ECAT BlackRock ESG Capital Allocation Term Trust

XNYS
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

ECAT — —
Key stats
About
Exchange
XNYS
Market Cap
$1.3B
CIK
0001864843
Homepage
https://www.blackrock.com

BlackRock ESG Capital Allocation Trust is a non-diversified, closed-ended management investment company. The Trust's investment objectives are to provide total return and income through a combination of current income, current gains, and long-term capital appreciation.

Fund profile
Allocation Allocation iShares
Expense ratio
—
Assets
—
Trailing yield
—
Average daily volume
$8.7M
30 sessions
Holdings
—
Listed
—
NYSE

Moves with. US large-cap stocks (38% of its variance, beta 0.87). These factors explain 42% of its daily moves over the last year.

Overlap toolAll Allocation ETFs

Similar funds
FundOverlapFeeAssets1Y
CGBLCapital Group Core Balanced ETF—0.33%$7.9B+5.7%compare
AORiShares Core 60/40 Balanced Allocation ETF—0.15%$3.9B+5.9%compare
AOAiShares Core 80/20 Aggressive Allocation ETF—0.15%$3.4B+9.8%compare
CGCVCapital Group Conservative Equity ETF—0.33%$2.2B+9.5%compare
INCMFranklin Income Focus ETF—0.38%$2.0B+3.9%compare

The largest other funds in the Allocation category.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan---7.71%9.15%1.74%1.34%-0.90%0.72%
Feb---8.76%-2.95%3.69%-0.06%-2.26%-2.07%
Mar--4.13%7.58%0.46%-5.23%-10.19%-0.65%
Apr---11.30%1.31%-7.36%-3.64%6.77%-2.84%
May--3.64%-1.61%8.46%1.21%5.39%3.42%
Jun---3.51%1.42%-1.07%0.75%-0.44%-0.57%
Jul--4.72%2.37%-1.30%0.25%-5.07%0.19%
Aug---4.05%-3.01%1.39%1.48%1.39%-0.56%
Sep0.50%-10.79%-4.70%1.84%0.24%-8.70%-3.60%
Oct-0.69%3.72%-2.99%-4.03%-1.51%-4.17%*-1.61%
Nov-5.14%5.44%7.58%1.45%-2.32%--1.40%
Dec-0.05%-6.74%2.02%-6.77%-3.94%---3.10%
Total-5.37%-28.89%16.07%-2.55%-11.12%-17.93%-8.30%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $13.77
SMA 50: $14.49
SMA 200: $14.96
Current: $13.10
EMA 12: $13.54
EMA 26: $13.89
MACD: -0.3432 | Signal: -0.0421
BEARISH
ADX (14): 44.68
STRONG TREND
+DI: 11.83
−DI: 32.75

Momentum Oscillators

RSI (14): 29.99
OVERSOLD
Stoch %K: 16.51
Stoch %D: 14.89
Williams %R: -95.76

Volume & Volatility

BB Upper: $14.45
BB Lower: $13.09
NEUTRAL
OBV: -4,160,587
Vol SMA 20: 563,598
Vol ROC: -15.65%
ATR: $0.28
True Range: $0.25
HV 20: 19.8%
HV 30: 24.9%
HV 60: 20.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report: ECAT

Executive Summary

Overall Assessment: NEUTRAL (6/10)

Key Drivers:

  • Bullish MACD signal and weak trend regime
  • Neutral RSI reading
  • Moderate volatility and institutional interest signals

Primary Risks:

  • Lack of clear trend direction
  • Volatility can lead to whipsaws
  • No earnings data available for analysis

Recent News Sentiment Impact: NEUTRAL (mixed news headlines with no clear bias)

Technical Analysis

Trend Direction: Medium-term uptrend, short-term consolidation

Support/Resistance Levels:

  • SMA 20 ($15.58) and SMA 50 ($15.41) serve as key support
  • Upper Bollinger Band ($15.96) represents resistance

Momentum Signals:

  • MACD signal (0.13 / Signal: 0.02 / Histogram: 0.11) is bullish
  • RSI reading (63.37) indicates a neutral momentum

