We are live on ! Find out more
BDJ icon

BlackRock Enhanced Equity Dividend Trust
BDJ

203 hedge funds and large institutions have $296M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

11% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 62

2% more capital invested

Capital invested by funds: $292M → $296M (+$4.51M)

0% more funds holding

Funds holding: 202 → 203 (+1)

0.44% less ownership

Funds ownership: 17.17% → 16.73% (-0.44%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.47%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
69
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$2.14M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.6M
3
Osaic Holdings
Osaic Holdings
Arizona
+$819K
4
Raymond James Financial
Raymond James Financial
Florida
+$814K
5
KA
Kovack Advisors
Florida
+$655K

Top Sellers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$3.48M
2
SFS
Shaker Financial Services
Virginia
-$2.47M
3
Invesco
Invesco
Georgia
-$1.71M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.42M
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
151
Mosaic Family Wealth Partners
Missouri
$116K – – –
SMC
152
Smith, Moore & Co
Missouri
$115K +$291 +32 +0.3%
SWM
153
Silverlake Wealth Management
Vermont
$115K +$965 +106 +0.9%
CIA
154
Concurrent Investment Advisors
Florida
$112K +$528 +58 +0.5%
PWM
155
Perigon Wealth Management
California
$112K – – –
DWP
156
Daymark Wealth Partners
Ohio
$110K – – –
CL
157
Choreo LLC
Illinois
$110K -$14.2K -1,561 -12%
DI
158
Decision Investments
California
$108K +$103K +11,361 New
FHC
159
First Heartland Consultants
Missouri
$107K -$6.97K -765 -6%
KeyBank National Association
160
KeyBank National Association
Ohio
$104K – – –
TCA
161
Transcend Capital Advisors
New Jersey
$104K -$20.3K -2,224 -17%
PI
162
PFG Investments
New York
$102K +$98.3K +10,793 New
LOPW
163
Live Oak Private Wealth
North Carolina
$99.8K – – –
SPC
164
Spirepoint Private Client
Florida
$98.3K – – –
DIA
165
Dana Investment Advisors
Wisconsin
$97.9K – – –
DAS
166
Diversify Advisory Services
Utah
$97.7K – – –
MOS
167
MGO One Seven
Ohio
$96K – – –
HWM
168
HB Wealth Management
Georgia
$94.9K +$91.2K +10,010 New
CIA
169
Cape Investment Advisory
Georgia
$88.1K +$84.6K +9,293 New
CFB
170
Cullen/Frost Bankers
Texas
$70.3K – – –
NSIM
171
North Star Investment Management
Illinois
$68.9K – – –
MCM
172
MAI Capital Management
Ohio
$62K +$5.05K +555 +9%
SWM
173
SHP Wealth Management
Massachusetts
$52.3K +$50.2K +5,514 New
LFG
174
Larson Financial Group
Missouri
$49.7K – – –
AG
175
AmeriFlex Group
Nevada
$37.1K -$21K -2,310 -37%
5 6
7
8 9

BDJ Hedge Fund Activity: Q4 2025 in Review

203 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q4 2025, worth a combined $296M — up 1.5% from $292M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BDJ positions and 19 closed out — a net gain of 6 holders — while 69 added to existing stakes and 62 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.14M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $3.48M sold.

  • 203 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q4 2025, up from 202 in Q3 2025.
  • Funds reported $296M of BlackRock Enhanced Equity Dividend Trust stock for Q4 2025, up 1.5% quarter-over-quarter.
  • 25 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q4 2025 and 19 closed out, a net change of +6 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q4 2025 was Guggenheim Capital, an estimated $2.14M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $3.48M sold.

Based on aggregated 13F filings for Q4 2025.