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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

92 hedge funds and large institutions have $383M invested in BlackRock Capital Allocation Term Trust in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
32
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.6M
2
Cohen & Steers
2
Cohen & Steers
New York
$22.9M
3
Bank of America
3
Bank of America
North Carolina
$21.6M
4
Jane Street
4
Jane Street
New York
$1.49M
5
Raymond James Financial
5
Raymond James Financial
Florida
$5.66M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$118M
2
RCM
2
Rivernorth Capital Management
Florida
$4.51M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.7M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$949K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$118M 7,802,473 -4,007,058 -34%
Morgan Stanley
2
Morgan Stanley
New York
$57.7M 3,811,934 -368,877 -9%
Cohen & Steers
3
Cohen & Steers
New York
$22.9M 1,510,751 +160,000 +12%
Wells Fargo
4
Wells Fargo
California
$22.6M 1,494,934 +957,651 +178%
Bank of America
5
Bank of America
North Carolina
$21.6M 1,424,014 +116,151 +9%
UBS Group
6
UBS Group
Switzerland
$20.2M 1,337,468 -45,690 -3%
Invesco
7
Invesco
Georgia
$19.2M 1,269,989 -21,077 -2%
PCM
8
Penserra Capital Management
California
$17.7M 1,171,108 +34,597 +3%
Stifel Financial
9
Stifel Financial
Missouri
$8.23M 543,309 -49,433 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.82M 516,682 +88,097 +21%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$7.42M 489,888 +7,890 +2%
Raymond James Financial
12
Raymond James Financial
Florida
$5.66M 373,788 +91,285 +32%
KWM
13
Keebeck Wealth Management
Illinois
$5.51M 363,870 – –
RCM
14
Rivernorth Capital Management
Florida
$4.51M 297,927 -1,095,398 -79%
AAM
15
Advisors Asset Management
Colorado
$4.44M 293,419 +55,167 +23%
LPL Financial
16
LPL Financial
California
$4.06M 268,418 +78,762 +42%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.8M 184,590 +20,198 +12%
Ameriprise
18
Ameriprise
Minnesota
$1.73M 114,181 +65,292 +134%
PIWA
19
Prevail Innovative Wealth Advisors
Kansas
$1.66M 109,562 -1,611 -1%
MC
20
Mathes Company
New York
$1.6M 105,500 – –
Jane Street
21
Jane Street
New York
$1.49M 98,304 +98,304 New
First Trust Advisors
22
First Trust Advisors
Illinois
$1.49M 98,136 +5,946 +6%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.42M 93,736 -16,080 -15%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.41M 93,279 +59,279 +174%
FA
25
Fountainhead AM
New Jersey
$1.34M 88,356 +31,823 +56%
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