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BTX

BlackRock Technology and Private Equity Term Trust
BTX

27 hedge funds and large institutions have $85.8M invested in BlackRock Technology and Private Equity Term Trust in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+27
Holders Change %
–
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$33.8M
2
Morgan Stanley
Morgan Stanley
New York
+$23.7M
3
UBS Group
UBS Group
Switzerland
+$11.4M
4
TAM
TFG Asset Management
Cayman Islands
+$5.04M
5
Wells Fargo
Wells Fargo
California
+$1.59M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$34M +$33.8M +1,676,875 New
Morgan Stanley
2
Morgan Stanley
New York
$23.9M +$23.7M +1,175,157 New
UBS Group
3
UBS Group
Switzerland
$11.5M +$11.4M +566,942 New
TAM
4
TFG Asset Management
Cayman Islands
$5.08M +$5.04M +250,000 New
Wells Fargo
5
Wells Fargo
California
$1.61M +$1.59M +79,100 New
Stifel Financial
6
Stifel Financial
Missouri
$1.48M +$1.47M +72,750 New
Bank of America
7
Bank of America
North Carolina
$1.23M +$1.22M +60,524 New
BRWM
8
B. Riley Wealth Management
Tennessee
$1.02M +$1.02M +50,500 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$806K +$800K +39,700 New
Truist Financial
10
Truist Financial
North Carolina
$768K +$763K +37,850 New
III
11
Independent Investors Inc
New York
$650K +$645K +32,000 New
EW
12
Evoke Wealth
California
$508K +$504K +25,000 New
TA
13
Tiedemann Advisors
New York
$508K +$504K +25,000 New
HKIM
14
Hayek Kallen Investment Management
Alabama
$355K +$353K +17,500 New
WIA
15
Wealthstreet Investment Advisors
Texas
$353K +$351K +17,400 New
WS
16
Wedbush Securities
California
$310K +$307K +15,250 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$274K +$272K +13,500 New
S
18
SignatureFD
Georgia
$254K +$252K +12,500 New
TNA
19
True North Advisors
Texas
$253K +$252K +12,500 New
VF
20
Virtu Financial
New York
$243K +$241K +11,959 New
UMC
21
United Maritime Capital
New York
$228K +$227K +11,250 New
BlackRock
22
BlackRock
New York
$102K +$101K +5,000 New
PGAM
23
Princeton Global Asset Management
New Jersey
$102K +$101K +5,000 New
RCA
24
Ranch Capital Advisors
Florida
$101K +$101K +5,000 New
Osaic Holdings
25
Osaic Holdings
Arizona
$75K +$74.5K +3,700 New
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