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BlackRock Enhanced Equity Dividend Trust

207 hedge funds and large institutions have $277M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

1% more capital invested

Capital invested by funds: $275M → $277M (+$2.51M)

0.48% less ownership

Funds ownership: 18.25%17.77% (-0.48%)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

3% less funds holding

Funds holding: 214207 (-7)

Holders
207
Holders Change
-7
Holders Change %
-3.27%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
68
Reduced
58
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
151
Mosaic Family Wealth Partners
Missouri
$105K
EPW
152
Endeavor Private Wealth
Kansas
$105K +$106K +12,210 New
QCIG
153
Quad-Cities Investment Group
Iowa
$102K +$96 +11 +0.1%
PWM
154
Perigon Wealth Management
California
$101K
CIA
155
Concurrent Investment Advisors
Florida
$101K +$102K +11,717 New
DWP
156
Daymark Wealth Partners
Ohio
$99.8K
Franklin Resources
157
Franklin Resources
California
$96.4K +$749 +86 +0.8%
KeyBank National Association
158
KeyBank National Association
Ohio
$94.6K -$18.3K -2,104 -16%
SPC
159
Spirepoint Private Client
Florida
$94.1K
EWA
160
EP Wealth Advisors
California
$94K -$104K -11,891 -52%
LOPW
161
Live Oak Private Wealth
North Carolina
$90.5K
DIA
162
Dana Investment Advisors
Wisconsin
$88.8K
TSS
163
Two Sigma Securities
New York
$87.4K +$88.6K +10,164 New
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$86.4K +$87.6K +10,050 New
Jones Financial Companies
165
Jones Financial Companies
Missouri
$86.4K +$87.1K +10,000 New
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$86K
DAS
167
Diversify Advisory Services
Utah
$85.4K
SPF
168
South Plains Financial
Texas
$83.7K
CIA
169
Cape Investment Advisory
Georgia
$79.9K
SS
170
Sunbelt Securities
Texas
$75.2K -$117K -13,394 -61%
HCP
171
Hexagon Capital Partners
Arkansas
$66.8K
CAM
172
Creekmur Asset Management
Illinois
$64.6K +$20.1K +2,306 +44%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$64K
CFB
174
Cullen/Frost Bankers
Texas
$63.8K
NSIM
175
North Star Investment Management
Illinois
$62.5K