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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

205 hedge funds and large institutions have $312M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-5
Holders Change %
-2.38%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
67
Reduced
58
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
AQR Arbitrage
Connecticut
$11.7M
2
WW
Waterfront Wealth
Kansas
$4.32M
3
CA
Cornerstone Advisors
North Carolina
$12.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.79M
5
AAM
Advisors Asset Management
Colorado
$7.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$37.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$13M
3
SFS
Shaker Financial Services
Virginia
$1.83M
4
CW
Cook Wealth
North Carolina
$8.38M
5
WAM
Wolverine Asset Management
Illinois
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
76
Level Four Advisory Services
Texas
$329K – – –
CA
77
Corrado Advisors
New Jersey
$325K – – –
SA
78
SFI Advisors
New Jersey
$315K +$66K +8,003 +27%
DADC
79
D.A. Davidson & Co
Montana
$313K -$64.7K -7,845 -17%
HighTower Advisors
80
HighTower Advisors
Illinois
$312K +$187K +22,591 +149%
BCA
81
Bay Colony Advisors
Massachusetts
$312K +$11.5K +1,394 +4%
HIC
82
Hartline Investment Corp
Illinois
$312K +$312K +37,762 New
Brown Advisory
83
Brown Advisory
Maryland
$310K -$8.37K -1,015 -3%
DC
84
Davenport & Co
Virginia
$306K – – –
KIM
85
Karpus Investment Management
New York
$301K -$1.11K -135 -0.4%
SP
86
Stonebrook Private
Michigan
$301K -$19.7K -2,388 -6%
SCM
87
Saxony Capital Management
Missouri
$297K – – –
WP
88
Wealthspan Partners
Iowa
$292K +$292K +35,413 New
WI
89
Wintrust Investments
Illinois
$286K +$27.6K +3,340 +11%
VVP
90
Venture Visionary Partners
Ohio
$279K +$91.4K +11,078 +49%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$278K +$34.6K +4,199 +14%
TSWM
92
Tyler-Stone Wealth Management
Ohio
$265K -$10.8K -1,307 -4%
SRC
93
Shufro Rose & Co
New York
$255K +$33K +4,000 +15%
IWC
94
Integrated Wealth Concepts
Massachusetts
$253K -$544 -66 -0.2%
Northern Trust
95
Northern Trust
Illinois
$248K +$66K +8,000 +36%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$247K -$102K -12,409 -29%
OIM
97
Oder Investment Management
California
$244K +$1.09K +132 +0.4%
EWA
98
EP Wealth Advisors
California
$242K – – –
Mariner
99
Mariner
Kansas
$241K +$121K +14,681 +101%
BRWA
100
B. Riley Wealth Advisors
Florida
$237K +$8.85K +1,163 +4%
2 3
4
5 6