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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
SPIA
51
Steward Partners Investment Advisory
New York
$337K
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$329K +$142K +12,713 +72%
EH
53
Equitable Holdings
New York
$324K +$130K +11,718 +65%
Mariner
54
Mariner
Kansas
$316K -$27.6K -2,480 -8%
UPS
55
UHLMANN PRICE SECURITIES
Illinois
$300K -$32.3K -2,903 -10%
SFS
56
Shaker Financial Services
Virginia
$285K -$298K -26,773 -50%
OC
57
Oppenheimer & Co
New York
$282K +$36.1K +3,245 +14%
ATS
58
Ashton Thomas Securities
New York
$267K -$18.9K -1,700 -6%
FAIM
59
Financial Advocates Investment Management
Washington
$250K -$151K -13,552 -37%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$237K -$88K -7,903 -27%
ICMP
61
Integrated Capital Management (Pennsylvania)
Pennsylvania
$226K +$9.32K +837 +4%
WA
62
Waverly Advisors
Alabama
$222K -$289 -26 -0.1%
MG
63
Marex Group
$189K +$194K +17,452 New
NA
64
NewEdge Advisors
Louisiana
$189K -$83.9K -7,541 -30%
JIC
65
Joel Isaacson & Co
New York
$189K +$194K +17,420 New
PWSG
66
Pacific Wealth Strategies Group
California
$182K -$2.46K -221 -1%
IWC
67
Integrated Wealth Concepts
Massachusetts
$180K -$12.8K -1,146 -6%
MFG
68
Merit Financial Group
Georgia
$160K +$164K +14,734 New
ARC
69
Advisor Resource Council
Texas
$152K +$156K +13,989 New
AIS
70
Accredited Investor Services
Minnesota
$148K +$152K +13,680 New
HCM
71
Hollencrest Capital Management
California
$147K -$18.8K -1,685 -11%
IIM
72
Illumine Investment Management
Washington
$141K
VCM
73
Vivaldi Capital Management
Illinois
$141K -$1K -90 -0.7%
AWM
74
Axxcess Wealth Management
California
$140K +$746 +67 +0.5%
MWM
75
Meridian Wealth Management
Kentucky
$129K -$3.9K -350 -3%

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.