We are live on ! Find out more
ECAT icon

BlackRock ESG Capital Allocation Term Trust

72 hedge funds and large institutions have $676M invested in BlackRock ESG Capital Allocation Term Trust in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

3% more funds holding

Funds holding: 7072 (+2)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

2.62% less ownership

Funds ownership: 42.27%39.65% (-2.6%)

10% less capital invested

Capital invested by funds: $750M → $676M (-$73.8M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
24
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$451M +$865K +52,314 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$39.7M +$504K +30,505 +1%
RCM
3
Rivernorth Capital Management
Florida
$21.6M -$22.7M -1,370,994 -50%
SIA
4
Sit Investment Associates
Minnesota
$20M -$3.71M -224,344 -15%
Invesco
5
Invesco
Georgia
$19.5M -$536K -32,435 -3%
PCM
6
Penserra Capital Management
California
$16.6M +$1.4M +84,461 +9%
Cohen & Steers
7
Cohen & Steers
New York
$12.3M +$1.27M +77,000 +11%
CC
8
CF Capital
Massachusetts
$10.6M +$4.03M +243,600 +53%
KIM
9
Karpus Investment Management
New York
$10.2M -$3.42M -206,618 -24%
Bank of America
10
Bank of America
North Carolina
$9.43M +$132K +7,991 +1%
UBS Group
11
UBS Group
Switzerland
$8.34M -$412K -24,897 -4%
AAM
12
Advisors Asset Management
Colorado
$7.3M -$236K -14,290 -3%
Wells Fargo
13
Wells Fargo
California
$6.87M +$111K +6,698 +2%
OC
14
Oppenheimer & Co
New York
$4.36M +$130K +7,862 +3%
Ameriprise
15
Ameriprise
Minnesota
$4.13M +$1.37M +82,798 +46%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.33M +$555K +33,609 +19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.93M -$12.2M -735,712 -80%
Raymond James Financial
18
Raymond James Financial
Florida
$2.24M -$933K -56,450 -28%
FAM
19
Formidable Asset Management
Ohio
$2.24M +$2.34M +141,730 New
IC
20
IEQ Capital
California
$2M +$2.09M +126,738 New
AP
21
Americana Partners
Texas
$1.9M -$330K -19,972 -14%
LPL Financial
22
LPL Financial
California
$1.73M +$496K +30,023 +38%
Stifel Financial
23
Stifel Financial
Missouri
$1.6M -$11.9K -718 -0.7%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1.44M
FHA
25
Flagship Harbor Advisors
Massachusetts
$1.44M +$178K +10,775 +13%

ECAT Hedge Fund Activity: Q1 2025 in Review

72 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock ESG Capital Allocation Term Trust (ECAT) for Q1 2025, worth a combined $676M — down 9.8% from $750M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ECAT positions and 10 closed out — a net gain of 2 holders — while 24 added to existing stakes and 23 trimmed.

The largest buyer was CF Capital, adding an estimated $4.03M. The largest seller was Rivernorth Capital Management, cutting an estimated $22.7M.

  • 72 institutional investors held BlackRock ESG Capital Allocation Term Trust (ECAT) as of Q1 2025, up from 70 in Q4 2024.
  • Funds reported $676M of BlackRock ESG Capital Allocation Term Trust stock for Q1 2025, down 9.8% quarter-over-quarter.
  • 12 funds opened new BlackRock ESG Capital Allocation Term Trust positions in Q1 2025 and 10 closed out, a net change of +2 holders.
  • The largest BlackRock ESG Capital Allocation Term Trust buyer in Q1 2025 was CF Capital, an estimated $4.03M added.
  • The largest BlackRock ESG Capital Allocation Term Trust seller in Q1 2025 was Rivernorth Capital Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q1 2025.