BTX

BlackRock Technology and Private Equity Term Trust

42 hedge funds and large institutions have $211M invested in BlackRock Technology and Private Equity Term Trust in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
42
Holders Change
+15
Holders Change %
+55.56%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
14
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$95.3M 4,691,021 +3,515,864 +299%
RJA
2
Raymond James & Associates
Florida
$44.1M 2,171,294 +494,419 +29%
UBS Group
3
UBS Group
Switzerland
$25.6M 1,260,488 +693,546 +122%
Bank of America
4
Bank of America
North Carolina
$21.6M 1,064,868 +1,004,344 +1,659%
Wells Fargo
5
Wells Fargo
California
$4.17M 205,254 +126,154 +159%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.79M 186,740 +147,040 +370%
Stifel Financial
7
Stifel Financial
Missouri
$2.49M 122,645 +49,895 +69%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.4M 68,806 +55,306 +410%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.18M 58,094 +54,394 +1,470%
Ameriprise
10
Ameriprise
Minnesota
$1.12M 55,242 +55,242 New
Truist Financial
11
Truist Financial
North Carolina
$1.01M 49,726 +11,876 +31%
BRWM
12
B. Riley Wealth Management
Tennessee
$905K 44,565 -5,935 -12%
WS
13
Wedbush Securities
California
$787K 38,743 +23,493 +154%
III
14
Independent Investors Inc
New York
$650K 32,000
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$591K 29,113 +26,613 +1,065%
GA
16
GFS Advisors
Texas
$535K 26,340 +26,340 New
IDA
17
Intelligence Driven Advisers
California
$523K 25,771 +25,771 New
TA
18
Tiedemann Advisors
New York
$508K 25,000
VF
19
Virtu Financial
New York
$465K 22,907 +10,948 +92%
HKIM
20
Hayek Kallen Investment Management
Alabama
$355K 17,500
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$345K 16,970 +16,970 New
NFSG
22
Newbridge Financial Services Group
Florida
$345K 17,000 +17,000 New
QP
23
Quilter Plc
United Kingdom
$305K 15,000 +15,000 New
TP
24
Tranquility Partners
Tennessee
$293K 14,430 +14,430 New
BMC
25
Beaton Management Company
Massachusetts
$286K 14,100 +14,100 New