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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, Q3 2025

Institutional positions in BlackRock ESG Capital Allocation Term Trust as of Sep 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
74
−5 vs. Q2 2025
Shares held
40.8M
−2.57M (−5.9%) vs. Q2 2025
Total value
$669.8M
−$27.4M (−3.9%) vs. Q2 2025
New holders
14
27 more added
Sold out
19
15 more reduced

Compare with Q2 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 holdersQ3 2025: 74 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 heldQ3 2025: $669.8M
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, Q3 2025

Shares, value and share of portfolio for each institution holding BlackRock ESG Capital Allocation Term Trust; share changes are against Q2 2025.

Institutions holding ECAT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Signaturefd, LLC12$1950.00%+1+9.1%Added
Ancora Advisors, LLC100$1.64K0.00%00.0%Unchanged
Pacifica Partners Inc.157$2.60K0.00%+157New
Parallel Advisors, LLC300$4.92K0.00%+300New
Assetmark, Inc305$5.00K0.00%00.0%Unchanged
Highline Wealth Partners LLC400$6.56K0.00%+400New
Larson Financial Group LLC457$7.49K0.00%+24+5.5%Added
Advisory Services Network, LLC461$7.56K0.00%+461New
Allworth Financial LP500$8.20K0.00%00.0%Unchanged
CWM, LLC628$10.0K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC1,000$16.4K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.1,000$16.4K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.1,072$17.6K0.00%+1,072New
WPG Advisers, LLC1,126$18.5K0.01%−214−16.0%Reduced
Atlantic Union Bankshares Corp1,245$20.4K0.00%+1,245New
Bryn Mawr Trust Co1,500$24.6K0.00%00.0%Unchanged
Keener Financial Planning LLC1,880$30.0K0.01%+1,880New
The PNC Financial Services Group, Inc.3,000$49.2K0.00%+3,000New
Cornerstone Advisors, LLC4,400$72.2K0.00%00.0%Unchanged
Mather Group, LLC.4,587$75.2K0.00%+4,587New
Ameritas Advisory Services, LLC5,250$86.1K0.01%00.0%Unchanged
Ashton Thomas Private Wealth, LLC10,000$164.0K0.00%+10,000New
Cambridge Investment Research Advisors, Inc.10,540$173.0K0.00%−14,401−57.7%Reduced
Integrated Wealth Concepts LLC10,918$179.1K0.00%−235−2.1%Reduced
Blair William & Co11,871$194.7K0.00%−10,000−45.7%Reduced
Sanctuary Advisors, LLC13,000$213.2K0.00%00.0%Unchanged
Pensionmark Financial Group, LLC13,244$217.2K0.00%+13,244New
Steward Partners Investment Advisory, LLC14,054$230.5K0.00%00.0%Unchanged
Boreal Capital Management LLC14,657$240.4K0.19%00.0%Unchanged
Gibraltar Capital Management, Inc.15,000$246.0K0.04%00.0%Unchanged
Colony Group, LLC16,166$265.1K0.00%+16,166New
Comerica Bank17,643$289.3K0.00%+325+1.9%Added
Rockefeller Capital Management L.P.17,964$294.6K0.00%−11,721−39.5%Reduced
PFG Investments, LLC20,450$335.4K0.02%+1,750+9.4%Added
US Bancorp25,491$418.1K0.00%+1,480+6.2%Added
Janney Montgomery Scott LLC25,523$419.0K0.00%+793+3.2%Added
HRT Financial LP25,631$420.0K0.00%+25,631New
CoreCap Advisors, LLC29,514$484.0K0.02%+2,642+9.8%Added
SeaCrest Wealth Management, LLC30,647$509.7K0.05%+4,845+18.8%Added
Truist Financial Corp34,169$560.4K0.00%+628+1.9%Added
