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BlackRock Capital Allocation Term Trust

92 hedge funds and large institutions have $425M invested in BlackRock Capital Allocation Term Trust in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
13
Increased
44
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$284K
CA
52
Calton & Associates
Florida
$282K -$87.8K -6,096 -24%
CP
53
Camelot Portfolios
Ohio
$281K +$14.4K +1,000 +5%
ERIC
54
Eagle Rock Investment Company
Georgia
$258K
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$240K
WCFA
56
Walkner Condon Financial Advisors
Wisconsin
$233K +$233K +16,213 New
P
57
&Partners
Tennessee
$233K +$11.6K +808 +5%
IAS
58
Insigneo Advisory Services
Florida
$225K +$225K +15,619 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$218K -$28.8K -2,000 -12%
CA
60
CoreCap Advisors
Michigan
$216K +$86.4K +6,000 +67%
Corient Private Wealth
61
Corient Private Wealth
Florida
$215K +$8.06K +560 +4%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$204K
CW
63
CreativeOne Wealth
Kansas
$198K -$128K -8,894 -39%
WS
64
Wedbush Securities
California
$183K +$183K +12,708 New
HighTower Advisors
65
HighTower Advisors
Illinois
$179K +$179K +12,399 New
CSP
66
Cary Street Partners
Virginia
$177K
Citadel Advisors
67
Citadel Advisors
Florida
$163K -$47.2K -3,280 -22%
JSW
68
Journey Strategic Wealth
New Jersey
$158K
Comerica Bank
69
Comerica Bank
Texas
$156K +$9.78K +679 +7%
PAG
70
Private Advisor Group
New Jersey
$153K +$2.16K +150 +1%
HIP
71
HUB Investment Partners
Texas
$151K +$6.54K +454 +5%
SPIA
72
Steward Partners Investment Advisory
New York
$141K -$14K -971 -9%
GWM
73
Geneos Wealth Management
Colorado
$98.6K +$98.6K +463 New
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$86.3K -$90.8K -6,306 -51%
AssetMark Inc
75
AssetMark Inc
California
$76.1K +$72K +5,000 +1,748%