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.
Q2 2024 vs. Q1 2024
How the institutions holding BlackRock ESG Capital Allocation Term Trust changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 71 | 63 | −8 |
| Shares | 47.1M | 48.1M | +925.4K (+2.0%) |
| Value | $817.9M | $842.7M | +$24.8M (+3.0%) |
New holders (5)
Institutions that held BlackRock ESG Capital Allocation Term Trust at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sanctuary Advisors, LLC | 362,366 | $5.87M | 0.04% |
| Atlas Wealth LLC | 159,770 | $2.83M | 0.44% |
| Wiley Bros.-Aintree Capital, LLC | 10,353 | $181.6K | 0.01% |
| Whittier Trust Co | 7,500 | $131.5K | 0.00% |
| Atticus Wealth Management, LLC | 1,000 | $17.5K | 0.01% |
Sold out (13)
Institutions that held BlackRock ESG Capital Allocation Term Trust at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Relative Value Partners Group, LLC | 508,615 | $8.34M |
| Private Management Group Inc | 211,626 | $3.67M |
| Qube Research & Technologies Ltd | 122,155 | $2.12M |
| City of London Investment Management Co Ltd | 90,000 | $1.56M |
| Landscape Capital Management, L.L.C. | 31,561 | $547.9K |
| Shaker Financial Services, LLC | 23,400 | $406.2K |
| Brown Brothers Harriman & Co | 23,035 | $399.9K |
| Virtu Financial LLC | 19,583 | $340.0K |
| Walleye Capital LLC | 13,364 | $232.0K |
| Carolinas Wealth Consulting LLC | 4,911 | $85.3K |
| First Manhattan Co | 1,069 | $18.6K |
| JFS Wealth Advisors, LLC | 500 | $8.68K |
| BFSG, LLC | 490 | $8.51K |