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 2025 vs. Q2 2025
How the institutions holding BlackRock ESG Capital Allocation Term Trust changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 79 | 74 | −5 |
| Shares | 43.4M | 40.8M | −2.57M (−5.9%) |
| Value | $697.2M | $669.8M | −$27.4M (−3.9%) |
New holders (14)
Institutions that held BlackRock ESG Capital Allocation Term Trust at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Envestnet Asset Management Inc | 45,460 | $745.5K | 0.00% |
| HRT Financial LP | 25,631 | $420.0K | 0.00% |
| Colony Group, LLC | 16,166 | $265.1K | 0.00% |
| Pensionmark Financial Group, LLC | 13,244 | $217.2K | 0.00% |
| Ashton Thomas Private Wealth, LLC | 10,000 | $164.0K | 0.00% |
| Mather Group, LLC. | 4,587 | $75.2K | 0.00% |
| The PNC Financial Services Group, Inc. | 3,000 | $49.2K | 0.00% |
| Keener Financial Planning LLC | 1,880 | $30.0K | 0.01% |
| Atlantic Union Bankshares Corp | 1,245 | $20.4K | 0.00% |
| SRS Capital Advisors, Inc. | 1,072 | $17.6K | 0.00% |
| Advisory Services Network, LLC | 461 | $7.56K | 0.00% |
| Highline Wealth Partners LLC | 400 | $6.56K | 0.00% |
| Parallel Advisors, LLC | 300 | $4.92K | 0.00% |
| Pacifica Partners Inc. | 157 | $2.60K | 0.00% |
Sold out (19)
Institutions that held BlackRock ESG Capital Allocation Term Trust at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Sit Investment Associates Inc | 970,728 | $15.6M |
| Rivernorth Capital Management, LLC | 487,544 | $7.83M |
| Polar Asset Management Partners Inc. | 165,223 | $2.65M |
| Shaker Financial Services, LLC | 38,270 | $614.6K |
| Elequin Capital LP | 30,360 | $487.6K |
| Fountainhead AM, LLC | 15,850 | $254.5K |
| HighTower Advisors, LLC | 15,580 | $250.2K |
| Private Advisor Group, LLC | 12,592 | $202.2K |
| Calton & Associates, Inc. | 12,543 | $201.4K |
| Millennium Management LLC | 10,510 | $168.8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,000 | $160.6K |
| Buckley Wealth Management, LLC | 10,000 | $160.6K |
| Whittier Trust Co of Nevada Inc | 3,596 | $57.7K |
| Geneos Wealth Management Inc. | 3,155 | $50.7K |
| Blue Bell Private Wealth Management, LLC | 1,969 | $31.6K |
| Northwestern Mutual Wealth Management Co | 1,000 | $16.1K |
| Atticus Wealth Management, LLC | 1,000 | $16.1K |
| McIlrath & Eck, LLC | 700 | $11.2K |
| JPMorgan Chase & Co | 31 | $498 |