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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

205 hedge funds and large institutions have $312M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-5
Holders Change %
-2.38%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
67
Reduced
58
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
AQR Arbitrage
Connecticut
$11.7M
2
WW
Waterfront Wealth
Kansas
$4.32M
3
CA
Cornerstone Advisors
North Carolina
$12.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.79M
5
AAM
Advisors Asset Management
Colorado
$7.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$37.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$13M
3
SFS
Shaker Financial Services
Virginia
$1.83M
4
CW
Cook Wealth
North Carolina
$8.38M
5
WAM
Wolverine Asset Management
Illinois
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
126
Sheaff Brock Investment Advisors
Indiana
$155K -$83 -10 -0.1%
ISB
127
Iowa State Bank
Iowa
$154K – – –
VF
128
Virtu Financial
New York
$147K +$147K +17,879 New
DWM
129
Dakota Wealth Management
Florida
$145K – – –
DWP
130
Daymark Wealth Partners
Ohio
$145K – – –
KA
131
Kovack Advisors
Florida
$144K +$10.6K +1,280 +8%
GCP
132
Gill Capital Partners
Colorado
$140K – – –
ATPW
133
Ashton Thomas Private Wealth
Arizona
$140K +$1.92K +233 +1%
Fisher Asset Management
134
Fisher Asset Management
Washington
$136K +$136K +16,520 New
IWA
135
Icon Wealth Advisors
Texas
$136K +$2.77K +336 +2%
CAM
136
Cresset Asset Management
Illinois
$133K – – –
XF
137
XML Financial
Maryland
$130K – – –
WA
138
Waverly Advisors
Alabama
$129K +$19.5K +2,365 +18%
JPWM
139
Jamison Private Wealth Management
Georgia
$129K +$2.67K +323 +2%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$128K +$128K +15,550 New
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$125K -$5.13K -626 -4%
EWS
142
Eagle Wealth Strategies
New Jersey
$124K – – –
CIBC World Market
143
CIBC World Market
Ontario, Canada
$122K – – –
PWA
144
Prairie Wealth Advisors
Nebraska
$121K +$121K +14,650 New
CL
145
Choreo LLC
Illinois
$121K -$24.8K -3,000 -17%
SC
146
Savant Capital
Illinois
$119K +$119K +14,464 New
RBC
147
Roble Belko & Company
Pennsylvania
$119K – – –
CB
148
Commerce Bank
Missouri
$114K – – –
SFP
149
Sterling Financial Planning
New Jersey
$114K – – –
1WA
150
180 Wealth Advisors
Washington
$113K +$297 +36 +0.3%
4 5
6
7 8