We are live on ! Find out more
ECAT icon

BlackRock ESG Capital Allocation Term Trust

84 hedge funds and large institutions have $501M invested in BlackRock ESG Capital Allocation Term Trust in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

6% more funds holding

Funds holding: 7984 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.22% less ownership

Funds ownership: 40.33%37.1% (-3.2%)

19% less capital invested

Capital invested by funds: $616M → $501M (-$115M)

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
32
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
51
Virtu Financial
New York
$273K +$301K +20,074 New
Truist Financial
52
Truist Financial
North Carolina
$261K -$249K -16,588 -46%
US Bancorp
53
US Bancorp
Minnesota
$245K -$89.9K -6,000 -25%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$219K +$61.7K +4,118 +34%
Goldman Sachs
55
Goldman Sachs
New York
$198K +$219K +14,582 New
Creative Planning
56
Creative Planning
Kansas
$198K +$22.6K +1,511 +12%
SPIA
57
Steward Partners Investment Advisory
New York
$191K
STA
58
Summit Trail Advisors
New York
$163K +$180K +11,995 New
AC
59
Almitas Capital
California
$155K +$171K +11,406 New
GFP
60
Gryphon Financial Partners
Ohio
$153K +$169K +11,250 New
WCFA
61
Walkner Condon Financial Advisors
Wisconsin
$145K +$160K +10,669 New
WIA
62
World Investment Advisors
California
$143K -$45.6K -3,046 -22%
PAG
63
Private Advisor Group
New Jersey
$138K +$153K +10,195 New
WSFS
64
Wilmington Savings Fund Society
Delaware
$122K +$112K +7,500 +500%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$114K +$126K +8,430 New
CA
66
CoreCap Advisors
Michigan
$94K -$137K -9,133 -57%
TCM
67
Triumph Capital Management
Colorado
$46.9K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$40.7K
HI
69
Harbour Investments
Wisconsin
$37.3K +$41.2K +2,750 New
MG
70
Mather Group
Illinois
$28.3K +$31.3K +2,087 New
PWPS
71
Pinnacle Wealth Planning Services
Ohio
$19.7K -$9.88K -659 -31%
CFB
72
Cullen/Frost Bankers
Texas
$13.6K
WA
73
WPG Advisers
Maryland
$12.3K +$1.05K +70 +8%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$8.53K
AF
75
Allworth Financial
California
$6.79K

ECAT Hedge Fund Activity: Q1 2026 in Review

84 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BlackRock ESG Capital Allocation Term Trust (ECAT) for Q1 2026, worth a combined $501M — down 19% from $616M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ECAT positions and 9 closed out — a net gain of 9 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was Flagship Harbor Advisors, adding an estimated $7.04M. The largest seller was Saba Capital Management, cutting an estimated $64.6M.

  • 84 institutional investors held BlackRock ESG Capital Allocation Term Trust (ECAT) as of Q1 2026, up from 79 in Q4 2025.
  • Funds reported $501M of BlackRock ESG Capital Allocation Term Trust stock for Q1 2026, down 19% quarter-over-quarter.
  • 18 funds opened new BlackRock ESG Capital Allocation Term Trust positions in Q1 2026 and 9 closed out, a net change of +9 holders.
  • The largest BlackRock ESG Capital Allocation Term Trust buyer in Q1 2026 was Flagship Harbor Advisors, an estimated $7.04M added.
  • The largest BlackRock ESG Capital Allocation Term Trust seller in Q1 2026 was Saba Capital Management, an estimated $64.6M sold.

Based on aggregated 13F filings for Q1 2026.