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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

195 hedge funds and large institutions have $268M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
62
Reduced
58
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$18.2M
2
WAM
2
Wolverine Asset Management
Illinois
$5.22M
3
CA
3
Cornerstone Advisors
North Carolina
$4.06M
4
AA
4
AQR Arbitrage
Connecticut
$3.56M
5
BIG
5
Boothe Investment Group
Delaware
$3.23M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$18.4M
2
CW
2
Cook Wealth
North Carolina
$13.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.5M
4
SI
4
Stephens Inc
Arkansas
$665K
5
SI
5
Saxon Interests
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$1.99M 260,940 +30,707 +13%
CAN
27
Cetera Advisor Networks
California
$1.86M 244,043 +15,088 +7%
AWS
28
Atria Wealth Solutions
New York
$1.8M 236,660 +17,937 +8%
WW
29
Waterfront Wealth
Kansas
$1.74M 243,694 -11,130 -4%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$1.73M 226,677 +226,677 New
DJYG
31
David J. Yvars Group
Florida
$1.49M 196,021 -889 -0.5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.49M 195,237 +5,136 +3%
WAM
33
WNY Asset Management
New York
$1.33M 174,191 +741 +0.4%
GA
34
GraniteShares Advisors
New York
$1.3M 170,556 +6,543 +4%
SWM
35
Spire Wealth Management
Virginia
$1.15M 150,685 +149 +0.1%
CWM
36
Centurion Wealth Management
Virginia
$1.15M 150,685 +149 +0.1%
SDAM
37
Shulman DeMeo Asset Management
New York
$1.11M 146,199 -121 -0.1%
RJT
38
Raymond James Trust
Florida
$977K 128,375 -45,696 -26%
HI
39
Hoey Investments
Pennsylvania
$976K 128,293 -72,830 -36%
9WM
40
9258 Wealth Management
Ohio
$926K 121,656 -1,455 -1%
EC
41
Elequin Capital
New York
$915K 120,247 +91,043 +312%
IA
42
IFP Advisors
Florida
$878K 115,390 -2,404 -2%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$867K 113,994 -5,192 -4%
FSI
44
Flow State Investments
Illinois
$861K 113,160 +113,160 New
IWM
45
IHT Wealth Management
Illinois
$860K 113,009 +56,300 +99%
WA
46
WealthTrust Axiom
Pennsylvania
$844K 110,925 – –
NS
47
NBC Securities
Alabama
$677K 89,025 +89,025 New
KF
48
Krilogy Financial
Missouri
$675K 88,735 -160 -0.2%
SI
49
Stephens Inc
Arkansas
$665K 87,429 -113,295 -56%
HWM
50
HB Wealth Management
Georgia
$627K 82,396 +1,670 +2%
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