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BlackRock Capital Allocation Term Trust
BCAT

110 hedge funds and large institutions have $305M invested in BlackRock Capital Allocation Term Trust in 2026 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

11% more capital invested

Capital invested by funds: $275M → $305M (+$30.6M)

10% more funds holding

Funds holding: 100 → 110 (+10)

0.08% more ownership

Funds ownership: 18.12% → 18.2% (+0.08%)

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
40
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$7.07M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.7M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.23M
4
Bank of America
Bank of America
North Carolina
+$1.15M
5
UBS Group
UBS Group
Switzerland
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$11.6M
2
Invesco
Invesco
Georgia
-$3.34M
3
Stifel Financial
Stifel Financial
Missouri
-$1.53M
4
Wells Fargo
Wells Fargo
California
-$1.29M
5
Cohen & Steers
Cohen & Steers
New York
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Clearstead Advisors
Ohio
$1.33M – – –
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.29M +$133K +8,641 +12%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.29M +$181K +11,768 +17%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.28M +$1.23M +80,205 New
FAM
30
Formidable Asset Management
Ohio
$1.13M +$218K +14,196 +22%
First Trust Advisors
31
First Trust Advisors
Illinois
$975K -$663K -43,191 -41%
WCM
32
Winebrenner Capital Management
Kentucky
$908K +$246K +16,000 +39%
BI
33
Bramshill Investments
Florida
$817K +$9.07K +591 +1%
EPW
34
Evolve Private Wealth
California
$814K -$737K -47,980 -48%
P
35
&Partners
Tennessee
$786K +$22.3K +1,450 +3%
CA
36
CoreCap Advisors
Michigan
$767K +$330K +21,482 +81%
MC
37
Mathes Company
New York
$733K -$342K -22,250 -33%
TCM
38
Triumph Capital Management
Colorado
$692K +$667K +43,443 New
SF
39
Summit Financial
New Jersey
$675K +$651K +42,396 New
TCM
40
TD Capital Management
Tennessee
$597K +$27.7K +1,804 +5%
MYIA
41
Mount Yale Investment Advisors
Colorado
$571K -$35.3K -2,300 -6%
VAS
42
Vestmark Advisory Solutions
Massachusetts
$571K -$35.3K -2,300 -6%
AWA
43
Amplius Wealth Advisors
Pennsylvania
$562K -$5.08K -331 -0.9%
Corient Private Wealth
44
Corient Private Wealth
Florida
$552K +$101K +6,592 +23%
JPLA
45
Joseph P. Lucia & Associates
New York
$534K +$4.15K +270 +0.8%
AA
46
Armis Advisers
Georgia
$529K +$7.72K +503 +2%
OFO
47
OneAscent Family Office
Alabama
$498K +$480K +31,259 New
HighTower Advisors
48
HighTower Advisors
Illinois
$465K +$189K +12,299 +73%
KWA
49
Kingswood Wealth Advisors
California
$455K +$54.3K +3,537 +14%
QCM
50
Quantinno Capital Management
New York
$430K -$219K -14,232 -35%
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BCAT Hedge Fund Activity: Q2 2026 in Review

110 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in BlackRock Capital Allocation Term Trust (BCAT) for Q2 2026, worth a combined $305M — up 11% from $275M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BCAT positions and 11 closed out — a net gain of 14 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.07M. The largest seller was Morgan Stanley, cutting an estimated $11.6M.

  • 110 institutional investors held BlackRock Capital Allocation Term Trust (BCAT) as of Q2 2026, up from 100 in Q1 2026.
  • Funds reported $305M of BlackRock Capital Allocation Term Trust stock for Q2 2026, up 11% quarter-over-quarter.
  • 25 funds opened new BlackRock Capital Allocation Term Trust positions in Q2 2026 and 11 closed out, a net change of +14 holders.
  • The largest BlackRock Capital Allocation Term Trust buyer in Q2 2026 was Ameriprise, an estimated $7.07M added.
  • The largest BlackRock Capital Allocation Term Trust seller in Q2 2026 was Morgan Stanley, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2026.