BlackRock Tech & Priv EqtyBTX
13F holders, Q4 2024 (December 31)111holders −1
12new positions
17sold out
1famous investor
$7.44avg. 13F price*
At the end of Q4 2024, 111 institutions reported holding BlackRock Tech & Priv Eqty (BTX) in their 13F filings, down 1 from Q3 2024. 12 opened new positions and 17 sold out. The largest holders were Saba Capital Management, L.P. ($447.6M), Morgan Stanley ($42.4M) and Sit Investment Associates Inc. ($32.6M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- BlackRock Tech & Priv Eqty
- CUSIP
- 09260Q108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.4M |
| Exits | 17 | $6.6M |
All 13F filers, Q3 2024 → Q4 2024: 6,189,233 shares bought and 4,624,605 shares sold, net +1,564,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Saba Capital Management, L.P. | 11.33% | Add +7.8% | 60,156,126 | $447.6M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 5,696,434 | $42.4M |
| Sit Investment Associates Inc. | 0.74% | Reduce -4.0% | 4,376,787 | $32.6M |
| Invesco Ltd. | 0.00% | Add +0.4% | 3,267,366 | $24.3M |
| Raymond James Financial Inc. | 0.01% | — | 2,899,338 | $21.6M |
| Lazard Asset Management LLC | 0.03% | Reduce -19.9% | 2,465,432 | $18.3M |
| Royal Bank of Canada | 0.00% | Reduce -13.2% | 2,365,281 | $17.6M |
| Penserra Capital Management LLC | 0.29% | Add +7.2% | 2,141,083 | $15.9M |
| Sessa Capital IM, L.P. | 0.58% | Reduce -15.2% | 2,015,096 | $15.0M |
| Bank of America Corp. | 0.00% | Reduce -19.8% | 1,572,271 | $11.7M |
| Karpus Management, Inc. | 0.33% | Reduce -17.2% | 1,515,756 | $11.3M |
| Absolute Investment Advisers, LLC | 1.21% | Add +26.2% | 1,268,166 | $9.4M |
| UBS Group AG | 0.00% | Reduce -11.7% | 1,085,984 | $8.1M |
| Rivernorth Capital Management, LLC | 0.35% | Reduce -14.8% | 973,389 | $7.2M |
| City of London Investment Management Co. Ltd. | 0.41% | Reduce -14.9% | 548,612 | $4.1M |
| Quarry LP | 0.77% | Add +51.4% | 512,080 | $3.8M |
| North Ground Capital | 3.31% | — | 413,142 | $3.1M |
| Blue Bell Private Wealth Management, LLC | 0.55% | Add +4.9% | 389,604 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.2% | 357,453 | $2.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +13.3% | 352,328 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +2610.7% | 339,000 | $2.5M |
| HBK Investments L P | 0.06% | Reduce -5.3% | 320,800 | $2.4M |
| Bulldog Investors, LLP | 0.57% | Add +118.3% | 292,779 | $2.2M |
| 1607 Capital Partners, LLC | 0.16% | Reduce -45.1% | 265,940 | $2.0M |
| Capstone Investment Advisors, LLC | 0.02% | Add +7.3% | 258,502 | $1.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.56% | Reduce -1.7% | 258,468 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +13.1% | 236,740 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -19.1% | 214,878 | $1.6M |
| Quantedge Capital Pte Ltd | 0.56% | Reduce -50.1% | 205,729 | $1.5M |
| Almitas Capital LLC | 0.32% | Reduce -29.6% | 193,153 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -13.2% | 166,421 | $1.4M |
| Corrado Advisors, LLC | 0.86% | Reduce -13.9% | 177,777 | $1.3M |
| CSS LLC | 0.22% | Add +4.4% | 155,349 | $1.2M |
| Matisse Capital | 0.53% | Reduce -15.2% | 139,734 | $1.0M |
| Readystate Asset Management LP | 0.07% | New | 131,597 | $979K |
| Wolverine Asset Management LLC | 0.07% | Add +1350.2% | 127,614 | $949K |
| Virtus Advisers, LLC | 0.38% | Add +3.1% | 124,829 | $929K |
| Jane Street Group, LLC | 0.00% | Add +98.7% | 121,350 | $903K |
| Wedbush Securities Inc. | 0.03% | Add +10.9% | 110,138 | $819K |
| Obsidian Cio, LLC | 0.15% | No change | 107,978 | $803K |
| Private Advisor Group, LLC | 0.00% | Add +0.3% | 105,256 | $783K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.9% | 85,686 | $638K |
| Chapin Davis, Inc. | 0.21% | No change | 83,485 | $630K |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.0% | 80,652 | $600K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -37.0% | 79,963 | $595K |
| Shaker Financial Services, LLC | 0.23% | Add +682.9% | 79,490 | $591K |
| LPL Financial LLC | 0.00% | Add +16.6% | 76,734 | $571K |
| Landscape Capital Management, L.L.C. | 0.06% | New | 74,802 | $557K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.2% | 67,343 | $501K |
