BTX

BlackRock Technology and Private Equity Term Trust

116 hedge funds and large institutions have $744M invested in BlackRock Technology and Private Equity Term Trust in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.05% less ownership

Funds ownership: 47.59%47.54% (-0.05%)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.88M
2 +$4.4M
3 +$3.6M
4
QL
Quarry LP
New York
+$3.18M
5
Lazard Asset Management
Lazard Asset Management
New York
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$36.7K
TRCT
102
Tower Research Capital (TRC)
New York
$22.9K
WA
103
WPG Advisers
Maryland
$20.5K
AAG
104
Armstrong Advisory Group
Massachusetts
$20K
CT
105
Caldwell Trust
Florida
$14.7K
JP Morgan Chase
106
JP Morgan Chase
New York
$14.4K
EB
107
Eastern Bank
Massachusetts
$13.7K
PA
108
Pineridge Advisors
Missouri
$9.91K
TFGT
109
TS Financial Group (TSFG)
Illinois
$8K
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$6.46K
IRC
111
Investors Research Corp
Georgia
$6.22K
MCM
112
MAI Capital Management
Ohio
$5.02K
PS
113
Principal Securities
Iowa
$4.07K
SC
114
Swan Capital
Florida
$2.5K
AssetMark Inc
115
AssetMark Inc
California
$1.64K
PWMG
116
Prestige Wealth Management Group
New Jersey
$345
SFS
117
Shaker Financial Services
Virginia
ARC
118
Advisor Resource Council
Texas
COLIM
119
City of London Investment Management
United Kingdom
CHC
120
City Holding Co
West Virginia
UPS
121
UHLMANN PRICE SECURITIES
Illinois
CAM
122
Cresset Asset Management
Illinois
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
SIC
124
Samalin Investment Counsel
New York
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa