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BlackRock Enhanced Equity Dividend Trust

202 hedge funds and large institutions have $292M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

3% more capital invested

Capital invested by funds: $283M → $292M (+$8.06M)

0.07% more ownership

Funds ownership: 17.1%17.17% (+0.07%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 206202 (-4)

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
83
Reduced
45
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$36.8M +$568K +63,639 +2%
Morgan Stanley
2
Morgan Stanley
New York
$31.8M +$608K +68,114 +2%
Wells Fargo
3
Wells Fargo
California
$24.5M +$1.28M +143,221 +6%
Invesco
4
Invesco
Georgia
$21.7M +$643K +71,953 +3%
GC
5
Guggenheim Capital
Illinois
$18.8M -$271K -30,305 -1%
LPL Financial
6
LPL Financial
California
$16.5M +$1.58M +176,457 +11%
Stifel Financial
7
Stifel Financial
Missouri
$10.1M +$72.9K +8,157 +0.7%
WW
8
Waterfront Wealth
Kansas
$8.22M +$2.01M +225,076 +33%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.61M -$31.4K -3,513 -0.4%
AAM
10
Advisors Asset Management
Colorado
$6.68M -$2.79M -312,097 -30%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.84M +$2.57M +288,315 +82%
UBS Group
12
UBS Group
Switzerland
$5.81M -$269K -30,131 -5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.58M +$91.5K +10,248 +2%
Bank of America
14
Bank of America
North Carolina
$5.37M -$384K -43,033 -7%
BIG
15
Boothe Investment Group
Delaware
$4.52M +$140K +15,704 +3%
Cerity Partners
16
Cerity Partners
New York
$3.93M +$434K +48,603 +13%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.82M +$173K +19,366 +5%
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$3.48M -$502K -56,190 -13%
SFS
19
Shaker Financial Services
Virginia
$3.36M -$2.32M -259,437 -41%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$2.99M +$107K +11,956 +4%
Ameriprise
21
Ameriprise
Minnesota
$2.71M +$38.2K +4,278 +1%
SPIA
22
Steward Partners Investment Advisory
New York
$2.52M +$14.9K +1,667 +0.6%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$2.43M +$17.7K +1,987 +0.7%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.08M +$227K +25,408 +13%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$1.61M +$119K +13,293 +8%

BDJ Hedge Fund Activity: Q3 2025 in Review

202 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q3 2025, worth a combined $292M — up 2.8% from $283M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BDJ and 19 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 83 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $2.57M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $5.46M sold.

  • 202 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q3 2025, down from 206 in Q2 2025.
  • Funds reported $292M of BlackRock Enhanced Equity Dividend Trust stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 19 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q3 2025 and 20 closed out, a net change of -1 holder.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q3 2025 was Janney Montgomery Scott, an estimated $2.57M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q3 2025 was Penserra Capital Management, an estimated $5.46M sold.

Based on aggregated 13F filings for Q3 2025.