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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.

13F holders, Q2 2025

Institutional positions in BlackRock ESG Capital Allocation Term Trust as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
79
+7 vs. Q1 2025
Shares held
43.4M
+539.8K (+1.3%) vs. Q1 2025
Total value
$697.2M
+$21.4M (+3.2%) vs. Q1 2025
New holders
17
23 more added
Sold out
10
21 more reduced

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ECAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 79 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 11 institutionsQ4 2021: 34 institutionsQ1 2022: 36 institutionsQ2 2022: 49 institutionsQ3 2022: 55 institutionsQ4 2022: 71 institutionsQ1 2023: 65 institutionsQ2 2023: 67 institutionsQ3 2023: 76 institutionsQ4 2023: 74 institutionsQ1 2024: 71 institutionsQ2 2024: 63 institutionsQ3 2024: 65 institutionsQ4 2024: 69 institutionsQ1 2025: 72 institutionsQ2 2025: 79 institutionsQ3 2025: 74 institutionsQ4 2025: 79 institutionsQ1 2026: 84 institutionsQ2 2026: 78 institutions
Value heldQ2 2025: $697.2M
Q1 2021: $0Q2 2021: $0Q3 2021: $31.9MQ4 2021: $146.2MQ1 2022: $200.2MQ2 2022: $244.9MQ3 2022: $273.6MQ4 2022: $439.1MQ1 2023: $569.4MQ2 2023: $595.7MQ3 2023: $591.1MQ4 2023: $722.0MQ1 2024: $817.9MQ2 2024: $842.7MQ3 2024: $822.3MQ4 2024: $742.9MQ1 2025: $675.8MQ2 2025: $697.2MQ3 2025: $669.8MQ4 2025: $616.5MQ1 2026: $501.0MQ2 2026: $512.4M
Institutions holding ECAT and their total value by quarter
QuarterHoldersValue
Q2 202678$512.4M
Q1 202684$501.0M
Q4 202579$616.5M
Q3 202574$669.8M
Q2 202579$697.2M
Q1 202572$675.8M
Q4 202469$742.9M
Q3 202465$822.3M
Q2 202463$842.7M
Q1 202471$817.9M
Q4 202374$722.0M
Q3 202376$591.1M
Q2 202367$595.7M
Q1 202365$569.4M
Q4 202271$439.1M
Q3 202255$273.6M
Q2 202249$244.9M
Q1 202236$200.2M
Q4 202134$146.2M
Q3 202111$31.9M
Q2 20210$0
Q1 20210$0

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding BlackRock ESG Capital Allocation Term Trust; share changes are against Q1 2025.

