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BlackRock ESG Capital Allocation Term Trust

84 hedge funds and large institutions have $501M invested in BlackRock ESG Capital Allocation Term Trust in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

6% more funds holding

Funds holding: 7984 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.22% less ownership

Funds ownership: 40.33%37.1% (-3.2%)

19% less capital invested

Capital invested by funds: $616M → $501M (-$115M)

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
32
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$299M -$64.6M -4,314,094 -16%
Morgan Stanley
2
Morgan Stanley
New York
$29.9M +$562K +37,517 +2%
PCM
3
Penserra Capital Management
California
$19.8M +$1.42M +94,638 +7%
BlackRock
4
BlackRock
New York
$16.8M +$74.9K +5,000 +0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.6M +$150K +9,985 +0.8%
Invesco
6
Invesco
Georgia
$14.2M +$69K +4,605 +0.4%
Cohen & Steers
7
Cohen & Steers
New York
$11.8M +$599K +40,000 +5%
Bank of America
8
Bank of America
North Carolina
$10.7M +$59.7K +3,985 +0.5%
AAM
9
Advisors Asset Management
Colorado
$8.79M +$993K +66,265 +11%
Ameriprise
10
Ameriprise
Minnesota
$8.73M +$1.26M +83,912 +15%
FHA
11
Flagship Harbor Advisors
Massachusetts
$7.58M +$7.04M +470,048 +531%
Wells Fargo
12
Wells Fargo
California
$5.32M -$2.59M -173,092 -31%
FAM
13
Formidable Asset Management
Ohio
$4.64M +$94.7K +6,321 +2%
MAC
14
Mason & Associates (California)
California
$4.44M -$154K -10,308 -3%
LPL Financial
15
LPL Financial
California
$3.77M +$662K +44,150 +19%
UBS Group
16
UBS Group
Switzerland
$3.32M +$628K +41,876 +21%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.13M -$79.9K -5,329 -2%
WAM
18
Wolverine Asset Management
Illinois
$3.01M +$2.05M +136,482 +160%
OC
19
Oppenheimer & Co
New York
$2.71M -$148K -9,865 -5%
Raymond James Financial
20
Raymond James Financial
Florida
$2.07M +$609K +40,650 +36%
AP
21
Americana Partners
Texas
$1.47M -$52.5K -3,500 -3%
RA
22
RFG Advisory
Alabama
$1.44M +$689K +45,990 +77%
EPW
23
Evolve Private Wealth
California
$1.4M -$1.12K -75 -0.1%
CC
24
CF Capital
Massachusetts
$1.36M -$1.85M -123,714 -55%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.34M

ECAT Hedge Fund Activity: Q1 2026 in Review

84 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BlackRock ESG Capital Allocation Term Trust (ECAT) for Q1 2026, worth a combined $501M — down 19% from $616M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ECAT positions and 9 closed out — a net gain of 9 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was Flagship Harbor Advisors, adding an estimated $7.04M. The largest seller was Saba Capital Management, cutting an estimated $64.6M.

  • 84 institutional investors held BlackRock ESG Capital Allocation Term Trust (ECAT) as of Q1 2026, up from 79 in Q4 2025.
  • Funds reported $501M of BlackRock ESG Capital Allocation Term Trust stock for Q1 2026, down 19% quarter-over-quarter.
  • 18 funds opened new BlackRock ESG Capital Allocation Term Trust positions in Q1 2026 and 9 closed out, a net change of +9 holders.
  • The largest BlackRock ESG Capital Allocation Term Trust buyer in Q1 2026 was Flagship Harbor Advisors, an estimated $7.04M added.
  • The largest BlackRock ESG Capital Allocation Term Trust seller in Q1 2026 was Saba Capital Management, an estimated $64.6M sold.

Based on aggregated 13F filings for Q1 2026.