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BlackRock Enhanced Equity Dividend Trust

206 hedge funds and large institutions have $283M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 54

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

2% more capital invested

Capital invested by funds: $277M → $283M (+$6.34M)

0% less funds holding

Funds holding: 207206 (-1)

0.67% less ownership

Funds ownership: 17.77%17.1% (-0.67%)

Holders
206
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
77
Reduced
54
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$165K -$25.8K -3,065 -14%
KPWS
127
Kestra Private Wealth Services
Texas
$163K +$10.7K +1,271 +7%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$161K -$220K -26,182 -59%
WMA
129
Wealth Management Associates
New Jersey
$160K -$4.19K -499 -3%
XF
130
XML Financial
Maryland
$159K -$21K -2,500 -12%
WS
131
Wedbush Securities
California
$158K +$13.3K +1,581 +10%
MC
132
Moors & Cabot
Massachusetts
$151K -$1.39K -165 -1%
ISB
133
Iowa State Bank
Iowa
$151K
PWA
134
Prairie Wealth Advisors
Nebraska
$145K
HWMO
135
Heritage Wealth Management (Ohio)
Ohio
$144K -$14.7K -1,750 -10%
SI
136
Stephens Inc
Arkansas
$143K -$15.9K -1,888 -11%
CAM
137
Cresset Asset Management
Illinois
$142K -$689 -82 -0.5%
Creative Planning
138
Creative Planning
Kansas
$138K -$198K -23,576 -60%
GCP
139
Gill Capital Partners
Colorado
$137K
EWS
140
Eagle Wealth Strategies
New Jersey
$134K
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$133K +$698 +83 +0.6%
IWA
142
Icon Wealth Advisors
Texas
$129K +$2.59K +308 +2%
RAM
143
Readystate Asset Management
Illinois
$125K +$118K +14,015 New
BlackRock
144
BlackRock
New York
$124K
CB
145
Commerce Bank
Missouri
$123K
SFP
146
Sterling Financial Planning
New Jersey
$123K
LFAS
147
Level Four Advisory Services
Texas
$120K +$664 +79 +0.6%
PCA
148
Pallas Capital Advisors
Massachusetts
$120K
AMBIA
149
Allen Mooney & Barnes Investment Advisors
Georgia
$119K +$614 +73 +0.5%
ATPW
150
Ashton Thomas Private Wealth
Arizona
$116K +$2.37K +282 +2%

BDJ Hedge Fund Activity: Q2 2025 in Review

206 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q2 2025, worth a combined $283M — up 2.3% from $277M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BDJ positions and 22 closed out — a net gain of 1 holder — while 77 added to existing stakes and 54 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $3.27M. The largest seller was Wells Fargo, cutting an estimated $6.31M.

  • 206 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q2 2025, down from 207 in Q1 2025.
  • Funds reported $283M of BlackRock Enhanced Equity Dividend Trust stock for Q2 2025, up 2.3% quarter-over-quarter.
  • 23 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q2 2025 and 22 closed out, a net change of +1 holder.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q2 2025 was Cerity Partners, an estimated $3.27M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q2 2025 was Wells Fargo, an estimated $6.31M sold.

Based on aggregated 13F filings for Q2 2025.