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BlackRock ESG Capital Allocation Term Trust

71 hedge funds and large institutions have $676M invested in BlackRock ESG Capital Allocation Term Trust in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
24
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$217K +$31.9K +2,021 +17%
CA
52
Calton & Associates
Florida
$194K -$28.4K -1,799 -13%
PAG
53
Private Advisor Group
New Jersey
$192K +$20.6K +1,307 +12%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$158K +$158K +9,999 +28,569%
TSMHT
55
Thurston Springer Miller Herd & Titak
Indiana
$158K +$158K +10,000 New
GWM
56
Geneos Wealth Management
Colorado
$101K +$101K +432 New
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$98.9K -$264K -16,769 -73%
CA
58
Cornerstone Advisors
North Carolina
$69.4K +$69.4K +4,400 New
WTC
59
WhitTier Trust Company
Nevada
$56.7K +$56.7K +3,596 New
IA
60
IFP Advisors
Florida
$34.7K
MG
61
Mather Group
Illinois
$32.9K
WA
62
WPG Advisers
Maryland
$24.2K +$13.4K +847 +123%
WSFS
63
Wilmington Savings Fund Society
Delaware
$23.7K
AWM
64
Atticus Wealth Management
Florida
$15.8K
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$14.2K +$14.2K +1,000 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$10K
TJHA
67
Thomas J. Herzfeld Advisors
Florida
$7.46K +$205 +13 +3%
LFG
68
Larson Financial Group
Missouri
$6.45K +$347 +22 +6%
AssetMark Inc
69
AssetMark Inc
California
$4.81K
AA
70
Ancora Advisors
Ohio
$1.58K
S
71
SignatureFD
Georgia
$168 -$7.76K -508 -98%
AGM
72
Alpine Global Management
New York
-$6.81M -415,000 Closed
AC
73
Almitas Capital
California
-$5.43M -331,140 Closed
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
-$3.93M -239,493 Closed
AWA
75
Arete Wealth Advisors
Illinois
-$245K -14,932 Closed