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BlackRock Enhanced Captial and Income Fund

105 hedge funds and large institutions have $174M invested in BlackRock Enhanced Captial and Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

1.71% less ownership

Funds ownership: 24.07%22.37% (-1.7%)

2% less funds holding

Funds holding: 107105 (-2)

17% less capital invested

Capital invested by funds: $208M → $174M (-$34.4M)

Holders
105
Holders Change
-2
Holders Change %
-1.87%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
38
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$17.5M +$605K +30,174 +3%
Wells Fargo
2
Wells Fargo
California
$13.3M +$80.5K +4,018 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$13.3M +$454K +22,672 +3%
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$11.1M -$5.12M -255,757 -30%
Invesco
5
Invesco
Georgia
$10.2M -$1.2M -59,654 -10%
Bank of America
6
Bank of America
North Carolina
$8.71M -$52K -2,593 -0.5%
LPL Financial
7
LPL Financial
California
$8.14M +$297K +14,833 +3%
UBS Group
8
UBS Group
Switzerland
$8.02M -$598K -29,870 -6%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.22M +$742K +37,009 +10%
CA
10
Cornerstone Advisors
North Carolina
$6.58M -$8.47M -422,763 -54%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.13M +$200K +9,965 +3%
PS
12
Principal Securities
Iowa
$5.8M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.48M -$852K -42,518 -13%
NRI
14
NFP Retirement Inc
California
$3.57M +$159K +7,958 +4%
SFS
15
Shaker Financial Services
Virginia
$2.84M +$1.51M +75,218 +96%
AAM
16
Advisors Asset Management
Colorado
$2.69M +$1.4M +70,047 +92%
Cohen & Steers
17
Cohen & Steers
New York
$2.68M -$1.75M -87,125 -37%
1CP
18
1607 Capital Partners
Virginia
$1.92M +$609K +30,414 +41%
WAM
19
Wolverine Asset Management
Illinois
$1.81M -$1.68M -84,053 -46%
CWM
20
Congress Wealth Management
Massachusetts
$1.71M -$33.8K -1,686 -2%
Truist Financial
21
Truist Financial
North Carolina
$1.7M +$334K +16,658 +22%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.7M -$324K -16,148 -15%
KIM
23
Karpus Investment Management
New York
$1.57M -$688K -34,354 -29%
CIAS
24
Capital Investment Advisory Services
North Carolina
$1.51M +$1.64M +81,993 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.41M +$82.4K +4,111 +6%