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.
Q4 2025 vs. Q3 2025
How the institutions holding BlackRock ESG Capital Allocation Term Trust changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 74 | 79 | +5 |
| Shares | 40.8M | 40.1M | −784.7K (−1.9%) |
| Value | $669.8M | $616.5M | −$53.3M (−8.0%) |
New holders (19)
Institutions that held BlackRock ESG Capital Allocation Term Trust at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mason & Associates Inc | 342,512 | $5.27M | 0.99% |
| Evolve Private Wealth, LLC | 103,309 | $1.59M | 0.09% |
| Wolverine Asset Management LLC | 85,368 | $1.31M | 0.02% |
| RFG Advisory, LLC | 59,815 | $920.0K | 0.02% |
| Marex Group plc | 25,500 | $392.2K | 0.00% |
| Wiley Bros.-Aintree Capital, LLC | 24,461 | $376.2K | 0.00% |
| Shaker Financial Services, LLC | 19,500 | $299.9K | 0.10% |
| Landscape Capital Management, L.L.C. | 15,134 | $232.8K | 0.02% |
| Creative Planning | 13,054 | $200.8K | 0.00% |
| Global Retirement Partners, LLC | 4,240 | $65.2K | 0.00% |
| Tucker Asset Management LLC | 3,459 | $53.2K | 0.02% |
| Triumph Capital Management | 3,450 | $53.1K | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 2,110 | $32.5K | 0.00% |
| Cullen/Frost Bankers, Inc. | 1,000 | $15.4K | 0.00% |
| Capital Analysts, LLC | 641 | $10.0K | 0.00% |
| Comprehensive Financial Planning, Inc. | 500 | $7.69K | 0.01% |
| Root Financial Partners, LLC | 479 | $7.37K | 0.00% |
| MRP Capital Investments, LLC | 100 | $1.54K | 0.00% |
| Jones Financial Companies LLLP | 3 | $46 | 0.00% |
Sold out (14)
Institutions that held BlackRock ESG Capital Allocation Term Trust at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Stifel Financial Corp | 91,653 | $1.50M |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 41,774 | $685.1K |
| Gibraltar Capital Management, Inc. | 15,000 | $246.0K |
| Blair William & Co | 11,871 | $194.7K |
| Integrated Wealth Concepts LLC | 10,918 | $179.1K |
| Ameritas Advisory Services, LLC | 5,250 | $86.1K |
| Mather Group, LLC. | 4,587 | $75.2K |
| Cornerstone Advisors, LLC | 4,400 | $72.2K |
| Keener Financial Planning LLC | 1,880 | $30.0K |
| Atlantic Union Bankshares Corp | 1,245 | $20.4K |
| Newbridge Financial Services Group, Inc. | 1,000 | $16.4K |
| Advisory Services Network, LLC | 461 | $7.56K |
| Parallel Advisors, LLC | 300 | $4.92K |
| Pacifica Partners Inc. | 157 | $2.60K |