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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
FFO
201
Fortitude Family Office
Arizona
$15.7K
AF
202
Advisornet Financial
Minnesota
$12.6K
SS
203
Sunbelt Securities
Texas
$12.4K
PP
204
Pacifica Partners
Canada
$11.8K
IA
205
IFP Advisors
Florida
$7.81K
TRCT
206
Tower Research Capital (TRC)
New York
$6.27K +$6.67K +715 +5,958%
TJHA
207
Thomas J. Herzfeld Advisors
Florida
$6.15K +$131 +14 +2%
PB
208
Pinnacle Bancorp
Nebraska
$5.45K
VAI
209
Vanguard Advisers Inc
Pennsylvania
$5.18K +$5.61K +601 New
MSFP
210
Mark Sheptoff Financial Planning
Connecticut
$4.59K +$4.67K +500 New
GWM
211
Geneos Wealth Management
Colorado
$4.31K
MA
212
Montag & Associates
Georgia
$4.02K
PMFA
213
Plante Moran Financial Advisors
Michigan
$2.6K
HWP
214
Highline Wealth Partners
California
$2.59K +$2.8K +300 New
JP Morgan Chase
215
JP Morgan Chase
New York
$549 -$8.02K -859 -93%
AssetMark Inc
216
AssetMark Inc
California
$397
FDW
217
Fourth Dimension Wealth
Ohio
$155
National Bank of Canada
218
National Bank of Canada
Quebec, Canada
$17
Focus Partners Wealth
219
Focus Partners Wealth
Massachusetts
-$1.66M -175,349 Closed
ATS
220
Ashton Thomas Securities
New York
-$694K -73,226 Closed
SI
221
Saxon Interests
Texas
-$374K -39,428 Closed
C1AG
222
Client 1st Advisory Group
Florida
-$237K -25,000 Closed
KPWS
223
Kestra Private Wealth Services
Texas
-$191K -20,196 Closed
AWM
224
Axxcess Wealth Management
California
-$170K -17,942 Closed
CB
225
Commerce Bank
Missouri
-$132K -13,946 Closed