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BlackRock ESG Capital Allocation Term Trust

37 hedge funds and large institutions have $201M invested in BlackRock ESG Capital Allocation Term Trust in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 12 closing their positions.

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
15
Reduced
4
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$63.5M 3,809,844 +914,309 +32%
Morgan Stanley
2
Morgan Stanley
New York
$34.1M 2,044,051 +666,867 +48%
KIM
3
Karpus Investment Management
New York
$28.1M 1,684,800 +236,932 +16%
PPA
4
Parametric Portfolio Associates
Washington
$15.2M 912,778 +912,778 New
Bank of America
5
Bank of America
North Carolina
$11.8M 709,335 +499,966 +239%
Wells Fargo
6
Wells Fargo
California
$5.52M 331,514 +184,198 +125%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$5.11M 306,600 +75,732 +33%
WAM
8
Wolverine Asset Management
Illinois
$4.82M 289,306 +141,641 +96%
UBS Group
9
UBS Group
Switzerland
$4.71M 282,661 -157,544 -36%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.09M 245,413 +146,438 +148%
1CP
11
1607 Capital Partners
Virginia
$3.96M 237,511 +199,612 +527%
Cohen & Steers
12
Cohen & Steers
New York
$3.35M 200,773 +65,121 +48%
BI
13
Bulldog Investors
New Jersey
$3.21M 192,623 +192,623 New
H6H
14
Hightower 6M Holding
Kansas
$2.37M 141,984 +141,984 New
Citadel Advisors
15
Citadel Advisors
Florida
$1.6M 95,992 +95,992 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.21M 72,485
RVPG
17
Relative Value Partners Group
$1.05M 63,218 +63,218 New
Stifel Financial
18
Stifel Financial
Missouri
$1.01M 60,484 +1,407 +2%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$800K 47,990 +33,840 +239%
SFS
20
Shaker Financial Services
Virginia
$798K 47,897 +47,897 New
Ameriprise
21
Ameriprise
Minnesota
$682K 40,915 -10,806 -21%
MIG
22
Mariner Investment Group
New York
$542K 32,530 +110 +0.3%
DWM
23
Dakota Wealth Management
Florida
$493K 29,600
AAM
24
Advisors Asset Management
Colorado
$450K 27,030 +27,030 New
Truist Financial
25
Truist Financial
North Carolina
$441K 26,450 -19,650 -43%