BTX

BlackRock Technology and Private Equity Term Trust

103 hedge funds and large institutions have $482M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 18 closing their positions.

Holders
103
Holders Change
-2
Holders Change %
-1.9%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
34
Reduced
30
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Barclays
101
Barclays
United Kingdom
$1K 148 -16,087 -99%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$1K 120 +4 +3%
PWMG
103
Prestige Wealth Management Group
New Jersey
$369 47
MP
104
Mangrove Partners
Connecticut
-731,181 Closed
HighTower Advisors
105
HighTower Advisors
Illinois
-224,380 Closed
LSC
106
Logan Stone Capital
Illinois
-30,557 Closed
Northern Trust
107
Northern Trust
Illinois
-18,572 Closed
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
-11,611 Closed
FA
109
Faithward Advisors
Pennsylvania
-11,387 Closed
IWC
110
Integrated Wealth Concepts
Massachusetts
-10,417 Closed
HWM
111
HB Wealth Management
Georgia
-10,000 Closed
PCTC
112
Perkins Coie Trust Company
Washington
-5,909 Closed
Bessemer Group
113
Bessemer Group
New Jersey
-4,544 Closed
PGAM
114
Princeton Global Asset Management
New Jersey
-3,209 Closed
ASN
115
Advisory Services Network
Georgia
-2,886 Closed
S
116
SignatureFD
Georgia
-2,664 Closed
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
-2,026 Closed
AAS
118
Ameritas Advisory Services
Nebraska
-1,477 Closed
AFS
119
Annapolis Financial Services
Maryland
-1,282 Closed
CTC
120
Central Trust Company
Missouri
-1,000 Closed
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
-334 Closed
CFGS
122
Concourse Financial Group Securities
Alabama