We are live on ! Find out more
ECAT icon

BlackRock ESG Capital Allocation Term Trust
ECAT

79 hedge funds and large institutions have $616M invested in BlackRock ESG Capital Allocation Term Trust in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

7% more funds holding

Funds holding: 74 → 79 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.79% less ownership

Funds ownership: 41.12% → 40.33% (-0.79%)

8% less capital invested

Capital invested by funds: $670M → $616M (-$53.3M)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
26
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAC
Mason & Associates (California)
California
+$5.49M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.45M
3
PCM
Penserra Capital Management
California
+$2.02M
4
Wells Fargo
Wells Fargo
California
+$1.48M
5
LPL Financial
LPL Financial
California
+$1.43M

Top Sellers

1
SCM
Saba Capital Management
New York
-$23.5M
2
Morgan Stanley
Morgan Stanley
New York
-$2.43M
3
UBS Group
UBS Group
Switzerland
-$2.11M
4
Stifel Financial
Stifel Financial
Missouri
-$1.5M
5
Jane Street
Jane Street
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Saba Capital Management
New York
$405M -$23.5M -1,464,467 -5%
Morgan Stanley
2
Morgan Stanley
New York
$33.3M -$2.43M -151,538 -7%
PCM
3
Penserra Capital Management
California
$21M +$2.02M +126,280 +10%
BlackRock
4
BlackRock
New York
$18.9M – – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18.7M +$2.45M +152,844 +14%
Invesco
6
Invesco
Georgia
$16M -$493K -30,774 -3%
Cohen & Steers
7
Cohen & Steers
New York
$12.7M – – –
Bank of America
8
Bank of America
North Carolina
$12M +$50.2K +3,134 +0.4%
AAM
9
Advisors Asset Management
Colorado
$8.93M +$731K +45,612 +9%
Wells Fargo
10
Wells Fargo
California
$8.68M +$1.48M +92,094 +19%
Ameriprise
11
Ameriprise
Minnesota
$8.59M +$683K +42,585 +8%
MAC
12
Mason & Associates (California)
California
$5.27M +$5.49M +342,512 New
FAM
13
Formidable Asset Management
Ohio
$4.85M +$1.11M +69,357 +31%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.63M +$132K +8,255 +4%
LPL Financial
15
LPL Financial
California
$3.59M +$1.43M +89,217 +62%
CC
16
CF Capital
Massachusetts
$3.44M -$982K -61,286 -22%
OC
17
Oppenheimer & Co
New York
$3.22M -$62.2K -3,882 -2%
UBS Group
18
UBS Group
Switzerland
$3.12M -$2.11M -131,812 -39%
AP
19
Americana Partners
Texas
$1.72M -$132K -8,210 -7%
Raymond James Financial
20
Raymond James Financial
Florida
$1.72M +$121K +7,548 +7%
EPW
21
Evolve Private Wealth
California
$1.59M +$1.66M +103,309 New
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$1.51M +$201K +12,538 +15%
FHA
23
Flagship Harbor Advisors
Massachusetts
$1.36M -$94.9K -5,922 -6%
WAM
24
Wolverine Asset Management
Illinois
$1.31M +$1.37M +85,368 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.29M +$240K +14,964 +22%
1
2 3 4

ECAT Hedge Fund Activity: Q4 2025 in Review

79 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BlackRock ESG Capital Allocation Term Trust (ECAT) for Q4 2025, worth a combined $616M — down 8% from $670M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ECAT positions and 14 closed out — a net gain of 5 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was Mason & Associates (California), opening a new position worth an estimated $5.49M. The largest seller was Saba Capital Management, cutting an estimated $23.5M.

  • 79 institutional investors held BlackRock ESG Capital Allocation Term Trust (ECAT) as of Q4 2025, up from 74 in Q3 2025.
  • Funds reported $616M of BlackRock ESG Capital Allocation Term Trust stock for Q4 2025, down 8% quarter-over-quarter.
  • 19 funds opened new BlackRock ESG Capital Allocation Term Trust positions in Q4 2025 and 14 closed out, a net change of +5 holders.
  • The largest BlackRock ESG Capital Allocation Term Trust buyer in Q4 2025 was Mason & Associates (California), an estimated $5.49M added.
  • The largest BlackRock ESG Capital Allocation Term Trust seller in Q4 2025 was Saba Capital Management, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2025.