Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKROCK ESG CAP ALLC TERM (ECAT)

75 + 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
57%

Smart Money Signals — ECAT

Based on 75 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
75 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 — +14% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

43 buying33 selling
Last quarter: 43 funds bought or added vs 33 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.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 16 → 15 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 31% new

■ 37% conviction (2yr+) ■ 32% medium ■ 31% new
Of the 75 current holders: 28 (37%) held >2 years, 24 held 1–2 years, and 23 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.
📈

Growing discovery — still being found

11 → 12 → 16 → 15 → 18 new funds/Q
New funds entering each quarter: 12 → 16 → 15 → 18. A growing number of institutions are discovering ECAT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 15% 1-2yr ■ 37% new
Of 75 current holders: 36 (48%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
11 of 75 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: ECAT
2026 Q1 Stats Unlock in 11 days 75 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 75 70 7.14%
13F Shares 40M 41M -1.93%
Total Value $617M $670M -7.99%
New Positions 18 15 +3
Increased Positions 25 24 +1
Closed Positions 13 19 -6
Reduced Positions 20 15 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ECAT

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

75 + investors

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

Top 25 institutional holders of ECAT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mason & Associates Inc 0.86% 332,204 $4.4M
2 Formidable Asset Management, LLC 0.72% 301,869 $4.6M
3 WINEBRENNER CAPITAL MANAGEMENT LLC 0.38% 44,000 $598K
4 FLAGSHIP HARBOR ADVISORS, LLC 0.33% 558,506 $7.6M
5 Beckerman Institutional, LLC 0.25% 34,589 $470K
6 WEALTH EFFECTS LLC 0.18% 38,310 $520K
7 EVOLVE PRIVATE WEALTH, LLC 0.07% 103,234 $1.4M
8 Ascentis Independent Advisors 0.07% 72,226 $981K
9 Aviance Capital Partners, LLC 0.06% 40,697 $553K
10 SeaCrest Wealth Management, LLC 0.04% 29,714 $404K
11 OPPENHEIMER & CO INC 0.03% 199,231 $2.7M
12 WOLVERINE ASSET MANAGEMENT LLC 0.03% 221,850 $3.0M
13 RFG Advisory, LLC 0.03% 105,805 $1.4M
14 WEDBUSH SECURITIES INC 0.02% 48,909 —
15 Walkner Condon Financial Advisors LLC 0.02% 10,669 $145K
16 Gryphon Financial Partners LLC 0.02% 11,250 $153K
17 PFG Investments, LLC 0.02% 24,027 $326K
18 WPG Advisers, LLC 0.01% 908 $12K
19 Prospera Financial Services Inc 0.01% 25,757 $350K
20 Comprehensive Financial Planning, Inc./PA 0.00% 500 $7K
21 D.A. DAVIDSON & CO. 0.00% 40,200 $546K
22 CoreCap Advisors, LLC 0.00% 6,920 $94K
23 Wilmington Savings Fund Society, FSB 0.00% 9,000 $122K
24 World Investment Advisors 0.00% 10,518 $143K
25 Sanctuary Advisors, LLC 0.00% 24,036 $326K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 57% buying: Last quarter: 43 funds bought or added vs 33 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?

Smaller funds dominant — 17% AUM from top-100: 11 of 75 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ECAT?

Mixed — 37% long-term, 31% new: Of the 75 current holders: 28 (37%) held >2 years, 24 held 1–2 years, and 23 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.