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BlackRock Enhanced Equity Dividend Trust
BDJ

202 hedge funds and large institutions have $292M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

3% more capital invested

Capital invested by funds: $283M → $292M (+$8.06M)

0.07% more ownership

Funds ownership: 17.1% → 17.17% (+0.07%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 206 → 202 (-4)

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
83
Reduced
45
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.57M
2
WW
Waterfront Wealth
Kansas
+$2.01M
3
LPL Financial
LPL Financial
California
+$1.58M
4
Wells Fargo
Wells Fargo
California
+$1.28M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$863K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$5.46M
2
AAM
Advisors Asset Management
Colorado
-$2.79M
3
SFS
Shaker Financial Services
Virginia
-$2.32M
4
KIM
Karpus Investment Management
New York
-$1.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$594K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$1.42M +$716K +80,224 +106%
PIWA
27
Prevail Innovative Wealth Advisors
Kansas
$1.35M -$113K -12,603 -8%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.25M +$863K +96,597 +236%
SDAM
29
Shulman DeMeo Asset Management
New York
$1.23M -$13.4K -1,505 -1%
IWM
30
IHT Wealth Management
Illinois
$1.15M -$8.98K -1,006 -0.8%
PFO
31
PMG Family Office
Texas
$1.13M +$1.11M +124,563 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.09M -$37K -4,143 -3%
KWA
33
Kingswood Wealth Advisors
California
$1.08M +$11.4K +1,271 +1%
CWM
34
Centurion Wealth Management
Virginia
$1.04M +$795 +89 +0.1%
WA
35
Waverly Advisors
Alabama
$996K -$13.6K -1,519 -1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$984K +$23K +2,574 +2%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$952K +$585K +65,496 +168%
P
38
&Partners
Tennessee
$910K +$86.9K +9,733 +11%
WA
39
WealthTrust Axiom
Pennsylvania
$897K +$11.4K +1,278 +1%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$888K +$26.3K +2,940 +3%
DJYG
41
David J. Yvars Group
Florida
$858K +$7.29K +816 +0.9%
NA
42
NewEdge Advisors
Louisiana
$781K +$366K +41,014 +92%
Calamos Advisors
43
Calamos Advisors
Illinois
$770K +$346K +38,791 +85%
SA
44
Sanctuary Advisors
Indiana
$770K -$8.04K -900 -1%
SSIM
45
Sheets Smith Investment Management
Texas
$724K +$709K +79,426 New
PAM
46
PVG Asset Management
Colorado
$724K +$709K +79,426 New
ATS
47
Ashton Thomas Securities
New York
$678K – – –
OFS
48
OMC Financial Services
New York
$610K – – –
FFA
49
Farther Finance Advisors
California
$590K +$14.6K +1,633 +3%
SC
50
Stolper & Co
Oklahoma
$581K +$563 +63 +0.1%
1
2
3 4 5

BDJ Hedge Fund Activity: Q3 2025 in Review

202 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q3 2025, worth a combined $292M — up 2.8% from $283M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BDJ and 19 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 83 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $2.57M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $5.46M sold.

  • 202 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q3 2025, down from 206 in Q2 2025.
  • Funds reported $292M of BlackRock Enhanced Equity Dividend Trust stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 19 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q3 2025 and 20 closed out, a net change of -1 holder.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q3 2025 was Janney Montgomery Scott, an estimated $2.57M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q3 2025 was Penserra Capital Management, an estimated $5.46M sold.

Based on aggregated 13F filings for Q3 2025.