Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKROCK TECH AND PRIVATE E (BTX)

111 + Investors. Track Smart Money conviction in BTX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — BTX

Based on 111 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BTX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
111 hedge funds hold BTX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BTX is almost the same as a year ago (+3 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 60% buying

67 buying44 selling
Last quarter: 67 funds were net buyers (31 opened a brand new position + 36 added to an existing one). Only 44 were sellers (29 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~31 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 16 → 26 → 31. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 21% medium ■ 33% new
51 out of 111 hedge funds have held BTX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +19%, value -95%

Value
-95%
Shares
+19%
Last quarter: funds added +19% more shares while total portfolio value only changed -95%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

25 → 26 → 16 → 26 → 31 new funds/Q
New funds entering each quarter: 26 → 16 → 26 → 31. A growing number of institutions are discovering BTX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 10% 1-2yr ■ 40% new
Of 111 current holders: 56 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
13 of 111 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in BTX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BTX

In 2026 Q1, 67 hedge funds were net buyers of BTX (31 opened a new position, 36 added to an existing one), while 44 reduced or exited (29 trimmed, 15 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 46% of total institutional value in BTX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 111.

Hedge Fund Ownership: BTX

How many hedge funds hold BTX — quarterly history vs. share price
Quarterly hedge fund ownership of BTX vs. share price

Market Analysis: BTX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BTX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy BLACKROCK TECH AND PRIVATE E (BTX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BTX has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 56d ago
BTX
+40.8%
XLF
+5.2%

BTX outperformed XLF by +35.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 11d ago
BTX
+3.7%
XLF
+1.6%

Since the filing became public, BTX outperformed XLF by +2.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: BTX
111 + Investors

Track Smart Money conviction in BTX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 111 95 16.84%
13F Shares 32M 27M 19.42%
Total Value $202M $4.48B -95.49%
New Positions 31 26 +5
Increased Positions 36 32 +4
Closed Positions 15 19 -4
Reduced Positions 29 22 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BTX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

111 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BTX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of BTX — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quantedge Capital Pte Ltd 4.29% 1,187,179 $7.8M
2 Matisse Capital 1.67% 593,000 $3.9M
3 ABSOLUTE INVESTMENT ADVISERS, LLC 1.20% 1,549,398 $10.2M
4 Z3 Capital Partners, LLC 0.90% 567,388 $3.7M
5 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.85% 2,570,038 $17.0M
6 Quarry LP 0.81% 682,532 $4.5M
7 Thomas J. Herzfeld Advisors, Inc. 0.63% 280,753 $1.9M
8 Shaker Financial Services, LLC 0.32% 138,908 $917K
9 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.29% 306,083 $2.0M
10 Virtus Investment Advisers, LLC 0.15% 84,306 $556K
11 Closed-End Fund Advisors, Inc. 0.15% 21,983 $145K
12 Saba Capital Management, L.P. 0.14% 764,197 $5.0M
13 ACCREDITED INVESTOR SERVICES, LLC 0.14% 32,781 $216K
14 CHAPIN DAVIS, INC. 0.11% 74,548 $492K
15 Penserra Capital Management LLC 0.08% 1,085,343 $7K
16 Advisors Asset Management, Inc. 0.08% 715,938 $4.7M
17 Successful Portfolios LLC 0.05% 15,275 $97K
18 David J Yvars Group 0.05% 13,689 $90K
19 SeaCrest Wealth Management, LLC 0.04% 60,089 $397K
20 Samalin Investment Counsel, LLC 0.04% 16,366 $108K
21 TrueMark Investments, LLC 0.04% 29,708 $196K
22 LAZARD ASSET MANAGEMENT LLC 0.04% 3,364,475 $22.2M
23 WPG Advisers, LLC 0.03% 7,055 $47K
24 Indivisible Partners 0.03% 45,701 $302K
25 BARRETT & COMPANY, INC. 0.03% 11,343 $75K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BLACKROCK TECH AND PRIVATE E (BTX)

What does the Smart Money Trend signal show for BTX?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BTX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BTX?

More buyers than sellers — 60% buying: Last quarter: 67 funds were net buyers (31 opened a brand new position + 36 added to an existing one). Only 44 were sellers (29 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BTX holders?

Elite ownership — 46% AUM from top-100 funds: 13 of 111 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in BTX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BTX?

46% of holders stayed for 2+ years: 51 out of 111 hedge funds have held BTX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy BLACKROCK TECH AND PRIVATE E (BTX) following the 2026 Q1 hedge fund 13F filings?

As of today, BTX has moved +3.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLF sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), BTX has gained +40.8% vs +5.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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