BDJ icon

BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

210 hedge funds and large institutions have $307M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 16 closing their positions.

Holders
210
Holders Change
+5
Holders Change %
+2.44%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
65
Reduced
60
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$40.3M
2
KIM
2
Karpus Investment Management
New York
$2.49M
3
SFS
3
Shaker Financial Services
Virginia
$3.65M
4
AA
4
AQR Arbitrage
Connecticut
$13.2M
5
GC
5
Guggenheim Capital
Illinois
$15.2M

Top Sellers

1
SWA
1
Stratos Wealth Advisors
Ohio
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.1M
3
LCM
3
Landscape Capital Management
New Jersey
$4.88M
4
SWM
4
Spire Wealth Management
Virginia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.95M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$2.12M 259,575 -341 -0.1%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.95M 238,132 -97,909 -29%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.7M 207,496 -8,920 -4%
PIWA
29
Prevail Innovative Wealth Advisors
Kansas
$1.47M 180,477 +72,497 +67%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.45M 176,996 -4,492 -2%
MOS
31
MGO One Seven
Ohio
$1.4M 171,286 -10,006 -6%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.25M 153,266 -9,002 -6%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$1.24M 152,375 -9,390 -6%
SDAM
34
Shulman DeMeo Asset Management
New York
$1.18M 144,347 -312 -0.2%
CA
35
Claro Advisors
Massachusetts
$1.13M 138,212 -1,399 -1%
Creative Planning
36
Creative Planning
Kansas
$1.07M 131,265 +29,145 +29%
HWAM
37
Hennion & Walsh Asset Management
New Jersey
$1.05M 128,789 +11,446 +10%
SA
38
Sanctuary Advisors
Indiana
$1.01M 126,157 +126,157 New
IWM
39
IHT Wealth Management
Illinois
$1.01M 123,809 -4,300 -3%
DJYG
40
David J. Yvars Group
Florida
$937K 114,820 +858 +0.8%
9WM
41
9258 Wealth Management
Ohio
$934K 114,376 -4,377 -4%
KWA
42
Kingswood Wealth Advisors
California
$934K 114,342 +114,342 New
FSI
43
Flow State Investments
Illinois
$901K 110,244 +25,725 +30%
RJT
44
Raymond James Trust
Florida
$882K 107,965 -12,510 -10%
WA
45
WealthTrust Axiom
Pennsylvania
$870K 106,431 – –
AWS
46
Atria Wealth Solutions
New York
$806K 98,672 -8,181 -8%
FAIM
47
Financial Advocates Investment Management
Washington
$787K 96,389 -300 -0.3%
NS
48
NBC Securities
Alabama
$747K 91,491 -4,231 -4%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$740K 90,531 +3,076 +4%
WAM
50
WNY Asset Management
New York
$719K 88,057 -59,214 -40%
1
2
3 4 5