BlackRock Tech & Priv EqtyBTX
13F holders, Q1 2025 (March 31)115holders +4
23new positions
21sold out
1famous investor
$6.26avg. 13F price*
At the end of Q1 2025, 115 institutions reported holding BlackRock Tech & Priv Eqty (BTX) in their 13F filings, up 4 from Q4 2024. 23 opened new positions and 21 sold out. The largest holders were Saba Capital Management, L.P. ($379.8M), Morgan Stanley ($35.9M) and Sit Investment Associates Inc. ($31.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $5.7M |
| Exits | 21 | $6.2M |
All 13F filers, Q4 2024 → Q1 2025: 6,601,142 shares bought and 2,966,655 shares sold, net +3,634,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Saba Capital Management, L.P. | 10.50% | Add +0.9% | 60,675,395 | $379.8M |
| Morgan Stanley | 0.00% | Add +0.7% | 5,738,162 | $35.9M |
| Sit Investment Associates Inc. | 0.74% | Add +14.8% | 5,025,130 | $31.5M |
| Invesco Ltd. | 0.00% | Add +12.4% | 3,672,805 | $23.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -13.7% | 2,501,389 | $15.7M |
| Lazard Asset Management LLC | 0.03% | No change | 2,465,432 | $15.4M |
| Royal Bank of Canada | 0.00% | Add +3.6% | 2,451,090 | $15.3M |
| Penserra Capital Management LLC | 0.24% | Add +2.0% | 2,183,759 | $13.7M |
| Sessa Capital IM, L.P. | 0.52% | No change | 2,015,096 | $12.6M |
| Absolute Investment Advisers, LLC | 1.83% | Add +57.8% | 2,000,567 | $12.5M |
| Rivernorth Capital Management, LLC | 0.60% | Add +85.3% | 1,803,435 | $11.3M |
| Karpus Management, Inc. | 0.30% | Reduce -1.8% | 1,487,902 | $9.3M |
| Bank of America Corp. | 0.00% | Reduce -19.9% | 1,259,844 | $7.9M |
| UBS Group AG | 0.00% | Reduce -3.7% | 1,045,405 | $6.5M |
| North Ground Capital | 6.37% | Add +139.6% | 990,000 | $6.3M |
| Quarry LP | 1.26% | Add +49.9% | 767,370 | $4.8M |
| CSS LLC | 0.90% | Add +362.1% | 717,835 | $4.5M |
| Bluefin Capital Management, LLC | 3.07% | — | 591,494 | $3.7M |
| Bulldog Investors, LLP | 0.84% | Add +68.2% | 492,332 | $3.1M |
| Shaker Financial Services, LLC | 1.06% | Add +446.1% | 434,069 | $2.7M |
| Blue Bell Private Wealth Management, LLC | 0.46% | Reduce -1.3% | 384,526 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +1.3% | 362,187 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.2% | 356,708 | $2.2M |
| 1607 Capital Partners, LLC | 0.14% | Add +1.5% | 270,040 | $1.7M |
| Capstone Investment Advisors, LLC | 0.02% | No change | 258,502 | $1.6M |
| Advisor Resource Council | 0.13% | New | 251,855 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +210.3% | 248,150 | $1.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.40% | Reduce -7.0% | 240,248 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -4.8% | 225,305 | $1.4M |
| HBK Investments L P | 0.03% | Reduce -33.8% | 212,380 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -6.6% | 200,778 | $1.3M |
| Almitas Capital LLC | 0.40% | Add +0.1% | 193,389 | $1.2M |
| City of London Investment Management Co. Ltd. | 0.11% | Reduce -68.8% | 171,124 | $1.1M |
| Virtus Investment Advisers, LLC | 0.25% | New | 146,324 | $916K |
| Yakira Capital Management, Inc. | 0.36% | Add +781.4% | 141,018 | $883K |
| Private Advisor Group, LLC | 0.00% | Add +10.1% | 115,898 | $726K |
| Advisors Asset Management, Inc. | 0.01% | New | 101,224 | $634K |
| City Holding Co. | 0.08% | New | 95,464 | $598K |
| Wedbush Securities Inc. | 0.02% | Reduce -14.4% | 94,244 | $590K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.6% | 87,877 | $550K |
| Jane Street Group, LLC | 0.00% | Reduce -37.3% | 76,109 | $476K |
| Quantedge Capital Pte Ltd | 0.15% | Reduce -63.8% | 74,429 | $466K |
| Readystate Asset Management LP | 0.04% | Reduce -43.9% | 73,816 | $462K |
| Chapin Davis, Inc. | 0.15% | Reduce -14.4% | 71,455 | $447K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.5% | 68,376 | $428K |
| Obsidian Cio, LLC | 0.07% | Reduce -37.7% | 67,235 | $421K |
| LPL Financial LLC | 0.00% | Reduce -23.2% | 58,934 | $369K |
| Uhlmann Price Securities, LLC | 0.27% | Add +3.7% | 58,008 | $363K |
| Cresset Asset Management, LLC | 0.00% | New | 57,376 | $359K |
| Osaic Holdings, Inc. | 0.00% | Add +54.1% | 54,287 | $340K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +246.3% | 51,156 | $320K |
