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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
Raymond James Financial
1
Raymond James Financial
Florida
$31.3M +$1.49M +171,007 +5%
Morgan Stanley
2
Morgan Stanley
New York
$29.8M -$5.43M -623,242 -15%
Wells Fargo
3
Wells Fargo
California
$28.4M +$1.69M +193,986 +6%
Invesco
4
Invesco
Georgia
$18.8M -$349K -40,042 -2%
GC
5
Guggenheim Capital
Illinois
$17.6M -$112K -12,896 -0.6%
LPL Financial
6
LPL Financial
California
$11.9M -$626K -71,872 -5%
Stifel Financial
7
Stifel Financial
Missouri
$9.58M +$153K +17,531 +2%
AAM
8
Advisors Asset Management
Colorado
$9.24M -$76.3K -8,757 -0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.36M -$483K -55,443 -6%
UBS Group
10
UBS Group
Switzerland
$6.7M -$1.12M -128,816 -14%
WW
11
Waterfront Wealth
Kansas
$5.54M +$203K +23,288 +4%
KIM
12
Karpus Investment Management
New York
$5.25M -$284K -32,644 -5%
PCM
13
Penserra Capital Management
California
$5.13M +$5.19M +596,153 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.03M +$112K +12,830 +2%
Bank of America
15
Bank of America
North Carolina
$4.74M +$183K +20,979 +4%
BIG
16
Boothe Investment Group
Delaware
$4.09M -$835K -95,801 -17%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$3.76M -$661K -75,828 -15%
CW
18
Cook Wealth
North Carolina
$3.17M -$1.22M -140,315 -27%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.99M +$782K +89,718 +35%
Ameriprise
20
Ameriprise
Minnesota
$2.68M -$752K -86,341 -22%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.6M +$335K +38,405 +15%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$2.49M +$495K +56,862 +24%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$2.43M -$426K -48,919 -15%
SFS
24
Shaker Financial Services
Virginia
$2.37M -$1.85M -212,614 -44%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$2.27M -$25.3K -2,905 -1%