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BlackRock Enhanced Equity Dividend Trust

202 hedge funds and large institutions have $292M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

3% more capital invested

Capital invested by funds: $283M → $292M (+$8.06M)

0.07% more ownership

Funds ownership: 17.1%17.17% (+0.07%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 206202 (-4)

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
83
Reduced
45
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PB
176
Pinnacle Bancorp
Nebraska
$31K
GWSG
177
GPS Wealth Strategies Group
Colorado
$29.2K
UFPG
178
United Financial Planning Group
New York
$25.9K +$25.4K +2,847 New
CAL
179
Capital Advisors Ltd
Ohio
$21K +$429 +48 +2%
SAM
180
Smartleaf Asset Management
Massachusetts
$19.9K
PP
181
Pacifica Partners
Canada
$17.9K +$12.2K +1,369 +228%
FFO
182
Fortitude Family Office
Arizona
$16.6K -$51.8K -5,800 -76%
SIS
183
Sound Income Strategies
Florida
$14.8K
CAM
184
Costello Asset Management
Pennsylvania
$14.1K +$277 +31 +2%
AF
185
Advisornet Financial
Minnesota
$13.4K
AAG
186
Armstrong Advisory Group
Massachusetts
$11.2K +$223 +25 +2%
JP Morgan Chase
187
JP Morgan Chase
New York
$11.1K -$170 -19 -2%
BBPWM
188
Blue Bell Private Wealth Management
Pennsylvania
$10.9K
OIA
189
Optimum Investment Advisors
Illinois
$10.9K
HCM
190
Hollencrest Capital Management
California
$9.23K
IA
191
IFP Advisors
Florida
$8.25K
TJHA
192
Thomas J. Herzfeld Advisors
Florida
$6.17K +$125 +14 +2%
GWM
193
Geneos Wealth Management
Colorado
$4.55K +$4.47K +500 New
MA
194
Montag & Associates
Georgia
$4.25K
PMFA
195
Plante Moran Financial Advisors
Michigan
$2.74K -$402 -45 -13%
HI
196
Harbour Investments
Wisconsin
$1.91K -$25K -2,800 -93%
AAP
197
Arax Advisory Partners
Colorado
$1.67K
Jones Financial Companies
198
Jones Financial Companies
Missouri
$584 +$581 +65 New
AssetMark Inc
199
AssetMark Inc
California
$419
TRCT
200
Tower Research Capital (TRC)
New York
$255 +$63 +7 +33%

BDJ Hedge Fund Activity: Q3 2025 in Review

202 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q3 2025, worth a combined $292M — up 2.8% from $283M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BDJ and 19 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 83 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $2.57M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $5.46M sold.

  • 202 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q3 2025, down from 206 in Q2 2025.
  • Funds reported $292M of BlackRock Enhanced Equity Dividend Trust stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 19 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q3 2025 and 20 closed out, a net change of -1 holder.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q3 2025 was Janney Montgomery Scott, an estimated $2.57M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q3 2025 was Penserra Capital Management, an estimated $5.46M sold.

Based on aggregated 13F filings for Q3 2025.