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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

201 hedge funds and large institutions have $280M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 53 reducing their positions, and 21 closing their positions.

Holders
201
Holders Change
-4
Holders Change %
-1.95%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
73
Reduced
53
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$3.45M
2
SFS
2
Shaker Financial Services
Virginia
$5.58M
3
Raymond James Financial
3
Raymond James Financial
Florida
$35.4M
4
LPL Financial
4
LPL Financial
California
$14.5M
5
Invesco
5
Invesco
Georgia
$20.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$22.7M
2
KIM
2
Karpus Investment Management
New York
$1.11M
3
CW
3
Cook Wealth
North Carolina
$0
4
AA
4
AQR Arbitrage
Connecticut
$0
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$1.45M
Name Market Value Shares Shares
Change 		Shares
Change %
WWA
51
WCG Wealth Advisors
Nevada
$494K 55,600 +21,918 +65%
PAS
52
Park Avenue Securities
New York
$460K 51,734 +7,516 +17%
MWM
53
MGB Wealth Management
Texas
$448K 50,369 -45,369 -47%
APP
54
Avantax Planning Partners
Iowa
$441K 49,635 – –
RFC
55
Regions Financial Corp
Alabama
$440K 49,454 +3,654 +8%
JGIA
56
Jackson Grant Investment Advisers
Connecticut
$438K 49,313 +752 +2%
CA
57
Claro Advisors
Massachusetts
$436K 49,011 +24,603 +101%
WANY
58
Wealthspire Advisors (New York)
New York
$434K 48,787 – –
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$430K 48,389 +12,580 +35%
PAG
60
Private Advisor Group
New Jersey
$413K 46,507 +364 +0.8%
IPAM
61
Investment Partners Asset Management
New Jersey
$410K 46,079 -186 -0.4%
Calamos Advisors
62
Calamos Advisors
Illinois
$406K 45,724 +25,120 +122%
AF
63
Allworth Financial
California
$403K 45,276 +43,952 +3,320%
CPW
64
Cove Private Wealth
New York
$402K 45,237 – –
NA
65
NewEdge Advisors
Louisiana
$397K 44,694 +4,538 +11%
BKA
66
Brick & Kyle Associates
Pennsylvania
$394K 44,174 -457 -1%
SCM
67
Saxony Capital Management
Missouri
$387K 43,531 -2,278 -5%
MA
68
Mezzasalma Advisors
New Jersey
$384K 43,144 -1,454 -3%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$364K 40,978 +2,351 +6%
DADC
70
D.A. Davidson & Co
Montana
$364K 40,919 +6,246 +18%
SRC
71
Shufro Rose & Co
New York
$360K 41,862 -800 -2%
IAIM
72
International Assets Investment Management
Florida
$354K 39,766 +1,322 +3%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$347K 39,021 -11,772 -23%
AWM
74
Axxcess Wealth Management
California
$346K 38,953 +89 +0.2%
SI
75
Saxon Interests
Texas
$346K 40,245 – –
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