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BlackRock Enhanced Equity Dividend Trust

217 hedge funds and large institutions have $267M invested in BlackRock Enhanced Equity Dividend Trust in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

7% more funds holding

Funds holding: 203217 (+14)

0.16% less ownership

Funds ownership: 16.73%16.57% (-0.16%)

10% less capital invested

Capital invested by funds: $296M → $267M (-$29.3M)

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
66
Reduced
48
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
26
Capital Investment Advisory Services
North Carolina
$1.25M +$1.35M +144,511 New
WAM
27
Wolverine Asset Management
Illinois
$1.25M +$1.35M +144,501 New
NA
28
NewEdge Advisors
Louisiana
$1.13M +$26.2K +2,811 +2%
P
29
&Partners
Tennessee
$1.13M +$276K +29,585 +29%
SDAM
30
Shulman DeMeo Asset Management
New York
$1.12M -$54.1K -5,798 -4%
WA
31
Waverly Advisors
Alabama
$1.11M +$194K +20,806 +19%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.03M -$15.1K -1,617 -1%
KAS
33
Kestra Advisory Services
Texas
$1M +$548K +58,660 +102%
IWM
34
IHT Wealth Management
Illinois
$989K -$47.2K -5,055 -4%
CWM
35
Centurion Wealth Management
Virginia
$977K +$924 +99 +0.1%
KWA
36
Kingswood Wealth Advisors
California
$973K +$18.1K +1,934 +2%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$864K +$24.1K +2,586 +3%
WA
38
WealthTrust Axiom
Pennsylvania
$838K
DJYG
39
David J. Yvars Group
Florida
$826K +$7.84K +840 +0.9%
PFO
40
PMG Family Office
Texas
$797K +$16.8K +1,796 +2%
FFA
41
Farther Finance Advisors
California
$758K
SA
42
Sanctuary Advisors
Indiana
$719K
SC
43
Stolper & Co
Oklahoma
$709K -$317 -34 -0.1%
PAS
44
Park Avenue Securities
New York
$698K +$17.2K +1,844 +2%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$632K -$241K -25,865 -26%
KA
46
Kovack Advisors
Florida
$630K +$10.1K +1,080 +2%
SWP
47
Stratos Wealth Partners
Ohio
$590K +$213K +22,799 +50%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$584K -$363K -38,859 -36%
OFS
49
OMC Financial Services
New York
$574K
RFC
50
Regions Financial Corp
Alabama
$560K