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BlackRock Enhanced Equity Dividend Trust

210 hedge funds and large institutions have $304M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+15
Holders Change %
+7.69%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
55
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWP
126
Daymark Wealth Partners
Ohio
$135K -$69.2K -9,000 -34%
GCP
127
Gill Capital Partners
Colorado
$134K
ATPW
128
Ashton Thomas Private Wealth
Arizona
$129K
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$129K -$20.4K -2,647 -14%
KA
130
Kovack Advisors
Florida
$124K +$124K +16,148 New
CAM
131
Cresset Asset Management
Illinois
$124K
IWA
132
Icon Wealth Advisors
Texas
$124K +$124K +16,091 New
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$122K +$754 +98 +0.6%
XF
134
XML Financial
Maryland
$121K -$2.93K -381 -2%
JPWM
135
Jamison Private Wealth Management
Georgia
$118K +$4.19K +545 +4%
EWS
136
Eagle Wealth Strategies
New Jersey
$116K +$116K +15,090 New
HighTower Advisors
137
HighTower Advisors
Illinois
$116K -$43.7K -5,696 -27%
CIBC World Market
138
CIBC World Market
Ontario, Canada
$114K
Mariner
139
Mariner
Kansas
$112K +$112K +14,504 New
RBC
140
Roble Belko & Company
Pennsylvania
$111K
CIAS
141
Capital Investment Advisory Services
North Carolina
$110K -$91.6K -11,916 -46%
CB
142
Commerce Bank
Missouri
$106K -$6.04K -786 -5%
SFP
143
Sterling Financial Planning
New Jersey
$106K +$106K +13,831 New
1WA
144
180 Wealth Advisors
Washington
$106K -$3.33K -430 -3%
CFD
145
Creative Financial Designs
Indiana
$102K
RFC
146
Regions Financial Corp
Alabama
$102K -$115K -15,000 -53%
WA
147
Waverly Advisors
Alabama
$102K
KeyBank National Association
148
KeyBank National Association
Ohio
$101K
TFF
149
The Family Firm
Maryland
$101K +$101K +13,103 New
FSA
150
Fort Sheridan Advisors
Illinois
$101K