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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 15 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.23%
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
15
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 Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Clearstead Advisors
Ohio
$1.28M +$15.2K +1,003 +1%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.2M -$24.6K -1,628 -2%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$1.14M +$212K +14,000 +23%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$1.07M +$1.06M +69,700 +8,947%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$949K -$2.05M -135,481 -68%
OC
31
Oppenheimer & Co
New York
$899K -$37.3K -2,463 -4%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$887K +$181K +11,948 +26%
PIA
33
Perennial Investment Advisors
California
$812K +$93.3K +6,163 +13%
WCM
34
Winebrenner Capital Management
Kentucky
$681K – – –
AA
35
Armis Advisers
Georgia
$655K +$268K +17,657 +69%
Cerity Partners
36
Cerity Partners
New York
$633K – – –
JPLA
37
Joseph P. Lucia & Associates
New York
$501K +$136K +8,972 +37%
BI
38
Ballast Inc
Kentucky
$501K +$501K +33,066 New
AWA
39
Amplius Wealth Advisors
Pennsylvania
$463K +$23.8K +1,571 +5%
TCM
40
TD Capital Management
Tennessee
$459K +$459K +30,308 New
BlackRock
41
BlackRock
New York
$440K +$87.8K +5,801 +25%
QCM
42
Quantinno Capital Management
New York
$428K +$428K +28,268 New
Corient Private Wealth
43
Corient Private Wealth
Florida
$424K +$199K +13,160 +88%
KWA
44
Kingswood Wealth Advisors
California
$400K -$50.6K -3,345 -11%
Truist Financial
45
Truist Financial
North Carolina
$358K -$106K -6,984 -23%
CA
46
CoreCap Advisors
Michigan
$348K +$121K +8,000 +53%
CA
47
Calton & Associates
Florida
$303K +$6.44K +425 +2%
CP
48
Camelot Portfolios
Ohio
$295K – – –
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$285K -$12.8K -847 -4%
CPRC
50
Consolidated Portfolio Review Corp
New York
$280K -$156K -10,298 -36%
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