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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

191 hedge funds and large institutions have $291M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
53
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$31.5M
2
GA
2
GraniteShares Advisors
New York
$1.42M
3
HI
3
Hoey Investments
Pennsylvania
$2.9M
4
SWM
4
Spire Wealth Management
Virginia
$1.26M
5
LPL Financial
5
LPL Financial
California
$10.2M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$310K
2
Invesco
2
Invesco
Georgia
$14M
3
IA
3
IFP Advisors
Florida
$1.11M
4
AAM
4
Advisors Asset Management
Colorado
$4.47M
5
UBS Group
5
UBS Group
Switzerland
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RBC
76
Roble Belko & Company
Pennsylvania
$290K 33,809 -20,189 -37%
BRWA
77
B. Riley Wealth Advisors
Florida
$288K 33,542 +752 +2%
NA
78
NewEdge Advisors
Louisiana
$268K 32,221 -1,265 -4%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$261K 30,345 +10,226 +51%
HF
80
HRT Financial
New York
$258K 30,071 +30,071 New
CIAS
81
Capital Investment Advisory Services
North Carolina
$254K 29,526 -391 -1%
KeyBank National Association
82
KeyBank National Association
Ohio
$246K 28,600 – –
OIM
83
Oder Investment Management
California
$239K 27,839 -1,287 -4%
SWM
84
SeaCrest Wealth Management
New York
$238K 27,670 +880 +3%
SRC
85
Shufro Rose & Co
New York
$231K 26,862 -423 -2%
PCA
86
Pallas Capital Advisors
Massachusetts
$228K 26,972 +26,972 New
CG
87
CFO4Life Group
Texas
$227K 26,375 +377 +1%
AAS
88
Ameritas Advisory Services
Nebraska
$223K 25,963 -24,145 -48%
Truist Financial
89
Truist Financial
North Carolina
$223K 25,953 -3,157 -11%
SPC
90
Sigma Planning Corp
Michigan
$221K 25,676 +169 +0.7%
NFG
91
Nations Financial Group
Iowa
$220K 25,664 +720 +3%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$220K 25,634 -6,713 -21%
OHWP
93
Oak Harbor Wealth Partners
North Carolina
$219K 25,439 – –
BCM
94
Becker Capital Management
Oregon
$205K 23,907 +23,907 New
CCWM
95
Cassaday & Co Wealth Management
Virginia
$200K 23,333 – –
WFS
96
Widmann Financial Services
Maryland
$193K 22,468 -1,500 -6%
CA
97
Claro Advisors
Massachusetts
$191K 22,200 – –
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$189K 21,973 -3,171 -13%
IFWM
99
Institute for Wealth Management
Colorado
$187K 21,756 – –
WI
100
Wintrust Investments
Illinois
$186K 21,644 +1,332 +7%
2 3
4
5 6