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BlackRock ESG Capital Allocation Term Trust
ECAT

Overview Fund Activity

71 hedge funds and large institutions have $676M invested in BlackRock ESG Capital Allocation Term Trust in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
24
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
CF Capital
Massachusetts
$10.6M
2
FAM
2
Formidable Asset Management
Ohio
$2.24M
3
IC
3
IEQ Capital
California
$2M
4
PCM
4
Penserra Capital Management
California
$16.6M
5
Ameriprise
5
Ameriprise
Minnesota
$4.13M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$21.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.93M
3
AGM
3
Alpine Global Management
New York
$0
4
AC
4
Almitas Capital
California
$0
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.19M +$444K +28,136 +60%
CW
27
CreativeOne Wealth
Kansas
$886K -$429K -27,214 -33%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$834K +$52.4K +3,324 +7%
BI
29
Beckerman Institutional
New Jersey
$666K -$147K -9,340 -18%
DADC
30
D.A. Davidson & Co
Montana
$638K +$38.6K +2,450 +6%
WCM
31
Winebrenner Capital Management
Kentucky
$568K – – –
Truist Financial
32
Truist Financial
North Carolina
$531K -$37.9K -2,404 -7%
WS
33
Wedbush Securities
California
$504K -$130K -8,220 -20%
VF
34
Virtu Financial
New York
$426K +$426K +27,034 New
DWM
35
Dakota Wealth Management
Florida
$413K -$83.1K -5,267 -17%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$410K -$24K -1,522 -6%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$383K +$383K +24,263 New
US Bancorp
38
US Bancorp
Minnesota
$379K – – –
SWM
39
SeaCrest Wealth Management
New York
$374K +$374K +23,713 New
EC
40
Elequin Capital
New York
$360K +$360K +22,834 New
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$359K – – –
William Blair & Company
42
William Blair & Company
Illinois
$345K -$129K -8,197 -27%
CA
43
CoreCap Advisors
Michigan
$343K +$56.6K +3,586 +20%
Jane Street
44
Jane Street
New York
$340K +$340K +21,544 New
PI
45
PFG Investments
New York
$287K +$23.7K +1,500 +9%
Comerica Bank
46
Comerica Bank
Texas
$266K +$60.3K +3,823 +29%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$253K -$191K -12,095 -43%
FA
48
Fountainhead AM
New Jersey
$238K -$487K -30,872 -67%
Millennium Management
49
Millennium Management
New York
$224K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$222K – – –
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2
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