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BlackRock ESG Capital Allocation Term Trust
ECAT

79 hedge funds and large institutions have $616M invested in BlackRock ESG Capital Allocation Term Trust in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

7% more funds holding

Funds holding: 74 → 79 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.79% less ownership

Funds ownership: 41.12% → 40.33% (-0.79%)

8% less capital invested

Capital invested by funds: $670M → $616M (-$53.3M)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
26
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAC
Mason & Associates (California)
California
+$5.49M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.45M
3
PCM
Penserra Capital Management
California
+$2.02M
4
Wells Fargo
Wells Fargo
California
+$1.48M
5
LPL Financial
LPL Financial
California
+$1.43M

Top Sellers

1
SCM
Saba Capital Management
New York
-$23.5M
2
Morgan Stanley
Morgan Stanley
New York
-$2.43M
3
UBS Group
UBS Group
Switzerland
-$2.11M
4
Stifel Financial
Stifel Financial
Missouri
-$1.5M
5
Jane Street
Jane Street
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
51
Boreal Capital Management
Florida
$211K -$15.3K -955 -7%
WIA
52
World Investment Advisors
California
$209K +$5.13K +320 +2%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$201K -$78.6K -4,907 -27%
Creative Planning
54
Creative Planning
Kansas
$201K +$209K +13,054 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$184K +$23.1K +1,439 +14%
ATPW
56
Ashton Thomas Private Wealth
Arizona
$154K – – –
Comerica Bank
57
Comerica Bank
Texas
$142K -$134K -8,382 -48%
GRP
58
Global Retirement Partners
California
$65.2K +$68K +4,240 New
TAM
59
Tucker Asset Management
Colorado
$53.2K +$55.4K +3,459 New
TCM
60
Triumph Capital Management
Colorado
$53.1K +$55.3K +3,450 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$46.1K – – –
PWPS
62
Pinnacle Wealth Planning Services
Ohio
$32.5K +$33.8K +2,110 New
WSFS
63
Wilmington Savings Fund Society
Delaware
$23.1K – – –
AAP
64
Arax Advisory Partners
Colorado
$16.5K +$16 +1 +0.1%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$15.4K – – –
CFB
66
Cullen/Frost Bankers
Texas
$15.4K +$16K +1,000 New
WA
67
WPG Advisers
Maryland
$12.9K -$4.62K -288 -26%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
CAL
69
Capital Analysts LLC
Pennsylvania
$10K +$10.3K +641 New
AF
70
Allworth Financial
California
$7.69K – – –
CFP
71
Comprehensive Financial Planning
Pennsylvania
$7.69K +$8.01K +500 New
LFG
72
Larson Financial Group
Missouri
$7.4K +$385 +24 +5%
RFP
73
Root Financial Partners
California
$7.37K +$7.68K +479 New
AssetMark Inc
74
AssetMark Inc
California
$6.57K +$1.96K +122 +40%
HWP
75
Highline Wealth Partners
California
$3.08K -$3.21K -200 -50%
1 2
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ECAT Hedge Fund Activity: Q4 2025 in Review

79 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BlackRock ESG Capital Allocation Term Trust (ECAT) for Q4 2025, worth a combined $616M — down 8% from $670M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ECAT positions and 14 closed out — a net gain of 5 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was Mason & Associates (California), opening a new position worth an estimated $5.49M. The largest seller was Saba Capital Management, cutting an estimated $23.5M.

  • 79 institutional investors held BlackRock ESG Capital Allocation Term Trust (ECAT) as of Q4 2025, up from 74 in Q3 2025.
  • Funds reported $616M of BlackRock ESG Capital Allocation Term Trust stock for Q4 2025, down 8% quarter-over-quarter.
  • 19 funds opened new BlackRock ESG Capital Allocation Term Trust positions in Q4 2025 and 14 closed out, a net change of +5 holders.
  • The largest BlackRock ESG Capital Allocation Term Trust buyer in Q4 2025 was Mason & Associates (California), an estimated $5.49M added.
  • The largest BlackRock ESG Capital Allocation Term Trust seller in Q4 2025 was Saba Capital Management, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2025.