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BlackRock Capital Allocation Term Trust

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$275K +$275K +18,192 New
ERIC
52
Eagle Rock Investment Company
Georgia
$271K
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$252K
WCFA
54
Walkner Condon Financial Advisors
Wisconsin
$245K
P
55
&Partners
Tennessee
$241K -$5.21K -344 -2%
BCM
56
Boreal Capital Management
Florida
$238K +$238K +15,695 New
PSP
57
Principal Street Partners
Tennessee
$237K +$237K +15,660 New
NA
58
NewEdge Advisors
Louisiana
$233K +$233K +15,376 New
IAS
59
Insigneo Advisory Services
Florida
$233K -$3.79K -250 -2%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$214K
HighTower Advisors
61
HighTower Advisors
Illinois
$194K +$6.53K +431 +3%
WS
62
Wedbush Securities
California
$190K -$2.61K -172 -1%
CSP
63
Cary Street Partners
Virginia
$186K
ASN
64
Advisory Services Network
Georgia
$170K +$170K +11,412 New
HH
65
Hilltop Holdings
Texas
$168K +$168K +11,100 New
SWM
66
SeaCrest Wealth Management
New York
$166K +$166K +10,961 New
Comerica Bank
67
Comerica Bank
Texas
$165K +$1.65K +109 +1%
PAG
68
Private Advisor Group
New Jersey
$161K
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$154K -$75.9K -5,000 -33%
JSW
70
Journey Strategic Wealth
New Jersey
$151K -$15.1K -1,000 -9%
HIP
71
HUB Investment Partners
Texas
$151K -$6.87K -454 -4%
SPIA
72
Steward Partners Investment Advisory
New York
$102K -$46.7K -3,086 -31%
AssetMark Inc
73
AssetMark Inc
California
$80K
ACM
74
Anfield Capital Management
California
$55.6K
PTC
75
Private Trust Company
Ohio
$53K