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BlackRock Enhanced Equity Dividend Trust

202 hedge funds and large institutions have $292M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

3% more capital invested

Capital invested by funds: $283M → $292M (+$8.06M)

0.07% more ownership

Funds ownership: 17.1%17.17% (+0.07%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 206202 (-4)

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
83
Reduced
45
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
76
Saxony Capital Management
Missouri
$390K -$6.05K -678 -2%
SI
77
Saxon Interests
Texas
$372K +$7.58K +849 +2%
SRC
78
Shufro Rose & Co
New York
$360K
IAIM
79
International Assets Investment Management
Florida
$355K
VVP
80
Venture Visionary Partners
Ohio
$336K
Brown Advisory
81
Brown Advisory
Maryland
$333K +$25.1K +2,809 +8%
HighTower Advisors
82
HighTower Advisors
Illinois
$327K +$188 +21 +0.1%
BCA
83
Bay Colony Advisors
Massachusetts
$320K +$464 +52 +0.1%
ASN
84
Advisory Services Network
Georgia
$310K -$518 -58 -0.2%
Comerica Bank
85
Comerica Bank
Texas
$305K +$7.63K +854 +3%
DC
86
Davenport & Co
Virginia
$301K -$10.2K -1,138 -3%
KPF
87
K2 Principal Fund
Ontario, Canada
$300K
NS
88
NBC Securities
Alabama
$294K -$20K -2,239 -6%
AAS
89
Ameritas Advisory Services
Nebraska
$270K +$77.9K +8,720 +42%
OIM
90
Oder Investment Management
California
$267K +$1.3K +146 +0.5%
CA
91
Corrado Advisors
New Jersey
$258K
BEI
92
Benjamin Edwards Inc
Missouri
$255K +$67K +7,506 +37%
IWC
93
Integrated Wealth Concepts
Massachusetts
$255K +$3.64K +408 +1%
PPG
94
Peak Planning Group
Colorado
$253K -$18K -2,017 -7%
KFA
95
Kapstone Financial Advisors
Ohio
$247K +$19.6K +2,200 +9%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$244K -$80.7K -9,041 -25%
WP
97
Wealthspan Partners
Iowa
$241K +$2.6K +291 +1%
WS
98
Wedbush Securities
California
$237K +$73.1K +8,181 +46%
XF
99
XML Financial
Maryland
$229K +$64.8K +7,257 +41%
CG
100
CFO4Life Group
Texas
$229K +$4.56K +511 +2%

BDJ Hedge Fund Activity: Q3 2025 in Review

202 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q3 2025, worth a combined $292M — up 2.8% from $283M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BDJ and 19 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 83 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $2.57M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $5.46M sold.

  • 202 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q3 2025, down from 206 in Q2 2025.
  • Funds reported $292M of BlackRock Enhanced Equity Dividend Trust stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 19 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q3 2025 and 20 closed out, a net change of -1 holder.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q3 2025 was Janney Montgomery Scott, an estimated $2.57M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q3 2025 was Penserra Capital Management, an estimated $5.46M sold.

Based on aggregated 13F filings for Q3 2025.