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BlackRock Enhanced Equity Dividend Trust

207 hedge funds and large institutions have $277M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

1% more capital invested

Capital invested by funds: $275M → $277M (+$2.51M)

0.48% less ownership

Funds ownership: 18.25%17.77% (-0.48%)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

3% less funds holding

Funds holding: 214207 (-7)

Holders
207
Holders Change
-7
Holders Change %
-3.27%
% 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
68
Reduced
58
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Stolper & Co
Oklahoma
$532K +$6.05K +694 +1%
SG
52
StoneX Group
New York
$517K -$43.5K -4,995 -8%
PVM
53
Palogic Value Management
Texas
$490K
Truist Financial
54
Truist Financial
North Carolina
$489K -$26.2K -3,006 -5%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$437K +$125K +14,324 +39%
APP
56
Avantax Planning Partners
Iowa
$427K
WANY
57
Wealthspire Advisors (New York)
New York
$420K
JGIA
58
Jackson Grant Investment Advisers
Connecticut
$418K +$6.24K +716 +1%
VF
59
Virtu Financial
New York
$411K +$292K +33,477 +234%
IPAM
60
Investment Partners Asset Management
New Jersey
$398K -$17K -1,950 -4%
PAG
61
Private Advisor Group
New Jersey
$397K +$11.6K +1,328 +3%
CAM
62
Concorde Asset Management
Michigan
$396K +$112K +12,891 +36%
SCM
63
Saxony Capital Management
Missouri
$394K +$13.1K +1,500 +3%
RFC
64
Regions Financial Corp
Alabama
$394K +$109K +12,500 +38%
CPW
65
Cove Private Wealth
New York
$389K
MA
66
Mezzasalma Advisors
New Jersey
$384K +$6.67K +765 +2%
BKA
67
Brick & Kyle Associates
Pennsylvania
$383K -$2.72K -312 -0.7%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$381K -$6.55K -752 -2%
PAS
69
Park Avenue Securities
New York
$380K +$158K +18,148 +70%
NAS
70
NWF Advisory Services
California
$379K +$384K +44,084 New
SRC
71
Shufro Rose & Co
New York
$367K +$76.7K +8,800 +26%
SI
72
Saxon Interests
Texas
$346K +$6.76K +776 +2%
NA
73
NewEdge Advisors
Louisiana
$345K -$33.1K -3,799 -9%
Creative Planning
74
Creative Planning
Kansas
$336K +$35K +4,022 +11%
AWM
75
Axxcess Wealth Management
California
$334K +$172K +19,742 +103%