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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

213 hedge funds and large institutions have $274M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 22 closing their positions.

Holders
213
Holders Change
+6
Holders Change %
+2.9%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
54
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$28.7M
2
SFS
2
Shaker Financial Services
Virginia
$4.04M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$4.25M
4
GC
4
Guggenheim Capital
Illinois
$17M
5
WA
5
Waverly Advisors
Alabama
$954K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$33.8M
2
AA
2
AQR Arbitrage
Connecticut
$4.71M
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.75M
5
IAIM
5
International Assets Investment Management
Florida
$305K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$290K 35,074 +2,527 +8%
HighTower Advisors
77
HighTower Advisors
Illinois
$289K 34,882 -2,520 -7%
BCA
78
Bay Colony Advisors
Massachusetts
$286K 34,504 -8,457 -20%
DWM
79
Dakota Wealth Management
Florida
$282K 34,007 +1,740 +5%
SRC
80
Shufro Rose & Co
New York
$280K 33,862 +3,000 +10%
Comerica Bank
81
Comerica Bank
Texas
$278K 33,572 -4,520 -12%
RFC
82
Regions Financial Corp
Alabama
$276K 33,300 +10,000 +43%
Cohen & Steers
83
Cohen & Steers
New York
$268K 32,319 +12,319 +62%
DADC
84
D.A. Davidson & Co
Montana
$264K 31,844 -6,292 -16%
CA
85
Claro Advisors
Massachusetts
$254K 30,662 -32,974 -52%
AAS
86
Ameritas Advisory Services
Nebraska
$247K 29,883 -859 -3%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$245K 29,550 -9,765 -25%
IAA
88
Independent Advisor Alliance
North Carolina
$243K 29,374 +29,374 New
OIM
89
Oder Investment Management
California
$239K 28,824 +134 +0.5%
PS
90
Principal Securities
Iowa
$238K 28,752 – –
CA
91
Corrado Advisors
New Jersey
$234K 28,305 -9,355 -25%
HF
92
HRT Financial
New York
$232K 28,106 +28,106 New
KPF
93
K2 Principal Fund
Ontario, Canada
$232K 27,984 +27,984 New
EM
94
ELCO Management
New York
$229K 27,663 -9,779 -26%
RBC
95
Roble Belko & Company
Pennsylvania
$226K 27,279 – –
IWC
96
Integrated Wealth Concepts
Massachusetts
$218K 26,274 -7,696 -23%
PAS
97
Park Avenue Securities
New York
$216K 26,070 +11,575 +80%
WP
98
Wealthspan Partners
Iowa
$212K 25,571 – –
OHWP
99
Oak Harbor Wealth Partners
North Carolina
$196K 23,639 – –
CG
100
CFO4Life Group
Texas
$195K 23,583 -5,636 -19%
2 3
4
5 6