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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

205 hedge funds and large institutions have $312M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-5
Holders Change %
-2.38%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
67
Reduced
58
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
AQR Arbitrage
Connecticut
$11.7M
2
WW
Waterfront Wealth
Kansas
$4.32M
3
CA
Cornerstone Advisors
North Carolina
$12.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.79M
5
AAM
Advisors Asset Management
Colorado
$7.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$37.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$13M
3
SFS
Shaker Financial Services
Virginia
$1.83M
4
CW
Cook Wealth
North Carolina
$8.38M
5
WAM
Wolverine Asset Management
Illinois
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
101
Principal Securities
Iowa
$236K – – –
CG
102
CFO4Life Group
Texas
$234K +$3.78K +458 +2%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$232K -$352K -42,649 -60%
SWM
104
SeaCrest Wealth Management
New York
$232K -$5.63K -682 -2%
NFG
105
Nations Financial Group
Iowa
$227K – – –
AMBIA
106
Allen Mooney & Barnes Investment Advisors
Georgia
$227K -$149K -18,392 -40%
WMA
107
Wealth Management Associates
New Jersey
$224K -$16.9K -2,066 -7%
Calamos Advisors
108
Calamos Advisors
Illinois
$214K +$214K +25,920 New
OHWP
109
Oak Harbor Wealth Partners
North Carolina
$210K – – –
BCM
110
Becker Capital Management
Oregon
$197K – – –
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$193K -$29.4K -3,567 -13%
RFC
112
Regions Financial Corp
Alabama
$192K +$82.5K +10,000 +75%
AAS
113
Ameritas Advisory Services
Nebraska
$190K +$190K +23,624 New
CA
114
Cetera Advisors
Colorado
$187K +$39.7K +4,809 +27%
WFS
115
Widmann Financial Services
Maryland
$185K – – –
IAIM
116
International Assets Investment Management
Florida
$185K +$17.4K +2,119 +10%
KWM
117
Kaydan Wealth Management
Michigan
$177K – – –
LNWWM
118
Laird Norton Wetherby Wealth Management
California
$172K +$172K +20,853 New
APW
119
Aurora Private Wealth
New Jersey
$171K -$3.4K -415 -2%
Truist Financial
120
Truist Financial
North Carolina
$164K +$11.3K +1,371 +7%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$163K – – –
WS
122
Wedbush Securities
California
$159K – – –
SCA
123
Stonebridge Capital Advisors
Minnesota
$157K -$40.7K -4,930 -21%
WBG
124
Wharton Business Group
Pennsylvania
$157K – – –
AWM
125
Axxcess Wealth Management
California
$156K -$9.31K -1,129 -6%
3 4
5
6 7