We are live on ! Find out more
BDJ icon

BlackRock Enhanced Equity Dividend Trust
BDJ

202 hedge funds and large institutions have $292M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

3% more capital invested

Capital invested by funds: $283M → $292M (+$8.06M)

0.07% more ownership

Funds ownership: 17.1% → 17.17% (+0.07%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 206 → 202 (-4)

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
83
Reduced
45
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.57M
2
WW
Waterfront Wealth
Kansas
+$2.01M
3
LPL Financial
LPL Financial
California
+$1.58M
4
Wells Fargo
Wells Fargo
California
+$1.28M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$863K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$5.46M
2
AAM
Advisors Asset Management
Colorado
-$2.79M
3
SFS
Shaker Financial Services
Virginia
-$2.32M
4
KIM
Karpus Investment Management
New York
-$1.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$594K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
151
Mosaic Family Wealth Partners
Missouri
$111K – – –
FHC
152
First Heartland Consultants
Missouri
$110K +$1.84K +206 +2%
SMC
153
Smith, Moore & Co
Missouri
$110K +$108K +12,081 New
SWM
154
Silverlake Wealth Management
Vermont
$109K +$607 +68 +0.6%
CIA
155
Concurrent Investment Advisors
Florida
$108K +$322 +36 +0.3%
PWM
156
Perigon Wealth Management
California
$107K – – –
AI
157
Atria Investments
North Carolina
$107K +$105K +11,701 New
DWP
158
Daymark Wealth Partners
Ohio
$106K – – –
YWM
159
Yukon Wealth Management
Kansas
$101K +$99.1K +11,092 New
KeyBank National Association
160
KeyBank National Association
Ohio
$100K – – –
WIA
161
World Investment Advisors
California
$98.9K +$97K +10,861 New
LOPW
162
Live Oak Private Wealth
North Carolina
$95.9K – – –
SPC
163
Spirepoint Private Client
Florida
$94.5K -$5.09K -570 -5%
DIA
164
Dana Investment Advisors
Wisconsin
$94.1K – – –
DAS
165
Diversify Advisory Services
Utah
$93.5K – – –
MOS
166
MGO One Seven
Ohio
$92.3K -$202K -22,632 -69%
SS
167
Sunbelt Securities
Texas
$79.6K -$120K -13,394 -61%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$68K – – –
CFB
169
Cullen/Frost Bankers
Texas
$67.6K – – –
NSIM
170
North Star Investment Management
Illinois
$66.2K – – –
AG
171
AmeriFlex Group
Nevada
$56.7K +$55.6K +6,220 New
MCM
172
MAI Capital Management
Ohio
$54.5K -$9.06K -1,014 -14%
LFG
173
Larson Financial Group
Missouri
$47.8K +$46.8K +5,243 New
CWIG
174
Chung Wu Investment Group
Texas
$32.9K – – –
AUB
175
Atlantic Union Bankshares
Virginia
$31.9K +$31.3K +3,500 New
5 6
7
8 9

BDJ Hedge Fund Activity: Q3 2025 in Review

202 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q3 2025, worth a combined $292M — up 2.8% from $283M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BDJ and 19 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 83 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $2.57M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $5.46M sold.

  • 202 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q3 2025, down from 206 in Q2 2025.
  • Funds reported $292M of BlackRock Enhanced Equity Dividend Trust stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 19 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q3 2025 and 20 closed out, a net change of -1 holder.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q3 2025 was Janney Montgomery Scott, an estimated $2.57M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q3 2025 was Penserra Capital Management, an estimated $5.46M sold.

Based on aggregated 13F filings for Q3 2025.