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BTX

BlackRock Technology and Private Equity Term Trust

117 hedge funds and large institutions have $745M 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 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

14% more capital invested

Capital invested by funds: $652M → $745M (+$92.4M)

3% more funds holding

Funds holding: 114117 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.05% less ownership

Funds ownership: 47.6%47.55% (-0.05%)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
33
Reduced
38
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
101
BlackRock
New York
$36.7K
US Bancorp
102
US Bancorp
Minnesota
$36.7K +$33K +5,000 New
TRCT
103
Tower Research Capital (TRC)
New York
$22.9K -$6.11K -924 -23%
WA
104
WPG Advisers
Maryland
$20.5K -$152 -23 -0.8%
AAG
105
Armstrong Advisory Group
Massachusetts
$20K +$18K +2,730 New
CT
106
Caldwell Trust
Florida
$14.7K
JP Morgan Chase
107
JP Morgan Chase
New York
$14.4K +$13K +1,965 New
EB
108
Eastern Bank
Massachusetts
$13.7K
PA
109
Pineridge Advisors
Missouri
$9.91K
TFGT
110
TS Financial Group (TSFG)
Illinois
$8K +$245 +37 +4%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$6.46K +$5.82K +880 New
IRC
112
Investors Research Corp
Georgia
$6.22K
MCM
113
MAI Capital Management
Ohio
$5.02K
PS
114
Principal Securities
Iowa
$4.07K +$3.67K +555 New
SC
115
Swan Capital
Florida
$2.5K
AssetMark Inc
116
AssetMark Inc
California
$1.64K -$463 -70 -24%
PWMG
117
Prestige Wealth Management Group
New Jersey
$345
SFS
118
Shaker Financial Services
Virginia
-$2.72M -434,069 Closed
ARC
119
Advisor Resource Council
Texas
-$1.58M -251,855 Closed
COLIM
120
City of London Investment Management
United Kingdom
-$1.07M -171,124 Closed
CHC
121
City Holding Co
West Virginia
-$598K -95,464 Closed
UPS
122
UHLMANN PRICE SECURITIES
Illinois
-$363K -58,008 Closed
CAM
123
Cresset Asset Management
Illinois
-$359K -57,376 Closed
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
-$290K -46,386 Closed
SIC
125
Samalin Investment Counsel
New York
-$144K -23,056 Closed

BTX Hedge Fund Activity: Q2 2025 in Review

117 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Technology and Private Equity Term Trust (BTX) for Q2 2025, worth a combined $745M — up 14% from $652M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BTX positions and 20 closed out — a net gain of 4 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was Yakira Capital Management, adding an estimated $4.39M. The largest seller was Royal Bank of Canada, cutting an estimated $12.6M.

  • 117 institutional investors held BlackRock Technology and Private Equity Term Trust (BTX) as of Q2 2025, up from 114 in Q1 2025.
  • Funds reported $745M of BlackRock Technology and Private Equity Term Trust stock for Q2 2025, up 14% quarter-over-quarter.
  • 24 funds opened new BlackRock Technology and Private Equity Term Trust positions in Q2 2025 and 20 closed out, a net change of +4 holders.
  • The largest BlackRock Technology and Private Equity Term Trust buyer in Q2 2025 was Yakira Capital Management, an estimated $4.39M added.
  • The largest BlackRock Technology and Private Equity Term Trust seller in Q2 2025 was Royal Bank of Canada, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2025.