| Uhlmann Price Securities, LLC | 0.31% | Reduce -14.9% | 55,932 | $416K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.6% | 41,802 | $311K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.3% | 39,932 | $297K |
| Osaic Holdings, Inc. | 0.00% | Add +16.4% | 35,226 | $262K |
| D. E. Shaw & Co. | 0.00% | Reduce -30.8% | 35,139 | $261K |
| HighTower Advisors, LLC | 0.00% | Add +3.8% | 34,522 | $257K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -23.1% | 29,000 | $216K |
| Virtu Financial LLC | 0.01% | Add +11.8% | 28,246 | $210K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 26,467 | $197K |
| CreativeOne Wealth, LLC | 0.01% | New | 26,212 | $195K |
| Samalin Investment Counsel, LLC | 0.08% | Add +114.0% | 24,821 | $185K |
| Wells Fargo & Company | 0.00% | Reduce -36.2% | 24,681 | $184K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Reduce -50.2% | 23,182 | $172K |
| Modera Wealth Management, LLC | 0.00% | Add +3.5% | 21,923 | $163K |
| National Philanthropic Trust | 0.00% | Reduce -15.2% | 21,190 | $158K |
| Ignite Planners, LLC | 0.03% | Reduce -3.6% | 20,379 | $155K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.4% | 20,453 | $152K |
| Winebrenner Capital Management LLC | 0.11% | — | 20,000 | $149K |
| Mariner, LLC | 0.00% | Add +72.2% | 18,317 | $136K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.3% | 17,408 | $130K |
| PFG Investments, LLC | 0.01% | Reduce -12.3% | 17,317 | $129K |
| &partners | 0.00% | Add +48.3% | 16,668 | $127K |
| Vista Investment Partners Ii, LLC | 0.07% | — | 16,206 | $121K |
| Yakira Capital Management, Inc. | 0.05% | New | 16,000 | $119K |
| Dakota Wealth Management | 0.00% | Reduce -28.7% | 15,624 | $116K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -46.8% | 15,148 | $113K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 15,100 | $112K |
| Commonwealth Equity Services, LLC | 0.00% | Add +24.3% | 14,780 | $110K |
| SeaCrest Wealth Management, LLC | 0.01% | New | 14,771 | $110K |
| Successful Portfolios LLC | 0.07% | Reduce -1.4% | 14,590 | $109K |
| Creative Planning | 0.00% | Reduce -5.2% | 13,826 | $103K |
| Covestor Ltd | 0.05% | Add +3.1% | 11,562 | $86K |
| Barrett & Company, Inc. | 0.04% | Reduce -8.5% | 11,493 | $86K |
| Avantax Advisory Services, Inc. | 0.00% | New | 11,047 | $82K |
| 4WEALTH Advisors, Inc. | 0.08% | — | 11,021 | $82K |
| NewEdge Wealth, LLC | 0.00% | No change | 10,767 | $80K |
| MML Investors Services, LLC | 0.00% | New | 10,811 | $80K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +1.7% | 10,727 | $80K |
| David J Yvars Group | 0.05% | Add +3.7% | 10,701 | $80K |
| Susquehanna Advisors Group, Inc. | 0.01% | — | 10,600 | $79K |
| CoreCap Advisors, LLC | 0.00% | No change | 10,000 | $74K |
| Cwm, LLC | 0.00% | Add +2.2% | 8,856 | $66K |
| Comerica Bank | 0.00% | Add +1.9% | 8,252 | $61K |
| CIBC Private Wealth Group LLC | 0.00% | New | 6,660 | $51K |
| Clearstead Advisors, LLC | 0.00% | Reduce -67.1% | 5,600 | $42K |
| BlackRock, Inc. | 0.00% | No change | 5,001 | $37K |
| Mountain Hill Investment Partners Corp. | 0.02% | — | 3,000 | $22K |
| Caldwell Trust Co | 0.00% | No change | 2,000 | $15K |
| Nemes Rush Group LLC | 0.00% | Reduce -47.7% | 1,307 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -84.5% | 1,225 | $9K |
| WPG Advisers, LLC | 0.01% | — | 1,128 | $8K |
| Investors Research Corp | 0.00% | Reduce -15.2% | 848 | $6K |
| MAI Capital Management | 0.00% | New | 684 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +287.6% | 500 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | New | 434 | $3K |
| Assetmark, Inc. | 0.00% | No change | 293 | $2K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Reduce -64.7% | 240 | $2K |
| FMR LLC | 0.00% | Add +19000.0% | 191 | $1K |
| Barclays PLC | 0.00% | No change | 150 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 166 | $1K |
| IFP Advisors, Inc | 0.00% | No change | 100 | $744 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 47 | $350 |
"% of holder's portfolio" is BTX's weight in each manager's 13F, not the share of BlackRock Tech & Priv Eqty the manager owns.