BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

114 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, 31 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
31
Reduced
39
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YCM
Yakira Capital Management
Connecticut
$5.92M
2
AIA
Absolute Investment Advisers
Florida
$19.1M
3
SIA
Sit Investment Associates
Minnesota
$40.5M
4
QL
Quarry LP
New York
$8.81M
5
Lazard Asset Management
Lazard Asset Management
New York
$21.1M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.98M
2
Invesco
Invesco
Georgia
$20.6M
3
BCM
Bluefin Capital Management
New York
$399K
4
RCM
Rivernorth Capital Management
Florida
$9.33M
5
CL
CSS LLC
Illinois
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$22.9K -$6.78K -924 -23%
WA
102
WPG Advisers
Maryland
$20.5K -$169 -23 -0.8%
AAG
103
Armstrong Advisory Group
Massachusetts
$20K +$20K +2,730 New
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$14.4K +$14.4K +1,965 New
EB
105
Eastern Bank
Massachusetts
$13.7K – – –
PA
106
Pineridge Advisors
Missouri
$9.91K – – –
TFGT
107
TS Financial Group (TSFG)
Illinois
$8K +$282 +37 +4%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$6.46K +$6.46K +880 New
IRC
109
Investors Research Corp
Georgia
$6.22K – – –
MCM
110
MAI Capital Management
Ohio
$5.02K – – –
PS
111
Principal Securities
Iowa
$4.07K +$4.07K +555 New
SC
112
Swan Capital
Florida
$2.5K – – –
AssetMark Inc
113
AssetMark Inc
California
$1.64K -$514 -70 -24%
PWMG
114
Prestige Wealth Management Group
New Jersey
$345 – – –
SFS
115
Shaker Financial Services
Virginia
– -$2.72M -434,069 Closed
ARC
116
Advisor Resource Council
Texas
– -$1.58M -251,855 Closed
COLIM
117
City of London Investment Management
United Kingdom
– -$1.07M -171,124 Closed
CHC
118
City Holding Co
West Virginia
– -$598K -95,464 Closed
UPS
119
UHLMANN PRICE SECURITIES
Illinois
– -$363K -58,008 Closed
CAM
120
Cresset Asset Management
Illinois
– -$359K -57,376 Closed
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
– -$290K -46,386 Closed
SIC
122
Samalin Investment Counsel
New York
– -$144K -23,056 Closed
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
– -$105K -16,819 Closed
TSS
124
Two Sigma Securities
New York
– -$104K -16,579 Closed
IA
125
Integrity Alliance
Iowa
– -$88.4K -14,120 Closed
2 3 4
5
6