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BlackRock ESG Capital Allocation Term Trust

74 hedge funds and large institutions have $670M invested in BlackRock ESG Capital Allocation Term Trust in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
74
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.48M
2 +$1.39M
3 +$1.08M
4
Ameriprise
Ameriprise
Minnesota
+$1.05M
5
Jane Street
Jane Street
New York
+$768K

Top Sellers

1 -$15.6M
2 -$13.2M
3 -$7.83M
4
CC
CF Capital
Massachusetts
-$3.33M
5
UBS Group
UBS Group
Switzerland
-$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$179K
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$173K
ATPW
53
Ashton Thomas Private Wealth
Arizona
$164K
AAS
54
Ameritas Advisory Services
Nebraska
$86.1K
MG
55
Mather Group
Illinois
$75.2K
CA
56
Cornerstone Advisors
North Carolina
$72.2K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$49.2K
KFP
58
Keener Financial Planning
Texas
$30K
WSFS
59
Wilmington Savings Fund Society
Delaware
$24.6K
AUB
60
Atlantic Union Bankshares
Virginia
$20.4K
WA
61
WPG Advisers
Maryland
$18.5K
AAP
62
Arax Advisory Partners
Colorado
$17.6K
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$16.4K
NFSG
64
Newbridge Financial Services Group
Florida
$16.4K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$10K
AF
66
Allworth Financial
California
$8.2K
ASN
67
Advisory Services Network
Georgia
$7.56K
LFG
68
Larson Financial Group
Missouri
$7.49K
HWP
69
Highline Wealth Partners
California
$6.56K
AssetMark Inc
70
AssetMark Inc
California
$5K
PA
71
Parallel Advisors
California
$4.92K
PP
72
Pacifica Partners
Canada
$2.6K
AA
73
Ancora Advisors
Ohio
$1.64K
S
74
SignatureFD
Georgia
$195
SIA
75
Sit Investment Associates
Minnesota