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BlackRock Enhanced Equity Dividend Trust

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: 203217 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
176
HB Wealth Management
Georgia
$86.5K +$252 +27 +0.3%
IAN
177
Integrated Advisors Network
Texas
$86.5K +$93.7K +10,034 New
BIAS
178
Beacon Investment Advisory Services
New Jersey
$77.5K +$83.9K +8,989 New
CFB
179
Cullen/Frost Bankers
Texas
$63.9K
NSIM
180
North Star Investment Management
Illinois
$62.6K
HIW
181
Holos Integrated Wealth
Pennsylvania
$62.3K +$65.9K +7,057 New
MCM
182
MAI Capital Management
Ohio
$57.4K +$1.07K +115 +2%
HPBT
183
Hickory Point Bank & Trust
Illinois
$51.7K +$56K +6,000 New
SWM
184
SHP Wealth Management
Massachusetts
$45.3K -$2.41K -258 -5%
LFG
185
Larson Financial Group
Missouri
$45.2K
AIM
186
Axiom Investment Management
New York
$39K +$42.2K +4,521 New
BT
187
Banque Transatlantique
France
$37.1K +$40.2K +4,304 New
GAA
188
Global Assets Advisory
Florida
$34.5K +$37.3K +4,000 New
AG
189
AmeriFlex Group
Nevada
$33.7K
CWIG
190
Chung Wu Investment Group
Texas
$31.1K
HIA
191
Harbor Investment Advisory
Maryland
$25.7K
CT
192
Colonial Trust
South Carolina
$23.9K +$25.9K +2,777 New
MAS
193
MPWM Advisory Solutions
Georgia
$21.8K +$23.6K +2,528 New
CAL
194
Capital Advisors Ltd
Ohio
$21K +$457 +49 +2%
PF
195
PlanVest Financial
Maryland
$20.6K +$22.3K +2,387 New
AWM
196
Abound Wealth Management
Tennessee
$19.5K +$21.1K +2,265 New
SAM
197
Smartleaf Asset Management
Massachusetts
$18.6K
AUB
198
Atlantic Union Bankshares
Virginia
$17.2K -$14K -1,500 -43%
OPTFSNA
199
Old Point Trust & Financial Services N A
Virginia
$16.8K
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.4K +$17.7K +1,900 New