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BlackRock Enhanced Equity Dividend Trust

195 hedge funds and large institutions have $268M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
62
Reduced
58
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
151
Apollon Wealth Management
South Carolina
$87.1K +$87.1K +11,445 New
BPA
152
Beacon Pointe Advisors
California
$86K
SWP
153
Stratos Wealth Partners
Ohio
$84.6K +$5.24K +689 +7%
IP
154
Ignite Planners
California
$81.9K
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$80.3K +$4.09K +538 +5%
LOPW
156
Live Oak Private Wealth
North Carolina
$80.1K
DI
157
DFPG Investments
Utah
$79.4K -$13K -1,800 -14%
DA
158
Detalus Advisors
Missouri
$78.9K
KNW
159
Kesler Norman & Wride
Utah
$77.6K
UCFA
160
United Capital Financial Advisors
Texas
$76.5K
LMKC
161
L.M. Kohn & Company
Ohio
$76.2K +$76.2K +10,007 New
CIA
162
Cape Investment Advisory
Georgia
$75.7K +$609 +80 +0.8%
BCMLT
163
Beacon Capital Management LLC (Tennessee)
Tennessee
$72.7K
HCP
164
Hexagon Capital Partners
Arkansas
$59.5K
US Bancorp
165
US Bancorp
Minnesota
$58.8K -$38.8K -5,100 -40%
NSIM
166
North Star Investment Management
Illinois
$55.3K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$50K
CHC
168
City Holding Co
West Virginia
$41.9K
TPCW
169
TD Private Client Wealth
New York
$33.3K +$33.3K +4,378 New
NCM
170
Northwest Capital Management
Oregon
$33.3K
GWSG
171
GPS Wealth Strategies Group
Colorado
$26.6K
BFEC
172
Benjamin F. Edwards & Company
Missouri
$20K
CFGS
173
Concourse Financial Group Securities
Alabama
$18.9K +$3.04K +400 +19%
TJHA
174
Thomas J. Herzfeld Advisors
Florida
$17.3K +$350 +46 +2%
CAL
175
Capital Advisors Ltd
Ohio
$17K