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BlackRock Enhanced International Dividend Trust

80 hedge funds and large institutions have $242M invested in BlackRock Enhanced International Dividend Trust in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.53% less ownership

Funds ownership: 39.34%37.81% (-1.5%)

2% less funds holding

Funds holding: 8280 (-2)

10% less capital invested

Capital invested by funds: $268M → $242M (-$26.3M)

Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
30
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$64.8M -$1.29M -202,044 -2%
Wells Fargo
2
Wells Fargo
California
$53.1M -$2.89M -453,904 -5%
1CP
3
1607 Capital Partners
Virginia
$27.4M -$2.97M -466,154 -9%
PPA
4
Parametric Portfolio Associates
Washington
$22.5M +$65.4K +10,280 +0.3%
Bank of America
5
Bank of America
North Carolina
$10.3M +$553K +86,927 +5%
Invesco
6
Invesco
Georgia
$9.42M +$184K +28,957 +2%
RJA
7
Raymond James & Associates
Florida
$9.2M +$52.9K +8,319 +0.6%
WW
8
Waterfront Wealth
Kansas
$4.79M +$576K +90,581 +13%
GC
9
Guggenheim Capital
Illinois
$4.49M +$821K +129,059 +21%
CA
10
Corrado Advisors
New Jersey
$3.75M -$77K -12,097 -2%
SFS
11
Shaker Financial Services
Virginia
$3.19M +$2.23M +350,626 +209%
KIM
12
Karpus Investment Management
New York
$3.02M -$2.03M -319,324 -39%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$2.74M +$143K +22,467 +5%
AWA
14
Arete Wealth Advisors
Illinois
$2.53M +$78.3K +12,304 +3%
AAM
15
Advisors Asset Management
Colorado
$2.1M -$240K -37,710 -10%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$2.08M
PAG
17
Private Advisor Group
New Jersey
$1.98M +$928K +145,794 +83%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.71M +$352K +55,259 +25%
UBS Group
19
UBS Group
Switzerland
$1.7M -$20K -3,145 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.54M +$50.2K +7,882 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$927K -$47.3K -7,426 -5%
Ameriprise
22
Ameriprise
Minnesota
$781K -$87.1K -13,686 -10%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$775K +$51.3K +8,057 +7%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$700K +$72.5K +11,391 +12%
COLIM
25
City of London Investment Management
United Kingdom
$567K

BGY Hedge Fund Activity: Q3 2021 in Review

80 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q3 2021, worth a combined $242M — down 9.8% from $268M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BGY positions and 7 closed out — a net gain of 1 holder — while 30 added to existing stakes and 19 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $2.23M. The largest seller was FCA Corp, exiting entirely with an estimated $3.69M sold.

  • 80 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q3 2021, down from 82 in Q2 2021.
  • Funds reported $242M of BlackRock Enhanced International Dividend Trust stock for Q3 2021, down 9.8% quarter-over-quarter.
  • 8 funds opened new BlackRock Enhanced International Dividend Trust positions in Q3 2021 and 7 closed out, a net change of +1 holder.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q3 2021 was Shaker Financial Services, an estimated $2.23M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q3 2021 was FCA Corp, an estimated $3.69M sold.

Based on aggregated 13F filings for Q3 2021.