BlackRock ESG Capital Allocation Term Trust (ECAT)

• Market cap: $1.6B
• 1 day: -0.43%
• 5 days: -0.56%
• 1 month: -2.19%
• 3 months: -4.74%
• 6 months: -8.75%
• Year to date: -2.07%
• 1 year: -7.17%
• 5 years: -19.70%
• 10 years: -19.70%

About: BlackRock ESG Capital Allocation Trust is a non-diversified, closed-ended management investment company. The Trust's investment objectives are to provide total return and income through a combination of current income, current gains, and long-term capital appreciation.

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]

6% more funds holding

Funds holding: 65 [Q3] → 69 (+4) [Q4]

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

0.63% less ownership

Funds ownership: 42.88% [Q3] → 42.25% (-0.63%) [Q4]

9% less capital invested

Capital invested by funds: $822M [Q3] → $749M (-$72.9M) [Q4]