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BlackRock ESG Capital Allocation Term Trust

79 hedge funds and large institutions have $697M invested in BlackRock ESG Capital Allocation Term Trust in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

10% more funds holding

Funds holding: 7279 (+7)

4.05% more ownership

Funds ownership: 39.65%43.7% (+4.1%)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

3% more capital invested

Capital invested by funds: $676M → $697M (+$21.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
23
Reduced
21
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
$459M
Morgan Stanley
2
Morgan Stanley
New York
$39.5M -$847K -54,560 -2%
BlackRock
3
BlackRock
New York
$19.7M +$19.1M +1,228,545 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.4M +$14.9M +957,012 +514%
PCM
5
Penserra Capital Management
California
$17.5M +$499K +32,103 +3%
Invesco
6
Invesco
Georgia
$17.2M -$2.56M -164,562 -13%
SIA
7
Sit Investment Associates
Minnesota
$15.6M -$4.62M -297,462 -23%
Cohen & Steers
8
Cohen & Steers
New York
$13.3M +$739K +47,600 +6%
Bank of America
9
Bank of America
North Carolina
$11.9M +$2.2M +141,566 +24%
UBS Group
10
UBS Group
Switzerland
$8.31M -$173K -11,120 -2%
AAM
11
Advisors Asset Management
Colorado
$8.07M +$620K +39,893 +9%
CC
12
CF Capital
Massachusetts
$7.83M -$3.3M -212,381 -30%
RCM
13
Rivernorth Capital Management
Florida
$7.83M -$13.7M -880,129 -64%
Ameriprise
14
Ameriprise
Minnesota
$7.26M +$2.96M +190,270 +73%
Wells Fargo
15
Wells Fargo
California
$6.53M -$455K -29,275 -7%
OC
16
Oppenheimer & Co
New York
$4.77M +$321K +20,676 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.46M +$65.9K +4,241 +2%
PAMP
18
Polar Asset Management Partners
Ontario, Canada
$2.65M +$2.57M +165,223 New
FAM
19
Formidable Asset Management
Ohio
$2.24M
AP
20
Americana Partners
Texas
$1.93M
LPL Financial
21
LPL Financial
California
$1.82M +$56.2K +3,618 +3%
Raymond James Financial
22
Raymond James Financial
Florida
$1.64M -$627K -40,358 -28%
Stifel Financial
23
Stifel Financial
Missouri
$1.59M -$41.8K -2,689 -3%
FHA
24
Flagship Harbor Advisors
Massachusetts
$1.44M -$27.8K -1,792 -2%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.38M -$86.3K -5,554 -6%

ECAT Hedge Fund Activity: Q2 2025 in Review

79 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock ESG Capital Allocation Term Trust (ECAT) for Q2 2025, worth a combined $697M — up 3.2% from $676M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ECAT positions and 10 closed out — a net gain of 7 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $19.1M. The largest seller was Rivernorth Capital Management, cutting an estimated $13.7M.

  • 79 institutional investors held BlackRock ESG Capital Allocation Term Trust (ECAT) as of Q2 2025, up from 72 in Q1 2025.
  • Funds reported $697M of BlackRock ESG Capital Allocation Term Trust stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 17 funds opened new BlackRock ESG Capital Allocation Term Trust positions in Q2 2025 and 10 closed out, a net change of +7 holders.
  • The largest BlackRock ESG Capital Allocation Term Trust buyer in Q2 2025 was BlackRock, an estimated $19.1M added.
  • The largest BlackRock ESG Capital Allocation Term Trust seller in Q2 2025 was Rivernorth Capital Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2025.