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BlackRock Enhanced Equity Dividend Trust

217 hedge funds and large institutions have $267M invested in BlackRock Enhanced Equity Dividend Trust in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

7% more funds holding

Funds holding: 203217 (+14)

0.16% less ownership

Funds ownership: 16.73%16.57% (-0.16%)

10% less capital invested

Capital invested by funds: $296M → $267M (-$29.3M)

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
66
Reduced
48
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAW
101
Signal Advisors Wealth
Michigan
$228K +$247K +26,499 New
SRS
102
Strong Retirement Solutions
Washington
$228K +$247K +26,499 New
CG
103
CFO4Life Group
Texas
$228K +$4.88K +523 +2%
Northern Trust
104
Northern Trust
Illinois
$218K +$21.3K +2,282 +10%
EM
105
ELCO Management
New York
$214K -$934 -100 -0.4%
WFC
106
Western Financial Corp
California
$211K +$4.53K +485 +2%
RBC
107
Roble Belko & Company
Pennsylvania
$209K -$4.91K -526 -2%
WS
108
Wedbush Securities
California
$209K +$25.6K +2,744 +13%
SWM
109
SeaCrest Wealth Management
New York
$206K +$12K +1,288 +6%
VIPI
110
Vista Investment Partners II
Indiana
$204K
PL
111
Plancorp LLC
Missouri
$199K
WFS
112
Widmann Financial Services
Maryland
$196K +$65 +7 +0%
OIM
113
Oder Investment Management
California
$190K
APW
114
Aurora Private Wealth
New Jersey
$190K
PWA
115
Prairie Wealth Advisors
Nebraska
$187K
KWM
116
Kaydan Wealth Management
Michigan
$185K
ASN
117
Advisory Services Network
Georgia
$183K -$17.1K -1,829 -8%
OHWP
118
Oak Harbor Wealth Partners
North Carolina
$182K
BTI
119
Blue Trust Inc
Georgia
$180K
CBU
120
CIBC Bancorp USA
Illinois
$179K +$193K +20,728 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$176K -$233K -25,000 -55%
IIA
122
IPG Investment Advisors
California
$172K +$37.3K +4,000 +25%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$169K +$2.64K +283 +1%
PS
124
Principal Securities
Iowa
$164K -$27.3K -2,926 -13%
WBG
125
Wharton Business Group
Pennsylvania
$164K

BDJ Hedge Fund Activity: Q1 2026 in Review

217 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q1 2026, worth a combined $267M — down 9.9% from $296M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BDJ positions and 19 closed out — a net gain of 17 holders — while 66 added to existing stakes and 48 trimmed.

The largest buyer was SOL Capital Management, opening a new position worth an estimated $3.56M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.97M.

  • 217 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q1 2026, up from 203 in Q4 2025.
  • Funds reported $267M of BlackRock Enhanced Equity Dividend Trust stock for Q1 2026, down 9.9% quarter-over-quarter.
  • 36 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q1 2026 and 19 closed out, a net change of +17 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q1 2026 was SOL Capital Management, an estimated $3.56M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q1 2026 was Commonwealth Equity Services, an estimated $3.97M sold.

Based on aggregated 13F filings for Q1 2026.