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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

191 hedge funds and large institutions have $284M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
–
Holders Change %
0%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
57
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$5.47M
2
WAM
Wolverine Asset Management
Illinois
$1.19M
3
LCM
Landscape Capital Management
New Jersey
$1.12M
4
Invesco
Invesco
Georgia
$14.7M
5
LPL Financial
LPL Financial
California
$10.5M

Top Sellers

1
CW
Cook Wealth
North Carolina
$26.2M
2
BIG
Boothe Investment Group
Delaware
$0
3
SPIA
Steward Partners Investment Advisory
New York
$1.92M
4
Morgan Stanley
Morgan Stanley
New York
$31.7M
5
HI
Hoey Investments
Pennsylvania
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WA
126
180 Wealth Advisors
Washington
$116K -$4.86K -582 -4%
AOWM
127
Alpha Omega Wealth Management
Virginia
$114K – – –
CFD
128
Creative Financial Designs
Indiana
$111K +$45.9K +5,509 +71%
AFG
129
Atomi Financial Group
New York
$110K -$834 -100 -0.8%
FSA
130
Fort Sheridan Advisors
Illinois
$109K – – –
GVAG
131
Great Valley Advisor Group
Delaware
$109K +$8.34K +1,000 +8%
DIA
132
Dana Investment Advisors
Wisconsin
$108K – – –
MOS
133
MGO One Seven
Ohio
$108K – – –
DI
134
DFPG Investments
Utah
$107K – – –
US Bancorp
135
US Bancorp
Minnesota
$107K -$20.9K -2,500 -16%
CA
136
Cetera Advisors
Colorado
$105K +$2.88K +345 +3%
FFN
137
Focus Financial Network
Minnesota
$103K -$9.23K -1,107 -8%
QCIG
138
Quad-Cities Investment Group
Iowa
$101K +$1.14K +137 +1%
GAG
139
GM Advisory Group
New York
$100K – – –
Franklin Resources
140
Franklin Resources
California
$100K +$1.34K +161 +1%
BPA
141
Beacon Pointe Advisors
California
$94.2K – – –
RBC
142
Roble Belko & Company
Pennsylvania
$94K -$188K -22,545 -67%
IP
143
Ignite Planners
California
$91.6K – – –
VWA
144
Visionary Wealth Advisors
Illinois
$88.2K -$12.6K -1,509 -12%
LOPW
145
Live Oak Private Wealth
North Carolina
$87.8K – – –
SWP
146
Stratos Wealth Partners
Ohio
$86.9K +$86.9K +10,423 New
DA
147
Detalus Advisors
Missouri
$86.5K – – –
SWA
148
SFMG Wealth Advisors
Texas
$85.2K +$1.08K +129 +1%
KNW
149
Kesler Norman & Wride
Utah
$85.1K – – –
UCFA
150
United Capital Financial Advisors
Texas
$83.8K +$83.8K +10,046 New
4 5
6
7 8