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BlackRock Enhanced Equity Dividend Trust
BDJ

217 hedge funds and large institutions have $267M invested in BlackRock Enhanced Equity Dividend Trust in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

7% more funds holding

Funds holding: 203 → 217 (+14)

0.16% less ownership

Funds ownership: 16.73% → 16.57% (-0.16%)

10% less capital invested

Capital invested by funds: $296M → $267M (-$29.3M)

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
66
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
SOL Capital Management
Maryland
+$3.56M
2
CIAS
Capital Investment Advisory Services
North Carolina
+$1.35M
3
WAM
Wolverine Asset Management
Illinois
+$1.35M
4
SPIA
Steward Partners Investment Advisory
New York
+$1.23M
5
SFS
Shaker Financial Services
Virginia
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.97M
2
Invesco
Invesco
Georgia
-$3.07M
3
AAM
Advisors Asset Management
Colorado
-$2.85M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.66M
5
Wells Fargo
Wells Fargo
California
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
76
Pekin Hardy Strauss
Illinois
$318K +$141K +15,075 +69%
NS
77
NBC Securities
Alabama
$315K +$46.8K +5,011 +16%
Brown Advisory
78
Brown Advisory
Maryland
$315K – – –
VVP
79
Venture Visionary Partners
Ohio
$312K -$5.44K -583 -2%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$312K +$338K +36,205 New
CTC
81
Central Trust Company
Missouri
$310K +$336K +36,000 New
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$309K – – –
BCA
83
Bay Colony Advisors
Massachusetts
$305K +$1.07K +115 +0.3%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$305K +$2.28K +244 +0.7%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$301K +$133K +14,228 +69%
Mariner
86
Mariner
Kansas
$293K -$9.32K -998 -3%
NAS
87
NWF Advisory Services
California
$287K -$16.3K -1,748 -5%
DC
88
Davenport & Co
Virginia
$285K – – –
KPF
89
K2 Principal Fund
Ontario, Canada
$284K – – –
EPW
90
Evolve Private Wealth
California
$278K -$364 -39 -0.1%
KFA
91
Kapstone Financial Advisors
Ohio
$267K – – –
XT
92
XTX Topco
Cayman Islands
$259K +$281K +30,104 New
IWC
93
Integrated Wealth Concepts
Massachusetts
$259K +$19.1K +2,044 +7%
Creative Planning
94
Creative Planning
Kansas
$256K +$41K +4,393 +17%
PPG
95
Peak Planning Group
Colorado
$249K +$4.64K +497 +2%
CA
96
Corrado Advisors
New Jersey
$244K – – –
HWMG
97
Harbour Wealth Management Group
South Carolina
$237K -$1.17K -125 -0.5%
BEI
98
Benjamin Edwards Inc
Missouri
$236K – – –
WP
99
Wealthspan Partners
Iowa
$231K +$1.77K +190 +0.7%
AAS
100
Ameritas Advisory Services
Nebraska
$230K +$429 +46 +0.2%
2 3
4
5 6

BDJ Hedge Fund Activity: Q1 2026 in Review

217 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q1 2026, worth a combined $267M — down 9.9% from $296M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BDJ positions and 19 closed out — a net gain of 17 holders — while 66 added to existing stakes and 48 trimmed.

The largest buyer was SOL Capital Management, opening a new position worth an estimated $3.56M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.97M.

  • 217 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q1 2026, up from 203 in Q4 2025.
  • Funds reported $267M of BlackRock Enhanced Equity Dividend Trust stock for Q1 2026, down 9.9% quarter-over-quarter.
  • 36 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q1 2026 and 19 closed out, a net change of +17 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q1 2026 was SOL Capital Management, an estimated $3.56M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q1 2026 was Commonwealth Equity Services, an estimated $3.97M sold.

Based on aggregated 13F filings for Q1 2026.