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 2024 vs. Q4 2023
How the institutions holding BlackRock ESG Capital Allocation Term Trust changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 74 | 71 | −3 |
| Shares | 44.8M | 47.1M | +2.38M (+5.3%) |
| Value | $722.0M | $817.9M | +$96.0M (+13.3%) |
New holders (7)
Institutions that held BlackRock ESG Capital Allocation Term Trust at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Absolute Investment Advisers LLC | 100,500 | $1.74M | 0.24% |
| Quarry LP | 36,400 | $631.9K | 0.26% |
| Landscape Capital Management, L.L.C. | 31,561 | $547.9K | 0.05% |
| Shaker Financial Services, LLC | 23,400 | $406.2K | 0.16% |
| PFG Investments, LLC | 15,500 | $269.1K | 0.02% |
| Walleye Capital LLC | 13,364 | $232.0K | 0.00% |
| Assetmark, Inc | 305 | $5.29K | 0.00% |
Sold out (10)
Institutions that held BlackRock ESG Capital Allocation Term Trust at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Goldman Sachs Group Inc | 149,496 | $2.41M |
| Apexium Financial, LP | 100,000 | $1.61M |
| Bulldog Investors, LLP | 73,787 | $1.19M |
| 1607 Capital Partners, LLC | 41,449 | $668.6K |
| Creative Planning | 14,250 | $229.9K |
| Jane Street Group, LLC | 13,610 | $219.5K |
| Cape Investment Advisory, Inc. | 6,058 | $97.7K |
| Northwest Financial Advisors | 1,690 | $27.3K |
| Sugarloaf Wealth Management, LLC | 825 | $13.3K |
| Advisory Services Network, LLC | 250 | $4.03K |