Institutions holding ECAT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Signaturefd, LLC11$1810.00%00.0%Unchanged
JPMorgan Chase & Co31$4980.00%−10,003−99.7%Reduced
Ancora Advisors, LLC100$1.61K0.00%00.0%Unchanged
Assetmark, Inc305$4.90K0.00%00.0%Unchanged
Larson Financial Group LLC433$6.96K0.00%+24+5.9%Added
Allworth Financial LP500$8.03K0.00%+500New
CWM, LLC628$10.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC700$11.2K0.00%+700New
Atticus Wealth Management, LLC1,000$16.1K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC1,000$16.1K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,000$16.1K0.00%+1,000New
Newbridge Financial Services Group, Inc.1,000$16.1K0.00%+1,000New
WPG Advisers, LLC1,340$21.5K0.02%−197−12.8%Reduced
Bryn Mawr Trust Co1,500$24.1K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC1,969$31.6K0.01%−4,300−68.6%Reduced
Geneos Wealth Management Inc.3,155$50.7K0.00%+2,723+630.3%Added
Whittier Trust Co of Nevada Inc3,596$57.7K0.00%00.0%Unchanged
Cornerstone Advisors, LLC4,400$70.7K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC5,250$84.3K0.00%+5,250New
Thurston, Springer, Miller, Herd & Titak, Inc.10,000$160.6K0.02%00.0%Unchanged
Buckley Wealth Management, LLC10,000$160.6K0.05%+10,000New
Millennium Management LLC10,510$168.8K0.00%−3,670−25.9%Reduced
Integrated Wealth Concepts LLC11,153$179.1K0.00%+11,153New
Calton & Associates, Inc.12,543$201.4K0.03%+218+1.8%Added
Private Advisor Group, LLC12,592$202.2K0.00%+436+3.6%Added
Sanctuary Advisors, LLC13,000$208.8K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC14,054$225.7K0.00%00.0%Unchanged
Boreal Capital Management LLC14,657$235.4K0.19%+14,657New
Gibraltar Capital Management, Inc.15,000$240.9K0.05%+15,000New
HighTower Advisors, LLC15,580$250.2K0.00%+15,580New
Fountainhead AM, LLC15,850$254.5K0.04%+750+5.0%Added
Comerica Bank17,318$278.1K0.00%+419+2.5%Added
PFG Investments, LLC18,700$300.3K0.02%+500+2.7%Added
Cetera Investment Advisers21,179$340.1K0.00%+21,179New
Blair William & Co21,871$351.2K0.00%00.0%Unchanged
US Bancorp24,011$385.6K0.00%00.0%Unchanged
Janney Montgomery Scott LLC24,730$397.0K0.00%−1,289−5.0%Reduced
Cambridge Investment Research Advisors, Inc.24,941$401.0K0.00%+11,175+81.2%Added
SeaCrest Wealth Management, LLC25,802$414.4K0.05%+2,089+8.8%Added
CoreCap Advisors, LLC26,872$431.6K0.02%+5,114+23.5%Added
Rockefeller Capital Management L.P.29,685$476.7K0.00%+29,685New
Elequin Capital LP30,360$487.6K0.07%+7,526+33.0%Added
Truist Financial Corp33,541$538.7K0.00%−155−0.5%Reduced
Winebrenner Capital Management LLC36,000$578.2K0.47%00.0%Unchanged
Shaker Financial Services, LLC38,270$614.6K0.22%+38,270New
Beckerman Institutional, LLC38,919$625.0K0.41%−3,326−7.9%Reduced
D.A. Davidson & Co.40,088$643.8K0.00%−400−1.0%Reduced
Dymon Asia Capital (Singapore) Pte. Ltd.41,774$670.9K0.48%+41,774New
Wedbush Securities Inc43,535$699.0K0.02%+11,591+36.3%Added
Change Path, LLC47,329$760.1K0.02%−8,844−15.7%Reduced
Jane Street Group, LLC52,022$835.5K0.00%+30,478+141.5%Added
Commonwealth Equity Services, LLC54,189$870.0K0.00%+1,284+2.4%Added
Golden State Equity Partners54,317$872.3K0.16%+54,317New
Baird Financial Group, Inc.73,752$1.18M0.00%−1,424−1.9%Reduced
D. E. Shaw & Co., Inc.85,917$1.38M0.00%−5,554−6.1%Reduced
Flagship Harbor Advisors, LLC89,551$1.44M0.07%−1,792−2.0%Reduced
Stifel Financial Corp99,019$1.59M0.00%−2,689−2.6%Reduced
Raymond James Financial Inc101,832$1.64M0.00%−40,358−28.4%Reduced
LPL Financial LLC113,379$1.82M0.00%+3,618+3.3%Added
Americana Partners, LLC120,315$1.93M0.07%00.0%Unchanged
Formidable Asset Management, LLC141,730$2.24M0.37%00.0%Unchanged
Polar Asset Management Partners Inc.165,223$2.65M0.07%+165,223New
Advisor Group Holdings, Inc.215,509$3.46M0.01%+4,241+2.0%Added
Oppenheimer & Co Inc296,999$4.77M0.06%+20,676+7.5%Added
Wells Fargo & Company406,568$6.53M0.00%−29,275−6.7%Reduced
Ameriprise Financial Inc452,028$7.26M0.00%+190,270+72.7%Added
Rivernorth Capital Management, LLC487,544$7.83M0.43%−880,129−64.4%Reduced
CF Capital LLC487,619$7.83M9.99%−212,381−30.3%Reduced
Advisors Asset Management, Inc.502,647$8.07M0.14%+39,893+8.6%Added
UBS Group AG517,707$8.31M0.00%−11,120−2.1%Reduced
Bank of America Corp739,424$11.9M0.00%+141,566+23.7%Added
Cohen & Steers, Inc.828,615$13.3M0.02%+47,600+6.1%Added
Sit Investment Associates Inc970,728$15.6M0.33%−297,462−23.5%Reduced
Invesco Ltd.1,069,114$17.2M0.00%−164,562−13.3%Reduced
Penserra Capital Management LLC1,086,882$17.5M0.24%+32,103+3.0%Added
Royal Bank of Canada1,143,031$18.4M0.00%+957,012+514.5%Added
BlackRock, Inc.1,228,545$19.7M0.00%+1,228,545New
Morgan Stanley2,460,045$39.5M0.00%−54,560−2.2%Reduced
Saba Capital Management, L.P.28,605,041$459.4M12.52%00.0%Unchanged
Karpus Management, Inc.0$00.00%−645,959−100.0%Sold out
Ieq Capital, LLC0$00.00%−126,738−100.0%Sold out
Virtu Financial LLC0$00.00%−27,034−100.0%Sold out
Dakota Wealth Management0$00.00%−26,178−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−24,263−100.0%Sold out
Pathstone Holdings, LLC0$00.00%−20,852−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−16,025−100.0%Sold out
IFP Advisors, Inc0$00.00%−2,200−100.0%Sold out
Mather Group, LLC.0$00.00%−2,087−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−473−100.0%Sold out