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BlackRock Enhanced Equity Dividend Trust

206 hedge funds and large institutions have $283M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 54

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

2% more capital invested

Capital invested by funds: $277M → $283M (+$6.34M)

0% less funds holding

Funds holding: 207206 (-1)

0.67% less ownership

Funds ownership: 17.77%17.1% (-0.67%)

Holders
206
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
77
Reduced
54
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$515K +$9.05K +1,077 +2%
PVM
52
Palogic Value Management
Texas
$507K
WWA
53
WCG Wealth Advisors
Nevada
$494K +$184K +21,918 +65%
PAS
54
Park Avenue Securities
New York
$460K +$63.2K +7,516 +17%
MWM
55
MGB Wealth Management
Texas
$448K -$381K -45,369 -47%
APP
56
Avantax Planning Partners
Iowa
$441K
RFC
57
Regions Financial Corp
Alabama
$440K +$30.7K +3,654 +8%
JGIA
58
Jackson Grant Investment Advisers
Connecticut
$438K +$6.32K +752 +2%
CA
59
Claro Advisors
Massachusetts
$436K +$207K +24,603 +101%
WANY
60
Wealthspire Advisors (New York)
New York
$434K
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$430K +$106K +12,580 +35%
PAG
62
Private Advisor Group
New Jersey
$413K +$3.06K +364 +0.8%
IPAM
63
Investment Partners Asset Management
New Jersey
$410K -$1.56K -186 -0.4%
Calamos Advisors
64
Calamos Advisors
Illinois
$406K +$211K +25,120 +122%
AF
65
Allworth Financial
California
$403K +$369K +43,952 +3,320%
CPW
66
Cove Private Wealth
New York
$402K
NA
67
NewEdge Advisors
Louisiana
$397K +$38.1K +4,538 +11%
BKA
68
Brick & Kyle Associates
Pennsylvania
$394K -$3.84K -457 -1%
SCM
69
Saxony Capital Management
Missouri
$387K -$19.1K -2,278 -5%
MA
70
Mezzasalma Advisors
New Jersey
$384K -$12.2K -1,454 -3%
NAS
71
NWF Advisory Services
California
$381K -$10.1K -1,199 -3%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$364K +$19.8K +2,351 +6%
DADC
73
D.A. Davidson & Co
Montana
$364K +$52.5K +6,246 +18%
SRC
74
Shufro Rose & Co
New York
$360K -$6.72K -800 -2%
IAIM
75
International Assets Investment Management
Florida
$354K +$11.1K +1,322 +3%

BDJ Hedge Fund Activity: Q2 2025 in Review

206 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q2 2025, worth a combined $283M — up 2.3% from $277M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BDJ positions and 22 closed out — a net gain of 1 holder — while 77 added to existing stakes and 54 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $3.27M. The largest seller was Wells Fargo, cutting an estimated $6.31M.

  • 206 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q2 2025, down from 207 in Q1 2025.
  • Funds reported $283M of BlackRock Enhanced Equity Dividend Trust stock for Q2 2025, up 2.3% quarter-over-quarter.
  • 23 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q2 2025 and 22 closed out, a net change of +1 holder.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q2 2025 was Cerity Partners, an estimated $3.27M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q2 2025 was Wells Fargo, an estimated $6.31M sold.

Based on aggregated 13F filings for Q2 2025.