BlackRock Tech & Priv EqtyBTX
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 117 institutions reported holding BlackRock Tech & Priv Eqty (BTX) in their 13F filings, up 2 from Q1 2025. 24 opened new positions and 20 sold out. The largest holders were Saba Capital Management, L.P. ($445.4M), Morgan Stanley ($40.8M) and Sit Investment Associates Inc. ($40.5M). 3 famous investors held it, including Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'s portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- BlackRock Tech & Priv Eqty
- CUSIP
- 09260Q108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $5.6M |
| Exits | 20 | $7.9M |
All 13F filers, Q1 2025 → Q2 2025: 4,067,734 shares bought and 6,769,495 shares sold, net −2,701,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Saba Capital Management, L.P. | 12.24% | No change | 60,675,395 | $445.4M |
| Morgan Stanley | 0.00% | Reduce -3.1% | 5,560,989 | $40.8M |
| Sit Investment Associates Inc. | 0.86% | Add +9.8% | 5,515,699 | $40.5M |
| Lazard Asset Management LLC | 0.03% | Add +16.5% | 2,871,719 | $21.1M |
| Invesco Ltd. | 0.00% | Reduce -23.8% | 2,800,615 | $20.6M |
| Absolute Investment Advisers, LLC | 2.36% | Add +30.0% | 2,600,158 | $19.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.5% | 2,488,527 | $18.3M |
| Penserra Capital Management LLC | 0.23% | Add +3.0% | 2,250,256 | $16.5M |
| Sessa Capital IM, L.P. | 0.45% | No change | 2,015,096 | $14.8M |
| Karpus Management, Inc. | 0.34% | Reduce -4.4% | 1,423,101 | $10.4M |
| Rivernorth Capital Management, LLC | 0.52% | Reduce -29.5% | 1,270,917 | $9.3M |
| Quarry LP | 2.13% | Add +56.5% | 1,200,691 | $8.8M |
| Bank of America Corp. | 0.00% | Reduce -8.4% | 1,153,901 | $8.5M |
| UBS Group AG | 0.00% | Add +8.0% | 1,128,902 | $8.3M |
| Yakira Capital Management, Inc. | 2.19% | Add +471.5% | 805,926 | $5.9M |
| Bulldog Investors, LLP | 1.14% | Add +23.9% | 610,207 | $4.5M |
| North Ground Capital | 5.29% | Reduce -42.8% | 566,000 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -77.9% | 542,560 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Add +25.6% | 454,913 | $3.3M |
| Blue Bell Private Wealth Management, LLC | 0.45% | Reduce -5.3% | 363,966 | $2.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.2% | 357,576 | $2.6M |
| Capstone Investment Advisors, LLC | 0.02% | Add +1.0% | 261,043 | $1.9M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +4.4% | 259,150 | $1.9M |
| 1607 Capital Partners, LLC | 0.15% | Reduce -8.0% | 248,540 | $1.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.38% | Reduce -4.9% | 228,552 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.1% | 225,009 | $1.7M |
| Balyasny Asset Management L.P. | 0.00% | New | 217,150 | $1.6M |
| CSS LLC | 0.28% | Reduce -71.7% | 202,841 | $1.5M |
| Almitas Capital LLC | 0.36% | Add +1.2% | 195,710 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | Add +73.2% | 175,298 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +31.0% | 151,876 | $1.1M |
| Quantinno Capital Management LP | 0.00% | New | 146,020 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -28.8% | 143,053 | $1.1M |
| Virtus Investment Advisers, LLC | 0.35% | Reduce -3.7% | 140,903 | $1.0M |
| HBK Investments L P | 0.02% | Reduce -43.5% | 119,957 | $880K |
| Readystate Asset Management LP | 0.06% | Add +50.1% | 110,780 | $813K |
| Chapin Davis, Inc. | 0.19% | Add +30.4% | 93,211 | $684K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.2% | 88,029 | $646K |
| Jane Street Group, LLC | 0.00% | Add +13.7% | 86,506 | $635K |
| Wedbush Securities Inc. | 0.02% | Reduce -9.6% | 85,212 | $625K |
| HighTower Advisors, LLC | 0.00% | Add +149.7% | 80,139 | $588K |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.40% | New | 76,667 | $563K |
| LPL Financial LLC | 0.00% | Add +28.9% | 75,985 | $558K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.6% | 67,292 | $494K |
| Obsidian Cio, LLC | 0.07% | No change | 67,235 | $494K |
| Osaic Holdings, Inc. | 0.00% | Add +12.3% | 60,959 | $448K |
| NewEdge Advisors, LLC | 0.00% | Add +14.6% | 57,624 | $423K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +11.4% | 56,991 | $418K |
| Elequin Capital, LP | 0.13% | New | 56,526 | $415K |
| Bluefin Capital Management, LLC | 0.32% | Reduce -90.8% | 54,353 | $399K |
