BlackRock ESG Capital Allocation Term Trust
ECAT- Exchange
- NYSE
- SEC CIK
- 0001864843
In the last 90 days, BlackRock ESG Capital Allocation Term Trust insiders filed 1 open-market purchase and 34 sales; 78 institutions reported holding it in 13F filings for Q2 2026, worth $512.4M in total; no superinvestor holds it.
Q3 2022 vs. Q2 2022
How the institutions holding BlackRock ESG Capital Allocation Term Trust changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 49 | 55 | +6 |
| Shares | 17.1M | 21.4M | +4.25M (+24.9%) |
| Value | $244.9M | $273.6M | +$28.7M (+11.7%) |
New holders (10)
Institutions that held BlackRock ESG Capital Allocation Term Trust at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| OTA Financial Group L.P. | 104,741 | $1.34M | 1.15% |
| Flagship Harbor Advisors, LLC | 18,599 | $238.0K | 0.03% |
| Creative Planning | 15,731 | $202.0K | 0.00% |
| D.A. Davidson & Co. | 12,200 | $156.0K | 0.00% |
| CWM, LLC | 10,000 | $128.0K | 0.00% |
| MUFG Americas Holdings Corp | 1,250 | $16.0K | 0.00% |
| Gradient Investments LLC | 1,148 | $15.0K | 0.00% |
| Trust Co of Vermont | 1,000 | $13.0K | 0.00% |
| EverSource Wealth Advisors, LLC | 174 | $2.00K | 0.00% |
| Tower Research Capital LLC (TRC) | 30 | $0 | 0.00% |
Sold out (4)
Institutions that held BlackRock ESG Capital Allocation Term Trust at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Whittier Trust Co | 15,000 | $215.0K |
| Envestnet Asset Management Inc | 12,500 | $179.0K |
| Patriot Financial Group Insurance Agency, LLC | 500 | $7.00K |
| Rockefeller Capital Management L.P. | 78 | $1.00K |