ECAT icon

BlackRock ESG Capital Allocation Term Trust
ECAT

Overview Fund Activity

77 hedge funds and large institutions have $696M invested in BlackRock ESG Capital Allocation Term Trust in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
22
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$19.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18.4M
3
Ameriprise
3
Ameriprise
Minnesota
$7.26M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$2.65M
5
Bank of America
5
Bank of America
North Carolina
$11.9M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$7.83M
2
KIM
2
Karpus Investment Management
New York
$0
3
SIA
3
Sit Investment Associates
Minnesota
$15.6M
4
CC
4
CF Capital
Massachusetts
$7.83M
5
Invesco
5
Invesco
Georgia
$17.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$459M 28,605,041 – –
Morgan Stanley
2
Morgan Stanley
New York
$39.5M 2,460,045 -54,560 -2%
BlackRock
3
BlackRock
New York
$19.7M 1,228,545 +1,228,545 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.4M 1,143,031 +957,012 +514%
PCM
5
Penserra Capital Management
California
$17.5M 1,086,882 +32,103 +3%
Invesco
6
Invesco
Georgia
$17.2M 1,069,114 -164,562 -13%
SIA
7
Sit Investment Associates
Minnesota
$15.6M 970,728 -297,462 -23%
Cohen & Steers
8
Cohen & Steers
New York
$13.3M 828,615 +47,600 +6%
Bank of America
9
Bank of America
North Carolina
$11.9M 739,424 +141,566 +24%
UBS Group
10
UBS Group
Switzerland
$8.31M 517,707 -11,120 -2%
AAM
11
Advisors Asset Management
Colorado
$8.07M 502,647 +39,893 +9%
CC
12
CF Capital
Massachusetts
$7.83M 487,619 -212,381 -30%
RCM
13
Rivernorth Capital Management
Florida
$7.83M 487,544 -880,129 -64%
Ameriprise
14
Ameriprise
Minnesota
$7.26M 452,028 +190,270 +73%
Wells Fargo
15
Wells Fargo
California
$6.53M 406,568 -29,275 -7%
OC
16
Oppenheimer & Co
New York
$4.77M 296,999 +20,676 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.9M 177,161 -34,107 -16%
PAMP
18
Polar Asset Management Partners
Ontario, Canada
$2.65M 165,223 +165,223 New
FAM
19
Formidable Asset Management
Ohio
$2.24M 141,730 – –
AP
20
Americana Partners
Texas
$1.93M 120,315 – –
LPL Financial
21
LPL Financial
California
$1.82M 113,379 +3,618 +3%
Raymond James Financial
22
Raymond James Financial
Florida
$1.64M 101,832 -40,358 -28%
Stifel Financial
23
Stifel Financial
Missouri
$1.59M 99,019 -2,689 -3%
FHA
24
Flagship Harbor Advisors
Massachusetts
$1.44M 89,551 -1,792 -2%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.38M 85,917 -5,554 -6%
1
2 3 4