BTX

BlackRock Technology and Private Equity Term Trust

114 hedge funds and large institutions have $744M invested in BlackRock Technology and Private Equity Term Trust in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
31
Reduced
39
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
76
Merit Financial Group
Georgia
$99.4K +$99.4K +13,540 New
DJYG
77
David J. Yvars Group
Florida
$98.5K +$7.78K +1,060 +9%
Creative Planning
78
Creative Planning
Kansas
$96.4K
BRWA
79
B. Riley Wealth Advisors
Florida
$96.2K +$96.2K +13,108 New
CSB
80
City State Bank
Iowa
$94.8K
LFAS
81
Level Four Advisory Services
Texas
$94.7K -$24.2K -3,298 -20%
QC
82
Quantedge Capital
Singapore
$93.4K -$453K -61,700 -83%
CA
83
Clearstead Advisors
Ohio
$93.3K -$39.4K -5,369 -30%
WAM
84
Wolverine Asset Management
Illinois
$88.3K +$88.3K +12,034 New
BC
85
Barrett & Company
Rhode Island
$84.4K
4A
86
4Wealth Advisors
Illinois
$80.9K
Mariner
87
Mariner
Kansas
$80.7K -$71.4K -9,722 -47%
PWP
88
Precedent Wealth Partners
Texas
$80K +$80K +10,900 New
NW
89
NewEdge Wealth
Pennsylvania
$79.9K
Bank of New York Mellon
90
Bank of New York Mellon
New York
$78.3K +$78.3K +10,662 New
SAG
91
Susquehanna Advisors Group
Pennsylvania
$77.8K
PL
92
Plancorp LLC
Missouri
$73.4K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$69K +$2K +271 +3%
Wells Fargo
94
Wells Fargo
California
$60.7K -$40.6K -5,538 -40%
Comerica Bank
95
Comerica Bank
Texas
$54K +$2.12K +289 +4%
AAS
96
Ameritas Advisory Services
Nebraska
$53.6K +$53.6K +7,300 New
NFSG
97
Newbridge Financial Services Group
Florida
$51.3K +$51.3K +6,990 New
GWM
98
Geneos Wealth Management
Colorado
$48.1K -$16.8K -2,282 -26%
BlackRock
99
BlackRock
New York
$36.7K
US Bancorp
100
US Bancorp
Minnesota
$36.7K +$36.7K +5,000 New