| NewEdge Advisors, LLC | 0.00% | Add +20.3% | 50,280 | $315K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.3% | 46,386 | $290K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 40,000 | $250K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 39,682 | $248K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +42.1% | 37,606 | $235K |
| D. E. Shaw & Co. | 0.00% | No change | 35,139 | $220K |
| K2 Principal Fund, L.P. | 0.12% | New | 35,000 | $219K |
| Noble Wealth Management PBC | 0.14% | New | 33,400 | $209K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.0% | 32,093 | $201K |
| RFG Advisory, LLC | 0.00% | New | 24,700 | $155K |
| Mutual Advisors, LLC | 0.00% | New | 24,400 | $153K |
| Dakota Wealth Management | 0.00% | Add +48.6% | 23,211 | $145K |
| Samalin Investment Counsel, LLC | 0.06% | Reduce -7.1% | 23,056 | $144K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -13.5% | 22,672 | $142K |
| Modera Wealth Management, LLC | 0.00% | Add +1.8% | 22,308 | $140K |
| National Philanthropic Trust | 0.00% | No change | 21,190 | $133K |
| Mariner, LLC | 0.00% | Add +13.1% | 20,722 | $130K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -29.0% | 20,600 | $129K |
| PFG Investments, LLC | 0.01% | Add +7.1% | 18,549 | $116K |
| Clearstead Advisors, LLC | 0.00% | Add +222.9% | 18,081 | $113K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.4% | 16,819 | $105K |
| Two Sigma Securities, LLC | 0.02% | New | 16,579 | $104K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +7.3% | 16,252 | $102K |
| Level Four Advisory Services, LLC | 0.00% | Reduce -20.8% | 16,194 | $101K |
| Ignite Planners, LLC | 0.02% | Reduce -22.3% | 15,829 | $101K |
| &partners | 0.00% | Reduce -6.4% | 15,601 | $99K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.8% | 15,485 | $97K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 15,100 | $95K |
| Integrity Alliance, Llc. | 0.00% | New | 14,120 | $88K |
| Wells Fargo & Company | 0.00% | Reduce -44.1% | 13,803 | $86K |
| Successful Portfolios LLC | 0.06% | Reduce -6.8% | 13,590 | $85K |
| Creative Planning | 0.00% | Reduce -5.0% | 13,132 | $82K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | New | 12,950 | $82K |
| City State Bank | 0.03% | New | 12,913 | $81K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -92.3% | 12,781 | $80K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +19.1% | 12,777 | $80K |
| Avantax Advisory Services, Inc. | 0.00% | Add +15.2% | 12,728 | $80K |
| World Investment Advisors | 0.00% | New | 12,519 | $78K |
| David J Yvars Group | 0.06% | Add +15.5% | 12,364 | $77K |
| Pine Valley Investments Ltd Liability Co | 0.00% | Reduce -47.3% | 12,221 | $77K |
| Barrett & Company, Inc. | 0.03% | No change | 11,493 | $72K |
| 4WEALTH Advisors, Inc. | 0.08% | No change | 11,021 | $69K |
| NewEdge Wealth, LLC | 0.00% | No change | 10,767 | $67K |
| Susquehanna Advisors Group, Inc. | 0.01% | No change | 10,600 | $66K |
| Corient Private Wealth LP | 0.00% | New | 10,004 | $63K |
| Plancorp, LLC | 0.00% | New | 10,000 | $63K |
| Cwm, LLC | 0.00% | Add +2.4% | 9,068 | $57K |
| Geneos Wealth Management Inc. | 0.00% | New | 7,340 | $46K |
| Comerica Bank | 0.00% | Reduce -14.4% | 7,066 | $44K |
| BlackRock, Inc. | 0.00% | Reduce -0.0% | 5,000 | $31K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2337.3% | 4,046 | $25K |
| WPG Advisers, LLC | 0.02% | Add +149.2% | 2,811 | $18K |
| Caldwell Trust Co | 0.00% | No change | 2,000 | $13K |
| Eastern Bank | 0.00% | New | 1,867 | $12K |
| Pineridge Advisors LLC | 0.00% | New | 1,350 | $8K |
| Nemes Rush Group LLC | 0.00% | Add +2.3% | 1,337 | $8K |
| Tsfg, LLC | 0.00% | New | 1,014 | $6K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +275.4% | 901 | $6K |
| Investors Research Corp | 0.00% | No change | 848 | $5K |
| MAI Capital Management | 0.00% | No change | 684 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 507 | $3K |
| SWAN Capital LLC | 0.00% | New | 340 | $2K |
| Assetmark, Inc. | 0.00% | No change | 293 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 47 | $295 |
"% of holder's portfolio" is BTX's weight in each manager's 13F, not the share of BlackRock Tech & Priv Eqty the manager owns.