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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

213 hedge funds and large institutions have $274M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+6
Holders Change %
+2.9%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
54
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$4.04M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$4.25M
3
GC
3
Guggenheim Capital
Illinois
$17M
4
WA
4
Waverly Advisors
Alabama
$954K
5
Stifel Financial
5
Stifel Financial
Missouri
$9.08M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$33.8M
2
AA
2
AQR Arbitrage
Connecticut
$4.71M
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.75M
5
IAIM
5
International Assets Investment Management
Florida
$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
176
Northwest Capital Management
Oregon
$36.2K – – –
CP
177
Castleview Partners
Texas
$32.3K -$2.53K -305 -7%
VHAM
178
Van Hulzen Asset Management
California
$29.3K +$29.3K +3,535 New
WI
179
Wintrust Investments
Illinois
$29K -$1.36K -166 -4%
GWSG
180
GPS Wealth Strategies Group
Colorado
$26.5K – – –
TCG
181
Transcendent Capital Group
Oklahoma
$22.2K – – –
SAM
182
Smartleaf Asset Management
Massachusetts
$18.3K – – –
AF
183
Advisornet Financial
Minnesota
$18.2K – – –
CAL
184
Capital Advisors Ltd
Ohio
$18K – – –
IA
185
IFP Advisors
Florida
$15.8K – – –
FFO
186
Fortitude Family Office
Arizona
$15.1K – – –
HNB
187
Huntington National Bank
Ohio
$13.9K – – –
CFGS
188
Concourse Financial Group Securities
Alabama
$13.8K – – –
WA
189
WPG Advisers
Maryland
$13.8K +$13.8K +1,668 New
SWM
190
Sugarloaf Wealth Management
Georgia
$11.7K – – –
OIA
191
Optimum Investment Advisors
Illinois
$9.92K -$3.28K -396 -25%
WTFG
192
Wood Tarver Financial Group
Idaho
$9K +$9K +1,087 New
HCM
193
Hollencrest Capital Management
California
$8.39K – – –
US Bancorp
194
US Bancorp
Minnesota
$8.11K – – –
EB
195
Eastern Bank
Massachusetts
$7.64K -$2.52K -304 -25%
HNB
196
Hilltop National Bank
Wyoming
$6.62K – – –
SIS
197
Sound Income Strategies
Florida
$6.62K +$6.62K +800 New
JPMorgan Chase & Co
198
JPMorgan Chase & Co
New York
$6.58K -$39.3K -4,744 -86%
CA
199
Clearstead Advisors
Ohio
$6.21K – – –
GWM
200
Geneos Wealth Management
Colorado
$6.04K -$19.5K -2,353 -76%
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8
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