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BlackRock Enhanced Equity Dividend Trust
BDJ

206 hedge funds and large institutions have $283M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 54

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

2% more capital invested

Capital invested by funds: $277M → $283M (+$6.34M)

0% less funds holding

Funds holding: 207 → 206 (-1)

0.67% less ownership

Funds ownership: 17.77% → 17.1% (-0.67%)

Holders
206
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
77
Reduced
54
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$3.27M
2
SFS
Shaker Financial Services
Virginia
+$2.96M
3
Raymond James Financial
Raymond James Financial
Florida
+$2.85M
4
LPL Financial
LPL Financial
California
+$2.11M
5
Invesco
Invesco
Georgia
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$6.31M
2
KIM
Karpus Investment Management
New York
-$4.08M
3
AA
AQR Arbitrage
Connecticut
-$1.33M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.01M
5
UBS Group
UBS Group
Switzerland
-$941K
Name Holding Trade Value Shares
Change 		Change in
Stake
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$1.45M -$1.01M -119,638 -42%
PIWA
27
Prevail Innovative Wealth Advisors
Kansas
$1.43M +$103K +12,218 +8%
SDAM
28
Shulman DeMeo Asset Management
New York
$1.22M -$38.1K -4,531 -3%
IWM
29
IHT Wealth Management
Illinois
$1.13M -$13.2K -1,567 -1%
KIM
30
Karpus Investment Management
New York
$1.11M -$4.08M -485,251 -79%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.1M -$441K -52,524 -30%
KWA
32
Kingswood Wealth Advisors
California
$1.05M – – –
CWM
33
Centurion Wealth Management
Virginia
$1.01M +$21.1K +2,510 +2%
WA
34
Waverly Advisors
Alabama
$985K -$19.3K -2,292 -2%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$940K -$91.8K -10,923 -9%
WA
36
WealthTrust Axiom
Pennsylvania
$864K -$64.5K -7,669 -7%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$840K +$47.6K +5,659 +6%
DJYG
38
David J. Yvars Group
Florida
$830K +$8.2K +975 +1%
P
39
&Partners
Tennessee
$801K +$478K +56,829 +171%
SA
40
Sanctuary Advisors
Indiana
$759K – – –
Two Sigma Investments
41
Two Sigma Investments
New York
$676K +$639K +76,025 New
ATS
42
Ashton Thomas Securities
New York
$662K -$13.4K -1,600 -2%
TSWM
43
Tyler-Stone Wealth Management
Ohio
$606K +$17.2K +2,041 +3%
OFS
44
OMC Financial Services
New York
$595K -$7.56K -900 -1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$594K +$477K +56,714 +564%
KAS
46
Kestra Advisory Services
Texas
$577K +$22K +2,620 +4%
SC
47
Stolper & Co
Oklahoma
$566K +$14.9K +1,776 +3%
FFA
48
Farther Finance Advisors
California
$562K – – –
SWP
49
Stratos Wealth Partners
Ohio
$544K +$363K +43,145 +239%
SG
50
StoneX Group
New York
$520K -$14.3K -1,701 -3%
1
2
3 4 5

BDJ Hedge Fund Activity: Q2 2025 in Review

206 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q2 2025, worth a combined $283M — up 2.3% from $277M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BDJ positions and 22 closed out — a net gain of 1 holder — while 77 added to existing stakes and 54 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $3.27M. The largest seller was Wells Fargo, cutting an estimated $6.31M.

  • 206 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q2 2025, down from 207 in Q1 2025.
  • Funds reported $283M of BlackRock Enhanced Equity Dividend Trust stock for Q2 2025, up 2.3% quarter-over-quarter.
  • 23 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q2 2025 and 22 closed out, a net change of +1 holder.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q2 2025 was Cerity Partners, an estimated $3.27M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q2 2025 was Wells Fargo, an estimated $6.31M sold.

Based on aggregated 13F filings for Q2 2025.