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BlackRock ESG Capital Allocation Term Trust

72 hedge funds and large institutions have $669M invested in BlackRock ESG Capital Allocation Term Trust in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
72
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.48M
2 +$1.36M
3 +$1.08M
4
Ameriprise
Ameriprise
Minnesota
+$1.05M
5
Jane Street
Jane Street
New York
+$766K

Top Sellers

1 -$15.6M
2 -$13.2M
3 -$7.83M
4
CC
CF Capital
Massachusetts
-$3.32M
5
UBS Group
UBS Group
Switzerland
-$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
51
Ashton Thomas Private Wealth
Arizona
$164K
AAS
52
Ameritas Advisory Services
Nebraska
$86.1K
MG
53
Mather Group
Illinois
$75.2K
CA
54
Cornerstone Advisors
North Carolina
$72.2K
TCM
55
Triumph Capital Management
Colorado
$61.5K
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$49.2K
KFP
57
Keener Financial Planning
Texas
$30K
WSFS
58
Wilmington Savings Fund Society
Delaware
$24.6K
AUB
59
Atlantic Union Bankshares
Virginia
$20.4K
WA
60
WPG Advisers
Maryland
$18.5K
AAP
61
Arax Advisory Partners
Colorado
$17.6K
NFSG
62
Newbridge Financial Services Group
Florida
$16.4K
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$16.4K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$10K
ASN
65
Advisory Services Network
Georgia
$7.56K
LFG
66
Larson Financial Group
Missouri
$7.49K
HWP
67
Highline Wealth Partners
California
$6.56K
AssetMark Inc
68
AssetMark Inc
California
$5K
PA
69
Parallel Advisors
California
$4.92K
PP
70
Pacifica Partners
Canada
$2.6K
AA
71
Ancora Advisors
Ohio
$1.64K
S
72
SignatureFD
Georgia
$195
SIA
73
Sit Investment Associates
Minnesota
RCM
74
Rivernorth Capital Management
Florida
PAMP
75
Polar Asset Management Partners
Ontario, Canada