BDJ icon

BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

171 hedge funds and large institutions have $239M invested in BlackRock Enhanced Equity Dividend Trust in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 17 closing their positions.

Holders
171
Holders Change
+4
Holders Change %
+2.4%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
53
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$1.91M
2
AA
2
AQR Arbitrage
Connecticut
$1.59M
3
KAS
3
Kestra Advisory Services
Texas
$665K
4
LPL Financial
4
LPL Financial
California
$8.99M
5
CAN
5
Cetera Advisor Networks
California
$793K

Top Sellers

1
RCYC
1
Richard C. Young & Co
Rhode Island
$1.32M
2
Bank of America
2
Bank of America
North Carolina
$7.34M
3
UBS Group
3
UBS Group
Switzerland
$8.95M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$20.1M
5
SFS
5
Shaker Financial Services
Virginia
$1.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$525K 71,854 +9,592 +15%
HB
52
Homrich & Berg
Georgia
$501K 68,569 +1,234 +2%
EM
53
ELCO Management
New York
$436K 59,700 -700 -1%
RBC
54
Roble Belko & Company
Pennsylvania
$434K 59,365 +35,746 +151%
UCFA
55
United Capital Financial Advisors
Texas
$418K 57,225 +9,478 +20%
Creative Planning
56
Creative Planning
Kansas
$395K 54,073 -11,057 -17%
IWM
57
IHT Wealth Management
Illinois
$391K 53,492 +13,900 +35%
SBIA
58
Sheaff Brock Investment Advisors
Indiana
$375K 51,344 -6,350 -11%
HCM
59
Hollencrest Capital Management
California
$375K 51,271 – –
BKA
60
Brick & Kyle Associates
Pennsylvania
$359K 49,892 +54 +0.1%
LWA
61
Lenox Wealth Advisors
New York
$357K 48,787 – –
BAM
62
Belpointe Asset Management
Nevada
$357K 48,862 +19 +0%
MAFM
63
Mid Atlantic Financial Management
Pennsylvania
$352K 46,500 +8,229 +22%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$330K 45,194 +999 +2%
DC
65
Davenport & Co
Virginia
$327K 44,769 +47 +0.1%
Walleye Capital
66
Walleye Capital
New York
$320K 43,805 +9,942 +29%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$317K 43,404 -111 -0.3%
CA
68
Corrado Advisors
New Jersey
$300K 41,105 -235 -0.6%
JGIA
69
Jackson Grant Investment Advisers
Connecticut
$293K 40,050 -13,519 -25%
SWA
70
Stratos Wealth Advisors
Ohio
$283K 38,733 +789 +2%
Truist Financial
71
Truist Financial
North Carolina
$282K 38,519 -1,902 -5%
Northern Trust
72
Northern Trust
Illinois
$279K 38,052 – –
CFA
73
Cahill Financial Advisors
Minnesota
$278K 37,970 – –
Deutsche Bank
74
Deutsche Bank
Germany
$255K 34,926 +34,926 New
MOS
75
MGO One Seven
Ohio
$233K 31,879 -617 -2%
1 2
3
4 5