Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock Esg Cap Allc Term (ECAT)

79 + Investors. Track Smart Money conviction in ECAT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — ECAT

Based on 79 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ECAT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
79 funds currently hold this stock — 94% of the 3.0-year high of 84 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ECAT is almost the same as a year ago (+2 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

45 buying38 selling
Last quarter: 45 funds bought or added vs 38 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 20 → 17 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 39% long-term, 30% new

■ 39% conviction (2yr+) ■ 30% medium ■ 30% new
Of the 79 current holders: 31 (39%) held >2 years, 24 held 1–2 years, and 24 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

17 → 16 → 20 → 17 → 11 new funds/Q
New funds entering each quarter: 16 → 20 → 17 → 11. ECAT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 46% veterans vs 35% newcomers

■ 46% veterans ■ 19% 1-2yr ■ 35% new
Entry-cohort mix of 79 holders: 36 (46%) are 2+ year veterans, 15 entered 1–2 years ago, and 28 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
14 of 79 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ECAT

In 2026 Q2, 45 hedge funds were net buyers of ECAT (11 opened a new position, 34 added to an existing one), while 38 reduced or exited (22 trimmed, 16 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 29% of total institutional value in ECAT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 79.

Hedge Fund Ownership: ECAT

How many hedge funds hold ECAT — quarterly history vs. share price
Quarterly hedge fund ownership of ECAT vs. share price

Market Analysis: ECAT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ECAT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: ECAT
2026 Q3 Stats Unlock in 41 days 79 + Investors

Track Smart Money conviction in ECAT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 79 84 -5.95%
13F Shares 33M 37M -11.41%
Total Value $473M $468M 1.03%
New Positions 11 17 -6
Increased Positions 34 32 +2
Closed Positions 16 11 +5
Reduced Positions 22 22 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ECAT

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Institutional Holders (2026 Q2)

79 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ECAT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ECAT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Saba Capital Management, L.P. 7.10% 17,612,449 $276.9M
2 Mason & Associates Inc 0.91% 357,593 $5.6M
3 Formidable Asset Management, LLC 0.64% 296,032 $4.0M
4 North Ground Capital 0.53% 28,000 $440K
5 Winebrenner Capital Management LLC 0.53% 55,000 $865K
6 Flagship Harbor Advisors, LLC 0.35% 586,647 $9.2M
7 Beckerman Institutional, LLC 0.26% 34,099 $536K
8 Advisors Asset Management, Inc. 0.17% 701,463 $11.0M
9 Wealth Effects LLC 0.16% 37,577 $591K
10 Evolve Private Wealth, LLC 0.09% 93,640 $1.5M
11 Aviance Capital Partners, LLC 0.07% 43,269 $680K
12 SeaCrest Wealth Management, LLC 0.07% 40,000 $629K
13 Alpine Global Management, LLC 0.06% 21,848 $343K
14 Americana Partners, LLC 0.04% 104,534 $1.6M
15 Oppenheimer & Co Inc 0.03% 196,335 $3.1M
16 RFG Advisory, LLC 0.03% 117,195 $1.8M
17 Pinnacle Bancorp, Inc. 0.03% 6,820 $107K
18 Pasadena Private Wealth, LLC 0.02% 12,221 $192K
19 XP Advisory US, Inc. 0.02% 1,950 $31K
20 PFG Investments, LLC 0.01% 24,223 $381K
21 CreativeOne Wealth, LLC 0.01% 38,700 $608K
22 CoreCap Advisors, LLC 0.01% 25,306 $398K
23 WPG Advisers, LLC 0.01% 904 $14K
24 Triumph Capital Management 0.01% 2,725 $43K
25 XTX Topco Ltd 0.01% 34,302 $539K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Blackrock Esg Cap Allc Term (ECAT)

What does the Smart Money Trend signal show for ECAT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ECAT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ECAT?

Slight buying edge — 54% buying: Last quarter: 45 funds bought or added vs 38 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ECAT holders?

Strong quality — 29% AUM from major funds: 14 of 79 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ECAT?

Mixed — 39% long-term, 30% new: Of the 79 current holders: 31 (39%) held >2 years, 24 held 1–2 years, and 24 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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