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BlackRock Enhanced Equity Dividend Trust

207 hedge funds and large institutions have $277M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

1% more capital invested

Capital invested by funds: $275M → $277M (+$2.51M)

0.48% less ownership

Funds ownership: 18.25%17.77% (-0.48%)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

3% less funds holding

Funds holding: 214207 (-7)

Holders
207
Holders Change
-7
Holders Change %
-3.27%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
68
Reduced
58
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
201
Capital A Wealth Management
Pennsylvania
$4.81K -$610 -70 -11%
JP Morgan Chase
202
JP Morgan Chase
New York
$4.77K -$2.09K -240 -30%
MA
203
Montag & Associates
Georgia
$4.01K
PMFA
204
Plante Moran Financial Advisors
Michigan
$2.59K
AAP
205
Arax Advisory Partners
Colorado
$1.57K +$1.59K +183 New
AssetMark Inc
206
AssetMark Inc
California
$396 +$401 +46 New
FDW
207
Fourth Dimension Wealth
Ohio
$155
AWM
208
Atticus Wealth Management
Florida
$1
Jane Street
209
Jane Street
New York
-$327K -39,485 Closed
Cohen & Steers
210
Cohen & Steers
New York
-$268K -32,319 Closed
IAA
211
Independent Advisor Alliance
North Carolina
-$243K -29,374 Closed
HF
212
HRT Financial
New York
-$232K -28,106 Closed
PAG
213
Private Advisory Group
Washington
-$189K -22,800 Closed
Goldman Sachs
214
Goldman Sachs
New York
-$149K -18,017 Closed
IFWM
215
Institute for Wealth Management
Colorado
-$108K -12,988 Closed
1WA
216
180 Wealth Advisors
Washington
-$94.8K -11,448 Closed
LCM
217
Landscape Capital Management
New Jersey
-$93.1K -11,249 Closed
GS
218
GWN Securities
Florida
-$94.5K -10,763 Closed
SSG
219
Summit Securities Group
New York
-$37.5K -4,533 Closed
CP
220
Castleview Partners
Texas
-$32.3K -3,895 Closed
VHAM
221
Van Hulzen Asset Management
California
-$29.3K -3,535 Closed
TCG
222
Transcendent Capital Group
Oklahoma
-$22.2K -2,685 Closed
WA
223
WPG Advisers
Maryland
-$13.8K -1,668 Closed
CFGS
224
Concourse Financial Group Securities
Alabama
-$13.8K -1,573 Closed
GWM
225
Geneos Wealth Management
Colorado
-$6.04K -729 Closed