BTX

BlackRock Technology and Private Equity Term Trust

115 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.08% less ownership

Funds ownership: 47.58%47.5% (-0.08%)

21% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 39

Holders
115
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.88M
2 +$4.4M
3 +$3.6M
4
QL
Quarry LP
New York
+$3.18M
5
Lazard Asset Management
Lazard Asset Management
New York
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$22.9K
WA
102
WPG Advisers
Maryland
$20.5K
AAG
103
Armstrong Advisory Group
Massachusetts
$20K
CT
104
Caldwell Trust
Florida
$14.7K
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$14.4K
EB
106
Eastern Bank
Massachusetts
$13.7K
PA
107
Pineridge Advisors
Missouri
$9.91K
TFGT
108
TS Financial Group (TSFG)
Illinois
$8K
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$6.46K
IRC
110
Investors Research Corp
Georgia
$6.22K
MCM
111
MAI Capital Management
Ohio
$5.02K
PS
112
Principal Securities
Iowa
$4.07K
SC
113
Swan Capital
Florida
$2.5K
AssetMark Inc
114
AssetMark Inc
California
$1.64K
PWMG
115
Prestige Wealth Management Group
New Jersey
$345
SFS
116
Shaker Financial Services
Virginia
ARC
117
Advisor Resource Council
Texas
COLIM
118
City of London Investment Management
United Kingdom
CHC
119
City Holding Co
West Virginia
UPS
120
UHLMANN PRICE SECURITIES
Illinois
CAM
121
Cresset Asset Management
Illinois
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
SIC
123
Samalin Investment Counsel
New York
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
TSS
125
Two Sigma Securities
New York