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BlackRock Enhanced Equity Dividend Trust

217 hedge funds and large institutions have $267M invested in BlackRock Enhanced Equity Dividend Trust in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

7% more funds holding

Funds holding: 203217 (+14)

0.16% less ownership

Funds ownership: 16.73%16.57% (-0.16%)

10% less capital invested

Capital invested by funds: $296M → $267M (-$29.3M)

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
66
Reduced
48
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
151
Gill Capital Partners
Colorado
$120K
CIA
152
Concurrent Investment Advisors
Florida
$119K +$18.7K +1,998 +17%
SFP
153
Sterling Financial Planning
New Jersey
$119K
HWMT
154
Heritage Wealth Management (Texas)
Texas
$119K -$6.08K -651 -5%
XF
155
XML Financial
Maryland
$119K -$31.1K -3,334 -19%
AMBIA
156
Allen Mooney & Barnes Investment Advisors
Georgia
$118K +$681 +73 +0.5%
EPW
157
Endeavor Private Wealth
Kansas
$114K
IP
158
Indivisible Partners
Florida
$113K
MFWP
159
Mosaic Family Wealth Partners
Missouri
$105K
Corient Private Wealth
160
Corient Private Wealth
Florida
$105K -$147K -15,735 -56%
SMC
161
Smith, Moore & Co
Missouri
$105K +$187 +20 +0.2%
Millennium Management
162
Millennium Management
New York
$104K +$112K +12,035 New
PWM
163
Perigon Wealth Management
California
$100K -$1.17K -125 -1%
DWP
164
Daymark Wealth Partners
Ohio
$100K
FHC
165
First Heartland Consultants
Missouri
$99.3K +$1.77K +190 +2%
CL
166
Choreo LLC
Illinois
$99K
DI
167
Decision Investments
California
$97.9K
WIA
168
Westbourne Investment Advisors
Maryland
$97.4K +$105K +11,300 New
KeyBank National Association
169
KeyBank National Association
Ohio
$94.8K
LOPW
170
Live Oak Private Wealth
North Carolina
$90.7K
CIA
171
Cape Investment Advisory
Georgia
$89.6K +$10.3K +1,100 +12%
SPC
172
Spirepoint Private Client
Florida
$89.4K
DIA
173
Dana Investment Advisors
Wisconsin
$89K
NSAM
174
North Star Asset Management
Wisconsin
$88.3K +$95.6K +10,238 New
MOS
175
MGO One Seven
Ohio
$87.3K