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BlackRock Enhanced Equity Dividend Trust

207 hedge funds and large institutions have $277M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

1% more capital invested

Capital invested by funds: $275M → $277M (+$2.51M)

0.48% less ownership

Funds ownership: 18.25%17.77% (-0.48%)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

3% less funds holding

Funds holding: 214207 (-7)

Holders
207
Holders Change
-7
Holders Change %
-3.27%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
68
Reduced
58
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
126
Heritage Wealth Management (Ohio)
Ohio
$155K +$157K +18,000 New
SI
127
Stephens Inc
Arkansas
$154K +$6.14K +705 +4%
VIPI
128
Vista Investment Partners II
Indiana
$149K -$2.01K -231 -1%
MC
129
Moors & Cabot
Massachusetts
$148K
KPWS
130
Kestra Private Wealth Services
Texas
$147K +$148K +17,038 New
ISB
131
Iowa State Bank
Iowa
$146K
PWA
132
Prairie Wealth Advisors
Nebraska
$140K +$871 +100 +0.6%
WS
133
Wedbush Securities
California
$140K
CAM
134
Cresset Asset Management
Illinois
$138K -$392 -45 -0.3%
GCP
135
Gill Capital Partners
Colorado
$132K
EWS
136
Eagle Wealth Strategies
New Jersey
$130K
Mariner
137
Mariner
Kansas
$125K -$32.3K -3,709 -20%
IWA
138
Icon Wealth Advisors
Texas
$122K +$2.57K +295 +2%
SWM
139
Silverlake Wealth Management
Vermont
$122K +$1K +115 +0.8%
BlackRock
140
BlackRock
New York
$120K
CL
141
Choreo LLC
Illinois
$119K -$66.5K -7,634 -35%
CB
142
Commerce Bank
Missouri
$119K
SFP
143
Sterling Financial Planning
New Jersey
$119K
SFS
144
Sowell Financial Services
Arkansas
$117K +$118K +13,562 New
LFAS
145
Level Four Advisory Services
Texas
$116K +$653 +75 +0.6%
PCA
146
Pallas Capital Advisors
Massachusetts
$116K
AMBIA
147
Allen Mooney & Barnes Investment Advisors
Georgia
$115K +$610 +70 +0.5%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$114K +$9.94K +1,141 +9%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$114K +$697 +80 +0.5%
ATPW
150
Ashton Thomas Private Wealth
Arizona
$110K +$2.34K +269 +2%