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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

213 hedge funds and large institutions have $274M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 22 closing their positions.

Holders
213
Holders Change
+6
Holders Change %
+2.9%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
54
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$28.7M
2
SFS
2
Shaker Financial Services
Virginia
$4.04M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$4.25M
4
GC
4
Guggenheim Capital
Illinois
$17M
5
WA
5
Waverly Advisors
Alabama
$954K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$33.8M
2
AA
2
AQR Arbitrage
Connecticut
$4.71M
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.75M
5
IAIM
5
International Assets Investment Management
Florida
$305K
Name Market Value Shares Shares
Change 		Shares
Change %
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$1.93M 233,094 +88,995 +62%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.86M 224,372 +22,246 +11%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.46M 176,197 +12,422 +8%
MOS
29
MGO One Seven
Ohio
$1.36M 164,188 -5,170 -3%
SDAM
30
Shulman DeMeo Asset Management
New York
$1.19M 144,254 -28 -0%
IWM
31
IHT Wealth Management
Illinois
$1.07M 129,009 -63,900 -33%
SA
32
Sanctuary Advisors
Indiana
$1.04M 117,925 -1,011 -0.9%
PIWA
33
Prevail Innovative Wealth Advisors
Kansas
$1.03M 124,415 -52,576 -30%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$989K 119,495 -24,701 -17%
KWA
35
Kingswood Wealth Advisors
California
$975K 117,791 -5,667 -5%
WA
36
Waverly Advisors
Alabama
$954K 115,274 +99,976 +654%
SWP
37
Stratos Wealth Partners
Ohio
$940K 113,500 +2,859 +3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$929K 112,188 +17,658 +19%
CWM
39
Centurion Wealth Management
Virginia
$920K 111,105 -22,249 -17%
WA
40
WealthTrust Axiom
Pennsylvania
$871K 105,153 – –
FAIM
41
Financial Advocates Investment Management
Washington
$804K 97,051 +263 +0.3%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$771K 93,066 +4,563 +5%
DJYG
43
David J. Yvars Group
Florida
$760K 91,696 -21,586 -19%
ATS
44
Ashton Thomas Securities
New York
$629K 76,026 +1,150 +2%
KAS
45
Kestra Advisory Services
Texas
$573K 69,242 +26,705 +63%
OFS
46
OMC Financial Services
New York
$562K 67,880 -1,000 -1%
AWS
47
Atria Wealth Solutions
New York
$547K 66,028 +974 +1%
SG
48
StoneX Group
New York
$539K 65,154 +65,154 New
TSWM
49
Tyler-Stone Wealth Management
Ohio
$536K 64,730 +1,256 +2%
FFA
50
Farther Finance Advisors
California
$509K 61,452 – –
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