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 2023 vs. Q2 2023
How the institutions holding BlackRock ESG Capital Allocation Term Trust changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 67 | 76 | +9 |
| Shares | 38.0M | 40.0M | +1.95M (+5.1%) |
| Value | $595.7M | $591.1M | −$4.63M (−0.8%) |
New holders (14)
Institutions that held BlackRock ESG Capital Allocation Term Trust at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisor Partners II, LLC | 378,236 | $5.59M | 0.22% |
| Goldman Sachs Group Inc | 160,559 | $2.37M | 0.00% |
| Meteora Capital, LLC | 82,000 | $1.21M | 0.21% |
| Boothbay Fund Management, LLC | 44,302 | $655.2K | 0.02% |
| Susquehanna International Group, LLP | 37,702 | $557.6K | 0.00% |
| Jane Street Group, LLC | 24,601 | $363.8K | 0.00% |
| Brown Brothers Harriman & Co | 23,035 | $340.7K | 0.00% |
| Comerica Bank | 19,656 | $290.7K | 0.00% |
| Fountainhead AM, LLC | 17,120 | $253.2K | 0.09% |
| Carmel Capital Partners, LLC | 16,250 | $240.3K | 0.11% |
| Captrust Financial Advisors | 12,815 | $189.5K | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 12,223 | $181.0K | 0.00% |
| Park Avenue Securities LLC | 10,281 | $152.0K | 0.00% |
| Northwestern Mutual Wealth Management Co | 742 | $11.0K | 0.00% |
Sold out (5)
Institutions that held BlackRock ESG Capital Allocation Term Trust at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Calton & Associates, Inc. | 17,528 | $274.5K |
| Snowden Capital Advisors LLC | 11,500 | $180.1K |
| CWM, LLC | 825 | $13.0K |
| EverSource Wealth Advisors, LLC | 174 | $2.73K |
| WealthPLAN Partners, LLC | 99 | $1.55K |