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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

205 hedge funds and large institutions have $276M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-8
Holders Change %
-3.76%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
67
Reduced
57
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$5.13M
2
Wells Fargo
Wells Fargo
California
+$1.67M
3
Raymond James Financial
Raymond James Financial
Florida
+$1.47M
4
Citadel Advisors
Citadel Advisors
Florida
+$891K
5
Osaic Holdings
Osaic Holdings
Arizona
+$772K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.36M
2
AA
AQR Arbitrage
Connecticut
-$3.56M
3
SFS
Shaker Financial Services
Virginia
-$1.83M
4
CW
Cook Wealth
North Carolina
-$1.17M
5
UBS Group
UBS Group
Switzerland
-$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$2.19M -$15.9K -1,851 -0.7%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.75M -$181K -20,989 -9%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.52M +$5.27K +612 +0.3%
AA
29
AQR Arbitrage
Connecticut
$1.33M -$3.56M -413,899 -73%
PIWA
30
Prevail Innovative Wealth Advisors
Kansas
$1.28M +$212K +24,624 +20%
SDAM
31
Shulman DeMeo Asset Management
New York
$1.22M -$22.9K -2,661 -2%
IWM
32
IHT Wealth Management
Illinois
$1.11M +$1.49K +173 +0.1%
KWA
33
Kingswood Wealth Advisors
California
$1.01M – – –
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$993K -$34.8K -4,044 -3%
WA
35
Waverly Advisors
Alabama
$973K -$18.8K -2,183 -2%
MOS
36
MGO One Seven
Ohio
$960K -$452K -52,582 -32%
CWM
37
Centurion Wealth Management
Virginia
$920K – – –
WA
38
WealthTrust Axiom
Pennsylvania
$902K -$2.39K -278 -0.3%
Citadel Advisors
39
Citadel Advisors
Florida
$891K +$891K +103,634 New
MWM
40
MGB Wealth Management
Texas
$808K +$404K +47,869 +100%
DJYG
41
David J. Yvars Group
Florida
$798K +$8.01K +930 +1%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$764K -$36.2K -4,210 -5%
FAIM
43
Financial Advocates Investment Management
Washington
$664K -$171K -19,876 -20%
ATS
44
Ashton Thomas Securities
New York
$654K – – –
OFS
45
OMC Financial Services
New York
$584K – – –
TSWM
46
Tyler-Stone Wealth Management
Ohio
$568K +$11.6K +1,354 +2%
AWS
47
Atria Wealth Solutions
New York
$548K -$19.7K -2,294 -3%
FFA
48
Farther Finance Advisors
California
$545K +$14.8K +1,716 +3%
KAS
49
Kestra Advisory Services
Texas
$536K -$59.5K -6,920 -10%
SC
50
Stolper & Co
Oklahoma
$532K +$5.97K +694 +1%
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