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BlackRock Enhanced Equity Dividend Trust

210 hedge funds and large institutions have $304M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+15
Holders Change %
+7.69%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
55
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
151
Atomi Financial Group
New York
$101K -$5.16K -671 -5%
IFWM
152
Institute for Wealth Management
Colorado
$99.9K -$63.3K -8,235 -39%
DIA
153
Dana Investment Advisors
Wisconsin
$99.7K
QCIG
154
Quad-Cities Investment Group
Iowa
$99K +$1.62K +205 +2%
XT
155
XTX Topco
Cayman Islands
$96.5K +$96.5K +12,555 New
Franklin Resources
156
Franklin Resources
California
$95.8K +$2.34K +304 +3%
PWM
157
Perigon Wealth Management
California
$92.6K -$19.2K -2,500 -17%
Koshinski Asset Management
158
Koshinski Asset Management
Illinois
$92.3K +$92.3K +12,000 New
AWM
159
Apollon Wealth Management
South Carolina
$88.5K +$508 +66 +0.6%
AWM
160
AE Wealth Management
Kansas
$87.8K -$41.9K -5,367 -32%
BPA
161
Beacon Pointe Advisors
California
$86.9K
FFN
162
Focus Financial Network
Minnesota
$86.9K -$10.2K -1,321 -10%
SWP
163
Stratos Wealth Partners
Ohio
$86.4K +$954 +124 +1%
DI
164
DFPG Investments
Utah
$85.5K
HI
165
Harbour Investments
Wisconsin
$81.9K +$76.9K +10,000 +1,538%
LOPW
166
Live Oak Private Wealth
North Carolina
$80.9K
DA
167
Detalus Advisors
Missouri
$79.8K
KPWS
168
Kestra Private Wealth Services
Texas
$78.6K -$62.4K -8,118 -44%
NCM
169
NCM Capital Management
New Jersey
$77.8K +$77.8K +10,111 New
CIA
170
Cape Investment Advisory
Georgia
$77.6K +$1.12K +146 +1%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$76.9K -$4.28K -557 -5%
MGIA
172
Moneta Group Investment Advisors
Missouri
$76.9K +$76.9K +10,000 New
HCP
173
Hexagon Capital Partners
Arkansas
$59.7K -$423 -55 -0.7%
US Bancorp
174
US Bancorp
Minnesota
$59.4K
BCMLT
175
Beacon Capital Management LLC (Tennessee)
Tennessee
$56.8K -$9.51K -1,250 -14%