Who Owns BlackRock ESG Capital Allocation Term Trust (ECAT)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$4.05051240002e+182T
% of Float Held
—
QoQ Change in Holders
+15 / -3
Price History
ECAT — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Penserra Capital Management LLC | New Position | +1.4M | +$20.0M |
| Mason & Associates Inc | New Position | +343K | +$5.3M |
| Formidable Asset Management, LLC | New Position | +296K | +$4.8M |
| North Ground Capital | New Position | +224K | +$3.4M |
| OPPENHEIMER & CO INC | New Position | +209K | +$3.2M |
| Americana Partners, LLC | New Position | +112K | +$1.7M |
| WOLVERINE ASSET MANAGEMENT LLC | New Position | +85K | +$1.3M |
| Golden State Equity Partners | New Position | +67K | +$1.0M |
| EVOLVE PRIVATE WEALTH, LLC | New Position | +103K | +$1.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +84K | +$1.0M |
| RFG Advisory, LLC | New Position | +60K | +$919K |
| Sanctuary Advisors, LLC | New Position | +57K | +$892K |
| D.A. DAVIDSON & CO. | New Position | +40K | +$622K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | New Position | +39K | +$599K |
| TRUIST FINANCIAL CORP | New Position | +36K | +$551K |
ECAT — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Saba Capital Management, L.P. | Decreased | -1.5M | -$455.5B |
| MORGAN STANLEY | Decreased | -152K | -$38.0B |
| Invesco Ltd. | Decreased | -31K | -$17.6B |
| UBS Group AG | Decreased | -132K | -$5.5B |
| Alpine Global Management, LLC | Decreased | -50K | -$2.5B |
| JANE STREET GROUP, LLC | Decreased | -82K | -$1.6B |
| STIFEL FINANCIAL CORP | Closed Position | -92K | -$1.5B |
| Baird Financial Group, Inc. | Decreased | -959 | -$1.2B |
| CreativeOne Wealth, LLC | Decreased | -470 | -$747.0M |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | Closed Position | -42K | -$685.1M |
| SeaCrest Wealth Management, LLC | Decreased | -85 | -$509.2M |
| US BANCORP \DE\ | Decreased | -1K | -$417.7M |
| Rockefeller Capital Management L.P. | Decreased | -5K | -$294.6M |
| COMERICA BANK | Decreased | -8K | -$289.2M |
| BLAIR WILLIAM & CO/IL | Closed Position | -12K | -$194.7M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Saba Capital Management, L.P. | 26,336,257 | $405.1M | 12.04% | Share |
| 2 | MORGAN STANLEY | 1,582,788 | $24.0M | 0.00% | Share |
| 3 | Penserra Capital Management LLC | 1,364,372 | $20.0M | 0.24% | Share |
| 4 | BlackRock, Inc. | 1,223,545 | $18.0M | 0.00% | Share |
| 5 | ROYAL BANK OF CANADA | 1,075,000 | $16.0M | 0.00% | Share |
| 6 | Invesco Ltd. | 950,969 | $14.6M | 0.00% | Share |
| 7 | COHEN & STEERS, INC. | 828,615 | $12.7M | 0.02% | Share |
| 8 | BANK OF AMERICA CORP /DE/ | 747,296 | $11.0M | 0.00% | Share |
| 9 | AMERIPRISE FINANCIAL INC | 558,674 | $8.0M | 0.00% | Share |
| 10 | Advisors Asset Management, Inc. | 580,695 | $8.0M | 0.13% | Share |
| 11 | MORGAN STANLEY | 514,527 | $7.0M | 0.00% | Share |
| 12 | Mason & Associates Inc | 342,512 | $5.3M | 0.99% | Share |
| 13 | Formidable Asset Management, LLC | 295,548 | $4.8M | 0.71% | Share |
| 14 | WELLS FARGO & COMPANY/MN | 314,206 | $4.0M | 0.00% | Share |
| 15 | North Ground Capital | 223,714 | $3.4M | 1.71% | Share |
| 16 | OPPENHEIMER & CO INC | 209,096 | $3.2M | 0.05% | Share |
