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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

191 hedge funds and large institutions have $291M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
53
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$31.5M
2
GA
2
GraniteShares Advisors
New York
$1.42M
3
HI
3
Hoey Investments
Pennsylvania
$2.9M
4
SWM
4
Spire Wealth Management
Virginia
$1.26M
5
LPL Financial
5
LPL Financial
California
$10.2M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$310K
2
Invesco
2
Invesco
Georgia
$14M
3
IA
3
IFP Advisors
Florida
$1.11M
4
AAM
4
Advisors Asset Management
Colorado
$4.47M
5
UBS Group
5
UBS Group
Switzerland
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
DJYG
26
David J. Yvars Group
Florida
$1.7M 197,715 -9,404 -5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.57M 182,146 +27,946 +18%
WAM
28
WNY Asset Management
New York
$1.52M 176,715 -23,085 -12%
GA
29
GraniteShares Advisors
New York
$1.42M 165,758 +165,758 New
SDAM
30
Shulman DeMeo Asset Management
New York
$1.26M 146,827 -955 -0.6%
SWM
31
Spire Wealth Management
Virginia
$1.26M 146,350 +118,796 +431%
CWM
32
Centurion Wealth Management
Virginia
$1.26M 146,350 -495 -0.3%
IA
33
IFP Advisors
Florida
$1.11M 120,914 -163,799 -58%
9WM
34
9258 Wealth Management
Ohio
$1.1M 127,847 -1,541 -1%
RJT
35
Raymond James Trust
Florida
$1.09M 127,240 +2,514 +2%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.06M 123,755 -5,871 -5%
WA
37
WealthTrust Axiom
Pennsylvania
$953K 110,925 – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$860K 100,167 +27,875 +39%
SI
39
Saxon Interests
Texas
$806K 93,867 -25,588 -21%
KF
40
Krilogy Financial
Missouri
$754K 87,735 -659 -0.7%
SFS
41
Shaker Financial Services
Virginia
$749K 87,249 +87,249 New
HWM
42
HB Wealth Management
Georgia
$680K 79,131 +3,361 +4%
ASN
43
Advisory Services Network
Georgia
$666K 77,529 -92 -0.1%
PAG
44
Private Advisor Group
New Jersey
$664K 77,311 -2,149 -3%
SS
45
Sunbelt Securities
Texas
$656K 76,678 – –
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$625K 72,800 -1,673 -2%
KAS
47
Kestra Advisory Services
Texas
$555K 64,632 +3,443 +6%
PVM
48
Palogic Value Management
Texas
$511K 59,500 – –
HWAM
49
Hennion & Walsh Asset Management
New Jersey
$501K 58,291 -985 -2%
FAIM
50
Financial Advocates Investment Management
Washington
$485K 56,516 +19,097 +51%
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