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BlackRock ESG Capital Allocation Term Trust
ECAT

Overview Fund Activity

70 hedge funds and large institutions have $750M invested in BlackRock ESG Capital Allocation Term Trust in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
23
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.67M
2
CW
2
CreativeOne Wealth
Kansas
$1.37M
3
Cohen & Steers
3
Cohen & Steers
New York
$11.5M
4
PCM
4
Penserra Capital Management
California
$15.9M
5
Ameriprise
5
Ameriprise
Minnesota
$2.93M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$44.9M
2
KIM
2
Karpus Investment Management
New York
$14M
3
SA
3
Sanctuary Advisors
Indiana
$2.1M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$3.93M
5
UBS Group
5
UBS Group
Switzerland
$9.08M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$468M 28,552,727 – –
RCM
2
Rivernorth Capital Management
Florida
$44.9M 2,738,667 -595,617 -18%
Morgan Stanley
3
Morgan Stanley
New York
$40.7M 2,484,100 -27,152 -1%
SIA
4
Sit Investment Associates
Minnesota
$24.5M 1,492,534 -59,283 -4%
Invesco
5
Invesco
Georgia
$20.8M 1,266,111 +5,985 +0.5%
PCM
6
Penserra Capital Management
California
$15.9M 970,318 +65,368 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.1M 921,731 -47,162 -5%
KIM
8
Karpus Investment Management
New York
$14M 852,577 -556,830 -40%
Cohen & Steers
9
Cohen & Steers
New York
$11.5M 704,015 +71,923 +11%
Bank of America
10
Bank of America
North Carolina
$9.67M 589,867 +96,731 +20%
UBS Group
11
UBS Group
Switzerland
$9.08M 553,724 -71,447 -11%
AAM
12
Advisors Asset Management
Colorado
$7.82M 477,044 +12,607 +3%
CC
13
CF Capital
Massachusetts
$7.48M 456,400 +456,400 New
Wells Fargo
14
Wells Fargo
California
$7.04M 429,145 -9,733 -2%
AGM
15
Alpine Global Management
New York
$6.81M 415,000 +55,000 +15%
AC
16
Almitas Capital
California
$5.43M 331,140 – –
OC
17
Oppenheimer & Co
New York
$4.4M 268,461 -6,064 -2%
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$3.93M 239,493 -103,213 -30%
Raymond James Financial
19
Raymond James Financial
Florida
$3.26M 198,640 +198,640 New
Ameriprise
20
Ameriprise
Minnesota
$2.93M 178,960 +60,179 +51%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.91M 177,659 +26,310 +17%
AP
22
Americana Partners
Texas
$2.3M 140,287 +3,210 +2%
SA
23
Sanctuary Advisors
Indiana
$2.1M 126,473 -169,507 -57%
Stifel Financial
24
Stifel Financial
Missouri
$1.68M 102,426 -36 -0%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.5M 91,471 -4,900 -5%
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