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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

186 hedge funds and large institutions have $310M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
58
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.5M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$3.95M
3
UBS Group
3
UBS Group
Switzerland
$7.06M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.7M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.28M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$6.62M
3
Invesco
3
Invesco
Georgia
$18.4M
4
SWM
4
Spire Wealth Management
Virginia
$1.32M
5
CW
5
Cook Wealth
North Carolina
$38.3M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
26
Hoey Investments
Pennsylvania
$1.82M 205,641 +5,900 +3%
DJYG
27
David J. Yvars Group
Florida
$1.81M 201,580 +3,944 +2%
CAN
28
Cetera Advisor Networks
California
$1.67M 189,367 +8,571 +5%
WAM
29
WNY Asset Management
New York
$1.56M 177,200 +49,150 +38%
SDAM
30
Shulman DeMeo Asset Management
New York
$1.33M 150,767 -1,402 -0.9%
SWM
31
Spire Wealth Management
Virginia
$1.32M 148,993 -144,965 -49%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.28M 141,562 +50,633 +56%
9WM
33
9258 Wealth Management
Ohio
$1.27M 143,899 -6,296 -4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.26M 142,821 -7,831 -5%
SI
35
Saxon Interests
Texas
$1.03M 116,210 -1,015 -0.9%
RJT
36
Raymond James Trust
Florida
$1.01M 114,670 +10,572 +10%
WA
37
WealthTrust Axiom
Pennsylvania
$996K 112,844 – –
SWP
38
Stratos Wealth Partners
Ohio
$955K 108,138 +5,677 +6%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$910K 103,165 -2,829 -3%
SS
40
Sunbelt Securities
Texas
$677K 76,678 – –
HWM
41
HB Wealth Management
Georgia
$642K 72,701 +2,031 +3%
ASN
42
Advisory Services Network
Georgia
$635K 71,899 +368 +0.5%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$608K 68,882 +2,306 +3%
KAS
44
Kestra Advisory Services
Texas
$594K 67,324 -11,987 -15%
BWA
45
BDO Wealth Advisors
Florida
$587K 66,476 – –
EM
46
ELCO Management
New York
$499K 56,500 -700 -1%
IWM
47
IHT Wealth Management
Illinois
$494K 55,909 – –
BRWA
48
B. Riley Wealth Advisors
Florida
$490K 55,451 -878 -2%
Truist Financial
49
Truist Financial
North Carolina
$487K 55,151 -40,782 -43%
RBC
50
Roble Belko & Company
Pennsylvania
$477K 53,998 – –
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