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BlackRock Enhanced Equity Dividend Trust
BDJ

217 hedge funds and large institutions have $267M invested in BlackRock Enhanced Equity Dividend Trust in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

7% more funds holding

Funds holding: 203 → 217 (+14)

0.16% less ownership

Funds ownership: 16.73% → 16.57% (-0.16%)

10% less capital invested

Capital invested by funds: $296M → $267M (-$29.3M)

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
66
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
SOL Capital Management
Maryland
+$3.56M
2
CIAS
Capital Investment Advisory Services
North Carolina
+$1.35M
3
WAM
Wolverine Asset Management
Illinois
+$1.35M
4
SPIA
Steward Partners Investment Advisory
New York
+$1.23M
5
SFS
Shaker Financial Services
Virginia
+$1.06M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.97M
2
Invesco
Invesco
Georgia
-$3.07M
3
AAM
Advisors Asset Management
Colorado
-$2.85M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.66M
5
Wells Fargo
Wells Fargo
California
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$35.8M +$156K +16,695 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$29.1M -$405K -43,415 -1%
Wells Fargo
3
Wells Fargo
California
$21.6M -$1.5M -160,833 -6%
GC
4
Guggenheim Capital
Illinois
$20.1M +$320K +34,251 +1%
Invesco
5
Invesco
Georgia
$16.1M -$3.07M -328,826 -15%
LPL Financial
6
LPL Financial
California
$15.1M -$1.07M -115,106 -6%
Stifel Financial
7
Stifel Financial
Missouri
$9.89M +$147K +15,788 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.53M +$173K +18,520 +2%
WW
9
Waterfront Wealth
Kansas
$7.22M +$553K +59,268 +8%
UBS Group
10
UBS Group
Switzerland
$6.33M +$317K +33,969 +5%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.44M -$48.7K -5,222 -0.8%
Bank of America
12
Bank of America
North Carolina
$4.94M +$4.41K +472 +0.1%
BIG
13
Boothe Investment Group
Delaware
$4.81M +$281K +30,111 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.4M -$6.07K -650 -0.1%
Cerity Partners
15
Cerity Partners
New York
$3.66M -$88.6K -9,490 -2%
SPIA
16
Steward Partners Investment Advisory
New York
$3.48M +$1.23M +131,980 +49%
SCM
17
SOL Capital Management
Maryland
$3.17M +$3.56M +381,271 New
AAM
18
Advisors Asset Management
Colorado
$2.55M -$2.85M -304,864 -51%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$2.38M +$64.7K +6,928 +3%
Ameriprise
20
Ameriprise
Minnesota
$2.23M -$285K -30,559 -11%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$2.16M -$25.2K -2,697 -1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.02M -$96.6K -10,352 -4%
SFS
23
Shaker Financial Services
Virginia
$1.81M +$1.06M +113,453 +117%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$1.6M +$123K +13,200 +8%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.44M -$3.97M -425,560 -72%
1
2 3 4 5

BDJ Hedge Fund Activity: Q1 2026 in Review

217 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q1 2026, worth a combined $267M — down 9.9% from $296M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BDJ positions and 19 closed out — a net gain of 17 holders — while 66 added to existing stakes and 48 trimmed.

The largest buyer was SOL Capital Management, opening a new position worth an estimated $3.56M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.97M.

  • 217 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q1 2026, up from 203 in Q4 2025.
  • Funds reported $267M of BlackRock Enhanced Equity Dividend Trust stock for Q1 2026, down 9.9% quarter-over-quarter.
  • 36 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q1 2026 and 19 closed out, a net change of +17 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q1 2026 was SOL Capital Management, an estimated $3.56M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q1 2026 was Commonwealth Equity Services, an estimated $3.97M sold.

Based on aggregated 13F filings for Q1 2026.