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BlackRock Capital Allocation Term Trust

85 hedge funds and large institutions have $679M invested in BlackRock Capital Allocation Term Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
27
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
51
Raymond James Trust
Florida
$350K
PFS
52
Prospera Financial Services
Texas
$323K +$115K +7,690 +55%
CAN
53
Cetera Advisor Networks
California
$317K -$55.2K -3,694 -15%
VF
54
Virtu Financial
New York
$315K +$315K +21,039 New
IWC
55
Integrated Wealth Concepts
Massachusetts
$307K +$307K +20,550 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$304K -$6.33K -423 -2%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$295K -$45.2K -3,021 -13%
IAS
58
Insigneo Advisory Services
Florida
$283K
Jane Street
59
Jane Street
New York
$274K +$274K +18,298 New
RJFSA
60
Raymond James Financial Services Advisors
Florida
$272K -$102K -6,856 -27%
CA
61
Claro Advisors
Massachusetts
$265K +$24K +1,603 +10%
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$249K
ASN
63
Advisory Services Network
Georgia
$213K
CCA
64
Childress Capital Advisors
Texas
$196K
HH
65
Hilltop Holdings
Texas
$189K
PAG
66
Private Advisor Group
New Jersey
$177K +$177K +11,851 New
CCG
67
Catalina Capital Group
California
$176K +$176K +11,772 New
DADC
68
D.A. Davidson & Co
Montana
$166K +$4.49K +300 +3%
JSW
69
Journey Strategic Wealth
New Jersey
$150K
Comerica Bank
70
Comerica Bank
Texas
$131K -$26.9K -1,799 -17%
SPIA
71
Steward Partners Investment Advisory
New York
$113K -$80.4K -5,379 -42%
CWC
72
Carolinas Wealth Consulting
North Carolina
$88K
NS
73
NBC Securities
Alabama
$79K +$553 +37 +0.7%
EC
74
Elequin Capital
New York
$78.2K -$190K -12,684 -71%
BlackRock
75
BlackRock
New York
$74.8K -$299K -20,000 -80%