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BlackRock ESG Capital Allocation Term Trust
ECAT

84 hedge funds and large institutions have $501M invested in BlackRock ESG Capital Allocation Term Trust in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

6% more funds holding

Funds holding: 79 → 84 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.22% less ownership

Funds ownership: 40.33% → 37.1% (-3.2%)

19% less capital invested

Capital invested by funds: $616M → $501M (-$115M)

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
32
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
Flagship Harbor Advisors
Massachusetts
+$7.04M
2
WAM
Wolverine Asset Management
Illinois
+$2.05M
3
PCM
Penserra Capital Management
California
+$1.42M
4
Ameriprise
Ameriprise
Minnesota
+$1.26M
5
AAM
Advisors Asset Management
Colorado
+$993K

Top Sellers

1
SCM
Saba Capital Management
New York
-$64.6M
2
Wells Fargo
Wells Fargo
California
-$2.59M
3
CC
CF Capital
Massachusetts
-$1.85M
4
MG
Marex Group
-$392K
5
HF
HRT Financial
New York
-$380K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.08M +$143K +9,514 +14%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$988K -$171K -11,381 -14%
GSEP
28
Golden State Equity Partners
California
$981K +$85.7K +5,721 +9%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$932K +$112K +7,473 +12%
SFS
30
Shaker Financial Services
Virginia
$928K +$732K +48,829 +250%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$919K +$106K +7,100 +12%
WS
32
Wedbush Securities
California
$664K -$54.9K -3,664 -7%
Jane Street
33
Jane Street
New York
$625K +$434K +28,933 +170%
CW
34
CreativeOne Wealth
Kansas
$604K -$8.63K -576 -1%
WCM
35
Winebrenner Capital Management
Kentucky
$598K +$74.9K +5,000 +13%
ACP
36
Aviance Capital Partners
Florida
$553K +$610K +40,697 New
DADC
37
D.A. Davidson & Co
Montana
$546K -$4.32K -288 -0.7%
WE
38
Wealth Effects
Massachusetts
$520K +$574K +38,310 New
Franklin Resources
39
Franklin Resources
California
$504K +$557K +37,137 New
AGM
40
Alpine Global Management
New York
$476K +$525K +35,022 New
BI
41
Beckerman Institutional
New Jersey
$470K -$15.4K -1,027 -3%
SWM
42
SeaCrest Wealth Management
New York
$404K -$12.7K -848 -3%
XT
43
XTX Topco
Cayman Islands
$389K +$429K +28,614 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$362K +$203K +13,567 +104%
KAS
45
Kestra Advisory Services
Texas
$359K +$396K +26,420 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$355K -$23.6K -1,578 -6%
PFS
47
Prospera Financial Services
Texas
$350K +$386K +25,757 New
P
48
&Partners
Tennessee
$346K +$15K +1,001 +4%
SA
49
Sanctuary Advisors
Indiana
$326K +$92.8K +6,191 +35%
PI
50
PFG Investments
New York
$326K +$45.8K +3,059 +15%
1
2
3 4

ECAT Hedge Fund Activity: Q1 2026 in Review

84 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BlackRock ESG Capital Allocation Term Trust (ECAT) for Q1 2026, worth a combined $501M — down 19% from $616M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ECAT positions and 9 closed out — a net gain of 9 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was Flagship Harbor Advisors, adding an estimated $7.04M. The largest seller was Saba Capital Management, cutting an estimated $64.6M.

  • 84 institutional investors held BlackRock ESG Capital Allocation Term Trust (ECAT) as of Q1 2026, up from 79 in Q4 2025.
  • Funds reported $501M of BlackRock ESG Capital Allocation Term Trust stock for Q1 2026, down 19% quarter-over-quarter.
  • 18 funds opened new BlackRock ESG Capital Allocation Term Trust positions in Q1 2026 and 9 closed out, a net change of +9 holders.
  • The largest BlackRock ESG Capital Allocation Term Trust buyer in Q1 2026 was Flagship Harbor Advisors, an estimated $7.04M added.
  • The largest BlackRock ESG Capital Allocation Term Trust seller in Q1 2026 was Saba Capital Management, an estimated $64.6M sold.

Based on aggregated 13F filings for Q1 2026.