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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$419K +$238K +15,486 +143%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$390K – – –
PCG
53
Prosperity Consulting Group
Maryland
$385K – – –
NP
54
NorthRock Partners
Minnesota
$322K -$16K -1,045 -5%
NA
55
NewEdge Advisors
Louisiana
$316K +$33.7K +2,192 +12%
Truist Financial
56
Truist Financial
North Carolina
$315K +$303K +19,761 New
OC
57
Oppenheimer & Co
New York
$311K -$6.3K -410 -2%
Citadel Advisors
58
Citadel Advisors
Florida
$309K -$1.09M -70,731 -78%
SWM
59
SeaCrest Wealth Management
New York
$288K +$40.1K +2,613 +17%
WS
60
Wedbush Securities
California
$288K +$3.79K +247 +1%
ERIC
61
Eagle Rock Investment Company
Georgia
$285K – – –
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$265K -$256K -16,650 -50%
TSS
63
Two Sigma Securities
New York
$242K +$233K +15,194 New
IAS
64
Insigneo Advisory Services
Florida
$230K – – –
ASG
65
Advisory Solutions Group
Minnesota
$213K +$205K +13,371 New
CWS
66
Confluence Wealth Services
Pennsylvania
$213K +$205K +13,371 New
SA
67
Sovran Advisors
California
$205K – – –
SG
68
StoneX Group
New York
$202K +$195K +12,700 New
FWP
69
Firethorn Wealth Partners
Georgia
$200K +$193K +12,558 New
Millennium Management
70
Millennium Management
New York
$195K -$106K -6,933 -36%
PAG
71
Private Advisor Group
New Jersey
$194K +$23K +1,500 +14%
XT
72
XTX Topco
Cayman Islands
$191K +$184K +12,009 New
Creative Planning
73
Creative Planning
Kansas
$186K -$47.7K -3,109 -21%
CA
74
Calton & Associates
Florida
$182K +$5.73K +373 +3%
Mariner
75
Mariner
Kansas
$167K +$161K +10,464 New
1 2
3
4 5

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.