BlackRock Technology & Private Equity Term Trust
BTX- Exchange
- NYSE
- SEC CIK
- 0001836057
No open-market purchases or sales by BlackRock Technology & Private Equity Term Trust insiders were filed in the last 90 days; 119 institutions reported holding it in 13F filings for Q2 2026, worth $308.7M in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in BlackRock Technology & Private Equity Term Trust as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 83
- +3 vs. Q4 2021
- Shares held
- 32.9M
- −2.03M (−5.8%) vs. Q4 2021
- Total value
- $373.6M
- −$133.6M (−26.3%) vs. Q4 2021
- New holders
- 22
- 30 more added
- Sold out
- 19
- 20 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BTX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 119 | $308.7M |
| Q1 2026 | 109 | $210.1M |
| Q4 2025 | 97 | $180.0M |
| Q3 2025 | 91 | $128.0M |
| Q2 2025 | 117 | $744.5M |
| Q1 2025 | 115 | $652.2M |
| Q4 2024 | 111 | $743.7M |
| Q3 2024 | 112 | $740.1M |
| Q2 2024 | 121 | $703.8M |
| Q1 2024 | 110 | $733.9M |
| Q4 2023 | 117 | $597.6M |
| Q3 2023 | 114 | $450.2M |
| Q2 2023 | 106 | $481.9M |
| Q1 2023 | 106 | $460.3M |
| Q4 2022 | 111 | $371.5M |
| Q3 2022 | 107 | $294.3M |
| Q2 2022 | 92 | $294.1M |
| Q1 2022 | 83 | $373.6M |
| Q4 2021 | 81 | $507.2M |
| Q3 2021 | 51 | $279.8M |
| Q2 2021 | 42 | $211.0M |
| Q1 2021 | 27 | $85.8M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding BlackRock Technology & Private Equity Term Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,839,889 | $100.7M | 0.01% | +1,079,129+13.9% | Added |
| Bank of America Corp | 4,231,958 | $48.2M | 0.01% | +521,337+14.0% | Added |
| UBS Group AG | 3,898,263 | $44.4M | 0.02% | +1,677,919+75.6% | Added |
| Raymond James & Associates | 2,243,926 | $25.6M | 0.02% | −13,661−0.6% | Reduced |
| Rivernorth Capital Management, LLC | 2,063,222 | $23.5M | 0.89% | −2,060,841−50.0% | Reduced |
| City of London Investment Management Co Ltd | 1,796,792 | $20.4M | 1.29% | −2,747,550−60.5% | Reduced |
| Karpus Management, Inc. | 1,661,721 | $18.9M | 0.58% | −603,642−26.6% | Reduced |
| Amplius Wealth Advisors, LLC | 1,290,699 | $14.7M | 2.26% | +497,614+62.7% | Added |
| Lazard Asset Management LLC | 787,666 | $8.97M | 0.01% | +11,038+1.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 720,444 | $8.21M | 0.02% | +190,959+36.1% | Added |
| Wells Fargo & Company | 676,013 | $7.70M | 0.00% | +18,809+2.9% | Added |
| Stifel Financial Corp | 527,083 | $6.00M | 0.01% | +95,137+22.0% | Added |
| Royal Bank of Canada | 323,399 | $3.68M | 0.00% | +63,415+24.4% | Added |
| Ameriprise Financial Inc | 304,802 | $3.47M | 0.00% | +124,353+68.9% | Added |
| Corrado Advisors, LLC | 258,487 | $2.94M | 1.80% | +258,487 | New |
| Thomas J. Herzfeld Advisors, Inc. | 246,251 | $2.81M | 1.05% | +225,014+1,059.5% | Added |
| Epiq Partners, LLC | 229,293 | $2.61M | 1.40% | +229,293 | New |
| Rockefeller Capital Management L.P. | 211,456 | $2.41M | 0.01% | +88,615+72.1% | Added |
| Clough Capital Partners L P | 204,582 | $2.33M | 0.18% | +14,318+7.5% | Added |
| Sentinel Trust Co Lba | 194,272 | $2.21M | 0.27% | +194,272 | New |
| Oppenheimer & Co Inc | 176,851 | $2.01M | 0.04% | +70,576+66.4% | Added |
| Matisse Capital | 150,000 | $1.71M | 1.57% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 143,908 | $1.64M | 0.10% | +2,300+1.6% | Added |
| Wolverine Asset Management LLC | 137,981 | $1.57M | 0.02% | −200,738−59.3% | Reduced |
| Wedbush Securities Inc | 102,365 | $1.17M | 0.05% | +16,653+19.4% | Added |
| First Republic Investment Management, Inc. | 101,424 | $1.16M | 0.00% | +101,424 | New |
| Janney Montgomery Scott LLC | 94,920 | $1.08M | 0.00% | +31,471+49.6% | Added |
| Private Advisor Group, LLC | 67,201 | $766.0K | 0.01% | +43,153+179.4% | Added |
| Logan Stone Capital, LLC | 65,898 | $751.0K | 0.54% | −118,748−64.3% | Reduced |
| Truist Financial Corp | 52,476 | $598.0K | 0.00% | −31,325−37.4% | Reduced |
| B. Riley Wealth Management, Inc. | 51,499 | $587.0K | 0.05% | −2,614−4.8% | Reduced |
| Commonwealth Equity Services, LLC | 51,288 | $584.0K | 0.00% | +1,904+3.9% | Added |
| Atria Wealth Solutions, Inc. | 50,100 | $571.0K | 0.01% | +50,100 | New |
| GFS Advisors, LLC | 48,290 | $550.0K | 0.12% | −2,740−5.4% | Reduced |
| The PNC Financial Services Group, Inc. | 46,943 | $536.0K | 0.00% | −14,087−23.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 47,100 | $536.0K | 0.05% | +47,100 | New |
