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BlackRock Enhanced Equity Dividend Trust

206 hedge funds and large institutions have $283M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 54

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

2% more capital invested

Capital invested by funds: $277M → $283M (+$6.34M)

0% less funds holding

Funds holding: 207206 (-1)

0.67% less ownership

Funds ownership: 17.77%17.1% (-0.67%)

Holders
206
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
77
Reduced
54
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$347K -$98.9K -11,772 -23%
AWM
77
Axxcess Wealth Management
California
$346K +$748 +89 +0.2%
SI
78
Saxon Interests
Texas
$346K
MWA
79
Monograph Wealth Advisors
California
$337K +$319K +37,925 New
VVP
80
Venture Visionary Partners
Ohio
$327K -$15.8K -1,880 -5%
HighTower Advisors
81
HighTower Advisors
Illinois
$319K -$15.3K -1,823 -5%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$318K +$3.56K +424 +1%
SF
83
Summit Financial
New Jersey
$317K +$300K +35,714 New
BCA
84
Bay Colony Advisors
Massachusetts
$312K -$4.37K -520 -1%
NS
85
NBC Securities
Alabama
$306K +$2.29K +272 +0.8%
DC
86
Davenport & Co
Virginia
$304K
ASN
87
Advisory Services Network
Georgia
$301K +$19.1K +2,268 +7%
Brown Advisory
88
Brown Advisory
Maryland
$300K -$11.6K -1,378 -4%
KPF
89
K2 Principal Fund
Ontario, Canada
$293K
MOS
90
MGO One Seven
Ohio
$291K -$663K -78,843 -71%
Comerica Bank
91
Comerica Bank
Texas
$290K +$20.8K +2,476 +8%
DWM
92
Dakota Wealth Management
Florida
$283K -$18.7K -2,221 -7%
WAM
93
Wolverine Asset Management
Illinois
$274K +$259K +30,766 New
Mariner
94
Mariner
Kansas
$270K +$133K +15,774 +108%
PPG
95
Peak Planning Group
Colorado
$265K +$4.64K +552 +2%
OIM
96
Oder Investment Management
California
$259K +$1.28K +152 +0.5%
CA
97
Corrado Advisors
New Jersey
$252K
EM
98
ELCO Management
New York
$246K -$15.5K -1,850 -6%
IWC
99
Integrated Wealth Concepts
Massachusetts
$245K +$5.79K +689 +3%
RBC
100
Roble Belko & Company
Pennsylvania
$243K

BDJ Hedge Fund Activity: Q2 2025 in Review

206 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q2 2025, worth a combined $283M — up 2.3% from $277M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BDJ positions and 22 closed out — a net gain of 1 holder — while 77 added to existing stakes and 54 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $3.27M. The largest seller was Wells Fargo, cutting an estimated $6.31M.

  • 206 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q2 2025, down from 207 in Q1 2025.
  • Funds reported $283M of BlackRock Enhanced Equity Dividend Trust stock for Q2 2025, up 2.3% quarter-over-quarter.
  • 23 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q2 2025 and 22 closed out, a net change of +1 holder.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q2 2025 was Cerity Partners, an estimated $3.27M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q2 2025 was Wells Fargo, an estimated $6.31M sold.

Based on aggregated 13F filings for Q2 2025.