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.
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: 203 → 217 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SOL Capital Management
Rockville,
Maryland
|
+$3.56M |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$1.35M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.35M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.23M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.97M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.07M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.85M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$1.66M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.5M |
BDJ Hedge Fund Activity: Q1 2026 in Review
217 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q1 2026, worth a combined $267M — down 9.9% from $296M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new BDJ positions and 19 closed out — a net gain of 17 holders — while 66 added to existing stakes and 48 trimmed.
The largest buyer was SOL Capital Management, opening a new position worth an estimated $3.56M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.97M.
- 217 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q1 2026, up from 203 in Q4 2025.
- Funds reported $267M of BlackRock Enhanced Equity Dividend Trust stock for Q1 2026, down 9.9% quarter-over-quarter.
- 36 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q1 2026 and 19 closed out, a net change of +17 holders.
- The largest BlackRock Enhanced Equity Dividend Trust buyer in Q1 2026 was SOL Capital Management, an estimated $3.56M added.
- The largest BlackRock Enhanced Equity Dividend Trust seller in Q1 2026 was Commonwealth Equity Services, an estimated $3.97M sold.
Based on aggregated 13F filings for Q1 2026.