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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

169 hedge funds and large institutions have $298M invested in BlackRock Enhanced Equity Dividend Trust in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-5
Holders Change %
-2.87%
% of All Funds
2.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
49
Reduced
59
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$13M
2
Morgan Stanley
2
Morgan Stanley
New York
$30.5M
3
SWA
3
Stratos Wealth Advisors
Ohio
$2.46M
4
SFS
4
Shaker Financial Services
Virginia
$2.43M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$848K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$28M
2
1CP
2
1607 Capital Partners
Virginia
$84K
3
Bank of America
3
Bank of America
North Carolina
$5.21M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$23M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$2.03M -$477K -45,308 -19%
SI
27
Stephens Inc
Arkansas
$1.83M +$57.3K +5,660 +3%
RJT
28
Raymond James Trust
Florida
$1.78M +$74.4K +7,347 +4%
CAN
29
Cetera Advisor Networks
California
$1.66M +$126K +12,463 +8%
SDAM
30
Shulman DeMeo Asset Management
New York
$1.64M -$7.76K -766 -0.5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.5M +$76.4K +7,543 +5%
9WM
32
9258 Wealth Management
Ohio
$1.48M -$4.03K -398 -0.3%
APW
33
Aurora Private Wealth
New Jersey
$1.28M +$20.1K +1,980 +2%
WA
34
WealthTrust Axiom
Pennsylvania
$1.18M +$83.2K +8,222 +8%
HI
35
Hoey Investments
Pennsylvania
$1.18M +$216K +21,314 +22%
KAS
36
Kestra Advisory Services
Texas
$1.12M -$21.7K -2,141 -2%
WMA
37
Wealth Management Associates
New Jersey
$1.08M -$168K -16,614 -13%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$967K -$12.6K -1,246 -1%
SWP
39
Stratos Wealth Partners
Ohio
$959K -$10.1K -1,001 -1%
COLIM
40
City of London Investment Management
United Kingdom
$884K -$81K -8,000 -8%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$848K +$551K +54,466 +186%
ASN
42
Advisory Services Network
Georgia
$791K +$12K +1,186 +2%
HB
43
Homrich & Berg
Georgia
$714K -$5.3K -523 -0.7%
BWA
44
BDO Wealth Advisors
Florida
$685K -$39.5K -3,895 -5%
Truist Financial
45
Truist Financial
North Carolina
$671K +$197K +19,422 +42%
Creative Planning
46
Creative Planning
Kansas
$650K +$201K +19,873 +45%
IWM
47
IHT Wealth Management
Illinois
$569K -$4.96K -490 -0.9%
EM
48
ELCO Management
New York
$562K -$20.3K -2,000 -3%
RBC
49
Roble Belko & Company
Pennsylvania
$547K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$533K +$288K +28,430 +118%
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