| Alpine Global Management, LLC | 0.08% | New | 43,038 | $316K |
| Sanctuary Advisors, LLC | 0.00% | Add +231.3% | 42,341 | $311K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +104.0% | 42,025 | $309K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | No change | 40,000 | $294K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -6.2% | 35,274 | $259K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 34,916 | $256K |
| K2 Principal Fund, L.P. | 0.11% | Reduce -0.5% | 34,843 | $256K |
| Mutual Advisors, LLC | 0.01% | Add +24.9% | 30,475 | $223K |
| RFG Advisory, LLC | 0.01% | Add +17.5% | 29,031 | $213K |
| Goldman Sachs Group Inc. | 0.00% | New | 27,908 | $205K |
| Harris Associates (Oakmark Funds) | 0.00% | New | 25,000 | $184K |
| Modera Wealth Management, LLC | 0.00% | Add +3.0% | 22,982 | $169K |
| Dakota Wealth Management | 0.00% | Reduce -2.6% | 22,606 | $166K |
| National Philanthropic Trust | 0.00% | No change | 21,190 | $156K |
| Kovack Advisors, Inc. | 0.01% | New | 20,309 | $149K |
| Cibc World Market Inc. | 0.00% | New | 20,000 | $147K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -12.4% | 19,866 | $146K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -50.2% | 19,776 | $145K |
| PFG Investments, LLC | 0.01% | Reduce -4.1% | 17,789 | $131K |
| D. E. Shaw & Co. | 0.00% | Reduce -53.3% | 16,406 | $120K |
| &partners | 0.00% | No change | 15,601 | $115K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 15,100 | $111K |
| Ignite Planners, LLC | 0.02% | Reduce -9.7% | 14,294 | $107K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.9% | 14,108 | $104K |
| Millennium Management | 0.00% | New | 13,902 | $102K |
| HB Wealth Management, LLC | 0.00% | New | 13,750 | $101K |
| Successful Portfolios LLC | 0.06% | Reduce -0.2% | 13,565 | $100K |
| Merit Financial Group, LLC | 0.00% | New | 13,540 | $99K |
| David J Yvars Group | 0.06% | Add +8.6% | 13,424 | $99K |
| Creative Planning | 0.00% | No change | 13,132 | $96K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -19.4% | 13,108 | $96K |
| City State Bank | 0.03% | No change | 12,913 | $95K |
| Level Four Advisory Services, LLC | 0.00% | Reduce -20.4% | 12,896 | $95K |
| Quantedge Capital Pte Ltd | 0.09% | Reduce -82.9% | 12,729 | $93K |
| Clearstead Advisors, LLC | 0.00% | Reduce -29.7% | 12,712 | $93K |
| Wolverine Asset Management LLC | 0.01% | New | 12,034 | $88K |
| Barrett & Company, Inc. | 0.03% | No change | 11,493 | $84K |
| 4WEALTH Advisors, Inc. | 0.08% | No change | 11,021 | $81K |
| Mariner, LLC | 0.00% | Reduce -46.9% | 11,000 | $81K |
| Precedent Wealth Partners, LLC | 0.02% | New | 10,900 | $80K |
| NewEdge Wealth, LLC | 0.00% | No change | 10,767 | $80K |
| Bank of New York Mellon Corp | 0.00% | New | 10,662 | $78K |
| Susquehanna Advisors Group, Inc. | 0.01% | No change | 10,600 | $78K |
| Plancorp, LLC | 0.00% | No change | 10,000 | $73K |
| Cwm, LLC | 0.00% | Add +3.0% | 9,339 | $69K |
| Wells Fargo & Company | 0.00% | Reduce -40.1% | 8,265 | $61K |
| Comerica Bank | 0.00% | Add +4.1% | 7,355 | $54K |
| Ameritas Advisory Services, LLC | 0.00% | New | 7,300 | $54K |
| NFSG Corp | 0.01% | New | 6,990 | $51K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -10.7% | 6,558 | $48K |
| US Bancorp \de | 0.00% | New | 5,000 | $37K |
| BlackRock, Inc. | 0.00% | No change | 5,000 | $37K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -22.8% | 3,122 | $23K |
| WPG Advisers, LLC | 0.02% | Reduce -0.8% | 2,788 | $20K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 2,730 | $20K |
| Caldwell Trust Co | 0.00% | No change | 2,000 | $15K |
| JPMorgan Chase & Co. | 0.00% | New | 1,965 | $14K |
| Eastern Bank | 0.00% | No change | 1,867 | $14K |
| Pineridge Advisors LLC | 0.00% | No change | 1,350 | $10K |
| Tsfg, LLC | 0.00% | Add +3.6% | 1,051 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 880 | $6K |
| Investors Research Corp | 0.00% | No change | 848 | $6K |
| MAI Capital Management | 0.00% | No change | 684 | $5K |
| Principal Securities, Inc. | 0.00% | New | 555 | $4K |
| SWAN Capital LLC | 0.00% | No change | 340 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -23.9% | 223 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 47 | $345 |
"% of holder's portfolio" is BTX's weight in each manager's 13F, not the share of BlackRock Tech & Priv Eqty the manager owns.