Beckerman Institutional, LLC36,816$603.8K0.36%−2,103−5.4%Reduced
Winebrenner Capital Management LLC39,000$639.6K0.46%+3,000+8.3%Added
D.A. Davidson & Co.40,288$660.7K0.00%+200+0.5%Added
Dymon Asia Capital (Singapore) Pte. Ltd.41,774$685.1K0.28%00.0%Unchanged
Envestnet Asset Management Inc45,460$745.5K0.00%+45,460New
Change Path, LLC45,546$747.0K0.02%−1,783−3.8%Reduced
Cetera Investment Advisers48,527$795.8K0.00%+27,348+129.1%Added
Golden State Equity Partners60,545$992.9K0.17%+6,228+11.5%Added
Commonwealth Equity Services, LLC69,203$1.14M0.00%+15,014+27.7%Added
Baird Financial Group, Inc.70,885$1.16M0.00%−2,867−3.9%Reduced
D. E. Shaw & Co., Inc.85,917$1.41M0.00%00.0%Unchanged
Wedbush Securities Inc88,059$1.44M0.05%+44,524+102.3%Added
Stifel Financial Corp91,653$1.50M0.00%−7,366−7.4%Reduced
Flagship Harbor Advisors, LLC94,380$1.55M0.07%+4,829+5.4%Added
Jane Street Group, LLC98,739$1.62M0.00%+46,717+89.8%Added
Raymond James Financial Inc104,327$1.71M0.00%+2,495+2.5%Added
Americana Partners, LLC120,315$1.97M0.06%00.0%Unchanged
LPL Financial LLC144,280$2.37M0.00%+30,901+27.3%Added
Oppenheimer & Co Inc212,978$3.49M0.04%−84,021−28.3%Reduced
Formidable Asset Management, LLC226,191$3.63M0.57%+84,461+59.6%Added
Advisor Group Holdings, Inc.227,593$3.75M0.01%+12,084+5.6%Added
CF Capital LLC285,000$4.67M2.87%−202,619−41.6%Reduced
UBS Group AG334,363$5.48M0.00%−183,344−35.4%Reduced
Wells Fargo & Company472,491$7.75M0.00%+65,923+16.2%Added
Ameriprise Financial Inc516,089$8.46M0.00%+64,061+14.2%Added
Advisors Asset Management, Inc.535,083$8.78M0.15%+32,436+6.5%Added
Bank of America Corp778,779$12.8M0.00%+39,355+5.3%Added
Cohen & Steers, Inc.828,615$13.6M0.02%00.0%Unchanged
Royal Bank of Canada1,060,331$17.4M0.00%−82,700−7.2%Reduced
Invesco Ltd.1,072,318$17.6M0.00%+3,204+0.3%Added
BlackRock, Inc.1,228,545$20.1M0.00%00.0%Unchanged
Penserra Capital Management LLC1,238,092$20.3M0.24%+151,210+13.9%Added
Morgan Stanley2,318,489$38.0M0.00%−141,556−5.8%Reduced
Saba Capital Management, L.P.27,800,724$455.9M15.07%−804,317−2.8%Reduced
Sit Investment Associates Inc0$00.00%−970,728−100.0%Sold out
Rivernorth Capital Management, LLC0$00.00%−487,544−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−165,223−100.0%Sold out
Shaker Financial Services, LLC0$00.00%−38,270−100.0%Sold out
Elequin Capital LP0$00.00%−30,360−100.0%Sold out
Fountainhead AM, LLC0$00.00%−15,850−100.0%Sold out
HighTower Advisors, LLC0$00.00%−15,580−100.0%Sold out
Private Advisor Group, LLC0$00.00%−12,592−100.0%Sold out
Calton & Associates, Inc.0$00.00%−12,543−100.0%Sold out
Millennium Management LLC0$00.00%−10,510−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−10,000−100.0%Sold out
Buckley Wealth Management, LLC0$00.00%−10,000−100.0%Sold out
Whittier Trust Co of Nevada Inc0$00.00%−3,596−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−3,155−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−1,969−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−1,000−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−1,000−100.0%Sold out
McIlrath & Eck, LLC0$00.00%−700−100.0%Sold out
JPMorgan Chase & Co0$00.00%−31−100.0%Sold out