We are live on ! Find out more
ECAT icon

BlackRock ESG Capital Allocation Term Trust
ECAT

79 hedge funds and large institutions have $616M invested in BlackRock ESG Capital Allocation Term Trust in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

7% more funds holding

Funds holding: 74 → 79 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.79% less ownership

Funds ownership: 41.12% → 40.33% (-0.79%)

8% less capital invested

Capital invested by funds: $670M → $616M (-$53.3M)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
26
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAC
Mason & Associates (California)
California
+$5.49M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.45M
3
PCM
Penserra Capital Management
California
+$2.02M
4
Wells Fargo
Wells Fargo
California
+$1.48M
5
LPL Financial
LPL Financial
California
+$1.43M

Top Sellers

1
SCM
Saba Capital Management
New York
-$23.5M
2
Morgan Stanley
Morgan Stanley
New York
-$2.43M
3
UBS Group
UBS Group
Switzerland
-$2.11M
4
Stifel Financial
Stifel Financial
Missouri
-$1.5M
5
Jane Street
Jane Street
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.08M -$15.4K -959 -1%
GSEP
27
Golden State Equity Partners
California
$1.02M +$95.5K +5,960 +10%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$941K +$252K +15,708 +35%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$932K +$193K +12,058 +25%
RA
30
RFG Advisory
Alabama
$920K +$959K +59,815 New
WS
31
Wedbush Securities
California
$809K -$569K -35,486 -40%
CW
32
CreativeOne Wealth
Kansas
$693K -$7.53K -470 -1%
DADC
33
D.A. Davidson & Co
Montana
$623K +$3.21K +200 +0.5%
WCM
34
Winebrenner Capital Management
Kentucky
$600K – – –
Truist Financial
35
Truist Financial
North Carolina
$551K +$26.6K +1,660 +5%
BI
36
Beckerman Institutional
New Jersey
$548K -$19.2K -1,200 -3%
SWM
37
SeaCrest Wealth Management
New York
$480K -$1.36K -85 -0.3%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$427K +$35.7K +2,227 +9%
MG
39
Marex Group
$392K +$409K +25,500 New
HF
40
HRT Financial
New York
$380K -$14.7K -915 -4%
P
41
&Partners
Tennessee
$376K +$392K +24,461 New
US Bancorp
42
US Bancorp
Minnesota
$369K -$23.7K -1,480 -6%
PI
43
PFG Investments
New York
$322K +$8.3K +518 +3%
SFS
44
Shaker Financial Services
Virginia
$300K +$313K +19,500 New
SA
45
Sanctuary Advisors
Indiana
$274K +$77.7K +4,845 +37%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$265K – – –
Jane Street
47
Jane Street
New York
$262K -$1.31M -81,672 -83%
CA
48
CoreCap Advisors
Michigan
$247K -$216K -13,461 -46%
LCM
49
Landscape Capital Management
New Jersey
$233K +$243K +15,134 New
SPIA
50
Steward Partners Investment Advisory
New York
$216K – – –
1
2
3 4

ECAT Hedge Fund Activity: Q4 2025 in Review

79 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BlackRock ESG Capital Allocation Term Trust (ECAT) for Q4 2025, worth a combined $616M — down 8% from $670M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ECAT positions and 14 closed out — a net gain of 5 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was Mason & Associates (California), opening a new position worth an estimated $5.49M. The largest seller was Saba Capital Management, cutting an estimated $23.5M.

  • 79 institutional investors held BlackRock ESG Capital Allocation Term Trust (ECAT) as of Q4 2025, up from 74 in Q3 2025.
  • Funds reported $616M of BlackRock ESG Capital Allocation Term Trust stock for Q4 2025, down 8% quarter-over-quarter.
  • 19 funds opened new BlackRock ESG Capital Allocation Term Trust positions in Q4 2025 and 14 closed out, a net change of +5 holders.
  • The largest BlackRock ESG Capital Allocation Term Trust buyer in Q4 2025 was Mason & Associates (California), an estimated $5.49M added.
  • The largest BlackRock ESG Capital Allocation Term Trust seller in Q4 2025 was Saba Capital Management, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2025.