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BlackRock Enhanced Equity Dividend Trust
BDJ

217 hedge funds and large institutions have $267M invested in BlackRock Enhanced Equity Dividend Trust in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

7% more funds holding

Funds holding: 203 → 217 (+14)

0.16% less ownership

Funds ownership: 16.73% → 16.57% (-0.16%)

10% less capital invested

Capital invested by funds: $296M → $267M (-$29.3M)

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
66
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
SOL Capital Management
Maryland
+$3.56M
2
CIAS
Capital Investment Advisory Services
North Carolina
+$1.35M
3
WAM
Wolverine Asset Management
Illinois
+$1.35M
4
SPIA
Steward Partners Investment Advisory
New York
+$1.23M
5
SFS
Shaker Financial Services
Virginia
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.97M
2
Invesco
Invesco
Georgia
-$3.07M
3
AAM
Advisors Asset Management
Colorado
-$2.85M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.66M
5
Wells Fargo
Wells Fargo
California
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
151
Gill Capital Partners
Colorado
$120K – – –
CIA
152
Concurrent Investment Advisors
Florida
$119K +$18.7K +1,998 +17%
SFP
153
Sterling Financial Planning
New Jersey
$119K – – –
HWMT
154
Heritage Wealth Management (Texas)
Texas
$119K -$6.08K -651 -5%
XF
155
XML Financial
Maryland
$119K -$31.1K -3,334 -19%
AMBIA
156
Allen Mooney & Barnes Investment Advisors
Georgia
$118K +$681 +73 +0.5%
EPW
157
Endeavor Private Wealth
Kansas
$114K – – –
IP
158
Indivisible Partners
Florida
$113K – – –
MFWP
159
Mosaic Family Wealth Partners
Missouri
$105K – – –
Corient Private Wealth
160
Corient Private Wealth
Florida
$105K -$147K -15,735 -56%
SMC
161
Smith, Moore & Co
Missouri
$105K +$187 +20 +0.2%
Millennium Management
162
Millennium Management
New York
$104K +$112K +12,035 New
PWM
163
Perigon Wealth Management
California
$100K -$1.17K -125 -1%
DWP
164
Daymark Wealth Partners
Ohio
$100K – – –
FHC
165
First Heartland Consultants
Missouri
$99.3K +$1.77K +190 +2%
CL
166
Choreo LLC
Illinois
$99K – – –
DI
167
Decision Investments
California
$97.9K – – –
WIA
168
Westbourne Investment Advisors
Maryland
$97.4K +$105K +11,300 New
KeyBank National Association
169
KeyBank National Association
Ohio
$94.8K – – –
LOPW
170
Live Oak Private Wealth
North Carolina
$90.7K – – –
CIA
171
Cape Investment Advisory
Georgia
$89.6K +$10.3K +1,100 +12%
SPC
172
Spirepoint Private Client
Florida
$89.4K – – –
DIA
173
Dana Investment Advisors
Wisconsin
$89K – – –
NSAM
174
North Star Asset Management
Wisconsin
$88.3K +$95.6K +10,238 New
MOS
175
MGO One Seven
Ohio
$87.3K – – –
5 6
7
8 9

BDJ Hedge Fund Activity: Q1 2026 in Review

217 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q1 2026, worth a combined $267M — down 9.9% from $296M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BDJ positions and 19 closed out — a net gain of 17 holders — while 66 added to existing stakes and 48 trimmed.

The largest buyer was SOL Capital Management, opening a new position worth an estimated $3.56M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.97M.

  • 217 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q1 2026, up from 203 in Q4 2025.
  • Funds reported $267M of BlackRock Enhanced Equity Dividend Trust stock for Q1 2026, down 9.9% quarter-over-quarter.
  • 36 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q1 2026 and 19 closed out, a net change of +17 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q1 2026 was SOL Capital Management, an estimated $3.56M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q1 2026 was Commonwealth Equity Services, an estimated $3.97M sold.

Based on aggregated 13F filings for Q1 2026.