We are live on ! Find out more
ECAT icon

BlackRock ESG Capital Allocation Term Trust
ECAT

79 hedge funds and large institutions have $697M invested in BlackRock ESG Capital Allocation Term Trust in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

10% more funds holding

Funds holding: 72 → 79 (+7)

4.05% more ownership

Funds ownership: 39.65% → 43.7% (+4.1%)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

3% more capital invested

Capital invested by funds: $676M → $697M (+$21.3M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
23
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$19.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.9M
3
Ameriprise
Ameriprise
Minnesota
+$2.96M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.57M
5
Bank of America
Bank of America
North Carolina
+$2.2M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$13.7M
2
KIM
Karpus Investment Management
New York
-$10.2M
3
SIA
Sit Investment Associates
Minnesota
-$4.62M
4
CC
CF Capital
Massachusetts
-$3.3M
5
Invesco
Invesco
Georgia
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.18M -$22.1K -1,424 -2%
GSEP
27
Golden State Equity Partners
California
$872K +$844K +54,317 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$870K +$19.9K +1,284 +2%
Jane Street
29
Jane Street
New York
$835K +$473K +30,478 +141%
CW
30
CreativeOne Wealth
Kansas
$760K -$137K -8,844 -16%
WS
31
Wedbush Securities
California
$699K +$180K +11,591 +36%
DACS
32
Dymon Asia Capital (Singapore)
Singapore
$671K +$649K +41,774 New
DADC
33
D.A. Davidson & Co
Montana
$644K -$6.21K -400 -1%
BI
34
Beckerman Institutional
New Jersey
$625K -$51.7K -3,326 -8%
SFS
35
Shaker Financial Services
Virginia
$615K +$594K +38,270 New
WCM
36
Winebrenner Capital Management
Kentucky
$578K – – –
Truist Financial
37
Truist Financial
North Carolina
$539K -$2.41K -155 -0.5%
EC
38
Elequin Capital
New York
$488K +$117K +7,526 +33%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$477K +$461K +29,685 New
CA
40
CoreCap Advisors
Michigan
$432K +$79.4K +5,114 +24%
SWM
41
SeaCrest Wealth Management
New York
$414K +$32.4K +2,089 +9%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$401K +$174K +11,175 +81%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$397K -$20K -1,289 -5%
US Bancorp
44
US Bancorp
Minnesota
$386K – – –
William Blair & Company
45
William Blair & Company
Illinois
$351K – – –
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$340K +$329K +21,179 New
PI
47
PFG Investments
New York
$300K +$7.77K +500 +3%
Comerica Bank
48
Comerica Bank
Texas
$278K +$6.51K +419 +2%
FA
49
Fountainhead AM
New Jersey
$255K +$11.7K +750 +5%
HighTower Advisors
50
HighTower Advisors
Illinois
$250K +$242K +15,580 New
1
2
3 4

ECAT Hedge Fund Activity: Q2 2025 in Review

79 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock ESG Capital Allocation Term Trust (ECAT) for Q2 2025, worth a combined $697M — up 3.2% from $676M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ECAT positions and 10 closed out — a net gain of 7 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $19.1M. The largest seller was Rivernorth Capital Management, cutting an estimated $13.7M.

  • 79 institutional investors held BlackRock ESG Capital Allocation Term Trust (ECAT) as of Q2 2025, up from 72 in Q1 2025.
  • Funds reported $697M of BlackRock ESG Capital Allocation Term Trust stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 17 funds opened new BlackRock ESG Capital Allocation Term Trust positions in Q2 2025 and 10 closed out, a net change of +7 holders.
  • The largest BlackRock ESG Capital Allocation Term Trust buyer in Q2 2025 was BlackRock, an estimated $19.1M added.
  • The largest BlackRock ESG Capital Allocation Term Trust seller in Q2 2025 was Rivernorth Capital Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2025.