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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 Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$275K 18,192 +18,192 New
ERIC
52
Eagle Rock Investment Company
Georgia
$271K 17,902 – –
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$252K 16,650 – –
WCFA
54
Walkner Condon Financial Advisors
Wisconsin
$245K 16,213 – –
P
55
&Partners
Tennessee
$241K 15,886 -344 -2%
BCM
56
Boreal Capital Management
Florida
$238K 15,695 +15,695 New
PSP
57
Principal Street Partners
Tennessee
$237K 15,660 +15,660 New
NA
58
NewEdge Advisors
Louisiana
$233K 15,376 +15,376 New
IAS
59
Insigneo Advisory Services
Florida
$233K 15,369 -250 -2%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$214K 14,146 – –
HighTower Advisors
61
HighTower Advisors
Illinois
$194K 12,830 +431 +3%
WS
62
Wedbush Securities
California
$190K 12,536 -172 -1%
CSP
63
Cary Street Partners
Virginia
$186K 12,299 – –
ASN
64
Advisory Services Network
Georgia
$170K 11,412 +11,412 New
HH
65
Hilltop Holdings
Texas
$168K 11,100 +11,100 New
SWM
66
SeaCrest Wealth Management
New York
$166K 10,961 +10,961 New
Comerica Bank
67
Comerica Bank
Texas
$165K 10,914 +109 +1%
PAG
68
Private Advisor Group
New Jersey
$161K 10,602 – –
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$154K 10,150 -5,000 -33%
JSW
70
Journey Strategic Wealth
New Jersey
$151K 10,000 -1,000 -9%
HIP
71
HUB Investment Partners
Texas
$151K 10,000 -454 -4%
SPIA
72
Steward Partners Investment Advisory
New York
$102K 6,733 -3,086 -31%
AssetMark Inc
73
AssetMark Inc
California
$80K 5,286 – –
ACM
74
Anfield Capital Management
California
$55.6K 3,674 – –
PTC
75
Private Trust Company
Ohio
$53K 3,500 – –
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3
4 5