BTX

BlackRock Technology and Private Equity Term Trust

112 hedge funds and large institutions have $450M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
112
Holders Change
+9
Holders Change %
+8.74%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
39
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FFA
101
Farther Finance Advisors
California
$8.53K 1,225
First Manhattan
102
First Manhattan
New York
$7.91K 1,137
RFG
103
RFP Financial Group
Georgia
$5.92K 850
BFEC
104
Benjamin F. Edwards & Company
Missouri
$4K 628
TJHA
105
Thomas J. Herzfeld Advisors
Florida
$3.63K 521 +10 +2%
LWCFA
106
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.15K 480
SC
107
Stephens Consulting
Michigan
$1.81K 260
Barclays
108
Barclays
United Kingdom
$1K 150 +2 +1%
PWMG
109
Prestige Wealth Management Group
New Jersey
$328 47
BBHC
110
Brown Brothers Harriman & Co
New York
$153 22 +22 New
PGAM
111
Princeton Global Asset Management
New Jersey
$80 11 +11 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
$7 1 +1 New
PIWA
113
Prevail Innovative Wealth Advisors
Kansas
-454,404 Closed
SFS
114
Shaker Financial Services
Virginia
-30,000 Closed
BEC
115
Blue Edge Capital
Virginia
-27,624 Closed
DWT
116
Dorsey & Whitney Trust
South Dakota
-20,700 Closed
Citadel Advisors
117
Citadel Advisors
Florida
-10,524 Closed
SCM
118
Sterneck Capital Management
Missouri
-10,161 Closed
PI
119
PFG Investments
New York
-10,100 Closed
GWM
120
Geneos Wealth Management
Colorado
-550 Closed
CAS
121
Coppell Advisory Solutions
Texas
-509 Closed
GWS
122
Glassman Wealth Services
Virginia
-282 Closed
EWA
123
EverSource Wealth Advisors
Alabama
-236 Closed
CFGS
124
Concourse Financial Group Securities
Alabama