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BlackRock ESG Capital Allocation Term Trust

78 hedge funds and large institutions have $696M invested in BlackRock ESG Capital Allocation Term Trust in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
22
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
51
Gibraltar Capital Management
Oklahoma
$241K +$241K +15,000 New
BCM
52
Boreal Capital Management
Florida
$235K +$235K +14,657 New
SPIA
53
Steward Partners Investment Advisory
New York
$226K
PAG
54
Private Advisor Group
New Jersey
$202K +$7K +436 +4%
CA
55
Calton & Associates
Florida
$201K +$3.5K +218 +2%
IWC
56
Integrated Wealth Concepts
Massachusetts
$179K +$179K +11,153 New
Millennium Management
57
Millennium Management
New York
$169K -$58.9K -3,670 -26%
TSMHT
58
Thurston Springer Miller Herd & Titak
Indiana
$161K
BWM
59
Buckley Wealth Management
Nevada
$161K +$161K +10,000 New
AAS
60
Ameritas Advisory Services
Nebraska
$84.3K +$84.3K +5,250 New
CA
61
Cornerstone Advisors
North Carolina
$70.7K
WTC
62
WhitTier Trust Company
Nevada
$57.7K
GWM
63
Geneos Wealth Management
Colorado
$50.7K +$43.7K +2,723 +630%
BBPWM
64
Blue Bell Private Wealth Management
Pennsylvania
$31.6K -$69.1K -4,300 -69%
WSFS
65
Wilmington Savings Fund Society
Delaware
$24.1K
WA
66
WPG Advisers
Maryland
$21.5K -$3.16K -197 -13%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$16.1K
AWM
68
Atticus Wealth Management
Florida
$16.1K
NFSG
69
Newbridge Financial Services Group
Florida
$16.1K +$16.1K +1,000 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$16.1K +$16.1K +1,000 New
ME
71
McIlrath & Eck
Washington
$11.2K +$11.2K +700 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$10K
AF
73
Allworth Financial
California
$8.03K +$8.03K +500 New
LFG
74
Larson Financial Group
Missouri
$6.96K +$386 +24 +6%
AssetMark Inc
75
AssetMark Inc
California
$4.9K