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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

204 hedge funds and large institutions have $281M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
75
Reduced
54
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$3.45M
2
SFS
Shaker Financial Services
Virginia
+$3.13M
3
Raymond James Financial
Raymond James Financial
Florida
+$3.01M
4
LPL Financial
LPL Financial
California
+$2.23M
5
Invesco
Invesco
Georgia
+$1.09M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$6.67M
2
KIM
Karpus Investment Management
New York
-$4.31M
3
AA
AQR Arbitrage
Connecticut
-$1.33M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.06M
5
UBS Group
UBS Group
Switzerland
-$995K
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
151
Franklin Resources
California
$111K +$11.4K +1,281 +11%
MFWP
152
Mosaic Family Wealth Partners
Missouri
$109K – – –
EPW
153
Endeavor Private Wealth
Kansas
$109K – – –
SWM
154
Silverlake Wealth Management
Vermont
$106K -$20.1K -2,256 -16%
FHC
155
First Heartland Consultants
Missouri
$106K +$106K +11,883 New
CIA
156
Concurrent Investment Advisors
Florida
$105K +$453 +51 +0.4%
PWM
157
Perigon Wealth Management
California
$105K – – –
DWP
158
Daymark Wealth Partners
Ohio
$103K – – –
TCA
159
Transcend Capital Advisors
New Jersey
$102K +$102K +11,473 New
KeyBank National Association
160
KeyBank National Association
Ohio
$97.8K – – –
SPC
161
Spirepoint Private Client
Florida
$97.2K – – –
SFS
162
Sowell Financial Services
Arkansas
$95.1K -$25.5K -2,868 -21%
MML Investors Services
163
MML Investors Services
Massachusetts
$94K +$94K +10,521 New
LOPW
164
Live Oak Private Wealth
North Carolina
$93.6K – – –
DAS
165
Diversify Advisory Services
Utah
$91.9K – – –
DIA
166
Dana Investment Advisors
Wisconsin
$91.8K – – –
KA
167
Kovack Advisors
Florida
$90.7K +$90.7K +10,200 New
CIA
168
Cape Investment Advisory
Georgia
$82.6K – – –
FFO
169
Fortitude Family Office
Arizona
$67.7K +$51.6K +5,800 +319%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$66K – – –
CFB
171
Cullen/Frost Bankers
Texas
$65.9K – – –
NSIM
172
North Star Investment Management
Illinois
$64.6K – – –
BBHC
173
Brown Brothers Harriman & Co
New York
$63.5K +$63.5K +7,147 New
MCM
174
MAI Capital Management
Ohio
$62.2K +$20.8K +2,341 +50%
CWIG
175
Chung Wu Investment Group
Texas
$32.1K +$32.1K +3,607 New
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