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
↑ +6
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — ECAT

Based on 84 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ECAT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
84 hedge funds hold ECAT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

49 buying33 selling
Last quarter: 49 funds were net buyers (17 opened a brand new position + 32 added to an existing one). Only 33 were sellers (22 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 16 → 19 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 31% medium ■ 29% new
34 out of 84 hedge funds have held ECAT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -8%, value -24%

Value
-24%
Shares
-8%
Last quarter: funds added -8% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~17 new funds/quarter

14 → 17 → 16 → 19 → 17 new funds/Q
New funds entering each quarter: 17 → 16 → 19 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 48% veterans vs 33% newcomers

■ 48% veterans ■ 19% 1-2yr ■ 33% new
Entry-cohort mix of 84 holders: 40 (48%) are 2+ year veterans, 16 entered 1–2 years ago, and 28 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
16 of 84 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q1, 49 hedge funds were net buyers of ECAT (17 opened a new position, 32 added to an existing one), while 33 reduced or exited (22 trimmed, 11 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 24% of total institutional value in ECAT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 84.

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

-- --

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

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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
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ECAT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ECAT?

More buyers than sellers — 60% buying: Last quarter: 49 funds were net buyers (17 opened a brand new position + 32 added to an existing one). Only 33 were sellers (22 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ECAT holders?

Strong quality — 24% AUM from major funds: 16 of 84 holders rank in the top 100 by AUM, accounting for 24% 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?

40% of holders stayed for 2+ years: 34 out of 84 hedge funds have held ECAT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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