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BlackRock Enhanced Equity Dividend Trust
BDJ

206 hedge funds and large institutions have $283M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 54

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

2% more capital invested

Capital invested by funds: $277M → $283M (+$6.34M)

0% less funds holding

Funds holding: 207 → 206 (-1)

0.67% less ownership

Funds ownership: 17.77% → 17.1% (-0.67%)

Holders
206
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
77
Reduced
54
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$3.27M
2
SFS
Shaker Financial Services
Virginia
+$2.96M
3
Raymond James Financial
Raymond James Financial
Florida
+$2.85M
4
LPL Financial
LPL Financial
California
+$2.11M
5
Invesco
Invesco
Georgia
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$6.31M
2
KIM
Karpus Investment Management
New York
-$4.08M
3
AA
AQR Arbitrage
Connecticut
-$1.33M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.01M
5
UBS Group
UBS Group
Switzerland
-$941K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
101
Wealthspan Partners
Iowa
$233K +$2.51K +299 +1%
Walleye Capital
102
Walleye Capital
New York
$226K +$214K +25,440 New
KFA
103
Kapstone Financial Advisors
Ohio
$222K +$57.2K +6,800 +37%
CG
104
CFO4Life Group
Texas
$219K +$4.44K +528 +2%
VIPI
105
Vista Investment Partners II
Indiana
$211K +$54.2K +6,448 +37%
WFC
106
Western Financial Corp
California
$204K +$20.9K +2,492 +12%
WFS
107
Widmann Financial Services
Maryland
$202K +$50 +6 +0%
PS
108
Principal Securities
Iowa
$199K -$53.8K -6,400 -22%
Northern Trust
109
Northern Trust
Illinois
$196K +$1.31K +156 +0.7%
PL
110
Plancorp LLC
Missouri
$196K – – –
SWM
111
SeaCrest Wealth Management
New York
$195K +$2.45K +291 +1%
KWM
112
Kaydan Wealth Management
Michigan
$191K – – –
OHWP
113
Oak Harbor Wealth Partners
North Carolina
$188K – – –
AAS
114
Ameritas Advisory Services
Nebraska
$186K -$75.3K -8,964 -30%
LNWWM
115
Laird Norton Wetherby Wealth Management
California
$185K +$175K +20,853 New
AWS
116
Atria Wealth Solutions
New York
$185K -$361K -42,916 -67%
SS
117
Sunbelt Securities
Texas
$183K +$113K +13,394 +153%
BEI
118
Benjamin Edwards Inc
Missouri
$182K +$172K +20,484 New
MTWM
119
Masso Torrence Wealth Management
New Jersey
$181K – – –
CAAS
120
Capital Asset Advisory Services
Michigan
$179K – – –
APW
121
Aurora Private Wealth
New Jersey
$175K +$2.77K +329 +2%
WBG
122
Wharton Business Group
Pennsylvania
$169K – – –
NFG
123
Nations Financial Group
Iowa
$168K -$34.5K -4,106 -18%
BCM
124
Becker Capital Management
Oregon
$167K – – –
CMMS
125
Comprehensive Money Management Services
Florida
$166K -$8.69K -1,034 -5%
3 4
5
6 7

BDJ Hedge Fund Activity: Q2 2025 in Review

206 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q2 2025, worth a combined $283M — up 2.3% from $277M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BDJ positions and 22 closed out — a net gain of 1 holder — while 77 added to existing stakes and 54 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $3.27M. The largest seller was Wells Fargo, cutting an estimated $6.31M.

  • 206 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q2 2025, down from 207 in Q1 2025.
  • Funds reported $283M of BlackRock Enhanced Equity Dividend Trust stock for Q2 2025, up 2.3% quarter-over-quarter.
  • 23 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q2 2025 and 22 closed out, a net change of +1 holder.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q2 2025 was Cerity Partners, an estimated $3.27M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q2 2025 was Wells Fargo, an estimated $6.31M sold.

Based on aggregated 13F filings for Q2 2025.