
Thomas J. Herzfeld Advisors
Florida
$5.13K 680 -1 -0.1%