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BlackRock Enhanced Global Dividend Trust

101 hedge funds and large institutions have $258M invested in BlackRock Enhanced Global Dividend Trust in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% less ownership

Funds ownership: 40.94%40.64% (-0.3%)

1% less funds holding

Funds holding: 102101 (-1)

2% less capital invested

Capital invested by funds: $265M → $258M (-$6.43M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
32
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$831K
AWA
27
Arkadios Wealth Advisors
Georgia
$811K +$40.4K +3,630 +5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$792K -$63.2K -5,677 -7%
Ameriprise
29
Ameriprise
Minnesota
$785K +$13.4K +1,207 +2%
Comerica Bank
30
Comerica Bank
Texas
$717K +$12.3K +1,102 +2%
SC
31
Stolper & Co
Oklahoma
$661K +$6.03K +542 +0.9%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$621K +$37.1K +3,333 +6%
DWM
33
Dakota Wealth Management
Florida
$608K -$76.4K -6,865 -11%
OL
34
one8zero8 LLC
North Carolina
$543K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$541K -$68.9K -6,190 -11%
AC
36
AlphaCore Capital
California
$530K +$544K +48,863 New
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$515K +$123K +11,040 +30%
AC
38
Avory & Company
Florida
$501K
GWM
39
Geneos Wealth Management
Colorado
$483K +$457K +41,029 +1,178%
NFG
40
Nations Financial Group
Iowa
$450K
KAS
41
Kestra Advisory Services
Texas
$445K -$72.8K -6,537 -14%
NAS
42
NWF Advisory Services
California
$412K +$423K +37,977 New
WAM
43
Wolverine Asset Management
Illinois
$407K +$93.7K +8,416 +29%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$399K +$49.7K +4,466 +14%
AAS
45
Avantax Advisory Services
Texas
$393K -$46.7K -4,195 -10%
CL
46
Choreo LLC
Illinois
$366K -$46K -4,132 -11%
AAS
47
Ameritas Advisory Services
Nebraska
$355K
WS
48
Wedbush Securities
California
$354K +$59.2K +5,318 +19%
P
49
&Partners
Tennessee
$348K +$69.1K +6,211 +24%
Stifel Financial
50
Stifel Financial
Missouri
$341K -$146K -13,093 -29%

BOE Hedge Fund Activity: Q1 2025 in Review

101 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q1 2025, worth a combined $258M — down 2.4% from $265M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BOE and 12 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 32 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.4M. The largest seller was Karpus Investment Management, cutting an estimated $3.6M.

  • 101 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q1 2025, down from 102 in Q4 2024.
  • Funds reported $258M of BlackRock Enhanced Global Dividend Trust stock for Q1 2025, down 2.4% quarter-over-quarter.
  • 12 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q1 2025 and 13 closed out, a net change of -1 holder.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $4.4M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q1 2025 was Karpus Investment Management, an estimated $3.6M sold.

Based on aggregated 13F filings for Q1 2025.