BTX

BlackRock Technology and Private Equity Term Trust

92 hedge funds and large institutions have $294M invested in BlackRock Technology and Private Equity Term Trust in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 18 reducing their positions, and 13 closing their positions.

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
40
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$74.5M 9,377,192 +537,303 +6%
Bank of America
2
Bank of America
North Carolina
$30.2M 3,799,960 -431,998 -10%
RCM
3
Rivernorth Capital Management
Florida
$20.5M 2,580,929 +517,707 +25%
UBS Group
4
UBS Group
Switzerland
$18.8M 2,371,950 -1,526,313 -39%
COLIM
5
City of London Investment Management
United Kingdom
$18.4M 2,328,872 +532,080 +30%
RJA
6
Raymond James & Associates
Florida
$16.1M 2,026,002 -217,924 -10%
QC
7
Quantedge Capital
Singapore
$14.3M 1,807,185 +1,807,185 New
Lazard Asset Management
8
Lazard Asset Management
New York
$12.5M 1,576,634 +788,968 +100%
CA
9
Cornerstone Advisors
North Carolina
$7.93M 999,264 +999,264 New
KIM
10
Karpus Investment Management
New York
$7.59M 956,069 -705,652 -42%
LPL Financial
11
LPL Financial
California
$6.87M 865,566 +865,566 New
Wells Fargo
12
Wells Fargo
California
$6.61M 832,058 +156,045 +23%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.51M 819,321 +98,877 +14%
MP
14
Mangrove Partners
Connecticut
$5.81M 731,181 +731,181 New
Stifel Financial
15
Stifel Financial
Missouri
$5.59M 704,074 +176,991 +34%
1CP
16
1607 Capital Partners
Virginia
$4.03M 507,000 +363,092 +252%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.58M 450,754 +127,355 +39%
WAM
18
Wolverine Asset Management
Illinois
$3.35M 421,893 +283,912 +206%
Ameriprise
19
Ameriprise
Minnesota
$2.81M 357,089 +52,287 +17%
CA
20
Corrado Advisors
New Jersey
$2.36M 297,271 +38,784 +15%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.08M 262,002 +50,546 +24%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$1.97M 248,303 +2,052 +0.8%
OC
23
Oppenheimer & Co
New York
$1.72M 216,497 +39,646 +22%
LSC
24
Logan Stone Capital
Illinois
$1.58M 199,285 +133,387 +202%
H6H
25
Hightower 6M Holding
Kansas
$1.49M 188,076 +188,076 New