BlackRock Enhanced Equity Dividend Trust
BDJ- Exchange
- NYSE
- SEC CIK
- 0001332283
No open-market purchases or sales by BlackRock Enhanced Equity Dividend Trust insiders were filed in the last 90 days; 218 institutions reported holding it in 13F filings for Q2 2026, worth $298.1M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 161
- −6 vs. Q2 2021
- Shares held
- 30.0M
- +675.1K (+2.3%) vs. Q2 2021
- Total value
- $294.3M
- −$3.05M (−1.0%) vs. Q2 2021
- New holders
- 13
- 53 more added
- Sold out
- 19
- 46 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BDJ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 218 | $298.1M |
| Q1 2026 | 218 | $264.3M |
| Q4 2025 | 205 | $296.7M |
| Q3 2025 | 203 | $292.2M |
| Q2 2025 | 207 | $284.2M |
| Q1 2025 | 210 | $277.9M |
| Q4 2024 | 217 | $275.3M |
| Q3 2024 | 210 | $313.9M |
| Q2 2024 | 214 | $308.3M |
| Q1 2024 | 207 | $310.9M |
| Q4 2023 | 216 | $280.0M |
| Q3 2023 | 199 | $268.8M |
| Q2 2023 | 196 | $285.3M |
| Q1 2023 | 197 | $296.3M |
| Q4 2022 | 188 | $314.6M |
| Q3 2022 | 187 | $287.1M |
| Q2 2022 | 187 | $320.8M |
| Q1 2022 | 182 | $342.5M |
| Q4 2021 | 178 | $348.3M |
| Q3 2021 | 161 | $294.3M |
| Q2 2021 | 169 | $297.6M |
| Q1 2021 | 175 | $295.5M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 14,954 | $147.0K | 0.00% | +162+1.1% | Added |
| Harborview Advisors, LLC | 14,729 | $144.0K | 0.08% | +14,729 | New |
| Citigroup Inc | 14,390 | $141.0K | 0.00% | −26,750−65.0% | Reduced |
| Cetera Advisors LLC | 13,844 | $136.0K | 0.00% | −657−4.5% | Reduced |
| Commerce Bank | 13,846 | $136.0K | 0.00% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 13,691 | $134.0K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 13,407 | $131.0K | 0.01% | −54−0.4% | Reduced |
| US Bancorp | 13,203 | $129.0K | 0.00% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 13,100 | $128.0K | 0.04% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 12,962 | $127.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,576 | $113.0K | 0.00% | −73−0.6% | Reduced |
| HighTower Advisors, LLC | 10,750 | $105.0K | 0.00% | −1,546−12.6% | Reduced |
| Nations Financial Group Inc, | 10,686 | $105.0K | 0.02% | +10,686 | New |
| International Assets Investment Management, LLC | 10,608 | $104.0K | 0.02% | +40.0% | Added |
| Live Oak Private Wealth LLC | 10,525 | $103.0K | 0.02% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 10,200 | $100.0K | 0.02% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 10,084 | $99.0K | 0.01% | +10,084 | New |
| Fifth Third Bancorp | 10,000 | $98.0K | 0.00% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 10,018 | $98.0K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 9,454 | $93.0K | 0.01% | +75+0.8% | Added |
| Harbour Investments, Inc. | 8,819 | $86.0K | 0.00% | +19+0.2% | Added |
| Hexagon Capital Partners LLC | 7,903 | $77.0K | 0.02% | +7,366+1,371.7% | Added |
| North Star Investment Management Corp. | 7,284 | $71.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 7,101 | $70.0K | 0.06% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7,000 | $69.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 5,830 | $57.1K | 0.00% | +5,830 | New |
| Community Bank, N.A. | 5,703 | $56.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 5,512 | $54.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 5,269 | $51.0K | 0.01% | −3,539−40.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,326 | $42.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,096 | $40.0K | 0.01% | −11,873−74.4% | Reduced |
| Geneos Wealth Management Inc. | 3,964 | $39.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 3,567 | $35.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,375 | $33.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 3,200 | $31.0K | 0.01% | −3,500−52.2% | Reduced |
| Ellis Investment Partners, LLC | 2,449 | $24.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,500 | $24.0K | 0.01% | +2,500 | New |
| Capital Advisors, Ltd. LLC | 2,230 | $22.0K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,265 | $22.0K | 0.00% | +2,265 | New |
| Optimum Investment Advisors | 2,000 | $20.0K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 2,000 | $20.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 2,000 | $20.0K | 0.00% | +2,000 | New |
| Central Trust Co | 1,917 | $19.0K | 0.00% | +1,917 | New |
| Thomas J. Herzfeld Advisors, Inc. | 1,831 | $18.0K | 0.01% | +26+1.4% | Added |
| Focused Wealth Management, Inc | 1,789 | $18.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 1,492 | $15.0K | 0.00% | +1,492 | New |
| American Portfolios Advisors | 1,405 | $13.8K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,411 | $13.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,364 | $13.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,300 | $12.0K | 0.00% | +1,300 | New |
| Wagner Wealth Management, LLC | 825 | $9.00K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 750 | $7.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 751 | $5.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 352 | $3.45K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 271 | $3.00K | 0.00% | +5+1.9% | Added |
| Edge Wealth Management LLC | 71 | $1.00K | 0.00% | +1+1.4% | Added |
| CX Institutional | 121 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 36 | $357 | 0.00% | +2+5.9% | Added |
| FMR LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Laurel Wealth Advisors LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 0 | $0 | 0.00% | −193,383−100.0% | Sold out |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −161,530−100.0% | Sold out |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −55,500−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −41,355−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −21,926−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −15,703−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −12,812−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,422−100.0% | Sold out |
| Biltmore Capital Advisors LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −10,530−100.0% | Sold out |
| Quad-Cities Investment Group, LLC | 0 | $0 | 0.00% | −10,559−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −10,088−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −9,837−100.0% | Sold out |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −2,509−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,833−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1,492−100.0% | Sold out |
| Castleview Partners, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |