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BlackRock ESG Capital Allocation Term Trust
ECAT

Overview Fund Activity

65 hedge funds and large institutions have $569M invested in BlackRock ESG Capital Allocation Term Trust in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 12 closing their positions.

Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.04%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
6
Increased
36
Reduced
11
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$150M
2
Invesco
2
Invesco
Georgia
$23.8M
3
RCM
3
Rivernorth Capital Management
Florida
$94.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$96.4M
5
UBS Group
5
UBS Group
Switzerland
$10.9M

Top Sellers

1
AC
1
Almitas Capital
California
$17.2M
2
WAM
2
Weiss Asset Management
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$7.84M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
LSC
5
Logan Stone Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
51
Snowden Capital Advisors
New York
$180K – – –
CCP
52
Clough Capital Partners
Massachusetts
$169K +$169K +10,800 New
IA
53
IFG Advisory
Georgia
$156K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$84.2K +$41.6K +2,665 +98%
CWC
55
Carolinas Wealth Consulting
North Carolina
$76.7K – – –
Bessemer Group
56
Bessemer Group
New Jersey
$32K +$10.3K +655 +47%
First Manhattan
57
First Manhattan
New York
$16.7K – – –
CT
58
Colonial Trust
South Carolina
$14K – – –
JWA
59
JFS Wealth Advisors
Pennsylvania
$7.81K – – –
ASN
60
Advisory Services Network
Georgia
$3.9K – – –
EWA
61
EverSource Wealth Advisors
Alabama
$2.72K – – –
AA
62
Ancora Advisors
Ohio
$1.56K +$1.56K +100 New
WP
63
WealthPLAN Partners
Nebraska
$1.55K +$1.55K +99 New
FFA
64
Farther Finance Advisors
California
$312 – – –
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$161 -$76 -4,852 -32%
WAM
66
Weiss Asset Management
Massachusetts
– -$8.39M -624,551 Closed
WAM
67
Wolverine Asset Management
Illinois
– -$5.24M -390,303 Closed
LSC
68
Logan Stone Capital
Illinois
– -$4.83M -359,944 Closed
OFG
69
OTA Financial Group
New York
– -$1.36M -101,556 Closed
Jane Street
70
Jane Street
New York
– -$1.07M -79,930 Closed
Citadel Advisors
71
Citadel Advisors
Florida
– -$553K -41,203 Closed
MIG
72
Mariner Investment Group
New York
– -$463K -34,442 Closed
SFS
73
Shaker Financial Services
Virginia
– -$416K -30,977 Closed
VCA
74
Verdence Capital Advisors
Maryland
– -$235K -17,500 Closed
PAS
75
Park Avenue Securities
New York
– -$170K -12,624 Closed
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