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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

201 hedge funds and large institutions have $280M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 53 reducing their positions, and 21 closing their positions.

Holders
201
Holders Change
-4
Holders Change %
-1.95%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
73
Reduced
53
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$3.45M
2
SFS
2
Shaker Financial Services
Virginia
$5.58M
3
Raymond James Financial
3
Raymond James Financial
Florida
$35.4M
4
LPL Financial
4
LPL Financial
California
$14.5M
5
Invesco
5
Invesco
Georgia
$20.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$22.7M
2
KIM
2
Karpus Investment Management
New York
$1.11M
3
CW
3
Cook Wealth
North Carolina
$0
4
AA
4
AQR Arbitrage
Connecticut
$0
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$1.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$35.4M 3,980,743 +338,684 +9%
Morgan Stanley
2
Morgan Stanley
New York
$30.4M 3,418,226 -46,437 -1%
Wells Fargo
3
Wells Fargo
California
$22.7M 2,549,218 -750,568 -23%
Invesco
4
Invesco
Georgia
$20.6M 2,312,750 +122,923 +6%
GC
5
Guggenheim Capital
Illinois
$18.6M 2,093,323 +49,148 +2%
LPL Financial
6
LPL Financial
California
$14.5M 1,634,779 +251,000 +18%
Stifel Financial
7
Stifel Financial
Missouri
$9.81M 1,103,771 -9,823 -0.9%
AAM
8
Advisors Asset Management
Colorado
$9.29M 1,045,061 -29,172 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.46M 838,645 -16,765 -2%
WW
10
Waterfront Wealth
Kansas
$6.14M 690,657 +46,150 +7%
UBS Group
11
UBS Group
Switzerland
$5.93M 667,399 -111,950 -14%
Bank of America
12
Bank of America
North Carolina
$5.63M 632,952 +82,327 +15%
SFS
13
Shaker Financial Services
Virginia
$5.58M 627,929 +352,617 +128%
PCM
14
Penserra Capital Management
California
$5.46M 614,307 +18,154 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.36M 602,737 +17,434 +3%
BIG
16
Boothe Investment Group
Delaware
$4.28M 480,964 +5,959 +1%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$3.89M 437,874 +393 +0.1%
Cerity Partners
18
Cerity Partners
New York
$3.45M 388,646 +388,646 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$3.14M 352,754 +50,012 +17%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$2.82M 316,690 +26,734 +9%
Ameriprise
21
Ameriprise
Minnesota
$2.61M 293,705 -17,850 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.5M 299,032 -48,288 -14%
SPIA
23
Steward Partners Investment Advisory
New York
$2.44M 274,704 +20,610 +8%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$2.36M 265,090 +617 +0.2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.8M 202,400 -983 -0.5%
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