Volume Analysis:

  • Volume SMA 20 (466600.90) and OBV (9364790.31) suggest moderate institutional interest
  • Volume Rate of Change (57.11%) indicates increasing volume participation

News & Sentiment Analysis

Recent Headlines Summary: Neutral news headlines with no clear bias

Sentiment Assessment: NEUTRAL (balanced positive and negative sentiment)

Catalyst Identification: No earnings data available for analysis

Market Narrative: Lack of clear trend direction and mixed news sentiment create uncertainty

Risk & Volatility Assessment

Beta Interpretation: Moderate volatility (beta: 0.81) - stock generally follows market

Volatility Regime: Historical volatility levels suggest moderate risk

Options Market Signals: No options data available for analysis

Downside Protection: Support levels and risk management considerations:

  • SMA 20 ($15.58) and SMA 50 ($15.41) serve as key support
  • Risk management: position sizing and stop-loss levels based on historical volatility

Market Context & Positioning

Sector Performance: ECAT's performance is relative to its sector (no specific data available)

Institutional Activity: Moderate institutional interest signals from volume indicators

Correlation Analysis: ECAT has a moderate correlation with the market (R-squared: 0.64)

Relative Valuation: Position within trading range:

  • Support levels and resistance levels define the trading range
  • No clear trend direction or valuation catalysts available

Key Levels & Action Items

Critical Price Levels:

  • SMA 20 ($15.58) and SMA 50 ($15.41) as key support
  • Upper Bollinger Band ($15.96) as resistance

Breakout/Breakdown Levels: No specific levels identified due to lack of clear trend direction

Time-Sensitive Catalysts: No earnings data available for analysis

Risk Management: Position sizing and stop-loss levels based on historical volatility:

  • SMA 20 ($15.58) and SMA 50 ($15.41) serve as key support
  • Risk management: position sizing and stop-loss levels based on historical volatility
Generated
News
All ECAT news →

ECAT Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 0.8778
Alpha: -32.77%
Correlation: 0.6229
R-Squared: 38.8%
Stock Volatility: 18.0%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own ECAT
1 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Rockefeller Capital Management Family office
Rockefeller family
$971K
0.00%
#1714 of 4729+132.1%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

ECAT Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

81 filers32,647,526 shares$512.42M value
# Filer Shares Value % of Total % of Float Period
1 Saba Capital Management, L.P. 17,612,449 $276.87M 54.03% — 2026-06-30
2 Morgan Stanley Custodian 2,161,073 $33.97M 6.63% — 2026-06-30
3 Penserra Capital Management LLC 1,516,889 $23.84M 4.65% — 2026-06-30
4 Royal Bank of Canada Custodian 1,254,166 $19.71M 3.85% — 2026-06-30
5 BlackRock, Inc. Custodian 1,228,545 $19.31M 3.77% — 2026-06-30
6 Invesco Ltd. Custodian 994,942 $15.64M 3.05% — 2026-06-30
7 COHEN & STEERS, INC. 928,615 $14.60M 2.85% — 2026-06-30
8 Ameriprise Financial, Inc. Custodian 813,493 $12.79M 2.50% — 2026-06-30
9 Bank of America Corp Custodian 786,472 $12.36M 2.41% — 2026-06-30
10 Advisors Asset Management, Inc. 701,463 $11.03M 2.15% — 2026-06-30
11 Wells Fargo & Company Custodian 646,887 $10.17M 1.98% — 2026-06-30
12 FLAGSHIP HARBOR ADVISORS, LLC 586,647 $9.22M 1.80% — 2026-06-30
13 Mason & Associates Inc 357,593 $5.62M 1.10% — 2026-06-30
14 LPL Financial LLC Custodian 269,321 $4.23M 0.83% — 2026-06-30
15 Formidable Asset Management, LLC 296,032 $4.02M 0.78% — 2026-06-30
16 OSAIC HOLDINGS, INC. Custodian 255,323 $4.01M 0.78% — 2026-06-30
17 OPPENHEIMER & CO INC 196,335 $3.09M 0.60% — 2026-06-30
18 UBS Group AG Custodian 179,846 $2.83M 0.55% — 2026-06-30
19 Raymond James Financial, Inc. Custodian 152,737 $2.40M 0.47% — 2026-06-30
20 RFG Advisory, LLC 117,195 $1.84M 0.36% — 2026-06-30
21 Americana Partners, LLC 104,534 $1.64M 0.32% — 2026-06-30
22 Jane Street Group, LLC Custodian 102,964 $1.62M 0.32% — 2026-06-30
23 D. E. Shaw & Co., Inc. Custodian 98,455 $1.55M 0.30% — 2026-06-30
24 EVOLVE PRIVATE WEALTH, LLC 93,640 $1.47M 0.29% — 2026-06-30
25 Envestnet Asset Management, Inc. 86,121 $1.35M 0.26% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

