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BlackRock Technology and Private Equity Term Trust

109 hedge funds and large institutions have $210M invested in BlackRock Technology and Private Equity Term Trust in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

17% more capital invested

Capital invested by funds: $180M → $210M (+$30.1M)

12% more funds holding

Funds holding: 97109 (+12)

2.13% more ownership

Funds ownership: 12.79%14.92% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
36
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
101
Caldwell Trust
Florida
$6.6K
IRC
102
Investors Research Corp
Georgia
$5.6K
RFP
103
Root Financial Partners
California
$5.59K +$5.6K +847 New
MCM
104
MAI Capital Management
Ohio
$4.51K
HWP
105
Highline Wealth Partners
California
$3.3K
WTC
106
WhitTier Trust Company
Nevada
$2.38K +$2.33K +352 New
SC
107
Swan Capital
Florida
$2.24K
AA
108
Ancora Advisors
Ohio
$1.65K +$1.65K +250 New
PWMG
109
Prestige Wealth Management Group
New Jersey
$311
RAM
110
Readystate Asset Management
Illinois
-$4.53M -686,666 Closed
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
-$535K -81,194 Closed
VF
112
Virtu Financial
New York
-$260K -39,399 Closed
MA
113
Mutual Advisors
Nebraska
-$220K -33,425 Closed
Citadel Advisors
114
Citadel Advisors
Florida
-$159K -24,172 Closed
MWM
115
Modera Wealth Management
New Jersey
-$126K -19,083 Closed
PAS
116
Park Avenue Securities
New York
-$118K -17,958 Closed
AWA
117
Amplius Wealth Advisors
Pennsylvania
-$78.1K -11,845 Closed
JWCA
118
J.W. Cole Advisors
Florida
-$72.9K -11,067 Closed
IAIM
119
International Assets Investment Management
Florida
-$72.7K -11,034 Closed
4A
120
4Wealth Advisors
Illinois
-$72.6K -11,021 Closed
Bank of New York Mellon
121
Bank of New York Mellon
New York
-$71K -10,778 Closed
KAS
122
Kestra Advisory Services
Texas
-$37.9K -5,749 Closed