BDJ icon

BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

205 hedge funds and large institutions have $276M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 22 closing their positions.

Holders
205
Holders Change
-8
Holders Change %
-3.76%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
67
Reduced
57
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$5.13M
2
Wells Fargo
2
Wells Fargo
California
$28.4M
3
Raymond James Financial
3
Raymond James Financial
Florida
$31.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$891K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.99M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.8M
2
AA
2
AQR Arbitrage
Connecticut
$1.33M
3
SFS
3
Shaker Financial Services
Virginia
$2.37M
4
CW
4
Cook Wealth
North Carolina
$3.17M
5
UBS Group
5
UBS Group
Switzerland
$6.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$31.3M 3,642,059 +171,007 +5%
Morgan Stanley
2
Morgan Stanley
New York
$29.8M 3,464,663 -623,242 -15%
Wells Fargo
3
Wells Fargo
California
$28.4M 3,299,786 +193,986 +6%
Invesco
4
Invesco
Georgia
$18.8M 2,189,827 -40,042 -2%
GC
5
Guggenheim Capital
Illinois
$17.6M 2,044,175 -12,896 -0.6%
LPL Financial
6
LPL Financial
California
$11.9M 1,383,779 -71,872 -5%
Stifel Financial
7
Stifel Financial
Missouri
$9.58M 1,113,594 +17,531 +2%
AAM
8
Advisors Asset Management
Colorado
$9.24M 1,074,233 -8,757 -0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.36M 855,410 -55,443 -6%
UBS Group
10
UBS Group
Switzerland
$6.7M 779,349 -128,816 -14%
WW
11
Waterfront Wealth
Kansas
$5.54M 644,507 +23,288 +4%
KIM
12
Karpus Investment Management
New York
$5.25M 610,555 -32,644 -5%
PCM
13
Penserra Capital Management
California
$5.13M 596,153 +596,153 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.03M 585,303 +12,830 +2%
Bank of America
15
Bank of America
North Carolina
$4.74M 550,625 +20,979 +4%
BIG
16
Boothe Investment Group
Delaware
$4.09M 475,005 -95,801 -17%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$3.76M 437,481 -75,828 -15%
CW
18
Cook Wealth
North Carolina
$3.17M 381,271 -140,315 -27%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.99M 347,320 +89,718 +35%
Ameriprise
20
Ameriprise
Minnesota
$2.68M 311,555 -86,341 -22%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.6M 302,742 +38,405 +15%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$2.49M 289,956 +56,862 +24%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$2.43M 282,791 -48,919 -15%
SFS
24
Shaker Financial Services
Virginia
$2.37M 275,312 -212,614 -44%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$2.27M 264,473 -2,905 -1%
1
2 3 4 5