WILMINGTON, DE
BLACKROCK TECHNOLOGY & PRIVATE EQUITY TERM TRUSTBTX— Latest position per institution from SEC 13F filings
15
Institutional holders
43.34M
Total shares held
310.21M
Estimated value
2.17M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
10.65M
Value
96.18M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
5.52M
Value
40.48K
Filed
Jun 30, 2025
LAZARD ASSET MANAGEMENT LLC
CIK 1207017
Shares
4.38M
Value
39.56M
Filed
Jun 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
3.12M
Value
28.14M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
2.74M
Value
24.72M
Filed
Jun 30, 2026
SESSA CAPITAL IM, L.P.
CIK 1595849
Shares
2.02M
Value
14.79M
Filed
Jun 30, 2025
INVESCO LTD.
CIK 914208
Shares
1.84M
Value
16.57M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
1.58M
Value
11.91M
Filed
Sep 30, 2024
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 1316187
Shares
1.55M
Value
10.23M
Filed
Mar 31, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
1.42M
Value
10.45M
Filed
Jun 30, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
1.41M
Value
10.66M
Filed
Sep 30, 2024
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
1.13M
Value
10.19K
Filed
Jun 30, 2026
WOODLINE PARTNERS LP
CIK 1784547
Shares
855.01K
Value
5.95M
Filed
Sep 30, 2023
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
810.19K
Value
7.32M
Filed
Jun 30, 2026
YAKIRA CAPITAL MANAGEMENT, INC.
CIK 1584639
Shares
805.93K
Value
5.92M
Filed
Jun 30, 2025
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
778.44K
Value
7.03M
Filed
Jun 30, 2026
MANGROVE PARTNERS IM, LLC
CIK 1535392
Shares
731.18K
Value
5.87M
Filed
Mar 31, 2023
READYSTATE ASSET MANAGEMENT LP
CIK 1900923
Shares
686.67K
Value
4.53M
Filed
Dec 31, 2025
QUARRY LP
CIK 1965207
Shares
682.53K
Value
4.50M
Filed
Mar 31, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
646.26K
Value
5.84M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 10.65M | 96.18M | Jun 30, 2026 |
| 2 | SIT INVESTMENT ASSOCIATES INC | 769317 | 5.52M | 40.48K | Jun 30, 2025 |
| 3 | LAZARD ASSET MANAGEMENT LLC | 1207017 | 4.38M | 39.56M | Jun 30, 2026 |
| 4 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 3.12M | 28.14M | Jun 30, 2026 |
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 2.74M | 24.72M | Jun 30, 2026 |
| 6 | SESSA CAPITAL IM, L.P. | 1595849 | 2.02M | 14.79M | Jun 30, 2025 |
| 7 | INVESCO LTD. | 914208 | 1.84M | 16.57M | Jun 30, 2026 |
| 8 | RAYMOND JAMES & ASSOCIATES | 1084208 | 1.58M | 11.91M | Sep 30, 2024 |
| 9 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | 1.55M | 10.23M | Mar 31, 2026 |
| 10 | KARPUS MANAGEMENT, INC. | 1048703 | 1.42M | 10.45M | Jun 30, 2025 |
| 11 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 1.41M | 10.66M | Sep 30, 2024 |
| 12 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 1.13M | 10.19K | Jun 30, 2026 |
| 13 | WOODLINE PARTNERS LP | 1784547 | 855.01K | 5.95M | Sep 30, 2023 |
| 14 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 810.19K | 7.32M | Jun 30, 2026 |
| 15 | YAKIRA CAPITAL MANAGEMENT, INC. | 1584639 | 805.93K | 5.92M | Jun 30, 2025 |
| 16 | RAYMOND JAMES FINANCIAL INC | 720005 | 778.44K | 7.03M | Jun 30, 2026 |
| 17 | MANGROVE PARTNERS IM, LLC | 1535392 | 731.18K | 5.87M | Mar 31, 2023 |
| 18 | READYSTATE ASSET MANAGEMENT LP | 1900923 | 686.67K | 4.53M | Dec 31, 2025 |
| 19 | QUARRY LP | 1965207 | 682.53K | 4.50M | Mar 31, 2026 |
| 20 | ATLAS WEALTH LLC | 1964106 | 646.26K | 5.84M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.