ECAT — BLACKROCK ESG CAP ALL TRM TR
As of Q2 2026, 8 SEC-registered investment managers reported holding ECAT (BLACKROCK ESG CAP ALL TRM TR) in their latest 13F filings, with a combined reported value of $95.88M across 6.10M shares. That is +0.7% by share count (+40.07K shares) versus the previous quarter, while reported value moved +16.5%. Ownership is concentrated: the five largest holders account for 95.4% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 added to existing stakes, 3 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ECAT is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 2.16M | $33.97M | 0.00% | Reduce |
| BlackRock Inc history | Q2 2026 | 1.23M | $19.31M | 0.00% | Hold |
| Invesco Ltd history | Q2 2026 | 994.94K | $15.64M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 786.47K | $12.36M | 0.00% | Hold |
| Wells Fargo & Co history | Q2 2026 | 646.89K | $10.17M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 179.85K | $2.83M | 0.00% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 98.45K | $1.55M | 0.00% | Hold |
| Citadel Advisors history | Q4 2022 | 41.20K | $553.36K | 0.00% | Reduce |
| Franklin Resources history | Q1 2026 | 37.14K | $504.32K | 0.00% | New |
| Goldman Sachs Group history | Q1 2026 | 14.58K | $198.02K | 0.00% | New |
| Millennium Management history | Q2 2025 | 10.51K | $168.79K | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 3.00K | $47.16K | 0.00% | Hold |
| JPMorgan Chase & Co history | Q2 2025 | 31 | $498 | 0.00% | Reduce |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- Franklin Resources sold 37.14K sh · $504.32K
- Goldman Sachs Group sold 14.58K sh · $198.02K
Fund Position History — shares by quarter (top 13 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 1.00M | 1.38M | 2.04M | 4.04M | 4.74M | 5.73M | 6.18M | 5.01M | 4.77M | 3.09M | 2.71M | 2.55M | 2.51M | 2.48M | 2.51M | 2.46M | 2.32M | 2.17M | 2.20M | 2.16M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.23M | 1.23M | 1.23M | 1.23M | 1.23M |
| Invesco Ltd | — | — | — | 12.44K | 26.09K | 37.06K | 1.53M | 1.36M | 1.28M | 1.28M | 1.27M | 1.24M | 1.26M | 1.27M | 1.23M | 1.07M | 1.07M | 1.04M | 1.05M | 994.94K |
| Bank of America Corp | 8.50K | 209.37K | 709.34K | 654.62K | 677.64K | 897.96K | 502.22K | 518.06K | 541.40K | 545.08K | 498.07K | 499.13K | 493.14K | 589.87K | 597.86K | 739.42K | 778.78K | 781.91K | 785.90K | 786.47K |
| Wells Fargo & Co | 5.75K | 147.32K | 331.51K | 411.64K | 467.67K | 418.71K | 514.11K | 500.14K | 500.82K | 489.51K | 478.05K | 480.67K | 438.88K | 429.14K | 435.84K | 406.57K | 472.49K | 564.59K | 391.49K | 646.89K |
| UBS Group AG | 46.94K | 440.20K | 282.66K | 398.99K | 420.93K | 479.72K | 696.75K | 678.91K | 802.11K | 722.13K | 657.76K | 631.00K | 625.17K | 553.72K | 528.83K | 517.71K | 334.36K | 202.55K | 244.43K | 179.85K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | 465.72K | 461.26K | 461.26K | 220.01K | 131.62K | 96.37K | 91.47K | 91.47K | 85.92K | 85.92K | 98.45K | 98.45K | 98.45K |
| PNC Financial Services | — | 72.48K | 72.48K | 72.81K | 72.81K | 72.81K | 56.73K | 43.53K | 43.53K | 41.83K | 41.83K | 41.83K | 35.73K | 28.12K | 16.02K | — | 3.00K | 3.00K | 3.00K | 3.00K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | 160.56K | 149.50K | — | — | — | — | — | — | — | — | 14.58K | — |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 37.14K | — |
| Citadel Advisors | — | — | 95.99K | 108.56K | 98.16K | 41.20K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | 24.67K | 97.65K | 125 | 20.23K | 14.23K | 35 | 35 | 35 | 35 | 10.03K | 31 | — | — | — | — |
| Millennium Management | — | — | — | — | — | 97.85K | 76.94K | 65.87K | 139.96K | 54.63K | 118.06K | 89.61K | 44.20K | 14.18K | 14.18K | 10.51K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details