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BlackRock ESG Capital Allocation Term Trust
ECAT

Overview Fund Activity

70 hedge funds and large institutions have $750M invested in BlackRock ESG Capital Allocation Term Trust in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
23
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.67M
2
CW
2
CreativeOne Wealth
Kansas
$1.37M
3
Cohen & Steers
3
Cohen & Steers
New York
$11.5M
4
PCM
4
Penserra Capital Management
California
$15.9M
5
Ameriprise
5
Ameriprise
Minnesota
$2.93M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$44.9M
2
KIM
2
Karpus Investment Management
New York
$14M
3
SA
3
Sanctuary Advisors
Indiana
$2.1M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$3.93M
5
UBS Group
5
UBS Group
Switzerland
$9.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
51
Wolverine Asset Management
Illinois
$213K +$213K +12,979 New
TSS
52
Two Sigma Securities
New York
$194K +$194K +11,838 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$193K +$4.55K +277 +2%
KPF
54
K2 Principal Fund
Ontario, Canada
$187K +$187K +11,382 New
PAG
55
Private Advisor Group
New Jersey
$178K +$178K +10,849 New
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$73.8K +$73.8K +4,500 New
IA
57
IFP Advisors
Florida
$36.1K +$36.1K +2,200 New
MG
58
Mather Group
Illinois
$34.2K – – –
WSFS
59
Wilmington Savings Fund Society
Delaware
$24.6K – – –
AWM
60
Atticus Wealth Management
Florida
$16.4K – – –
CT
61
Colonial Trust
South Carolina
$14.8K – – –
WA
62
WPG Advisers
Maryland
$11.3K +$11.3K +690 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
S
64
SignatureFD
Georgia
$8.51K +$8.51K +519 New
TJHA
65
Thomas J. Herzfeld Advisors
Florida
$7.54K -$49 -3 -0.6%
LFG
66
Larson Financial Group
Missouri
$6.35K +$328 +20 +5%
AssetMark Inc
67
AssetMark Inc
California
$5K – – –
FFA
68
Farther Finance Advisors
California
$4.92K -$56.5K -3,443 -92%
AA
69
Ancora Advisors
Ohio
$1.64K – – –
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$574 – – –
HI
71
HBK Investments
Texas
– -$468K -26,360 Closed
KA
72
Kovack Advisors
Florida
– -$444K -25,000 Closed
HighTower Advisors
73
HighTower Advisors
Illinois
– -$399K -22,500 Closed
SFS
74
Shaker Financial Services
Virginia
– -$275K -15,512 Closed
NFA
75
Northwest Financial Advisors
Virginia
– -$30K -1,690 Closed
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