BDJ icon

BlackRock Enhanced Equity Dividend Trust

210 hedge funds and large institutions have $304M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+15
Holders Change %
+7.69%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
55
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
176
North Star Investment Management
Illinois
$55.9K
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$50K
CHC
178
City Holding Co
West Virginia
$42.4K
CAM
179
Creekmur Asset Management
Illinois
$34.1K +$34.1K +4,431 New
NCM
180
Northwest Capital Management
Oregon
$33.6K
GWSG
181
GPS Wealth Strategies Group
Colorado
$26.9K
TCG
182
Transcendent Capital Group
Oklahoma
$20.6K +$20.6K +2,685 New
SAM
183
Smartleaf Asset Management
Massachusetts
$17.2K +$17.2K +2,200 New
CAL
184
Capital Advisors Ltd
Ohio
$17K
AF
185
Advisornet Financial
Minnesota
$16.9K
FCA
186
FinTrust Capital Advisors
South Carolina
$15.6K
OIA
187
Optimum Investment Advisors
Illinois
$15.4K
CFGS
188
Concourse Financial Group Securities
Alabama
$15.2K -$3.94K -512 -21%
FWM
189
Focused Wealth Management
New York
$13.8K
HCM
190
Highlander Capital Management
New Jersey
$13.1K +$9.23K +1,200 +240%
CT
191
Cambridge Trust
Massachusetts
$11.8K
OCM
192
Osterweis Capital Management
California
$11.5K -$11.4K
SWM
193
Sugarloaf Wealth Management
Georgia
$10.9K
CBT
194
CoreFirst Bank & Trust
Kansas
$10.5K
HCM
195
Hollencrest Capital Management
California
$9.77K
GWM
196
Geneos Wealth Management
Colorado
$9.24K
PS
197
Planned Solutions
California
$9.11K +$9.11K +1,185 New
TRCT
198
Tower Research Capital (TRC)
New York
$8.11K +$8.11K +1,054 New
PMFA
199
Plante Moran Financial Advisors
Michigan
$5.77K
GWMIA
200
Global Wealth Management Investment Advisory
Florida
$5.77K