BTX

BlackRock Technology and Private Equity Term Trust

118 hedge funds and large institutions have $703M invested in BlackRock Technology and Private Equity Term Trust in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
37
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$41K 5,533
BlackRock
102
BlackRock
New York
$36.2K 5,000 -3,898 -44%
Bessemer Group
103
Bessemer Group
New Jersey
$34K 4,633 +4,633 New
AWM
104
Activest Wealth Management
Florida
$29.5K 4,086 +69 +2%
IRC
105
Investors Research Corp
Georgia
$15.2K 2,098
GA
106
GFS Advisors
Texas
$12K 434,539 +434,539 New
NRG
107
Nemes Rush Group
Michigan
$9.04K 1,250 -1,250 -50%
LC
108
Lindbrook Capital
California
$8.46K 1,170 -544 -32%
TJHA
109
Thomas J. Herzfeld Advisors
Florida
$4.92K 681
CFFP
110
Center for Financial Planning
Michigan
$4.34K 600
BFA
111
BBJS Financial Advisors
Washington
$3.62K 500
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$2.86K 395 +395 New
AssetMark Inc
113
AssetMark Inc
California
$2.26K 313
HI
114
Harbour Investments
Wisconsin
$2.17K 300
SC
115
Stephens Consulting
Michigan
$1.81K 250
AF
116
Allworth Financial
California
$1.46K 200
Barclays
117
Barclays
United Kingdom
$1K 150
PWMG
118
Prestige Wealth Management Group
New Jersey
$340 47
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
-332,862 Closed
SIA
120
SkyView Investment Advisors
New Jersey
-30,000 Closed
PIN
121
Prudent Investors Network
California
-21,317 Closed
DCM
122
Dimension Capital Management
Florida
-20,000 Closed
WT
123
Whittier Trust
California
-15,000 Closed
AWA
124
Amplius Wealth Advisors
Pennsylvania
-13,563 Closed
CA
125
Carson Advisory
Georgia
-11,005 Closed