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BlackRock Enhanced International Dividend Trust

82 hedge funds and large institutions have $268M invested in BlackRock Enhanced International Dividend Trust in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

2% more capital invested

Capital invested by funds: $261M → $268M (+$6.42M)

1.69% less ownership

Funds ownership: 41.04%39.34% (-1.7%)

2% less funds holding

Funds holding: 8482 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
29
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$70.3M +$6.57M +1,030,149 +11%
Wells Fargo
2
Wells Fargo
California
$59.6M -$971K -152,147 -2%
1CP
3
1607 Capital Partners
Virginia
$32.2M -$6.61M -1,036,993 -17%
PPA
4
Parametric Portfolio Associates
Washington
$23.9M -$3.91M -613,022 -14%
Bank of America
5
Bank of America
North Carolina
$10.4M +$1.86M +291,836 +23%
Invesco
6
Invesco
Georgia
$9.85M +$302K +47,364 +3%
RJA
7
Raymond James & Associates
Florida
$9.74M -$216K -33,787 -2%
KIM
8
Karpus Investment Management
New York
$5.31M -$14M -2,192,392 -73%
WW
9
Waterfront Wealth
Kansas
$4.5M +$982K +153,940 +29%
CA
10
Corrado Advisors
New Jersey
$4.08M -$76.4K -11,971 -2%
GC
11
Guggenheim Capital
Illinois
$3.94M -$882K -138,224 -19%
FC
12
FCA Corp
Texas
$3.69M +$47.6K +7,465 +1%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$2.77M +$153K +23,954 +6%
MIAN
14
Mariner Independent Advisor Network
Kansas
$2.76M +$2.69M +422,025 New
AWA
15
Arete Wealth Advisors
Illinois
$2.61M +$112K +17,636 +5%
AAM
16
Advisors Asset Management
Colorado
$2.49M -$744K -116,605 -23%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$2.2M +$11K +1,722 +0.5%
UBS Group
18
UBS Group
Switzerland
$1.83M +$42.2K +6,620 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.59M +$45.3K +7,098 +3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.46M +$384K +60,133 +37%
PAG
21
Private Advisor Group
New Jersey
$1.15M -$26.8K -4,200 -2%
SFS
22
Shaker Financial Services
Virginia
$1.1M +$647K +101,372 +153%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.03M +$38.4K +6,014 +4%
Ameriprise
24
Ameriprise
Minnesota
$911K -$44.4K -6,964 -5%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$773K -$35.9K -5,632 -5%

BGY Hedge Fund Activity: Q2 2021 in Review

82 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q2 2021, worth a combined $268M — up 2.5% from $261M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BGY and 7 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 29 added.

The largest buyer was Morgan Stanley, adding an estimated $6.57M. The largest seller was Karpus Investment Management, cutting an estimated $14M.

  • 82 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q2 2021, down from 84 in Q1 2021.
  • Funds reported $268M of BlackRock Enhanced International Dividend Trust stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 7 funds opened new BlackRock Enhanced International Dividend Trust positions in Q2 2021 and 9 closed out, a net change of -2 holders.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q2 2021 was Morgan Stanley, an estimated $6.57M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q2 2021 was Karpus Investment Management, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2021.