ECAT icon

BlackRock ESG Capital Allocation Term Trust

76 hedge funds and large institutions have $591M invested in BlackRock ESG Capital Allocation Term Trust in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+9
Holders Change %
+13.43%
% of All Funds
1.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
27
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BBHC
51
Brown Brothers Harriman & Co
New York
$341K +$341K +23,035 New
OC
52
Oppenheimer & Co
New York
$337K +$11.2K +758 +3%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$299K +$297K +20,105 +16,084%
SIA
54
SkyView Investment Advisors
New Jersey
$296K
Comerica Bank
55
Comerica Bank
Texas
$291K +$291K +19,656 New
FA
56
Fountainhead AM
New Jersey
$253K +$253K +17,120 New
CCP
57
Carmel Capital Partners
California
$240K +$240K +16,250 New
Creative Planning
58
Creative Planning
Kansas
$221K -$27.2K -1,838 -11%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$205K +$4.34K +294 +2%
VCM
60
Virtue Capital Management
Tennessee
$197K
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$190K +$190K +12,815 New
RJA
62
Raymond James & Associates
Florida
$185K -$88K -5,949 -32%
AWA
63
Arete Wealth Advisors
Illinois
$183K -$11K -744 -6%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$181K +$181K +12,223 New
HF
65
HRT Financial
New York
$159K -$72.7K -4,938 -31%
PAS
66
Park Avenue Securities
New York
$152K +$152K +10,281 New
Mariner
67
Mariner
Kansas
$150K -$104K -6,999 -41%
CWC
68
Carolinas Wealth Consulting
North Carolina
$70.2K
SPIA
69
Steward Partners Investment Advisory
New York
$48.6K -$31.2K -2,108 -39%
First Manhattan
70
First Manhattan
New York
$15.9K
CT
71
Colonial Trust
South Carolina
$13.3K
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11K +742 New
JWA
73
JFS Wealth Advisors
Pennsylvania
$7.4K
TRCT
74
Tower Research Capital (TRC)
New York
$2.96K
AA
75
Ancora Advisors
Ohio
$1.48K