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BlackRock Enhanced Equity Dividend Trust

206 hedge funds and large institutions have $283M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 54

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

2% more capital invested

Capital invested by funds: $277M → $283M (+$6.34M)

0% less funds holding

Funds holding: 207206 (-1)

0.67% less ownership

Funds ownership: 17.77%17.1% (-0.67%)

Holders
206
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
77
Reduced
54
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
176
MAI Capital Management
Ohio
$62.2K +$19.7K +2,341 +50%
CWIG
177
Chung Wu Investment Group
Texas
$32.1K +$30.3K +3,607 New
PB
178
Pinnacle Bancorp
Nebraska
$30.2K +$28.6K +3,400 New
GWSG
179
GPS Wealth Strategies Group
Colorado
$28.4K
HI
180
Harbour Investments
Wisconsin
$26.8K +$8.4K +1,000 +50%
CAL
181
Capital Advisors Ltd
Ohio
$20K +$412 +49 +2%
SAM
182
Smartleaf Asset Management
Massachusetts
$19.4K
SIS
183
Sound Income Strategies
Florida
$14.5K
CAM
184
Costello Asset Management
Pennsylvania
$13.5K +$277 +33 +2%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$13.3K -$98.8K -11,754 -89%
AF
186
Advisornet Financial
Minnesota
$13K
CHC
187
City Holding Co
West Virginia
$13K -$34K -4,050 -73%
JP Morgan Chase
188
JP Morgan Chase
New York
$11K +$5.77K +687 +124%
AAG
189
Armstrong Advisory Group
Massachusetts
$10.7K +$10.2K +1,208 New
BBPWM
190
Blue Bell Private Wealth Management
Pennsylvania
$10.7K +$10.1K +1,200 New
OIA
191
Optimum Investment Advisors
Illinois
$10.7K
CB
192
Community Bank
New York
$10.4K +$9.81K +1,167 New
HCM
193
Hollencrest Capital Management
California
$9.01K
WTFG
194
Wood Tarver Financial Group
Idaho
$9K
PFBT
195
Parkside Financial Bank & Trust
Missouri
$8.56K +$8.4K +1,000 New
IA
196
IFP Advisors
Florida
$8.05K -$8.4K -1,000 -52%
CA
197
Clearstead Advisors
Ohio
$6.67K
TJHA
198
Thomas J. Herzfeld Advisors
Florida
$5.9K +$118 +14 +2%
PP
199
Pacifica Partners
Canada
$5.29K +$5.04K +600 New
MA
200
Montag & Associates
Georgia
$4.14K

BDJ Hedge Fund Activity: Q2 2025 in Review

206 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q2 2025, worth a combined $283M — up 2.3% from $277M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BDJ positions and 22 closed out — a net gain of 1 holder — while 77 added to existing stakes and 54 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $3.27M. The largest seller was Wells Fargo, cutting an estimated $6.31M.

  • 206 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q2 2025, down from 207 in Q1 2025.
  • Funds reported $283M of BlackRock Enhanced Equity Dividend Trust stock for Q2 2025, up 2.3% quarter-over-quarter.
  • 23 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q2 2025 and 22 closed out, a net change of +1 holder.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q2 2025 was Cerity Partners, an estimated $3.27M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q2 2025 was Wells Fargo, an estimated $6.31M sold.

Based on aggregated 13F filings for Q2 2025.