BTX

BlackRock Technology and Private Equity Term Trust

114 hedge funds and large institutions have $641M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 21 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
32
Reduced
40
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
101
Sugarloaf Wealth Management
Georgia
$12.1K 1,650 +1,650 New
CIA
102
Cape Investment Advisory
Georgia
$11.9K 1,624 +1,624 New
First Manhattan
103
First Manhattan
New York
$8.33K 1,129 -8 -0.7%
BFEC
104
Benjamin F. Edwards & Company
Missouri
$8K 1,058 +430 +68%
RFG
105
RFP Financial Group
Georgia
$6.23K 850
FUBT
106
First United Bank & Trust
Maryland
$5.13K 700 +700 New
TJHA
107
Thomas J. Herzfeld Advisors
Florida
$4.99K 681 +160 +31%
CAS
108
Coppell Advisory Solutions
Texas
$3.73K 509 +509 New
BWM
109
Baystate Wealth Management
Massachusetts
$2.23K 303 +303 New
HI
110
Harbour Investments
Wisconsin
$2.2K 300 +300 New
SC
111
Stephens Consulting
Michigan
$1.91K 260
Barclays
112
Barclays
United Kingdom
$1K 150
PWMG
113
Prestige Wealth Management Group
New Jersey
$345 47
MBFW
114
Morton Brown Family Wealth
Pennsylvania
$337 46 +46 New
WP
115
Woodline Partners
California
-855,006 Closed
AW
116
Atlas Wealth
Ohio
-313,327 Closed
WAM
117
Weiss Asset Management
Massachusetts
-220,965 Closed
AGM
118
Alpine Global Management
New York
-145,098 Closed
EP
119
Eudaimonia Partners
Tennessee
-59,148 Closed
HH
120
Hilltop Holdings
Texas
-35,150 Closed
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
-25,581 Closed
AWE
122
Avidian Wealth Enterprises
Texas
-25,000 Closed
SSG
123
Summit Securities Group
New York
-24,262 Closed
Goldman Sachs
124
Goldman Sachs
New York
-19,600 Closed
HKIM
125
Hayek Kallen Investment Management
Alabama
-17,500 Closed