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BlackRock ESG Capital Allocation Term Trust
ECAT

Overview Fund Activity

71 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, 22 reducing their positions, and 10 closing their positions.

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
0.96%
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
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
CF Capital
Massachusetts
$10.6M
2
FAM
2
Formidable Asset Management
Ohio
$2.24M
3
IC
3
IEQ Capital
California
$2M
4
PCM
4
Penserra Capital Management
California
$16.6M
5
Ameriprise
5
Ameriprise
Minnesota
$4.13M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$21.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.93M
3
AGM
3
Alpine Global Management
New York
$0
4
AC
4
Almitas Capital
California
$0
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$451M 28,605,041 +52,314 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$39.7M 2,514,605 +30,505 +1%
RCM
3
Rivernorth Capital Management
Florida
$21.6M 1,367,673 -1,370,994 -50%
SIA
4
Sit Investment Associates
Minnesota
$20M 1,268,190 -224,344 -15%
Invesco
5
Invesco
Georgia
$19.5M 1,233,676 -32,435 -3%
PCM
6
Penserra Capital Management
California
$16.6M 1,054,779 +84,461 +9%
Cohen & Steers
7
Cohen & Steers
New York
$12.3M 781,015 +77,000 +11%
CC
8
CF Capital
Massachusetts
$10.6M 700,000 +243,600 +53%
KIM
9
Karpus Investment Management
New York
$10.2M 645,959 -206,618 -24%
Bank of America
10
Bank of America
North Carolina
$9.43M 597,858 +7,991 +1%
UBS Group
11
UBS Group
Switzerland
$8.34M 528,827 -24,897 -4%
AAM
12
Advisors Asset Management
Colorado
$7.3M 462,754 -14,290 -3%
Wells Fargo
13
Wells Fargo
California
$6.87M 435,843 +6,698 +2%
OC
14
Oppenheimer & Co
New York
$4.36M 276,323 +7,862 +3%
Ameriprise
15
Ameriprise
Minnesota
$4.13M 261,758 +82,798 +46%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.33M 211,268 +33,609 +19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.93M 186,019 -735,712 -80%
Raymond James Financial
18
Raymond James Financial
Florida
$2.24M 142,190 -56,450 -28%
FAM
19
Formidable Asset Management
Ohio
$2.24M 141,730 +141,730 New
IC
20
IEQ Capital
California
$2M 126,738 +126,738 New
AP
21
Americana Partners
Texas
$1.9M 120,315 -19,972 -14%
LPL Financial
22
LPL Financial
California
$1.73M 109,761 +30,023 +38%
Stifel Financial
23
Stifel Financial
Missouri
$1.6M 101,708 -718 -0.7%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1.44M 91,471 – –
FHA
25
Flagship Harbor Advisors
Massachusetts
$1.44M 91,343 +10,775 +13%
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