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BlackRock ESG Capital Allocation Term Trust
ECAT

Overview Fund Activity

71 hedge funds and large institutions have $593M invested in BlackRock ESG Capital Allocation Term Trust in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+16
Holders Change %
+29.09%
% of All Funds
1.15%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
23
Increased
26
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$89.9M
2
AC
2
Almitas Capital
California
$23.5M
3
SIA
3
Sit Investment Associates
Minnesota
$14.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$76.9M
5
WP
5
Woodline Partners
California
$10.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$553K
2
Wells Fargo
2
Wells Fargo
California
$5.62M
3
SFS
3
Shaker Financial Services
Virginia
$416K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$3.32M
5
WAM
5
Wolverine Asset Management
Illinois
$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
51
Flagship Harbor Advisors
Massachusetts
$243K -$6.34K -472 -3%
VCA
52
Verdence Capital Advisors
Maryland
$235K – – –
Creative Planning
53
Creative Planning
Kansas
$219K +$7.86K +585 +4%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$203K +$203K +15,178 New
PAS
55
Park Avenue Securities
New York
$170K +$170K +12,624 New
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$165K +$165K +12,265 New
OC
57
Oppenheimer & Co
New York
$162K +$162K +12,059 New
SCA
58
Snowden Capital Advisors
New York
$154K – – –
Mariner
59
Mariner
Kansas
$146K +$146K +10,905 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$134K – – –
IA
61
IFG Advisory
Georgia
$134K – – –
CWC
62
Carolinas Wealth Consulting
North Carolina
$66K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$36.7K – – –
Bessemer Group
64
Bessemer Group
New Jersey
$19K +$386 +28 +2%
First Manhattan
65
First Manhattan
New York
$14.4K +$14.4K +1,073 New
CT
66
Colonial Trust
South Carolina
$12.1K +$12.1K +900 New
IA
67
IFP Advisors
Florida
$7K +$1.48K +69 +27%
JWA
68
JFS Wealth Advisors
Pennsylvania
$6.72K – – –
ASN
69
Advisory Services Network
Georgia
$3.36K +$3.36K +250 New
EWA
70
EverSource Wealth Advisors
Alabama
$2.34K – – –
FFA
71
Farther Finance Advisors
California
$269 +$269 +20 New
MA
72
MUFG Americas
New York
– -$16K -1,250 Closed
GI
73
Gradient Investments
Minnesota
– -$15K -1,148 Closed
TCOV
74
Trust Company of Vermont
Vermont
– -$13K -1,000 Closed
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