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BlackRock Enhanced Equity Dividend Trust

207 hedge funds and large institutions have $277M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

1% more capital invested

Capital invested by funds: $275M → $277M (+$2.51M)

0.48% less ownership

Funds ownership: 18.25%17.77% (-0.48%)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

3% less funds holding

Funds holding: 214207 (-7)

Holders
207
Holders Change
-7
Holders Change %
-3.27%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
68
Reduced
58
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$231K +$5.29K +607 +2%
WP
102
Wealthspan Partners
Iowa
$222K +$2.48K +285 +1%
CA
103
Claro Advisors
Massachusetts
$210K -$54.5K -6,254 -20%
CG
104
CFO4Life Group
Texas
$207K +$4.38K +503 +2%
NFG
105
Nations Financial Group
Iowa
$198K
WFS
106
Widmann Financial Services
Maryland
$196K +$52 +6 +0%
PL
107
Plancorp LLC
Missouri
$189K
Northern Trust
108
Northern Trust
Illinois
$189K
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$186K +$189K +21,676 New
SWM
110
SeaCrest Wealth Management
New York
$186K +$2.4K +276 +1%
KWM
111
Kaydan Wealth Management
Michigan
$185K
OHWP
112
Oak Harbor Wealth Partners
North Carolina
$182K -$21.8K -2,500 -11%
Calamos Advisors
113
Calamos Advisors
Illinois
$177K -$178K -20,462 -50%
WFC
114
Western Financial Corp
California
$176K +$46.7K +5,359 +35%
MTWM
115
Masso Torrence Wealth Management
New Jersey
$176K
XF
116
XML Financial
Maryland
$175K
CAAS
117
Capital Asset Advisory Services
Michigan
$173K +$175K +20,106 New
CMMS
118
Comprehensive Money Management Services
Florida
$169K -$17.2K -1,977 -9%
APW
119
Aurora Private Wealth
New Jersey
$166K +$1.73K +198 +1%
WBG
120
Wharton Business Group
Pennsylvania
$163K
BCM
121
Becker Capital Management
Oregon
$162K
WMA
122
Wealth Management Associates
New Jersey
$159K -$29.8K -3,420 -16%
SBIA
123
Sheaff Brock Investment Advisors
Indiana
$157K -$105 -12 -0.1%
KFA
124
Kapstone Financial Advisors
Ohio
$156K
SWP
125
Stratos Wealth Partners
Ohio
$155K -$831K -95,433 -84%