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BlackRock ESG Capital Allocation Term Trust
ECAT

Overview Fund Activity

71 hedge funds and large institutions have $593M invested in BlackRock ESG Capital Allocation Term Trust in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
+16
Holders Change %
+29.09%
% of All Funds
1.15%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
23
Increased
26
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$89.9M
2
AC
2
Almitas Capital
California
$23.5M
3
SIA
3
Sit Investment Associates
Minnesota
$14.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$76.9M
5
WP
5
Woodline Partners
California
$10.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$553K
2
Wells Fargo
2
Wells Fargo
California
$5.62M
3
SFS
3
Shaker Financial Services
Virginia
$416K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$3.32M
5
WAM
5
Wolverine Asset Management
Illinois
$5.24M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$154M 11,484 +248 +2%
SCM
2
Saba Capital Management
New York
$89.9M 6,692,747 +3,190,120 +91%
Morgan Stanley
3
Morgan Stanley
New York
$76.9M 5,728,784 +992,116 +21%
RCM
4
Rivernorth Capital Management
Florida
$72.5M 5,397,316 +330,215 +7%
KIM
5
Karpus Investment Management
New York
$31.8M 2,368,857 +208,727 +10%
AC
6
Almitas Capital
California
$23.5M 1,749,189 +1,345,929 +334%
SIA
7
Sit Investment Associates
Minnesota
$14.7M 1,096,490 +1,096,490 New
Bank of America
8
Bank of America
North Carolina
$12.1M 897,956 +220,320 +33%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$10.8M 807,343 +355,354 +79%
WP
10
Woodline Partners
California
$10.1M 750,005 +750,005 New
WAM
11
Weiss Asset Management
Massachusetts
$8.39M 624,551 +624,551 New
RVPG
12
Relative Value Partners Group
$6.58M 490,085 +407,766 +495%
UBS Group
13
UBS Group
Switzerland
$6.44M 479,717 +58,792 +14%
Cohen & Steers
14
Cohen & Steers
New York
$6.05M 450,445 +110,155 +32%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.87M 436,706 +19,142 +5%
Wells Fargo
16
Wells Fargo
California
$5.62M 418,707 -48,962 -10%
WAM
17
Wolverine Asset Management
Illinois
$5.24M 390,303 -19,252 -5%
BI
18
Bulldog Investors
New Jersey
$5.07M 377,452 +99,394 +36%
LSC
19
Logan Stone Capital
Illinois
$4.83M 359,944 +359,944 New
1CP
20
1607 Capital Partners
Virginia
$4.62M 344,199 +60,287 +21%
COLIM
21
City of London Investment Management
United Kingdom
$4.36M 324,399 +324,399 New
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$3.32M 246,898 -23,684 -9%
AW
23
Atlas Wealth
Ohio
$3.21M 239,079 +239,079 New
AAM
24
Advisors Asset Management
Colorado
$2.58M 191,845 +59,038 +44%
PMG
25
Private Management Group
California
$2.35M 174,930 +174,930 New
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