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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

213 hedge funds and large institutions have $274M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+6
Holders Change %
+2.9%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
54
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$4.04M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$4.25M
3
GC
Guggenheim Capital
Illinois
$17M
4
WA
Waverly Advisors
Alabama
$954K
5
Stifel Financial
Stifel Financial
Missouri
$9.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$33.8M
2
AA
AQR Arbitrage
Connecticut
$4.71M
3
CA
Cornerstone Advisors
North Carolina
$0
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$2.75M
5
IAIM
International Assets Investment Management
Florida
$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
VIPI
126
Vista Investment Partners II
Indiana
$145K +$145K +17,539 New
SI
127
Stephens Inc
Arkansas
$143K -$134K -16,169 -48%
MC
128
Moors & Cabot
Massachusetts
$142K +$142K +17,165 New
ISB
129
Iowa State Bank
Iowa
$140K – – –
WS
130
Wedbush Securities
California
$135K -$23.2K -2,797 -15%
PWA
131
Prairie Wealth Advisors
Nebraska
$134K +$2.48K +300 +2%
CAM
132
Cresset Asset Management
Illinois
$133K – – –
GCP
133
Gill Capital Partners
Colorado
$127K – – –
P
134
&Partners
Tennessee
$125K +$125K +15,004 New
WFC
135
Western Financial Corp
California
$125K +$125K +15,111 New
EWS
136
Eagle Wealth Strategies
New Jersey
$125K – – –
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$125K -$26.6K -3,151 -18%
VF
138
Virtu Financial
New York
$118K +$118K +14,305 New
SWM
139
Silverlake Wealth Management
Vermont
$117K -$40.7K -4,916 -26%
BlackRock
140
BlackRock
New York
$116K +$116K +14,000 New
IWA
141
Icon Wealth Advisors
Texas
$115K +$2.26K +273 +2%
CB
142
Commerce Bank
Missouri
$115K – – –
SFP
143
Sterling Financial Planning
New Jersey
$115K – – –
PCA
144
Pallas Capital Advisors
Massachusetts
$111K – – –
LFAS
145
Level Four Advisory Services
Texas
$111K +$596 +72 +0.5%
AMBIA
146
Allen Mooney & Barnes Investment Advisors
Georgia
$110K +$538 +65 +0.5%
KeyBank National Association
147
KeyBank National Association
Ohio
$109K – – –
IFWM
148
Institute for Wealth Management
Colorado
$108K – – –
ATPW
149
Ashton Thomas Private Wealth
Arizona
$104K -$42.4K -5,120 -29%
MFWP
150
Mosaic Family Wealth Partners
Missouri
$101K +$994 +120 +1%
4 5
6
7 8