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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

195 hedge funds and large institutions have $268M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
62
Reduced
58
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$18.2M
2
WAM
2
Wolverine Asset Management
Illinois
$5.22M
3
CA
3
Cornerstone Advisors
North Carolina
$4.06M
4
AA
4
AQR Arbitrage
Connecticut
$3.56M
5
BIG
5
Boothe Investment Group
Delaware
$3.23M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$18.4M
2
CW
2
Cook Wealth
North Carolina
$13.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.5M
4
SI
4
Stephens Inc
Arkansas
$665K
5
SI
5
Saxon Interests
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LFAS
76
Level Four Advisory Services
Texas
$269K 35,365 +1,268 +4%
IWC
77
Integrated Wealth Concepts
Massachusetts
$260K 34,122 -1,977 -5%
TSWM
78
Tyler-Stone Wealth Management
Ohio
$247K 32,467 +662 +2%
WI
79
Wintrust Investments
Illinois
$245K 32,218 +539 +2%
BRWA
80
B. Riley Wealth Advisors
Florida
$237K 31,131 -990 -3%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$231K 30,345 – –
WMA
82
Wealth Management Associates
New Jersey
$225K 29,543 -693 -2%
EWA
83
EP Wealth Advisors
California
$223K 29,331 +29,331 New
SBIA
84
Sheaff Brock Investment Advisors
Indiana
$215K 28,307 -166 -0.6%
RFC
85
Regions Financial Corp
Alabama
$215K 28,300 -25,000 -47%
SWM
86
SeaCrest Wealth Management
New York
$215K 28,249 +296 +1%
OIM
87
Oder Investment Management
California
$214K 28,079 +123 +0.4%
CG
88
CFO4Life Group
Texas
$206K 27,076 +286 +1%
SRC
89
Shufro Rose & Co
New York
$204K 26,862 – –
DWP
90
Daymark Wealth Partners
Ohio
$202K 26,600 -16,367 -38%
CIAS
91
Capital Investment Advisory Services
North Carolina
$199K 26,171 -2,497 -9%
OHWP
92
Oak Harbor Wealth Partners
North Carolina
$194K 25,439 – –
NFG
93
Nations Financial Group
Iowa
$193K 25,337 -500 -2%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$192K 25,287 +859 +4%
BCM
95
Becker Capital Management
Oregon
$182K 23,907 – –
Northern Trust
96
Northern Trust
Illinois
$179K 23,526 -678 -3%
CCWM
97
Cassaday & Co Wealth Management
Virginia
$178K 23,333 – –
AAP
98
Arax Advisory Partners
Colorado
$176K 23,155 +23,155 New
AAS
99
Ameritas Advisory Services
Nebraska
$174K 23,517 -1,055 -4%
CFA
100
Cahill Financial Advisors
Minnesota
$173K 22,708 -55 -0.2%
2 3
4
5 6