BTX

BlackRock Technology and Private Equity Term Trust

110 hedge funds and large institutions have $740M invested in BlackRock Technology and Private Equity Term Trust in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 55 reducing their positions, and 20 closing their positions.

Holders
110
Holders Change
-8
Holders Change %
-6.78%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
34
Reduced
55
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFA
101
BBJS Financial Advisors
Washington
$3.78K 500
IAIM
102
International Assets Investment Management
Florida
$2.96K 22,318 +22,318 New
AssetMark Inc
103
AssetMark Inc
California
$2.21K 293 -20 -6%
AF
104
Allworth Financial
California
$1.51K 200
Barclays
105
Barclays
United Kingdom
$1K 150
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$974 129 +129 New
IA
107
IFP Advisors
Florida
$755 100 +100 New
PWMG
108
Prestige Wealth Management Group
New Jersey
$355 47
Fidelity Investments
109
Fidelity Investments
Massachusetts
$8 1 +1 New
S
110
SignatureFD
Georgia
$8 1 +1 New
LCM
111
Landscape Capital Management
New Jersey
-545,200 Closed
GA
112
GFS Advisors
Texas
-434,539 Closed
AW
113
Atlas Wealth
Ohio
-279,315 Closed
FSI
114
Flow State Investments
Illinois
-200,000 Closed
AAM
115
Advisors Asset Management
Colorado
-57,680 Closed
LSC
116
Logan Stone Capital
Illinois
-48,677 Closed
CA
117
Claro Advisors
Massachusetts
-17,359 Closed
EP
118
EPIQ Partners
Minnesota
-16,516 Closed
MCM
119
MAI Capital Management
Ohio
-16,305 Closed
SP
120
Stonebrook Private
Michigan
-10,662 Closed
TWP
121
Tempus Wealth Planning
California
-10,563 Closed
AA
122
Ancora Advisors
Ohio
-10,000 Closed
RFA
123
Register Financial Advisors
Georgia
-6,614 Closed
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
-5,533 Closed
Bessemer Group
125
Bessemer Group
New Jersey
-4,633 Closed