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BlackRock Enhanced Equity Dividend Trust

202 hedge funds and large institutions have $292M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

3% more capital invested

Capital invested by funds: $283M → $292M (+$8.06M)

0.07% more ownership

Funds ownership: 17.1%17.17% (+0.07%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 206202 (-4)

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
83
Reduced
45
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$542K +$261K +29,203 +96%
CAM
52
Concorde Asset Management
Michigan
$528K +$517K +57,905 New
PVM
53
Palogic Value Management
Texas
$519K
MWM
54
MGB Wealth Management
Texas
$518K +$58.1K +6,500 +13%
KAS
55
Kestra Advisory Services
Texas
$511K -$79.5K -8,901 -14%
WWA
56
WCG Wealth Advisors
Nevada
$502K -$4.56K -511 -0.9%
SG
57
StoneX Group
New York
$502K -$30.1K -3,373 -6%
PAS
58
Park Avenue Securities
New York
$500K +$27.9K +3,125 +6%
WANY
59
Wealthspire Advisors (New York)
New York
$474K +$29.2K +3,270 +7%
SWP
60
Stratos Wealth Partners
Ohio
$456K -$99.3K -11,116 -18%
JGIA
61
Jackson Grant Investment Advisers
Connecticut
$456K +$6.51K +729 +1%
APP
62
Avantax Planning Partners
Iowa
$452K
Truist Financial
63
Truist Financial
North Carolina
$448K -$77.7K -8,705 -15%
PAG
64
Private Advisor Group
New Jersey
$441K +$16.5K +1,851 +4%
SF
65
Summit Financial
New Jersey
$440K +$112K +12,567 +35%
IPAM
66
Investment Partners Asset Management
New Jersey
$436K +$16.1K +1,800 +4%
CA
67
Claro Advisors
Massachusetts
$430K -$15.9K -1,783 -4%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$426K -$14.5K -1,627 -3%
DADC
69
D.A. Davidson & Co
Montana
$416K +$42.7K +4,777 +12%
AF
70
Allworth Financial
California
$415K +$2.96K +331 +0.7%
CPW
71
Cove Private Wealth
New York
$412K
RFC
72
Regions Financial Corp
Alabama
$410K -$39.8K -4,454 -9%
BKA
73
Brick & Kyle Associates
Pennsylvania
$403K +$1.03K +115 +0.3%
NAS
74
NWF Advisory Services
California
$402K +$10.7K +1,199 +3%
MA
75
Mezzasalma Advisors
New Jersey
$400K +$6.53K +731 +2%

BDJ Hedge Fund Activity: Q3 2025 in Review

202 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q3 2025, worth a combined $292M — up 2.8% from $283M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BDJ and 19 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 83 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $2.57M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $5.46M sold.

  • 202 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q3 2025, down from 206 in Q2 2025.
  • Funds reported $292M of BlackRock Enhanced Equity Dividend Trust stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 19 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q3 2025 and 20 closed out, a net change of -1 holder.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q3 2025 was Janney Montgomery Scott, an estimated $2.57M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q3 2025 was Penserra Capital Management, an estimated $5.46M sold.

Based on aggregated 13F filings for Q3 2025.