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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

168 hedge funds and large institutions have $319M invested in BlackRock Enhanced Equity Dividend Trust in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 20 closing their positions.

Holders
168
Holders Change
-3
Holders Change %
-1.75%
% of All Funds
3.65%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
56
Reduced
42
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$23.7M
2
LPL Financial
2
LPL Financial
California
$8.26M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$18.5M
4
Invesco
4
Invesco
Georgia
$21.6M
5
ACM
5
Ashford Capital Management
Delaware
$3.43M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$17.1M
2
Bank of America
2
Bank of America
North Carolina
$7.77M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
SFS
4
Shaker Financial Services
Virginia
$3.69M
5
BIG
5
Boothe Investment Group
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$231K 26,039 +3,323 +15%
CI
77
Conning Inc
Connecticut
$230K 25,946 -6,318 -20%
SHWM
78
Smith & Howard Wealth Management
Georgia
$228K 25,655 – –
Citigroup
79
Citigroup
New York
$222K 25,047 +11,144 +80%
VCWA
80
Vanguard Capital Wealth Advisors
Colorado
$221K 24,990 -1,865 -7%
Brown Advisory
81
Brown Advisory
Maryland
$220K 24,785 -12,764 -34%
RBC
82
Roble Belko & Company
Pennsylvania
$210K 23,619 – –
WS
83
Wedbush Securities
California
$209K 23,536 +2,800 +14%
GA
84
Geller Advisors
New York
$207K 23,334 – –
SPIA
85
Steward Partners Investment Advisory
New York
$206K 23,253 +18 +0.1%
BBA
86
BLB&B Advisors
Pennsylvania
$205K 23,146 +2,971 +15%
SWM
87
Selective Wealth Management
Virginia
$204K 22,981 +22,981 New
IFWM
88
Institute for Wealth Management
Colorado
$193K 21,756 – –
WI
89
Wintrust Investments
Illinois
$189K 21,270 -648 -3%
VC
90
Vicus Capital
Pennsylvania
$186K 20,917 -2,703 -11%
WA
91
Waverly Advisors
Alabama
$176K 19,812 – –
1WA
92
180 Wealth Advisors
Washington
$168K 18,580 +97 +0.5%
LC
93
Lindbrook Capital
California
$168K 19,000 +5,000 +36%
BTS
94
BB&T Securities
Virginia
$168K 18,985 +18,985 New
ISB
95
Iowa State Bank
Iowa
$166K 18,667 – –
PWPS
96
Pinnacle Wealth Planning Services
Ohio
$163K 18,396 +1,668 +10%
ACA
97
Aptus Capital Advisors
Alabama
$159K 17,927 – –
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$159K 17,875 +17,875 New
FAIM
99
Financial Advocates Investment Management
Washington
$158K 17,842 – –
CFGS
100
Concourse Financial Group Securities
Alabama
$156K 17,539 +1,176 +7%
2 3
4
5 6