BTX

BlackRock Technology and Private Equity Term Trust

51 hedge funds and large institutions have $280M invested in BlackRock Technology and Private Equity Term Trust in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 2 reducing their positions, and 6 closing their positions.

Holders
51
Holders Change
+9
Holders Change %
+21.43%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
22
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$120M 6,609,951 +1,918,930 +41%
Bank of America
2
Bank of America
North Carolina
$44.8M 2,473,855 +1,408,987 +132%
RJA
3
Raymond James & Associates
Florida
$39.7M 2,194,657 +23,363 +1%
UBS Group
4
UBS Group
Switzerland
$26.3M 1,454,614 +194,126 +15%
RCM
5
Rivernorth Capital Management
Florida
$9.65M 533,370 +533,370 New
Wells Fargo
6
Wells Fargo
California
$5.7M 314,904 +109,650 +53%
Lazard Asset Management
7
Lazard Asset Management
New York
$5.48M 303,000 +303,000 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.73M 261,517 +74,777 +40%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.62M 144,514 +75,708 +110%
WAM
10
Wolverine Asset Management
Illinois
$2.49M 137,372 +137,372 New
Stifel Financial
11
Stifel Financial
Missouri
$2.2M 121,609 -1,036 -0.8%
Ameriprise
12
Ameriprise
Minnesota
$1.84M 100,929 +45,687 +83%
GA
13
GFS Advisors
Texas
$1.64M 90,430 +64,090 +243%
Truist Financial
14
Truist Financial
North Carolina
$1.3M 71,601 +21,875 +44%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.2M 66,119 +8,025 +14%
WS
16
Wedbush Securities
California
$981K 54,207 +15,464 +40%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$936K 51,717 +22,604 +78%
BRWM
18
B. Riley Wealth Management
Tennessee
$844K 46,618 +2,053 +5%
III
19
Independent Investors Inc
New York
$579K 32,000
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$513K 28,361 +11,391 +67%
IDA
21
Intelligence Driven Advisers
California
$461K 25,771
SA
22
Strategic Advisors
New York
$452K 25,000 +25,000 New
RJT
23
Raymond James Trust
Florida
$447K 24,694 +24,694 New
BRWA
24
B. Riley Wealth Advisors
Florida
$391K 21,600 +21,600 New
UMC
25
United Maritime Capital
New York
$385K 21,250 +10,000 +89%