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BlackRock ESG Capital Allocation Term Trust
ECAT

Overview Fund Activity

74 hedge funds and large institutions have $772M invested in BlackRock ESG Capital Allocation Term Trust in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
24
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$388M
2
Morgan Stanley
2
Morgan Stanley
New York
$99.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.3M
4
IA
4
Icon Advisers
Colorado
$4.87M
5
SIA
5
Sit Investment Associates
Minnesota
$34.1M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$49.9M
2
WP
2
Woodline Partners
California
$0
3
BI
3
Bulldog Investors
New Jersey
$1.19M
4
AC
4
Almitas Capital
California
$10.1M
5
AW
5
Atlas Wealth
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$363K +$363K +22,500 New
Comerica Bank
52
Comerica Bank
Texas
$306K -$10.6K -655 -3%
QC
53
Quadrature Capital
United Kingdom
$271K +$271K +16,803 New
CA
54
Calton & Associates
Florida
$270K +$270K +16,731 New
RJA
55
Raymond James & Associates
Florida
$250K +$48.8K +3,026 +24%
Creative Planning
56
Creative Planning
Kansas
$230K -$11.3K -700 -5%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$230K -$96.8K -6,000 -30%
Jane Street
58
Jane Street
New York
$220K -$177K -10,991 -45%
AWA
59
Arete Wealth Advisors
Illinois
$204K +$4.94K +306 +2%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$198K +$549 +34 +0.3%
CIA
61
Cape Investment Advisory
Georgia
$97.7K +$97.7K +6,058 New
FFA
62
Farther Finance Advisors
California
$95.1K +$94.8K +5,875 +29,375%
CWC
63
Carolinas Wealth Consulting
North Carolina
$79.2K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$44K -$8.98K -557 -17%
TRCT
65
Tower Research Capital (TRC)
New York
$28.7K +$25.5K +1,582 +791%
NFA
66
Northwest Financial Advisors
Virginia
$27.3K +$27.3K +1,690 New
TJHA
67
Thomas J. Herzfeld Advisors
Florida
$26.4K -$2.07M -128,540 -99%
First Manhattan
68
First Manhattan
New York
$17.3K -$65 -4 -0.4%
CT
69
Colonial Trust
South Carolina
$14.5K – – –
SWM
70
Sugarloaf Wealth Management
Georgia
$13.3K +$13.3K +825 New
JWA
71
JFS Wealth Advisors
Pennsylvania
$8.07K – – –
BL
72
BFSG LLC
California
$7.9K +$7.9K +490 New
ASN
73
Advisory Services Network
Georgia
$4.03K +$4.03K +250 New
AA
74
Ancora Advisors
Ohio
$1.61K – – –
WP
75
Woodline Partners
California
– -$9.98M -674,999 Closed
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