| 17 | LPL Financial LLC | 233,497 | $3.0M | 0.00% | Share |
| 18 | WELLS FARGO & COMPANY/MN | 250,379 | $3.0M | 0.00% | Share |
| 19 | OSAIC HOLDINGS, INC. | 217,760 | $3.0M | 0.00% | Share |
| 20 | UBS Group AG | 190,238 | $2.9M | 0.00% | Share |
| 21 | ROYAL BANK OF CANADA | 138,175 | $2.0M | 0.00% | Share |
| 22 | Americana Partners, LLC | 112,105 | $1.7M | 0.05% | Share |
| 23 | Alpine Global Management, LLC | 100,000 | $1.5M | 0.26% | Share |
| 24 | Invesco Ltd. | 90,575 | $1.4M | 0.00% | Share |
| 25 | FLAGSHIP HARBOR ADVISORS, LLC | 88,458 | $1.4M | 0.06% | Share |
| 26 | WOLVERINE ASSET MANAGEMENT LLC | 85,368 | $1.3M | 0.01% | Share |
| 27 | Golden State Equity Partners | 66,505 | $1.0M | 0.16% | Share |
| 28 | Baird Financial Group, Inc. | 69,926 | $1.0M | 0.00% | Share |
| 29 | EVOLVE PRIVATE WEALTH, LLC | 103,309 | $1.0M | 0.06% | Share |
| 30 | D. E. Shaw & Co., Inc. | 98,455 | $1.0M | 0.00% | Share |
| 31 | COMMONWEALTH EQUITY SERVICES, LLC | 84,167 | $1.0M | 0.00% | Share |
| 32 | RAYMOND JAMES FINANCIAL INC | 100,047 | $1.0M | 0.00% | Share |
| 33 | MORGAN STANLEY | 68,392 | $1.0M | 0.00% | Share |
| 34 | RFG Advisory, LLC | 59,815 | $919K | 0.02% | Share |
| 35 | D.A. DAVIDSON & CO. | 40,488 | $622K | 0.00% | Share |
| 36 | WINEBRENNER CAPITAL MANAGEMENT LLC | 39,000 | $599K | 0.40% | Share |
| 37 | TRUIST FINANCIAL CORP | 35,829 | $551K | 0.00% | Share |
| 38 | Beckerman Institutional, LLC | 35,616 | $547K | 0.31% | Share |
| 39 | SeaCrest Wealth Management, LLC | 30,562 | $480K | 0.05% | Share |
| 40 | US BANCORP \DE\ | 24,011 | $369K | 0.00% | Share |
| 41 | PFG Investments, LLC | 20,968 | $322K | 0.02% | Share |
| 42 | Shaker Financial Services, LLC | 19,500 | $299K | 0.09% | Share |
| 43 | Sanctuary Advisors, LLC | 17,845 | $274K | 0.00% | Share |
| 44 | CoreCap Advisors, LLC | 16,053 | $246K | 0.01% | Share |
| 45 | Boreal Capital Management LLC | 14,657 | $240K | 0.19% | Share |
| 46 | Boreal Capital Management LLC | 13,702 | $210K | 0.16% | Share |
| 47 | Sanctuary Advisors, LLC | 13,000 | $208K | 0.00% | Share |
| 48 | Sanctuary Advisors, LLC | 13,000 | $205K | 0.00% | Share |
| 49 | Sanctuary Advisors, LLC | 13,000 | $205K | 0.00% | Share |
| 50 | UBS Group AG | 10,633 | $163K | 0.00% | Share |
ECAT Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 80 | $600.8M | +30 |
| Q3 2025 | 50 | $614.6B | -24 |
| Q2 2025 | 74 | $603.3B | +3 |
| Q1 2025 | 71 | $628.3B | +5 |
| Q4 2024 | 66 | $5.2T | +14 |
| Q3 2024 | 52 | $722.9T | +1 |
| Q2 2024 | 51 | $728.2T | -7 |
| Q1 2024 | 58 | $691.8T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold ECAT (BlackRock ESG Capital Allocation Term Trust). The largest holder is Saba Capital Management, L.P. with $405.1M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own ECAT?
As of Q4 2025, 50 institutional investors report holding ECAT (BlackRock ESG Capital Allocation Term Trust) in their 13F filings.
Who is the largest institutional holder of ECAT?
The largest institutional holder of ECAT is Saba Capital Management, L.P. with $405.1M in shares.
Is institutional ownership of ECAT increasing or decreasing?
This quarter, 15 institutions opened new positions in ECAT and 3 closed their positions.