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BlackRock Technology and Private Equity Term Trust

112 hedge funds and large institutions have $747M invested in BlackRock Technology and Private Equity Term Trust in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

2.16% more ownership

Funds ownership: 43.69%45.85% (+2.2%)

1% more capital invested

Capital invested by funds: $740M → $747M (+$6.38M)

0% more funds holding

Funds holding: 112112 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 45

Holders
112
Holders Change
Holders Change %
0%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
36
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$113K -$103K -13,348 -47%
IAS
77
Insigneo Advisory Services
Florida
$112K
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$110K +$22.2K +2,890 +24%
SWM
79
SeaCrest Wealth Management
New York
$110K +$114K +14,771 New
SP
80
Successful Portfolios
Florida
$109K -$1.54K -200 -1%
Creative Planning
81
Creative Planning
Kansas
$103K -$5.77K -750 -5%
C
82
Covestor
United Kingdom
$86K +$2.7K +351 +3%
BC
83
Barrett & Company
Rhode Island
$85.5K -$8.17K -1,062 -8%
AAS
84
Avantax Advisory Services
Texas
$82.2K +$85K +11,047 New
4A
85
4Wealth Advisors
Illinois
$82K +$84.8K +11,021 New
NW
86
NewEdge Wealth
Pennsylvania
$80.1K
MML Investors Services
87
MML Investors Services
Massachusetts
$80K +$83.2K +10,811 New
JWCA
88
J.W. Cole Advisors
Florida
$79.8K +$1.35K +176 +2%
DJYG
89
David J. Yvars Group
Florida
$79.6K +$2.97K +386 +4%
SAG
90
Susquehanna Advisors Group
Pennsylvania
$78.9K +$81.5K +10,600 New
CA
91
CoreCap Advisors
Michigan
$74.4K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$66K +$1.46K +190 +2%
Comerica Bank
93
Comerica Bank
Texas
$61.4K +$1.22K +158 +2%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$51.1K +$51.2K +6,660 New
CA
95
Clearstead Advisors
Ohio
$41.7K -$87.7K -11,402 -67%
BlackRock
96
BlackRock
New York
$37.2K
MHIP
97
Mountain Hill Investment Partners
New Jersey
$22.3K +$23.1K +3,000 New
CT
98
Caldwell Trust
Florida
$14.9K
NRG
99
Nemes Rush Group
Michigan
$9.72K -$9.18K -1,193 -48%
FFA
100
Farther Finance Advisors
California
$9.11K -$51.4K -6,685 -85%