BDJ icon

BlackRock Enhanced Equity Dividend Trust

186 hedge funds and large institutions have $314M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
65
Reduced
47
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
101
Axxcess Wealth Management
California
$183K +$2.17K +241 +1%
WI
102
Wintrust Investments
Illinois
$183K +$183K +20,312 New
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$181K +$4.21K +468 +2%
WA
104
Waverly Advisors
Alabama
$179K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$178K -$9K -999 -5%
KPWS
106
Kestra Private Wealth Services
Texas
$178K +$7.11K +789 +4%
SWM
107
Scissortail Wealth Management
Oklahoma
$177K +$177K +19,400 New
AWM
108
AE Wealth Management
Kansas
$176K -$29.4K -3,264 -14%
MCC
109
Money Concepts Capital
Florida
$174K +$174K +19,290 New
WBG
110
Wharton Business Group
Pennsylvania
$171K
ISB
111
Iowa State Bank
Iowa
$168K
CB
112
Commerce Bank
Missouri
$162K
DWM
113
Dakota Wealth Management
Florida
$159K
GCP
114
Gill Capital Partners
Colorado
$157K -$14K -1,555 -8%
XF
115
XML Financial
Maryland
$156K -$5.42K -602 -3%
WS
116
Wedbush Securities
California
$156K
LI
117
LVZ Inc
Michigan
$154K
FFN
118
Focus Financial Network
Minnesota
$147K +$147K +16,279 New
LFAS
119
Level Four Advisory Services
Texas
$147K +$147K +16,263 New
1WA
120
180 Wealth Advisors
Washington
$144K +$2.56K +281 +2%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$133K
CIBC World Market
122
CIBC World Market
Ontario, Canada
$133K
IWA
123
Icon Wealth Advisors
Texas
$133K +$5.45K +605 +4%
HighTower Advisors
124
HighTower Advisors
Illinois
$131K -$4.48K -497 -3%
PWM
125
Perigon Wealth Management
California
$129K +$4.36K +484 +3%