BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

110 hedge funds and large institutions have $652M invested in BlackRock Technology and Private Equity Term Trust in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 21 closing their positions.

Holders
110
Holders Change
–
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
24
Increased
41
Reduced
32
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$11.3M
2
AIA
2
Absolute Investment Advisers
Florida
$12.5M
3
SIA
3
Sit Investment Associates
Minnesota
$31.5M
4
BCM
4
Bluefin Capital Management
New York
$3.7M
5
CC
5
CF Capital
Massachusetts
$6.26M

Top Sellers

1
AGM
1
Alpine Global Management
New York
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$15.7M
3
COLIM
3
City of London Investment Management
United Kingdom
$1.07M
4
Bank of America
4
Bank of America
North Carolina
$7.89M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$290K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$97K 15,485 +705 +5%
IAS
77
Insigneo Advisory Services
Florida
$94.5K 15,100 – –
GWM
78
Geneos Wealth Management
Colorado
$91.9K 8,840 +8,840 New
IA
79
Integrity Alliance
Iowa
$88.4K 14,120 +14,120 New
Wells Fargo
80
Wells Fargo
California
$86.4K 13,803 -10,878 -44%
SP
81
Successful Portfolios
Florida
$85.1K 13,590 -1,000 -7%
Creative Planning
82
Creative Planning
Kansas
$82.2K 13,132 -694 -5%
BCA
83
Bay Colony Advisors
Massachusetts
$82K 12,950 +12,950 New
CSB
84
City State Bank
Iowa
$80.8K 12,913 +12,913 New
JWCA
85
J.W. Cole Advisors
Florida
$80K 12,777 +2,050 +19%
AAS
86
Avantax Advisory Services
Texas
$79.7K 12,728 +1,681 +15%
WIA
87
World Investment Advisors
California
$78.4K 12,519 +12,519 New
DJYG
88
David J. Yvars Group
Florida
$77.4K 12,364 +1,663 +16%
BC
89
Barrett & Company
Rhode Island
$71.9K 11,493 – –
4A
90
4Wealth Advisors
Illinois
$69K 11,021 – –
NW
91
NewEdge Wealth
Pennsylvania
$67.4K 10,767 – –
SAG
92
Susquehanna Advisors Group
Pennsylvania
$66.4K 10,600 – –
Corient Private Wealth
93
Corient Private Wealth
Florida
$62.6K 10,004 +10,004 New
PL
94
Plancorp LLC
Missouri
$62.6K 10,000 +10,000 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$57K 9,068 +212 +2%
Comerica Bank
96
Comerica Bank
Texas
$44.2K 7,066 -1,186 -14%
BlackRock
97
BlackRock
New York
$31.3K 5,000 -1 -0%
TRCT
98
Tower Research Capital (TRC)
New York
$25.3K 4,046 +3,880 +2,337%
WA
99
WPG Advisers
Maryland
$17.6K 2,811 +1,683 +149%
EB
100
Eastern Bank
Massachusetts
$11.7K 1,867 +1,867 New
2 3
4
5 6