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BlackRock ESG Capital Allocation Term Trust

72 hedge funds and large institutions have $669M invested in BlackRock ESG Capital Allocation Term Trust in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
72
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.48M
2 +$1.36M
3 +$1.08M
4
Ameriprise
Ameriprise
Minnesota
+$1.05M
5
Jane Street
Jane Street
New York
+$766K

Top Sellers

1 -$15.6M
2 -$13.2M
3 -$7.83M
4
CC
CF Capital
Massachusetts
-$3.32M
5
UBS Group
UBS Group
Switzerland
-$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.14M
GSEP
27
Golden State Equity Partners
California
$993K
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$796K
CW
29
CreativeOne Wealth
Kansas
$747K
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$746K
DACS
31
Dymon Asia Capital (Singapore)
Singapore
$685K
DADC
32
D.A. Davidson & Co
Montana
$661K
WCM
33
Winebrenner Capital Management
Kentucky
$640K
BI
34
Beckerman Institutional
New Jersey
$604K
Truist Financial
35
Truist Financial
North Carolina
$560K
SWM
36
SeaCrest Wealth Management
New York
$510K
CA
37
CoreCap Advisors
Michigan
$484K
HF
38
HRT Financial
New York
$420K
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$419K
US Bancorp
40
US Bancorp
Minnesota
$418K
PI
41
PFG Investments
New York
$335K
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$295K
Comerica Bank
43
Comerica Bank
Texas
$289K
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$265K
GCM
45
Gibraltar Capital Management
Oklahoma
$246K
SPIA
46
Steward Partners Investment Advisory
New York
$230K
WIA
47
World Investment Advisors
California
$217K
William Blair & Company
48
William Blair & Company
Illinois
$195K
IWC
49
Integrated Wealth Concepts
Massachusetts
$179K
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$173K