BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

110 hedge funds and large institutions have $652M invested in BlackRock Technology and Private Equity Term Trust in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 21 closing their positions.

Holders
110
Holders Change
–
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
24
Increased
41
Reduced
32
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$11.3M
2
AIA
2
Absolute Investment Advisers
Florida
$12.5M
3
SIA
3
Sit Investment Associates
Minnesota
$31.5M
4
BCM
4
Bluefin Capital Management
New York
$3.7M
5
CC
5
CF Capital
Massachusetts
$6.26M

Top Sellers

1
AGM
1
Alpine Global Management
New York
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$15.7M
3
COLIM
3
City of London Investment Management
United Kingdom
$1.07M
4
Bank of America
4
Bank of America
North Carolina
$7.89M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$290K
Name Market Value Shares Shares
Change 		Shares
Change %
PA
101
Pineridge Advisors
Missouri
$8.45K 1,350 +1,350 New
NRG
102
Nemes Rush Group
Michigan
$8.37K 1,337 +30 +2%
TFGT
103
TS Financial Group (TSFG)
Illinois
$6K 1,014 +1,014 New
TJHA
104
Thomas J. Herzfeld Advisors
Florida
$5.64K 901 +661 +275%
IRC
105
Investors Research Corp
Georgia
$5.31K 848 – –
MCM
106
MAI Capital Management
Ohio
$4.28K 684 – –
Jones Financial Companies
107
Jones Financial Companies
Missouri
$3.21K 507 +507 New
SC
108
Swan Capital
Florida
$2.13K 340 +340 New
AssetMark Inc
109
AssetMark Inc
California
$1.83K 293 – –
PWMG
110
Prestige Wealth Management Group
New Jersey
$295 47 – –
AGM
111
Alpine Global Management
New York
– – -375,000 Closed
CA
112
Corrado Advisors
New Jersey
– – -177,777 Closed
MC
113
Matisse Capital
Oregon
– – -139,734 Closed
WAM
114
Wolverine Asset Management
Illinois
– – -127,614 Closed
VEA
115
Virtus ETF Advisers
New York
– – -124,829 Closed
Baird Financial Group
116
Baird Financial Group
Wisconsin
– – -80,652 Closed
LCM
117
Landscape Capital Management
New Jersey
– – -74,802 Closed
VF
118
Virtu Financial
New York
– – -28,246 Closed
WCM
119
Winebrenner Capital Management
Kentucky
– – -20,000 Closed
VIPI
120
Vista Investment Partners II
Indiana
– – -16,206 Closed
C
121
Covestor
United Kingdom
– – -11,562 Closed
MML Investors Services
122
MML Investors Services
Massachusetts
– – -10,811 Closed
CA
123
CoreCap Advisors
Michigan
– – -10,000 Closed
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
– – -6,660 Closed
MHIP
125
Mountain Hill Investment Partners
New Jersey
– – -3,000 Closed
2 3 4
5
6