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BlackRock ESG Capital Allocation Term Trust
ECAT

Overview Fund Activity

49 hedge funds and large institutions have $245M invested in BlackRock ESG Capital Allocation Term Trust in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+12
Holders Change %
+32.43%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
22
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.8M
2
RCM
2
Rivernorth Capital Management
Florida
$71.2M
3
SCM
3
Saba Capital Management
New York
$13.1M
4
KIM
4
Karpus Investment Management
New York
$31.3M
5
AC
5
Almitas Capital
California
$4.7M

Top Sellers

1
H6H
1
Hightower 6M Holding
Kansas
$1.22M
2
Bank of America
2
Bank of America
North Carolina
$9.37M
3
VF
3
Virtu Financial
New York
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$0
5
S
5
SignatureFD
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$707K +$707K +49,404 New
Osaic Holdings
27
Osaic Holdings
Arizona
$698K +$694K +48,127 +18,582%
SFS
28
Shaker Financial Services
Virginia
$680K -$5.37K -375 -0.8%
WS
29
Wedbush Securities
California
$532K +$532K +37,200 New
DWM
30
Dakota Wealth Management
Florida
$512K +$88.6K +6,190 +21%
Truist Financial
31
Truist Financial
North Carolina
$384K +$5.02K +350 +1%
VCA
32
Verdence Capital Advisors
Maryland
$322K – – –
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$246K +$246K +17,465 New
WT
34
Whittier Trust
California
$215K – – –
CA
35
Calton & Associates
Florida
$205K +$205K +14,350 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$179K +$179K +12,500 New
Invesco
37
Invesco
Georgia
$178K +$178K +12,438 New
SCA
38
Snowden Capital Advisors
New York
$164K – – –
AWA
39
Arete Wealth Advisors
Illinois
$157K +$157K +11,000 New
IA
40
IFG Advisory
Georgia
$143K +$143K +10,000 New
CWC
41
Carolinas Wealth Consulting
North Carolina
$70K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$25K – – –
Bessemer Group
43
Bessemer Group
New Jersey
$22K -$10.5K -723 -32%
CCM
44
Covington Capital Management
California
$15K +$15K +1,030 New
JWA
45
JFS Wealth Advisors
Pennsylvania
$7K – – –
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7K +500 New
IA
47
IFP Advisors
Florida
$3K – – –
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$1K +$1K +78 New
VF
49
Virtu Financial
New York
– -$386K -23,189 Closed
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
– -$222K -13,378 Closed
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