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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

186 hedge funds and large institutions have $310M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
58
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.5M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$3.95M
3
UBS Group
3
UBS Group
Switzerland
$7.06M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.7M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.28M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$6.62M
3
Invesco
3
Invesco
Georgia
$18.4M
4
SWM
4
Spire Wealth Management
Virginia
$1.32M
5
CW
5
Cook Wealth
North Carolina
$38.3M
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
101
Kestra Private Wealth Services
Texas
$165K 18,729 -789 -4%
ISB
102
Iowa State Bank
Iowa
$165K 18,667 – –
RFC
103
Regions Financial Corp
Alabama
$162K 18,300 +18,300 New
MOS
104
MGO One Seven
Ohio
$160K 18,082 -71 -0.4%
LNWWM
105
Laird Norton Wetherby Wealth Management
California
$160K 18,110 +18,110 New
XF
106
XML Financial
Maryland
$159K 17,992 -599 -3%
CB
107
Commerce Bank
Missouri
$159K 17,954 +4,108 +30%
DWM
108
Dakota Wealth Management
Florida
$156K 17,616 +1,800 +11%
Goldman Sachs
109
Goldman Sachs
New York
$155K 17,574 +7,357 +72%
WS
110
Wedbush Securities
California
$153K 17,357 -3,245 -16%
GAG
111
GM Advisory Group
New York
$150K 17,000 -5,000 -23%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$147K 16,680 -1,713 -9%
1WA
113
180 Wealth Advisors
Washington
$142K 15,821 -23 -0.1%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$137K 15,524 +34 +0.2%
HighTower Advisors
115
HighTower Advisors
Illinois
$136K 15,532 +2,772 +22%
CAN
116
Claraphi Advisory Network
United States
$135K 15,276 +1,031 +7%
CIBC World Market
117
CIBC World Market
Ontario, Canada
$131K 14,795 – –
DA
118
Detalus Advisors
Missouri
$126K 14,286 – –
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$125K 14,103 +1,705 +14%
CIAS
120
Capital Investment Advisory Services
North Carolina
$122K 13,763 +845 +7%
BCMLT
121
Beacon Capital Management LLC (Tennessee)
Tennessee
$121K 12,220 – –
AOWM
122
Alpha Omega Wealth Management
Virginia
$121K 13,691 – –
PWM
123
Perigon Wealth Management
California
$121K 13,756 +87 +0.6%
Fisher Asset Management
124
Fisher Asset Management
Washington
$121K 13,657 +13,657 New
NFG
125
Nations Financial Group
Iowa
$118K 13,321 +135 +1%
3 4
5
6 7