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BlackRock ESG Capital Allocation Term Trust

74 hedge funds and large institutions have $670M invested in BlackRock ESG Capital Allocation Term Trust in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

4% less capital invested

Capital invested by funds: $697M → $670M (-$27.4M)

2.59% less ownership

Funds ownership: 43.7%41.12% (-2.6%)

6% less funds holding

Funds holding: 7974 (-5)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
27
Reduced
15
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.14M +$247K +15,014 +28%
GSEP
27
Golden State Equity Partners
California
$993K +$102K +6,228 +11%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$796K +$449K +27,348 +129%
CW
29
CreativeOne Wealth
Kansas
$747K -$29.3K -1,783 -4%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$746K +$747K +45,460 New
DACS
31
Dymon Asia Capital (Singapore)
Singapore
$685K
DADC
32
D.A. Davidson & Co
Montana
$661K +$3.29K +200 +0.5%
WCM
33
Winebrenner Capital Management
Kentucky
$640K +$49.3K +3,000 +8%
BI
34
Beckerman Institutional
New Jersey
$604K -$34.6K -2,103 -5%
Truist Financial
35
Truist Financial
North Carolina
$560K +$10.3K +628 +2%
SWM
36
SeaCrest Wealth Management
New York
$510K +$79.6K +4,845 +19%
CA
37
CoreCap Advisors
Michigan
$484K +$43.4K +2,642 +10%
HF
38
HRT Financial
New York
$420K +$421K +25,631 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$419K +$13K +793 +3%
US Bancorp
40
US Bancorp
Minnesota
$418K +$24.3K +1,480 +6%
PI
41
PFG Investments
New York
$335K +$28.8K +1,750 +9%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$295K -$193K -11,721 -39%
Comerica Bank
43
Comerica Bank
Texas
$289K +$5.34K +325 +2%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$265K +$266K +16,166 New
GCM
45
Gibraltar Capital Management
Oklahoma
$246K
BCM
46
Boreal Capital Management
Florida
$240K
SPIA
47
Steward Partners Investment Advisory
New York
$230K
WIA
48
World Investment Advisors
California
$217K +$218K +13,244 New
SA
49
Sanctuary Advisors
Indiana
$213K
William Blair & Company
50
William Blair & Company
Illinois
$195K -$164K -10,000 -46%

ECAT Hedge Fund Activity: Q3 2025 in Review

74 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock ESG Capital Allocation Term Trust (ECAT) for Q3 2025, worth a combined $670M — down 3.9% from $697M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ECAT and 14 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 27 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.48M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $15.6M sold.

  • 74 institutional investors held BlackRock ESG Capital Allocation Term Trust (ECAT) as of Q3 2025, down from 79 in Q2 2025.
  • Funds reported $670M of BlackRock ESG Capital Allocation Term Trust stock for Q3 2025, down 3.9% quarter-over-quarter.
  • 14 funds opened new BlackRock ESG Capital Allocation Term Trust positions in Q3 2025 and 19 closed out, a net change of -5 holders.
  • The largest BlackRock ESG Capital Allocation Term Trust buyer in Q3 2025 was Penserra Capital Management, an estimated $2.48M added.
  • The largest BlackRock ESG Capital Allocation Term Trust seller in Q3 2025 was Sit Investment Associates, an estimated $15.6M sold.

Based on aggregated 13F filings for Q3 2025.