BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

114 hedge funds and large institutions have $744M invested in BlackRock Technology and Private Equity Term Trust in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
31
Reduced
39
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YCM
Yakira Capital Management
Connecticut
$5.92M
2
AIA
Absolute Investment Advisers
Florida
$19.1M
3
SIA
Sit Investment Associates
Minnesota
$40.5M
4
QL
Quarry LP
New York
$8.81M
5
Lazard Asset Management
Lazard Asset Management
New York
$21.1M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.98M
2
Invesco
Invesco
Georgia
$20.6M
3
BCM
Bluefin Capital Management
New York
$399K
4
RCM
Rivernorth Capital Management
Florida
$9.33M
5
CL
CSS LLC
Illinois
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$445M – – –
Morgan Stanley
2
Morgan Stanley
New York
$40.8M -$1.3M -177,173 -3%
SIA
3
Sit Investment Associates
Minnesota
$40.5M +$3.6M +490,569 +10%
Lazard Asset Management
4
Lazard Asset Management
New York
$21.1M +$2.98M +406,287 +16%
Invesco
5
Invesco
Georgia
$20.6M -$6.4M -872,190 -24%
AIA
6
Absolute Investment Advisers
Florida
$19.1M +$4.4M +599,591 +30%
Raymond James Financial
7
Raymond James Financial
Florida
$18.3M -$94.4K -12,862 -0.5%
PCM
8
Penserra Capital Management
California
$16.5M +$488K +66,497 +3%
SC
9
Sessa Capital
New York
$14.8M – – –
KIM
10
Karpus Investment Management
New York
$10.4M -$476K -64,801 -4%
RCM
11
Rivernorth Capital Management
Florida
$9.33M -$3.91M -532,518 -30%
QL
12
Quarry LP
New York
$8.81M +$3.18M +433,321 +56%
Bank of America
13
Bank of America
North Carolina
$8.47M -$778K -105,943 -8%
UBS Group
14
UBS Group
Switzerland
$8.29M +$613K +83,497 +8%
YCM
15
Yakira Capital Management
Connecticut
$5.92M +$4.88M +664,908 +472%
BI
16
Bulldog Investors
New Jersey
$4.48M +$865K +117,875 +24%
CC
17
CF Capital
Massachusetts
$4.14M -$3.1M -424,000 -43%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.98M -$14M -1,908,530 -78%
Ameriprise
19
Ameriprise
Minnesota
$3.34M +$681K +92,726 +26%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$2.67M -$151K -20,560 -5%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.62M +$6.37K +868 +0.2%
Capstone Investment Advisors
22
Capstone Investment Advisors
New York
$1.92M +$18.7K +2,541 +1%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$1.9M +$80.7K +11,000 +4%
1CP
24
1607 Capital Partners
Virginia
$1.82M -$158K -21,500 -8%
PIWA
25
Prevail Innovative Wealth Advisors
Kansas
$1.68M -$85.8K -11,696 -5%
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