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BlackRock Enhanced Equity Dividend Trust
BDJ

202 hedge funds and large institutions have $292M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

3% more capital invested

Capital invested by funds: $283M → $292M (+$8.06M)

0.07% more ownership

Funds ownership: 17.1% → 17.17% (+0.07%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 206 → 202 (-4)

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
83
Reduced
45
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.57M
2
WW
Waterfront Wealth
Kansas
+$2.01M
3
LPL Financial
LPL Financial
California
+$1.58M
4
Wells Fargo
Wells Fargo
California
+$1.28M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$863K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$5.46M
2
AAM
Advisors Asset Management
Colorado
-$2.79M
3
SFS
Shaker Financial Services
Virginia
-$2.32M
4
KIM
Karpus Investment Management
New York
-$1.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$594K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
126
Prairie Wealth Advisors
Nebraska
$154K +$5.58K +625 +4%
EPW
127
Endeavor Private Wealth
Kansas
$149K +$37.3K +4,179 +34%
MML Investors Services
128
MML Investors Services
Massachusetts
$149K +$51.7K +5,787 +55%
HWMO
129
Heritage Wealth Management (Ohio)
Ohio
$148K – – –
CAM
130
Creekmur Asset Management
Illinois
$147K +$32.1K +3,598 +29%
SI
131
Stephens Inc
Arkansas
$146K – – –
CAM
132
Cresset Asset Management
Illinois
$146K – – –
FFA
133
Founders Financial Alliance
North Carolina
$145K +$142K +15,903 New
Corient Private Wealth
134
Corient Private Wealth
Florida
$141K +$138K +15,490 New
GCP
135
Gill Capital Partners
Colorado
$140K – – –
EWS
136
Eagle Wealth Strategies
New Jersey
$137K – – –
IWA
137
Icon Wealth Advisors
Texas
$135K +$2.66K +298 +2%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$135K -$1.26K -141 -0.9%
ISB
139
Iowa State Bank
Iowa
$134K -$20.1K -2,250 -13%
Jane Street
140
Jane Street
New York
$129K +$127K +14,178 New
HWMT
141
Heritage Wealth Management (Texas)
Texas
$128K +$125K +14,005 New
BlackRock
142
BlackRock
New York
$128K – – –
CB
143
Commerce Bank
Missouri
$126K – – –
SFP
144
Sterling Financial Planning
New Jersey
$126K – – –
LFAS
145
Level Four Advisory Services
Texas
$124K +$804 +90 +0.7%
AMBIA
146
Allen Mooney & Barnes Investment Advisors
Georgia
$123K +$634 +71 +0.5%
PCA
147
Pallas Capital Advisors
Massachusetts
$123K – – –
ATPW
148
Ashton Thomas Private Wealth
Arizona
$122K +$2.44K +273 +2%
TCA
149
Transcend Capital Advisors
New Jersey
$120K +$15.2K +1,697 +15%
CL
150
Choreo LLC
Illinois
$119K – – –
4 5
6
7 8

BDJ Hedge Fund Activity: Q3 2025 in Review

202 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q3 2025, worth a combined $292M — up 2.8% from $283M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BDJ and 19 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 83 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $2.57M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $5.46M sold.

  • 202 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q3 2025, down from 206 in Q2 2025.
  • Funds reported $292M of BlackRock Enhanced Equity Dividend Trust stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 19 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q3 2025 and 20 closed out, a net change of -1 holder.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q3 2025 was Janney Montgomery Scott, an estimated $2.57M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q3 2025 was Penserra Capital Management, an estimated $5.46M sold.

Based on aggregated 13F filings for Q3 2025.