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BlackRock Enhanced Equity Dividend Trust
BDJ

203 hedge funds and large institutions have $296M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

11% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 62

2% more capital invested

Capital invested by funds: $292M → $296M (+$4.51M)

0% more funds holding

Funds holding: 202 → 203 (+1)

0.44% less ownership

Funds ownership: 17.17% → 16.73% (-0.44%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.47%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
69
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$2.14M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.6M
3
Osaic Holdings
Osaic Holdings
Arizona
+$819K
4
Raymond James Financial
Raymond James Financial
Florida
+$814K
5
KA
Kovack Advisors
Florida
+$655K

Top Sellers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$3.48M
2
SFS
Shaker Financial Services
Virginia
-$2.47M
3
Invesco
Invesco
Georgia
-$1.71M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.42M
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
76
Brown Advisory
Maryland
$347K – – –
Jane Street
77
Jane Street
New York
$344K +$201K +22,113 +156%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$340K -$99.8K -10,953 -23%
BCA
79
Bay Colony Advisors
Massachusetts
$334K +$1.43K +157 +0.4%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$333K -$933K -102,462 -74%
NAS
81
NWF Advisory Services
California
$332K -$82.6K -9,071 -21%
Mariner
82
Mariner
Kansas
$331K -$224K -24,580 -41%
DC
83
Davenport & Co
Virginia
$313K – – –
KPF
84
K2 Principal Fund
Ontario, Canada
$313K – – –
EPW
85
Evolve Private Wealth
California
$306K +$294K +32,296 New
NS
86
NBC Securities
Alabama
$299K -$6.36K -698 -2%
Comerica Bank
87
Comerica Bank
Texas
$298K -$18.4K -2,021 -6%
KFA
88
Kapstone Financial Advisors
Ohio
$293K +$34.4K +3,775 +14%
PPG
89
Peak Planning Group
Colorado
$269K +$5.39K +592 +2%
CA
90
Corrado Advisors
New Jersey
$268K – – –
IWC
91
Integrated Wealth Concepts
Massachusetts
$266K +$510 +56 +0.2%
Corient Private Wealth
92
Corient Private Wealth
Florida
$265K +$114K +12,480 +81%
HWMG
93
Harbour Wealth Management Group
South Carolina
$262K +$251K +27,587 New
BEI
94
Benjamin Edwards Inc
Missouri
$260K -$5.32K -584 -2%
AAS
95
Ameritas Advisory Services
Nebraska
$252K -$27.4K -3,005 -10%
WP
96
Wealthspan Partners
Iowa
$252K +$1.03K +113 +0.4%
CG
97
CFO4Life Group
Texas
$246K +$7.39K +811 +3%
Creative Planning
98
Creative Planning
Kansas
$240K +$231K +25,358 New
C1AG
99
Client 1st Advisory Group
Florida
$237K +$228K +25,000 New
EM
100
ELCO Management
New York
$237K +$11.8K +1,300 +5%
2 3
4
5 6

BDJ Hedge Fund Activity: Q4 2025 in Review

203 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q4 2025, worth a combined $296M — up 1.5% from $292M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BDJ positions and 19 closed out — a net gain of 6 holders — while 69 added to existing stakes and 62 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.14M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $3.48M sold.

  • 203 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q4 2025, up from 202 in Q3 2025.
  • Funds reported $296M of BlackRock Enhanced Equity Dividend Trust stock for Q4 2025, up 1.5% quarter-over-quarter.
  • 25 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q4 2025 and 19 closed out, a net change of +6 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q4 2025 was Guggenheim Capital, an estimated $2.14M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $3.48M sold.

Based on aggregated 13F filings for Q4 2025.