Morgan Stanley & Parametric report 5.3% stake in BlackRock Tech Trust (BTX)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
BlackRock Technology & Private Equity Term Trust Schedule 13G reports beneficial ownership by Morgan Stanley and Parametric Portfolio Associates LLC of 6,199,221 common shares, representing 5.3% of the class (CUSIP 09260Q108). The filing attributes shared voting power of 779,668 and shared dispositive power of 6,199,221. Signatures from authorized signatories are dated 05/11/2026. The filing states the holdings reflect certain Morgan Stanley reporting units per Release No. 34-39538.
Positive
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Key Figures
Beneficial ownership: 6,199,221 shares
Percent of class: 5.3%
Shared voting power: 779,668 shares
+2 more
5 metrics
Beneficial ownership
6,199,221 shares
Amount reported as beneficially owned
Percent of class
5.3%
Percent of common shares reported
Shared voting power
779,668 shares
Shared power to vote reported
CUSIP
09260Q108
Identifier for the class reported
Filing signatures date
05/11/2026
Date signed by authorized signatories
Key Terms
Schedule 13G, beneficially owned, shared dispositive power, Release No. 34-39538
4 terms
Schedule 13G regulatory
"Item 1. (a) Name of issuer: BlackRock Technology & Private Equity Term Trust"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Release No. 34-39538 regulatory
"In Accordance with the Release No. 34-39538 (January 12, 1998)"
FAQ
What stake does Morgan Stanley report in BTX?
Morgan Stanley reports beneficial ownership of 6,199,221 shares, or 5.3%. The filing shows shared voting power of 779,668 and shared dispositive power of 6,199,221, filed on 05/11/2026 under CUSIP 09260Q108.
Does Parametric Portfolio Associates own the same BTX position?
Parametric Portfolio Associates LLP is listed as a joint filer and shows the same 6,199,221-share position (5.3%). The filing lists both Morgan Stanley reporting units and Parametric as reporting persons, with signatures dated 05/11/2026.
Is this Schedule 13G an acquisition or active trading notice?
This Schedule 13G is a beneficial ownership disclosure, not a trade report. It lists holdings and voting/dispositive powers as of the filing and references Morgan Stanley reporting units per the cited SEC Release.
What exhibits are attached to the filing?
Exhibits listed are 99.1 (Joint Filing Agreement) and 99.2 (Item 7 Information). The filing also includes an explanatory note about Morgan Stanley reporting units per Release No. 34-39538.