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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

205 hedge funds and large institutions have $276M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-8
Holders Change %
-3.76%
% 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
67
Reduced
57
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$5.13M
2
Wells Fargo
Wells Fargo
California
+$1.67M
3
Raymond James Financial
Raymond James Financial
Florida
+$1.47M
4
Citadel Advisors
Citadel Advisors
Florida
+$891K
5
Osaic Holdings
Osaic Holdings
Arizona
+$772K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.36M
2
AA
AQR Arbitrage
Connecticut
-$3.56M
3
SFS
Shaker Financial Services
Virginia
-$1.83M
4
CW
Cook Wealth
North Carolina
-$1.17M
5
UBS Group
UBS Group
Switzerland
-$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
51
StoneX Group
New York
$517K -$43K -4,995 -8%
PVM
52
Palogic Value Management
Texas
$490K – – –
Truist Financial
53
Truist Financial
North Carolina
$489K -$25.9K -3,006 -5%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$437K +$123K +14,324 +39%
APP
55
Avantax Planning Partners
Iowa
$427K – – –
WANY
56
Wealthspire Advisors (New York)
New York
$420K – – –
JGIA
57
Jackson Grant Investment Advisers
Connecticut
$418K +$6.16K +716 +1%
VF
58
Virtu Financial
New York
$411K +$288K +33,477 +234%
IPAM
59
Investment Partners Asset Management
New Jersey
$398K -$16.8K -1,950 -4%
PAG
60
Private Advisor Group
New Jersey
$397K +$11.4K +1,328 +3%
CAM
61
Concorde Asset Management
Michigan
$396K +$105K +12,891 +36%
SCM
62
Saxony Capital Management
Missouri
$394K +$12.9K +1,500 +3%
RFC
63
Regions Financial Corp
Alabama
$394K +$108K +12,500 +38%
CPW
64
Cove Private Wealth
New York
$389K – – –
MA
65
Mezzasalma Advisors
New Jersey
$384K +$6.58K +765 +2%
BKA
66
Brick & Kyle Associates
Pennsylvania
$383K -$2.68K -312 -0.7%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$381K -$6.47K -752 -2%
PAS
68
Park Avenue Securities
New York
$380K +$156K +18,148 +70%
NAS
69
NWF Advisory Services
California
$379K +$379K +44,084 New
SRC
70
Shufro Rose & Co
New York
$367K +$75.7K +8,800 +26%
SI
71
Saxon Interests
Texas
$346K +$6.67K +776 +2%
NA
72
NewEdge Advisors
Louisiana
$345K -$32.7K -3,799 -9%
Creative Planning
73
Creative Planning
Kansas
$336K +$34.6K +4,022 +11%
AWM
74
Axxcess Wealth Management
California
$334K +$170K +19,742 +103%
VVP
75
Venture Visionary Partners
Ohio
$333K +$16.2K +1,880 +5%
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