BDJ icon

BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

205 hedge funds and large institutions have $312M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-5
Holders Change %
-2.38%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
67
Reduced
58
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
AQR Arbitrage
Connecticut
$11.7M
2
WW
Waterfront Wealth
Kansas
$4.32M
3
CA
Cornerstone Advisors
North Carolina
$12.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.79M
5
AAM
Advisors Asset Management
Colorado
$7.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$37.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$13M
3
SFS
Shaker Financial Services
Virginia
$1.83M
4
CW
Cook Wealth
North Carolina
$8.38M
5
WAM
Wolverine Asset Management
Illinois
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$1.92M -$297K -36,000 -13%
SFS
27
Shaker Financial Services
Virginia
$1.83M -$2.02M -245,102 -52%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.79M +$1.65M +199,689 +1,194%
CAN
29
Cetera Advisor Networks
California
$1.51M -$11.1K -1,343 -0.7%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.5M -$341K -41,303 -19%
MOS
31
MGO One Seven
Ohio
$1.5M +$19K +2,301 +1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.34M -$4.13K -500 -0.3%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$1.33M -$97.5K -11,818 -7%
SWM
34
Spire Wealth Management
Virginia
$1.32M -$10.3K -1,247 -0.8%
CWM
35
Centurion Wealth Management
Virginia
$1.27M +$31.7K +3,840 +3%
WAM
36
WNY Asset Management
New York
$1.21M -$222K -26,920 -15%
SDAM
37
Shulman DeMeo Asset Management
New York
$1.19M -$12.2K -1,481 -1%
CA
38
Claro Advisors
Massachusetts
$1.15M -$32.9K -3,983 -3%
IWM
39
IHT Wealth Management
Illinois
$1.06M +$119K +14,400 +13%
RJT
40
Raymond James Trust
Florida
$994K -$84.1K -10,196 -8%
9WM
41
9258 Wealth Management
Ohio
$980K +$594 +72 +0.1%
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$968K +$253K +30,628 +35%
DJYG
43
David J. Yvars Group
Florida
$941K +$7K +848 +0.7%
PIWA
44
Prevail Innovative Wealth Advisors
Kansas
$891K +$891K +107,980 New
AWS
45
Atria Wealth Solutions
New York
$882K -$196K -23,731 -18%
WA
46
WealthTrust Axiom
Pennsylvania
$878K -$26.5K -3,216 -3%
Creative Planning
47
Creative Planning
Kansas
$842K +$531K +64,366 +170%
FAIM
48
Financial Advocates Investment Management
Washington
$798K +$98.4K +11,928 +14%
NS
49
NBC Securities
Alabama
$789K -$28.5K -3,452 -3%
SI
50
Saxon Interests
Texas
$732K +$248 +30 +0%
1
2
3 4 5