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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

191 hedge funds and large institutions have $291M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
53
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$31.5M
2
GA
2
GraniteShares Advisors
New York
$1.42M
3
HI
3
Hoey Investments
Pennsylvania
$2.9M
4
SWM
4
Spire Wealth Management
Virginia
$1.26M
5
LPL Financial
5
LPL Financial
California
$10.2M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$310K
2
Invesco
2
Invesco
Georgia
$14M
3
IA
3
IFP Advisors
Florida
$1.11M
4
AAM
4
Advisors Asset Management
Colorado
$4.47M
5
UBS Group
5
UBS Group
Switzerland
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.2M 3,978,105 -44,285 -1%
CW
2
Cook Wealth
North Carolina
$32.3M 3,841,655 -110,094 -3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$31.5M 3,667,432 +294,917 +9%
Wells Fargo
4
Wells Fargo
California
$20.1M 2,341,611 -64,225 -3%
RJA
5
Raymond James & Associates
Florida
$18.1M 2,108,955 -16,230 -0.8%
Invesco
6
Invesco
Georgia
$14M 1,628,948 -318,764 -16%
GC
7
Guggenheim Capital
Illinois
$12.3M 1,432,962 -89,889 -6%
UBS Group
8
UBS Group
Switzerland
$10.4M 1,212,970 -120,514 -9%
LPL Financial
9
LPL Financial
California
$10.2M 1,184,146 +111,492 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.71M 1,013,470 -70,072 -6%
Stifel Financial
11
Stifel Financial
Missouri
$6.63M 771,674 -8,584 -1%
SWA
12
Stratos Wealth Advisors
Ohio
$5.37M 625,131 +13,295 +2%
Bank of America
13
Bank of America
North Carolina
$5.28M 614,685 +32,249 +6%
SPIA
14
Steward Partners Investment Advisory
New York
$4.67M 544,023 +9,367 +2%
AAM
15
Advisors Asset Management
Colorado
$4.47M 520,724 -123,873 -19%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.34M 505,272 +6,745 +1%
Ameriprise
17
Ameriprise
Minnesota
$4.26M 496,798 +10,009 +2%
HI
18
Hoey Investments
Pennsylvania
$2.9M 337,429 +163,852 +94%
BIG
19
Boothe Investment Group
Delaware
$2.8M 326,260 +15,619 +5%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.6M 303,090 +5,240 +2%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.49M 289,785 +3,943 +1%
WW
22
Waterfront Wealth
Kansas
$1.98M 230,398 +2,875 +1%
CAN
23
Cetera Advisor Networks
California
$1.83M 212,461 +6,318 +3%
AWS
24
Atria Wealth Solutions
New York
$1.73M 201,931 +44,176 +28%
SI
25
Stephens Inc
Arkansas
$1.72M 200,724 – –
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