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 33 sales; 78 institutions reported holding it in 13F filings for Q2 2026, worth $512.4M in total; no superinvestor holds it.
Q1 2025 vs. Q4 2024
How the institutions holding BlackRock ESG Capital Allocation Term Trust changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 69 | 72 | +3 |
| Shares | 45.3M | 42.9M | −2.42M (−5.3%) |
| Value | $742.9M | $675.8M | −$67.1M (−9.0%) |
New holders (12)
Institutions that held BlackRock ESG Capital Allocation Term Trust at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Formidable Asset Management, LLC | 141,730 | $2.24M | 0.37% |
| Ieq Capital, LLC | 126,738 | $2.00M | 0.02% |
| Virtu Financial LLC | 27,034 | $426.0K | 0.02% |
| Susquehanna International Group, LLP | 24,263 | $382.6K | 0.00% |
| SeaCrest Wealth Management, LLC | 23,713 | $374.0K | 0.04% |
| Elequin Capital LP | 22,834 | $360.1K | 0.07% |
| Jane Street Group, LLC | 21,544 | $339.7K | 0.00% |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,000 | $157.7K | 0.03% |
| Cornerstone Advisors, LLC | 4,400 | $69.4K | 0.00% |
| Whittier Trust Co of Nevada Inc | 3,596 | $56.7K | 0.00% |
| Geneos Wealth Management Inc. | 432 | $50.4K | 0.00% |
| CIBC Private Wealth Group, LLC | 1,000 | $14.2K | 0.00% |
Sold out (9)
Institutions that held BlackRock ESG Capital Allocation Term Trust at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Almitas Capital LLC | 331,140 | $5.43M |
| Kovitz Investment Group Partners, LLC | 239,493 | $3.93M |
| Arete Wealth Advisors, LLC | 14,932 | $245.0K |
| Wolverine Asset Management LLC | 12,979 | $212.9K |
| Two Sigma Securities, LLC | 11,838 | $194.1K |
| K2 Principal Fund, L.P. | 11,382 | $186.7K |
| Fifth Third Bancorp | 4,500 | $73.8K |
| Colonial Trust Co | 900 | $14.8K |
| Farther Finance Advisors, LLC | 300 | $4.92K |