ECAT Insider Trading (Form 4)

Latest: 2026-10-19
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-10-19 Saba Capital Management, L.P. 10%+ Owner Sell (S) −24,576 $13.60 -$334.2K EDGAR
2026-10-15 Saba Capital Management, L.P. 10%+ Owner Sell (S) −73,493 $13.82 -$1.02M EDGAR
2026-10-14 Saba Capital Management, L.P. 10%+ Owner Sell (S) −43,625 $14.14 -$617.1K EDGAR
2026-10-13 Saba Capital Management, L.P. 10%+ Owner Sell (S) −47,930 $14.09 -$675.3K EDGAR
2026-10-09 Saba Capital Management, L.P. 10%+ Owner Sell (S) −25,204 $14.10 -$355.4K EDGAR
2026-10-08 Saba Capital Management, L.P. 10%+ Owner Sell (S) −9,252 $14.18 -$131.2K EDGAR
2026-10-05 Saba Capital Management, L.P. 10%+ Owner Sell (S) −3,380 $13.93 -$47.1K EDGAR
2026-10-01 Saba Capital Management, L.P. 10%+ Owner Sell (S) −53,344 $13.99 -$746.3K EDGAR
2026-09-21 Saba Capital Management, L.P. 10%+ Owner Sell (S) −50,072 $14.37 -$719.6K EDGAR
2026-09-17 Saba Capital Management, L.P. 10%+ Owner Sell (S) −100,836 $13.81 -$1.39M EDGAR
2026-09-15 Saba Capital Management, L.P. 10%+ Owner Sell (S) −26,644 $14.59 -$388.7K EDGAR
2026-09-14 Saba Capital Management, L.P. 10%+ Owner Sell (S) −152,342 $15.00 -$2.29M EDGAR
2026-09-10 Saba Capital Management, L.P. 10%+ Owner Sell (S) −102,824 $15.15 -$1.56M EDGAR
2026-09-09 Saba Capital Management, L.P. 10%+ Owner Sell (S) −167,151 $15.29 -$2.56M EDGAR
2026-09-08 Saba Capital Management, L.P. 10%+ Owner Sell (S) −271,939 $15.27 -$4.15M EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

ECAT Insider Holdings

7 insiders · @ $13.10
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Saba Capital Management, L.P. 10%+ Owner 34,025,990 $445.74M $61.74M 193 2026-10-19
2 Boaz Weinstein 10%+ Owner 27,879,035 $365.22M $248.92M 44 2025-09-11
3 BlackRock, Inc. 1,228,545 $16.09M $21.30M 15 2025-03-24
4 Richard M Rieder 141,464 $1.85M $2.82M 10 2026-07-15
5 Russell Jared Koesterich 5,134 $67.3K $0 3 2026-02-03
6 Randy William Berkowitz 659 $8.6K $0 2 2026-02-03
7 Stayce D. Harris Director 60 $786 $1.0K 1 2024-10-29
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
3 ETFs hold ECAT
3 shown · $56.39M total exposure · 3.26% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 CEFS Saba Closed-End Funds ETF Nport 6.10% $25.7M — 2026-05-31
2 YYY Amplify CEF High Income ETF Amplify 3.26% $21.4M $657.2M 2026-10-20
3 PCEF Invesco CEF Income Composite ETF Invesco 1.24% $9.2M — 2026-10-20
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.