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BlackRock Enhanced Equity Dividend Trust

185 hedge funds and large institutions have $345M invested in BlackRock Enhanced Equity Dividend Trust in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

6% more funds holding

Funds holding: 175185 (+10)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

4% more capital invested

Capital invested by funds: $330M → $345M (+$14.7M)

0.64% less ownership

Funds ownership: 19.16%18.52% (-0.64%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
185
Holders Change
+10
Holders Change %
+5.71%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
51
Reduced
48
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ISB
101
Iowa State Bank
Iowa
$185K
EW
102
Evoke Wealth
California
$182K
SFS
103
Sowell Financial Services
Arkansas
$173K -$11.7K -1,246 -7%
1WA
104
180 Wealth Advisors
Washington
$170K -$9.94K -1,057 -6%
DAS
105
Dynamic Advisor Solutions
Arizona
$164K +$4.03K +428 +3%
MML Investors Services
106
MML Investors Services
Massachusetts
$157K +$45.5K +4,832 +44%
IIC
107
Integrated Investment Consultants
Michigan
$154K
FAIM
108
Financial Advocates Investment Management
Washington
$153K -$22.5K -2,387 -13%
Goldman Sachs
109
Goldman Sachs
New York
$145K
OAM
110
Occidental Asset Management
California
$144K -$16.1K -1,710 -11%
NA
111
NewEdge Advisors
Louisiana
$144K
IAA
112
Independent Advisor Alliance
North Carolina
$141K +$134K +14,261 New
QCIG
113
Quad-Cities Investment Group
Iowa
$140K +$1.46K +155 +1%
AOWM
114
Alpha Omega Wealth Management
Virginia
$136K
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$132K +$2.32K +247 +2%
AIC
116
Ameritas Investment Company
Nebraska
$130K +$20.8K +2,210 +20%
FAAS
117
First Allied Advisory Services
California
$129K +$123K +13,120 New
HWM
118
Howard Wealth Management
Connecticut
$126K +$120K +12,770 New
LNC
119
Lincoln National Corp
Pennsylvania
$119K -$1.99K -212 -2%
PWM
120
Perigon Wealth Management
California
$114K +$1.2K +128 +1%
PAG
121
Private Advisor Group
New Jersey
$113K +$85 +9 +0.1%
Lido Advisors
122
Lido Advisors
California
$113K +$107K +11,425 New
DIA
123
Dana Investment Advisors
Wisconsin
$109K
HA
124
Harborview Advisors
Maine
$108K -$2.09K -222 -2%
VWA
125
V Wealth Advisors
Kansas
$107K