BTX

BlackRock Technology and Private Equity Term Trust

110 hedge funds and large institutions have $652M invested in BlackRock Technology and Private Equity Term Trust in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 21 closing their positions.

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
24
Increased
41
Reduced
32
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
1
Saba Capital Management
New York
$380M 60,675,395 +519,269 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$35.9M 5,738,162 +41,728 +0.7%
SIA
3
Sit Investment Associates
Minnesota
$31.5M 5,025,130 +648,343 +15%
Invesco
4
Invesco
Georgia
$23M 3,672,805 +405,439 +12%
Raymond James Financial
5
Raymond James Financial
Florida
$15.7M 2,501,389 -397,949 -14%
Lazard Asset Management
6
Lazard Asset Management
New York
$15.4M 2,465,432
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.3M 2,451,090 +85,809 +4%
PCM
8
Penserra Capital Management
California
$13.7M 2,183,759 +42,676 +2%
SC
9
Sessa Capital
New York
$12.6M 2,015,096
AIA
10
Absolute Investment Advisers
Florida
$12.5M 2,000,567 +732,401 +58%
RCM
11
Rivernorth Capital Management
Florida
$11.3M 1,803,435 +830,046 +85%
KIM
12
Karpus Investment Management
New York
$9.31M 1,487,902 -27,854 -2%
Bank of America
13
Bank of America
North Carolina
$7.89M 1,259,844 -312,427 -20%
UBS Group
14
UBS Group
Switzerland
$6.54M 1,045,405 -40,579 -4%
CC
15
CF Capital
Massachusetts
$6.26M 990,000 +576,858 +140%
QL
16
Quarry LP
New York
$4.8M 767,370 +255,290 +50%
CL
17
CSS LLC
Illinois
$4.49M 717,835 +562,486 +362%
BCM
18
Bluefin Capital Management
New York
$3.7M 591,494 +591,494 New
BI
19
Bulldog Investors
New Jersey
$3.08M 492,332 +199,553 +68%
SFS
20
Shaker Financial Services
Virginia
$2.72M 434,069 +354,579 +446%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$2.41M 384,526 -5,078 -1%
Ameriprise
22
Ameriprise
Minnesota
$2.27M 362,187 +4,734 +1%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.23M 356,708 +4,380 +1%
1CP
24
1607 Capital Partners
Virginia
$1.69M 270,040 +4,100 +2%
Capstone Investment Advisors
25
Capstone Investment Advisors
New York
$1.62M 258,502