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BlackRock Enhanced Equity Dividend Trust
BDJ

203 hedge funds and large institutions have $296M invested in BlackRock Enhanced Equity Dividend Trust in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

11% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 62

2% more capital invested

Capital invested by funds: $292M → $296M (+$4.51M)

0% more funds holding

Funds holding: 202 → 203 (+1)

0.44% less ownership

Funds ownership: 17.17% → 16.73% (-0.44%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.47%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
69
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$2.14M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.6M
3
Osaic Holdings
Osaic Holdings
Arizona
+$819K
4
Raymond James Financial
Raymond James Financial
Florida
+$814K
5
KA
Kovack Advisors
Florida
+$655K

Top Sellers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$3.48M
2
SFS
Shaker Financial Services
Virginia
-$2.47M
3
Invesco
Invesco
Georgia
-$1.71M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.42M
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$39.2M +$814K +89,357 +2%
Morgan Stanley
2
Morgan Stanley
New York
$32.4M -$612K -67,156 -2%
Wells Fargo
3
Wells Fargo
California
$25.3M -$229K -25,099 -0.9%
GC
4
Guggenheim Capital
Illinois
$21.8M +$2.14M +234,887 +11%
Invesco
5
Invesco
Georgia
$20.8M -$1.71M -187,977 -8%
LPL Financial
6
LPL Financial
California
$17.7M +$499K +54,826 +3%
Stifel Financial
7
Stifel Financial
Missouri
$10.7M +$184K +20,177 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.11M +$181K +19,909 +2%
WW
9
Waterfront Wealth
Kansas
$7.39M -$1.25M -137,343 -15%
UBS Group
10
UBS Group
Switzerland
$6.64M +$574K +62,974 +10%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$6.03M -$44.2K -4,849 -0.8%
AAM
12
Advisors Asset Management
Colorado
$5.7M -$1.2M -132,219 -18%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.62M -$182K -20,006 -3%
Bank of America
14
Bank of America
North Carolina
$5.43M -$159K -17,472 -3%
BIG
15
Boothe Investment Group
Delaware
$5.01M +$285K +31,298 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.84M +$819K +89,931 +21%
Cerity Partners
17
Cerity Partners
New York
$4.11M -$33.1K -3,634 -0.8%
Ameriprise
18
Ameriprise
Minnesota
$2.74M -$79.8K -8,757 -3%
SPIA
19
Steward Partners Investment Advisory
New York
$2.58M -$41.3K -4,532 -2%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$2.55M +$20.2K +2,213 +0.8%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$2.4M -$685K -75,172 -23%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.31M +$149K +16,378 +7%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$1.66M +$1.6M +175,349 New
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$1.64M -$36.2K -3,971 -2%
SDAM
25
Shulman DeMeo Asset Management
New York
$1.28M -$1.62K -178 -0.1%
1
2 3 4 5

BDJ Hedge Fund Activity: Q4 2025 in Review

203 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q4 2025, worth a combined $296M — up 1.5% from $292M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BDJ positions and 19 closed out — a net gain of 6 holders — while 69 added to existing stakes and 62 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.14M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $3.48M sold.

  • 203 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q4 2025, up from 202 in Q3 2025.
  • Funds reported $296M of BlackRock Enhanced Equity Dividend Trust stock for Q4 2025, up 1.5% quarter-over-quarter.
  • 25 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q4 2025 and 19 closed out, a net change of +6 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q4 2025 was Guggenheim Capital, an estimated $2.14M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $3.48M sold.

Based on aggregated 13F filings for Q4 2025.