| Invesco Ltd. | 45,205 | $515.0K | 0.00% | +4,581+11.3% | Added |
| 55I, LLC | 44,341 | $505.0K | 0.01% | +11,890+36.6% | Added |
| Shaker Financial Services, LLC | 42,500 | $484.0K | 0.18% | −4,500−9.6% | Reduced |
| Ignite Planners, LLC | 46,200 | $455.0K | 0.30% | −1,800−3.8% | Reduced |
| Hilltop Holdings Inc. | 36,000 | $410.0K | 0.05% | +21,900+155.3% | Added |
| Raymond James Trust N.A. | 35,028 | $399.0K | 0.01% | +1,000+2.9% | Added |
| Eudaimonia Partners, LLC | 33,388 | $380.0K | 0.06% | +33,388 | New |
| Independent Investors Inc | 30,000 | $342.0K | 0.08% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 23,588 | $269.0K | 0.13% | +368+1.6% | Added |
| Modera Wealth Management, LLC | 22,500 | $256.0K | 0.01% | +2,500+12.5% | Added |
| Envestnet Asset Management Inc | 22,500 | $256.0K | 0.00% | +22,500 | New |
| Cambridge Investment Research Advisors, Inc. | 22,100 | $252.0K | 0.00% | +2,500+12.8% | Added |
| Guggenheim Capital LLC | 21,595 | $246.0K | 0.00% | +21,595 | New |
| United Maritime Capital LLC | 21,250 | $242.0K | 0.66% | 00.0% | Unchanged |
| Dakota Wealth Management | 20,545 | $234.0K | 0.02% | −10,475−33.8% | Reduced |
| Kestra Advisory Services, LLC | 17,672 | $201.0K | 0.00% | +1,532+9.5% | Added |
| Hayek Kallen Investment Management | 17,500 | $199.0K | 0.07% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 16,051 | $183.0K | 0.11% | −900−5.3% | Reduced |
| Lido Advisors, LLC | 15,836 | $180.0K | 0.00% | +15,836 | New |
| Bank of New York Mellon Corp | 15,114 | $173.0K | 0.00% | +15,114 | New |
| Marcum Wealth, LLC | 15,000 | $171.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 15,000 | $171.0K | 0.00% | +15,000 | New |
| Blue Bell Private Wealth Management, LLC | 13,907 | $158.0K | 0.05% | −9,893−41.6% | Reduced |
| Virtus ETF Advisers LLC | 13,601 | $155.0K | 0.07% | +8,389+161.0% | Added |
| Creative Planning | 13,381 | $152.0K | 0.00% | +13,381 | New |
| InterOcean Capital Group, LLC | 12,500 | $142.0K | 0.01% | +12,500 | New |
| HighTower Advisors, LLC | 11,612 | $132.0K | 0.00% | +11,612 | New |
| Integrated Wealth Concepts LLC | 11,423 | $130.0K | 0.00% | −1,300−10.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,048 | $126.0K | 0.02% | 00.0% | Unchanged |
| Carson Advisory Inc. | 10,773 | $123.0K | 0.12% | +10,773 | New |
| Intelligence Driven Advisers, LLC | 11,164 | $121.0K | 0.02% | −2,192−16.4% | Reduced |
| Princeton Global Asset Management LLC | 5,284 | $60.0K | 0.02% | +118+2.3% | Added |
| BlackRock Inc. | 5,000 | $57.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,872 | $33.0K | 0.00% | −6,751−70.2% | Reduced |
| Signaturefd, LLC | 2,641 | $30.0K | 0.00% | +2,641 | New |
| Advisor Group Holdings, Inc. | 1,516 | $18.0K | 0.00% | −6,638−81.4% | Reduced |
| Lindbrook Capital, LLC | 1,588 | $18.0K | 0.00% | +1,588 | New |
| Anchor Investment Management, LLC | 1,500 | $17.1K | 0.00% | +1,500 | New |
| Activest Wealth Management | 1,250 | $14.0K | 0.01% | −2,463−66.3% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,250 | $14.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 521 | $10.0K | 0.00% | +521 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 480 | $5.00K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 58,203 | $5.00K | 0.02% | +58,203 | New |
| Koshinski Asset Management, Inc. | 409 | $4.66K | 0.00% | +5+1.2% | Added |
| Prospera Financial Services Inc | 288 | $3.00K | 0.00% | +288 | New |
| Prestige Wealth Management Group LLC | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −330,770−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −203,384−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −114,920−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −107,700−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −107,240−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −74,127−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −68,300−100.0% | Sold out |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −23,721−100.0% | Sold out |
| Beaton Management Co. Inc. | 0 | $0 | 0.00% | −17,900−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −14,107−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −13,135−100.0% | Sold out |
| Keystone Wealth Partners | 0 | $0 | 0.00% | −10,109−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| PFS Partners, LLC | 0 | $0 | 0.00% | −978−100.0% | Sold out |