We are live on ! Find out more
BDJ icon

BlackRock Enhanced Equity Dividend Trust

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: 203217 (+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
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%