BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

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.

Holders
27
Holders Change
+27
Holders Change %
–
% of All Funds
0.48%
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
1
Raymond James & Associates
Florida
$34M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.9M
3
UBS Group
3
UBS Group
Switzerland
$11.5M
4
TAM
4
TFG Asset Management
Cayman Islands
$5.08M
5
Wells Fargo
5
Wells Fargo
California
$1.61M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$34M 1,676,875 +1,676,875 New
Morgan Stanley
2
Morgan Stanley
New York
$23.9M 1,175,157 +1,175,157 New
UBS Group
3
UBS Group
Switzerland
$11.5M 566,942 +566,942 New
TAM
4
TFG Asset Management
Cayman Islands
$5.08M 250,000 +250,000 New
Wells Fargo
5
Wells Fargo
California
$1.61M 79,100 +79,100 New
Stifel Financial
6
Stifel Financial
Missouri
$1.48M 72,750 +72,750 New
Bank of America
7
Bank of America
North Carolina
$1.23M 60,524 +60,524 New
BRWM
8
B. Riley Wealth Management
Tennessee
$1.03M 50,500 +50,500 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$806K 39,700 +39,700 New
Truist Financial
10
Truist Financial
North Carolina
$768K 37,850 +37,850 New
III
11
Independent Investors Inc
New York
$650K 32,000 +32,000 New
TA
12
Tiedemann Advisors
New York
$508K 25,000 +25,000 New
EW
13
Evoke Wealth
California
$508K 25,000 +25,000 New
HKIM
14
Hayek Kallen Investment Management
Alabama
$355K 17,500 +17,500 New
WIA
15
Wealthstreet Investment Advisors
Texas
$353K 17,400 +17,400 New
WS
16
Wedbush Securities
California
$310K 15,250 +15,250 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$274K 13,500 +13,500 New
S
18
SignatureFD
Georgia
$254K 12,500 +12,500 New
TNA
19
True North Advisors
Texas
$253K 12,500 +12,500 New
VF
20
Virtu Financial
New York
$243K 11,959 +11,959 New
UMC
21
United Maritime Capital
New York
$228K 11,250 +11,250 New
PGAM
22
Princeton Global Asset Management
New Jersey
$102K 5,000 +5,000 New
BlackRock
23
BlackRock
New York
$102K 5,000 +5,000 New
RCA
24
Ranch Capital Advisors
Florida
$101K 5,000 +5,000 New
Osaic Holdings
25
Osaic Holdings
Arizona
$75K 3,700 +3,700 New
1
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