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BlackRock ESG Capital Allocation Term Trust
ECAT

Overview Fund Activity

70 hedge funds and large institutions have $750M invested in BlackRock ESG Capital Allocation Term Trust in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
23
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.67M
2
CW
2
CreativeOne Wealth
Kansas
$1.37M
3
Cohen & Steers
3
Cohen & Steers
New York
$11.5M
4
PCM
4
Penserra Capital Management
California
$15.9M
5
Ameriprise
5
Ameriprise
Minnesota
$2.93M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$44.9M
2
KIM
2
Karpus Investment Management
New York
$14M
3
SA
3
Sanctuary Advisors
Indiana
$2.1M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$3.93M
5
UBS Group
5
UBS Group
Switzerland
$9.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
26
CreativeOne Wealth
Kansas
$1.37M +$1.37M +83,387 New
FHA
27
Flagship Harbor Advisors
Massachusetts
$1.32M +$84.1K +5,131 +7%
LPL Financial
28
LPL Financial
California
$1.31M +$146K +8,920 +13%
BI
29
Beckerman Institutional
New Jersey
$846K -$404K -24,650 -32%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$813K +$454K +27,716 +127%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$771K +$771K +47,040 New
FA
32
Fountainhead AM
New Jersey
$754K – – –
WS
33
Wedbush Securities
California
$659K +$145K +8,854 +28%
DADC
34
D.A. Davidson & Co
Montana
$624K -$17.2K -1,046 -3%
Truist Financial
35
Truist Financial
North Carolina
$592K +$140K +8,551 +31%
WCM
36
Winebrenner Capital Management
Kentucky
$590K +$590K +36,000 New
DWM
37
Dakota Wealth Management
Florida
$516K -$123K -7,516 -19%
William Blair & Company
38
William Blair & Company
Illinois
$493K +$27.3K +1,665 +6%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$461K -$125K -7,615 -21%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$452K +$43.2K +2,632 +11%
US Bancorp
41
US Bancorp
Minnesota
$394K – – –
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$378K -$1.01M -61,532 -73%
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$359K +$359K +20,852 New
CA
44
CoreCap Advisors
Michigan
$298K +$183K +11,172 +160%
PI
45
PFG Investments
New York
$274K – – –
AWA
46
Arete Wealth Advisors
Illinois
$245K +$12.7K +775 +5%
Millennium Management
47
Millennium Management
New York
$233K -$492K -30,018 -68%
CA
48
Calton & Associates
Florida
$232K +$2.99K +182 +1%
SPIA
49
Steward Partners Investment Advisory
New York
$230K +$10.9K +666 +5%
Comerica Bank
50
Comerica Bank
Texas
$214K +$5.28K +322 +3%
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