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BlackRock Enhanced Equity Dividend Trust
BDJ

202 hedge funds and large institutions have $292M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

3% more capital invested

Capital invested by funds: $283M → $292M (+$8.06M)

0.07% more ownership

Funds ownership: 17.1% → 17.17% (+0.07%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 206 → 202 (-4)

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
83
Reduced
45
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.57M
2
WW
Waterfront Wealth
Kansas
+$2.01M
3
LPL Financial
LPL Financial
California
+$1.58M
4
Wells Fargo
Wells Fargo
California
+$1.28M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$863K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$5.46M
2
AAM
Advisors Asset Management
Colorado
-$2.79M
3
SFS
Shaker Financial Services
Virginia
-$2.32M
4
KIM
Karpus Investment Management
New York
-$1.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$594K
Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
101
Roble Belko & Company
Pennsylvania
$226K -$22.5K -2,516 -9%
VIPI
102
Vista Investment Partners II
Indiana
$216K – – –
EM
103
ELCO Management
New York
$216K -$35.7K -4,000 -14%
WFC
104
Western Financial Corp
California
$214K +$4.26K +477 +2%
WFS
105
Widmann Financial Services
Maryland
$207K +$54 +6 +0%
Northern Trust
106
Northern Trust
Illinois
$206K +$4.11K +460 +2%
SWM
107
SeaCrest Wealth Management
New York
$204K +$2.51K +281 +1%
PL
108
Plancorp LLC
Missouri
$200K – – –
Millennium Management
109
Millennium Management
New York
$200K +$196K +22,000 New
PS
110
Principal Securities
Iowa
$200K -$3.95K -442 -2%
KWM
111
Kaydan Wealth Management
Michigan
$196K – – –
OHWP
112
Oak Harbor Wealth Partners
North Carolina
$193K – – –
LNWWM
113
Laird Norton Wetherby Wealth Management
California
$190K – – –
MTWM
114
Masso Torrence Wealth Management
New Jersey
$186K – – –
KPWS
115
Kestra Private Wealth Services
Texas
$181K +$13.7K +1,537 +8%
WBG
116
Wharton Business Group
Pennsylvania
$173K – – –
NFG
117
Nations Financial Group
Iowa
$173K – – –
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$172K +$2.35K +263 +1%
BCM
119
Becker Capital Management
Oregon
$171K – – –
AWM
120
Axxcess Wealth Management
California
$165K -$187K -20,885 -54%
WMA
121
Wealth Management Associates
New Jersey
$164K – – –
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$161K -$4.03K -451 -2%
DWM
123
Dakota Wealth Management
Florida
$160K -$127K -14,170 -45%
CMMS
124
Comprehensive Money Management Services
Florida
$155K -$14.5K -1,619 -9%
MC
125
Moors & Cabot
Massachusetts
$155K – – –
3 4
5
6 7

BDJ Hedge Fund Activity: Q3 2025 in Review

202 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q3 2025, worth a combined $292M — up 2.8% from $283M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BDJ and 19 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 83 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $2.57M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $5.46M sold.

  • 202 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q3 2025, down from 206 in Q2 2025.
  • Funds reported $292M of BlackRock Enhanced Equity Dividend Trust stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 19 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q3 2025 and 20 closed out, a net change of -1 holder.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q3 2025 was Janney Montgomery Scott, an estimated $2.57M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q3 2025 was Penserra Capital Management, an estimated $5.46M sold.

Based on aggregated 13F filings for Q3 2025.