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BlackRock Technology and Private Equity Term Trust

109 hedge funds and large institutions have $210M invested in BlackRock Technology and Private Equity Term Trust in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

17% more capital invested

Capital invested by funds: $180M → $210M (+$30.1M)

12% more funds holding

Funds holding: 97109 (+12)

2.13% more ownership

Funds ownership: 12.79%14.92% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
36
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$66.3M +$18.2M +2,750,275 +38%
Lazard Asset Management
2
Lazard Asset Management
New York
$22.2M -$94.7K -14,308 -0.4%
RCM
3
Rivernorth Capital Management
Florida
$17M +$17M +2,570,038 New
Invesco
4
Invesco
Georgia
$11.7M -$220K -33,193 -2%
AIA
5
Absolute Investment Advisers
Florida
$10.2M +$6.06M +915,474 +144%
QC
6
Quantedge Capital
Singapore
$7.84M +$1.99M +300,100 +34%
PCM
7
Penserra Capital Management
California
$7.16M -$12.8M -1,931,894 -64%
Raymond James Financial
8
Raymond James Financial
Florida
$5.38M -$670K -101,274 -11%
SCM
9
Saba Capital Management
New York
$5.04M +$5.06M +764,197 New
AAM
10
Advisors Asset Management
Colorado
$4.73M +$1.33M +200,997 +39%
QL
11
Quarry LP
New York
$4.5M +$3.39M +512,466 +301%
MC
12
Matisse Capital
Oregon
$3.91M +$146K +22,000 +4%
UBS Group
13
UBS Group
Switzerland
$3.84M -$100K -15,175 -3%
ZCP
14
Z3 Capital Partners
Virginia
$3.63M -$111K -16,829 -3%
Bank of America
15
Bank of America
North Carolina
$2.96M +$203K +30,745 +7%
Ameriprise
16
Ameriprise
Minnesota
$2.95M -$48.1K -7,278 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.46M -$77.2K -11,677 -3%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$2.17M +$562 +85 +0%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$2.02M +$436K +65,910 +27%
PAG
20
Private Advisor Group
New Jersey
$1.93M +$654K +98,800 +51%
TJHA
21
Thomas J. Herzfeld Advisors
Florida
$1.85M -$1.74M -262,442 -48%
OC
22
Oppenheimer & Co
New York
$1.43M -$34K -5,138 -2%
WAM
23
Wolverine Asset Management
Illinois
$1.4M -$3.71M -560,366 -72%
NA
24
NewEdge Advisors
Louisiana
$1.28M -$305K -46,048 -19%
Millennium Management
25
Millennium Management
New York
$1.09M +$1.09M +164,835 New