BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

110 hedge funds and large institutions have $746M 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, 44 reducing their positions, and 16 closing their positions.

Holders
110
Holders Change
–
Holders Change %
0%
% of All Funds
1.46%
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
44
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$448M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.52M
3
AIA
3
Absolute Investment Advisers
Florida
$9.44M
4
QL
4
Quarry LP
New York
$3.81M
5
BI
5
Bulldog Investors
New Jersey
$2.18M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$18.3M
2
Bank of America
2
Bank of America
North Carolina
$11.7M
3
SC
3
Sessa Capital
New York
$15M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$17.6M
5
KIM
5
Karpus Investment Management
New York
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
IAS
76
Insigneo Advisory Services
Florida
$112K 15,100 – –
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$110K 14,780 +2,890 +24%
SWM
78
SeaCrest Wealth Management
New York
$110K 14,771 +14,771 New
SP
79
Successful Portfolios
Florida
$109K 14,590 -200 -1%
Creative Planning
80
Creative Planning
Kansas
$103K 13,826 -750 -5%
C
81
Covestor
United Kingdom
$86K 11,562 +351 +3%
BC
82
Barrett & Company
Rhode Island
$85.5K 11,493 -1,062 -8%
AAS
83
Avantax Advisory Services
Texas
$82.2K 11,047 +11,047 New
4A
84
4Wealth Advisors
Illinois
$82K 11,021 +11,021 New
NW
85
NewEdge Wealth
Pennsylvania
$80.1K 10,767 – –
MML Investors Services
86
MML Investors Services
Massachusetts
$80K 10,811 +10,811 New
JWCA
87
J.W. Cole Advisors
Florida
$79.8K 10,727 +176 +2%
DJYG
88
David J. Yvars Group
Florida
$79.6K 10,701 +386 +4%
SAG
89
Susquehanna Advisors Group
Pennsylvania
$78.9K 10,600 +10,600 New
CA
90
CoreCap Advisors
Michigan
$74.4K 10,000 – –
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$66K 8,856 +190 +2%
Comerica Bank
92
Comerica Bank
Texas
$61.4K 8,252 +158 +2%
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
$51.1K 6,660 +6,660 New
CA
94
Clearstead Advisors
Ohio
$41.7K 5,600 -11,402 -67%
BlackRock
95
BlackRock
New York
$37.2K 5,001 – –
MHIP
96
Mountain Hill Investment Partners
New Jersey
$22.3K 3,000 +3,000 New
NRG
97
Nemes Rush Group
Michigan
$9.72K 1,307 -1,193 -48%
FFA
98
Farther Finance Advisors
California
$9.11K 1,225 -6,685 -85%
WA
99
WPG Advisers
Maryland
$8.39K 1,128 +1,128 New
IRC
100
Investors Research Corp
Georgia
$6.31K 848 -152 -15%
2 3
4
5 6