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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
NFG
126
Nations Financial Group
Iowa
$163K
BCM
127
Becker Capital Management
Oregon
$162K
LSC
128
Logan Stone Capital
Illinois
$162K +$175K +18,738 New
MML Investors Services
129
MML Investors Services
Massachusetts
$161K -$2.73K -293 -2%
DWM
130
Diversify Wealth Management
Utah
$161K +$164K +17,552 New
NRI
131
NFP Retirement Inc
California
$160K +$174K +18,594 New
FFA
132
Founders Financial Alliance
North Carolina
$160K +$30.1K +3,225 +21%
Goldman Sachs
133
Goldman Sachs
New York
$160K +$173K +18,517 New
WE
134
Wealth Effects
Massachusetts
$157K +$170K +18,210 New
JBA
135
Johnson Bixby & Associates
Washington
$156K +$169K +18,140 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$152K -$55.7K -5,969 -25%
MC
137
Moors & Cabot
Massachusetts
$152K
LFAS
138
Level Four Advisory Services
Texas
$151K +$737 +79 +0.5%
HI
139
Harbour Investments
Wisconsin
$150K +$37.3K +3,993 +30%
IWA
140
Icon Wealth Advisors
Texas
$143K +$2.86K +306 +2%
AQR Capital Management
141
AQR Capital Management
Connecticut
$139K +$150K +16,116 New
WMA
142
Wealth Management Associates
New Jersey
$138K
AAP
143
Arax Advisory Partners
Colorado
$138K +$148K +15,816 +8,643%
CAM
144
Cresset Asset Management
Illinois
$138K
WIA
145
World Investment Advisors
California
$132K +$700 +75 +0.5%
HWMO
146
Heritage Wealth Management (Ohio)
Ohio
$131K
CMMS
147
Comprehensive Money Management Services
Florida
$130K -$18.2K -1,953 -11%
EWS
148
Eagle Wealth Strategies
New Jersey
$130K
ISB
149
Iowa State Bank
Iowa
$127K
BlackRock
150
BlackRock
New York
$121K