We are live on ! Find out more
BDJ icon

BlackRock Enhanced Equity Dividend Trust

206 hedge funds and large institutions have $283M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 54

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

2% more capital invested

Capital invested by funds: $277M → $283M (+$6.34M)

0% less funds holding

Funds holding: 207206 (-1)

0.67% less ownership

Funds ownership: 17.77%17.1% (-0.67%)

Holders
206
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
77
Reduced
54
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
151
Choreo LLC
Illinois
$116K -$7.08K -843 -6%
CAM
152
Creekmur Asset Management
Illinois
$111K +$42K +4,992 +66%
Franklin Resources
153
Franklin Resources
California
$111K +$10.8K +1,281 +11%
MFWP
154
Mosaic Family Wealth Partners
Missouri
$109K
EPW
155
Endeavor Private Wealth
Kansas
$109K
SWM
156
Silverlake Wealth Management
Vermont
$106K -$19K -2,256 -16%
FHC
157
First Heartland Consultants
Missouri
$106K +$99.9K +11,883 New
CIA
158
Concurrent Investment Advisors
Florida
$105K +$429 +51 +0.4%
PWM
159
Perigon Wealth Management
California
$105K
DWP
160
Daymark Wealth Partners
Ohio
$103K
TCA
161
Transcend Capital Advisors
New Jersey
$102K +$96.4K +11,473 New
KeyBank National Association
162
KeyBank National Association
Ohio
$97.8K
SPC
163
Spirepoint Private Client
Florida
$97.2K
SFS
164
Sowell Financial Services
Arkansas
$95.1K -$24.1K -2,868 -21%
MML Investors Services
165
MML Investors Services
Massachusetts
$94K +$88.4K +10,521 New
LOPW
166
Live Oak Private Wealth
North Carolina
$93.6K
DAS
167
Diversify Advisory Services
Utah
$91.9K
DIA
168
Dana Investment Advisors
Wisconsin
$91.8K
KA
169
Kovack Advisors
Florida
$90.7K +$85.7K +10,200 New
CIA
170
Cape Investment Advisory
Georgia
$82.6K
FFO
171
Fortitude Family Office
Arizona
$67.7K +$48.7K +5,800 +319%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$66K
CFB
173
Cullen/Frost Bankers
Texas
$65.9K
NSIM
174
North Star Investment Management
Illinois
$64.6K
BBHC
175
Brown Brothers Harriman & Co
New York
$63.5K +$60.1K +7,147 New

BDJ Hedge Fund Activity: Q2 2025 in Review

206 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q2 2025, worth a combined $283M — up 2.3% from $277M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BDJ positions and 22 closed out — a net gain of 1 holder — while 77 added to existing stakes and 54 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $3.27M. The largest seller was Wells Fargo, cutting an estimated $6.31M.

  • 206 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q2 2025, down from 207 in Q1 2025.
  • Funds reported $283M of BlackRock Enhanced Equity Dividend Trust stock for Q2 2025, up 2.3% quarter-over-quarter.
  • 23 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q2 2025 and 22 closed out, a net change of +1 holder.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q2 2025 was Cerity Partners, an estimated $3.27M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q2 2025 was Wells Fargo, an estimated $6.31M sold.

Based on aggregated 13F filings for Q2 2025.