BTX

BlackRock Technology and Private Equity Term Trust

105 hedge funds and large institutions have $460M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 22 closing their positions.

Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
41
Reduced
27
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SC
101
Stephens Consulting
Michigan
$2.01K 250
EWA
102
EverSource Wealth Advisors
Alabama
$1.9K 236
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$1K 116 +3 +3%
PWMG
104
Prestige Wealth Management Group
New Jersey
$378 47
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$287 35,794 -548 -2%
WAM
106
Weiss Asset Management
Massachusetts
-3,040,783 Closed
OFG
107
OTA Financial Group
New York
-1,276,755 Closed
WAM
108
Wolverine Asset Management
Illinois
-775,137 Closed
RCM
109
Rivernorth Capital Management
Florida
-478,122 Closed
EC
110
Elequin Capital
New York
-183,583 Closed
Jane Street
111
Jane Street
New York
-137,974 Closed
VF
112
Virtu Financial
New York
-98,275 Closed
SFS
113
Shaker Financial Services
Virginia
-74,722 Closed
SM
114
SG3 Management
Puerto Rico
-51,000 Closed
AC
115
Almitas Capital
California
-50,957 Closed
Bank of New York Mellon
116
Bank of New York Mellon
New York
-40,001 Closed
IC
117
IEQ Capital
California
-23,152 Closed
SWA
118
Sightline Wealth Advisors
Connecticut
-17,000 Closed
STA
119
Summit Trail Advisors
New York
-16,652 Closed
SP
120
Successful Portfolios
Florida
-13,790 Closed
MWM
121
Melfa Wealth Management
Massachusetts
-12,950 Closed
PAS
122
Park Avenue Securities
New York
-11,434 Closed
AWM
123
AE Wealth Management
Kansas
-11,260 Closed
AP
124
Arlington Partners
Alabama
-5,745 Closed
CWA
125
Core Wealth Advisors
Florida
-2,623 Closed