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.
Q1 2023 vs. Q4 2022
How the institutions holding BlackRock ESG Capital Allocation Term Trust changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 71 | 65 | −6 |
| Shares | 32.7M | 36.5M | +3.78M (+11.6%) |
| Value | $439.1M | $569.4M | +$130.3M (+29.7%) |
New holders (6)
Institutions that held BlackRock ESG Capital Allocation Term Trust at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| SkyView Investment Advisors, LLC | 20,000 | $312.0K | 0.07% |
| Raymond James Financial Services Advisors, Inc. | 17,024 | $265.7K | 0.00% |
| Envestnet Asset Management Inc | 11,619 | $181.4K | 0.00% |
| Clough Capital Partners L P | 10,800 | $168.6K | 0.02% |
| Ancora Advisors, LLC | 100 | $1.56K | 0.00% |
| WealthPLAN Partners, LLC | 99 | $1.54K | 0.00% |
Sold out (12)
Institutions that held BlackRock ESG Capital Allocation Term Trust at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Weiss Asset Management LP | 624,551 | $8.39M |
| Wolverine Asset Management LLC | 390,303 | $5.24M |
| Logan Stone Capital, LLC | 359,944 | $4.83M |
| OTA Financial Group L.P. | 101,556 | $1.36M |
| Jane Street Group, LLC | 79,930 | $1.07M |
| Citadel Advisors LLC | 41,203 | $553.4K |
| Mariner Investment Group LLC | 34,442 | $463.0K |
| Shaker Financial Services, LLC | 30,977 | $416.0K |
| Verdence Capital Advisors LLC | 17,500 | $235.0K |
| Park Avenue Securities LLC | 12,624 | $170.0K |
| CWM, LLC | 10,000 | $134.0K |
| IFP Advisors, Inc | 327 | $7.00K |