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BlackRock ESG Capital Allocation Term Trust

11 hedge funds and large institutions have $31.9M invested in BlackRock ESG Capital Allocation Term Trust in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1.56% more ownership

Funds ownership: 0%1.56% (+1.6%)

Holders
11
Holders Change
+11
Holders Change %
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.1M +$20.1M +1,001,648 New
RCM
2
Rivernorth Capital Management
Florida
$4.26M +$4.25M +212,067 New
TAM
3
TFG Asset Management
Cayman Islands
$3.02M +$3.01M +150,000 New
Cohen & Steers
4
Cohen & Steers
New York
$2.01M +$2.01M +100,000 New
UBS Group
5
UBS Group
Switzerland
$943K +$942K +46,939 New
Truist Financial
6
Truist Financial
North Carolina
$503K +$502K +25,000 New
BRWA
7
B. Riley Wealth Advisors
Florida
$463K +$461K +23,000 New
S
8
SignatureFD
Georgia
$251K +$251K +12,500 New
Bank of America
9
Bank of America
North Carolina
$171K +$171K +8,500 New
Wells Fargo
10
Wells Fargo
California
$116K +$115K +5,750 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20K +$20.1K +1,000 New

ECAT Hedge Fund Activity: Q3 2021 in Review

11 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock ESG Capital Allocation Term Trust (ECAT) for Q3 2021, worth a combined $31.9M.

Buyers outnumbered sellers: 11 funds opened new ECAT positions and 0 closed out — a net gain of 11 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $20.1M.

  • 11 institutional investors held BlackRock ESG Capital Allocation Term Trust (ECAT) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $31.9M of BlackRock ESG Capital Allocation Term Trust stock for Q3 2021.
  • 11 funds opened new BlackRock ESG Capital Allocation Term Trust positions in Q3 2021 and 0 closed out, a net change of +11 holders.
  • The largest BlackRock ESG Capital Allocation Term Trust buyer in Q3 2021 was Morgan Stanley, an estimated $20.1M added.

Based on aggregated 13F filings for Q3 2021.