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BlackRock Enhanced Captial and Income Fund

107 hedge funds and large institutions have $191M invested in BlackRock Enhanced Captial and Income Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

10% more capital invested

Capital invested by funds: $174M → $191M (+$16.7M)

2% more funds holding

Funds holding: 105107 (+2)

1.1% less ownership

Funds ownership: 22.37%21.27% (-1.1%)

Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
35
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$21.5M +$1.12M +57,978 +6%
Wells Fargo
2
Wells Fargo
California
$15M -$313K -16,183 -2%
Morgan Stanley
3
Morgan Stanley
New York
$14.7M -$546K -28,201 -4%
Invesco
4
Invesco
Georgia
$12M +$159K +8,193 +1%
LPL Financial
5
LPL Financial
California
$10.2M +$701K +36,226 +8%
Bank of America
6
Bank of America
North Carolina
$9.74M -$296K -15,296 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.14M +$728K +37,645 +10%
UBS Group
8
UBS Group
Switzerland
$8.83M -$393K -20,323 -5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.41M +$291K +15,048 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.23M -$98.2K -5,077 -2%
PS
11
Principal Securities
Iowa
$6.13M -$29K -1,498 -0.5%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$5.86M -$6.27M -323,943 -54%
GC
13
Guggenheim Capital
Illinois
$4.06M +$2.96M +152,841 +411%
NRI
14
NFP Retirement Inc
California
$3.97M -$141K -7,263 -4%
AAM
15
Advisors Asset Management
Colorado
$3.89M +$700K +36,158 +25%
CA
16
Cornerstone Advisors
North Carolina
$3.81M -$3.44M -177,851 -50%
Cohen & Steers
17
Cohen & Steers
New York
$3.42M +$290K +15,000 +10%
Truist Financial
18
Truist Financial
North Carolina
$2.25M +$260K +13,424 +15%
CWM
19
Congress Wealth Management
Massachusetts
$1.99M +$6.77K +350 +0.4%
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.96M -$1.94K -100 -0.1%
CIAS
21
Capital Investment Advisory Services
North Carolina
$1.95M +$181K +9,344 +11%
KIM
22
Karpus Investment Management
New York
$1.68M -$125K -6,459 -8%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.64M +$13.6K +705 +0.9%
1CP
24
1607 Capital Partners
Virginia
$1.56M -$596K -30,807 -30%
USCWA
25
U.S. Capital Wealth Advisors
Texas
$1.54M +$48.4K +2,500 +4%

CII Hedge Fund Activity: Q2 2025 in Review

107 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Captial and Income Fund (CII) for Q2 2025, worth a combined $191M — up 9.6% from $174M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CII positions and 15 closed out — a net gain of 2 holders — while 35 added to existing stakes and 28 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.96M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $6.27M.

  • 107 institutional investors held BlackRock Enhanced Captial and Income Fund (CII) as of Q2 2025, up from 105 in Q1 2025.
  • Funds reported $191M of BlackRock Enhanced Captial and Income Fund stock for Q2 2025, up 9.6% quarter-over-quarter.
  • 17 funds opened new BlackRock Enhanced Captial and Income Fund positions in Q2 2025 and 15 closed out, a net change of +2 holders.
  • The largest BlackRock Enhanced Captial and Income Fund buyer in Q2 2025 was Guggenheim Capital, an estimated $2.96M added.
  • The largest BlackRock Enhanced Captial and Income Fund seller in Q2 2025 was Kovitz Investment Group Partners, an estimated $6.27M sold.

Based on aggregated 13F filings for Q2 2025.