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BlackRock ESG Capital Allocation Term Trust
ECAT

79 hedge funds and large institutions have $697M invested in BlackRock ESG Capital Allocation Term Trust in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

10% more funds holding

Funds holding: 72 → 79 (+7)

4.05% more ownership

Funds ownership: 39.65% → 43.7% (+4.1%)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

3% more capital invested

Capital invested by funds: $676M → $697M (+$21.3M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
23
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$19.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.9M
3
Ameriprise
Ameriprise
Minnesota
+$2.96M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.57M
5
Bank of America
Bank of America
North Carolina
+$2.2M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$13.7M
2
KIM
Karpus Investment Management
New York
-$10.2M
3
SIA
Sit Investment Associates
Minnesota
-$4.62M
4
CC
CF Capital
Massachusetts
-$3.3M
5
Invesco
Invesco
Georgia
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
51
Gibraltar Capital Management
Oklahoma
$241K +$233K +15,000 New
BCM
52
Boreal Capital Management
Florida
$235K +$228K +14,657 New
SPIA
53
Steward Partners Investment Advisory
New York
$226K – – –
SA
54
Sanctuary Advisors
Indiana
$209K – – –
PAG
55
Private Advisor Group
New Jersey
$202K +$6.77K +436 +4%
CA
56
Calton & Associates
Florida
$201K +$3.39K +218 +2%
IWC
57
Integrated Wealth Concepts
Massachusetts
$179K +$173K +11,153 New
Millennium Management
58
Millennium Management
New York
$169K -$57K -3,670 -26%
TSMHT
59
Thurston Springer Miller Herd & Titak
Indiana
$161K – – –
BWM
60
Buckley Wealth Management
Nevada
$161K +$155K +10,000 New
AAS
61
Ameritas Advisory Services
Nebraska
$84.3K +$81.5K +5,250 New
CA
62
Cornerstone Advisors
North Carolina
$70.7K – – –
WTC
63
WhitTier Trust Company
Nevada
$57.7K – – –
GWM
64
Geneos Wealth Management
Colorado
$50.7K +$42.3K +2,723 +630%
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$31.6K -$66.8K -4,300 -69%
WSFS
66
Wilmington Savings Fund Society
Delaware
$24.1K – – –
WA
67
WPG Advisers
Maryland
$21.5K -$3.06K -197 -13%
AWM
68
Atticus Wealth Management
Florida
$16.1K – – –
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$16.1K – – –
NFSG
70
Newbridge Financial Services Group
Florida
$16.1K +$15.5K +1,000 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$16.1K +$15.5K +1,000 New
ME
72
McIlrath & Eck
Washington
$11.2K +$10.9K +700 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
AF
74
Allworth Financial
California
$8.03K +$7.77K +500 New
LFG
75
Larson Financial Group
Missouri
$6.96K +$373 +24 +6%
1 2
3
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ECAT Hedge Fund Activity: Q2 2025 in Review

79 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock ESG Capital Allocation Term Trust (ECAT) for Q2 2025, worth a combined $697M — up 3.2% from $676M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ECAT positions and 10 closed out — a net gain of 7 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $19.1M. The largest seller was Rivernorth Capital Management, cutting an estimated $13.7M.

  • 79 institutional investors held BlackRock ESG Capital Allocation Term Trust (ECAT) as of Q2 2025, up from 72 in Q1 2025.
  • Funds reported $697M of BlackRock ESG Capital Allocation Term Trust stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 17 funds opened new BlackRock ESG Capital Allocation Term Trust positions in Q2 2025 and 10 closed out, a net change of +7 holders.
  • The largest BlackRock ESG Capital Allocation Term Trust buyer in Q2 2025 was BlackRock, an estimated $19.1M added.
  • The largest BlackRock ESG Capital Allocation Term Trust seller in Q2 2025 was Rivernorth Capital Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2025.