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BlackRock Enhanced Equity Dividend Trust

206 hedge funds and large institutions have $283M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 54

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

2% more capital invested

Capital invested by funds: $277M → $283M (+$6.34M)

0% less funds holding

Funds holding: 207206 (-1)

0.67% less ownership

Funds ownership: 17.77%17.1% (-0.67%)

Holders
206
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
77
Reduced
54
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
$35.4M +$2.85M +338,684 +9%
Morgan Stanley
2
Morgan Stanley
New York
$30.4M -$390K -46,437 -1%
Wells Fargo
3
Wells Fargo
California
$22.7M -$6.31M -750,568 -23%
Invesco
4
Invesco
Georgia
$20.6M +$1.03M +122,923 +6%
GC
5
Guggenheim Capital
Illinois
$18.6M +$413K +49,148 +2%
LPL Financial
6
LPL Financial
California
$14.5M +$2.11M +251,000 +18%
Stifel Financial
7
Stifel Financial
Missouri
$9.81M -$82.6K -9,823 -0.9%
AAM
8
Advisors Asset Management
Colorado
$9.29M -$245K -29,172 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.46M -$141K -16,765 -2%
WW
10
Waterfront Wealth
Kansas
$6.14M +$388K +46,150 +7%
UBS Group
11
UBS Group
Switzerland
$5.93M -$941K -111,950 -14%
Bank of America
12
Bank of America
North Carolina
$5.63M +$692K +82,327 +15%
SFS
13
Shaker Financial Services
Virginia
$5.58M +$2.96M +352,617 +128%
PCM
14
Penserra Capital Management
California
$5.46M +$153K +18,154 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.36M +$147K +17,434 +3%
BIG
16
Boothe Investment Group
Delaware
$4.28M +$50.1K +5,959 +1%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$3.89M +$3.3K +393 +0.1%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.57M +$457K +54,324 +16%
Cerity Partners
19
Cerity Partners
New York
$3.45M +$3.27M +388,646 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.14M +$420K +50,012 +17%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$2.82M +$225K +26,734 +9%
Ameriprise
22
Ameriprise
Minnesota
$2.61M -$150K -17,850 -6%
SPIA
23
Steward Partners Investment Advisory
New York
$2.44M +$173K +20,610 +8%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$2.36M +$5.19K +617 +0.2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.8M -$8.26K -983 -0.5%

BDJ Hedge Fund Activity: Q2 2025 in Review

206 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q2 2025, worth a combined $283M — up 2.3% from $277M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BDJ positions and 22 closed out — a net gain of 1 holder — while 77 added to existing stakes and 54 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $3.27M. The largest seller was Wells Fargo, cutting an estimated $6.31M.

  • 206 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q2 2025, down from 207 in Q1 2025.
  • Funds reported $283M of BlackRock Enhanced Equity Dividend Trust stock for Q2 2025, up 2.3% quarter-over-quarter.
  • 23 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q2 2025 and 22 closed out, a net change of +1 holder.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q2 2025 was Cerity Partners, an estimated $3.27M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q2 2025 was Wells Fargo, an estimated $6.31M sold.

Based on aggregated 13F filings for Q2 2025.