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BlackRock Enhanced Equity Dividend Trust

217 hedge funds and large institutions have $267M invested in BlackRock Enhanced Equity Dividend Trust in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

7% more funds holding

Funds holding: 203217 (+14)

0.16% less ownership

Funds ownership: 16.73%16.57% (-0.16%)

10% less capital invested

Capital invested by funds: $296M → $267M (-$29.3M)

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
66
Reduced
48
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PHS
76
Pekin Hardy Strauss
Illinois
$318K +$141K +15,075 +69%
NS
77
NBC Securities
Alabama
$315K +$46.8K +5,011 +16%
Brown Advisory
78
Brown Advisory
Maryland
$315K
VVP
79
Venture Visionary Partners
Ohio
$312K -$5.44K -583 -2%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$312K +$338K +36,205 New
CTC
81
Central Trust Company
Missouri
$310K +$336K +36,000 New
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$309K
BCA
83
Bay Colony Advisors
Massachusetts
$305K +$1.07K +115 +0.3%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$305K +$2.28K +244 +0.7%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$301K +$133K +14,228 +69%
Mariner
86
Mariner
Kansas
$293K -$9.32K -998 -3%
NAS
87
NWF Advisory Services
California
$287K -$16.3K -1,748 -5%
DC
88
Davenport & Co
Virginia
$285K
KPF
89
K2 Principal Fund
Ontario, Canada
$284K
EPW
90
Evolve Private Wealth
California
$278K -$364 -39 -0.1%
KFA
91
Kapstone Financial Advisors
Ohio
$267K
XT
92
XTX Topco
Cayman Islands
$259K +$281K +30,104 New
IWC
93
Integrated Wealth Concepts
Massachusetts
$259K +$19.1K +2,044 +7%
Creative Planning
94
Creative Planning
Kansas
$256K +$41K +4,393 +17%
PPG
95
Peak Planning Group
Colorado
$249K +$4.64K +497 +2%
CA
96
Corrado Advisors
New Jersey
$244K
HWMG
97
Harbour Wealth Management Group
South Carolina
$237K -$1.17K -125 -0.5%
BEI
98
Benjamin Edwards Inc
Missouri
$236K
WP
99
Wealthspan Partners
Iowa
$231K +$1.77K +190 +0.7%
AAS
100
Ameritas Advisory Services
Nebraska
$230K +$429 +46 +0.2%