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, Q4 2021
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Dec 31, 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
- 178
- +22 vs. Q3 2021
- Shares held
- 35.0M
- +5.10M (+17.1%) vs. Q3 2021
- Total value
- $348.3M
- +$55.4M (+18.9%) vs. Q3 2021
- New holders
- 37
- 47 more added
- Sold out
- 15
- 42 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 72 | $1.00K | 0.00% | +1+1.4% | Added |
| Sutton Wealth Advisors Inc. | 352 | $3.55K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 751 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 825 | $8.00K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 750 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 986 | $10.0K | 0.00% | +986 | New |
| Segantii Capital Management Ltd | 1,200 | $12.0K | 0.00% | +1,200 | New |
| JPMorgan Chase & Co | 1,315 | $13.0K | 0.00% | +1,315 | New |
| Harbour Investments, Inc. | 1,400 | $14.0K | 0.00% | −7,419−84.1% | Reduced |
| Evoke Wealth, LLC | 1,411 | $14.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,364 | $14.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,559 | $16.0K | 0.00% | −12,831−89.2% | Reduced |
| Focused Wealth Management, Inc | 1,789 | $18.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,859 | $19.0K | 0.01% | +28+1.5% | Added |
| CWM, LLC | 1,869 | $19.0K | 0.00% | +1,869 | New |
| Optimum Investment Advisors | 2,000 | $20.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 2,158 | $21.0K | 0.00% | +2,158 | New |
| Confluence Wealth Services, Inc. | 2,115 | $21.0K | 0.01% | +2,115 | New |
| Capital Advisors, Ltd. LLC | 2,230 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,449 | $24.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 2,500 | $25.0K | 0.00% | +2,500 | New |
| Fortitude Advisory Group L.L.C. | 2,822 | $28.0K | 0.01% | +2,822 | New |
| Lumature Wealth Partners, LLC | 3,200 | $32.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,256 | $32.8K | 0.00% | +1,851+131.7% | Added |
| Snowden Capital Advisors LLC | 3,331 | $33.0K | 0.00% | +3,331 | New |
| Patriot Financial Group Insurance Agency, LLC | 3,375 | $34.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 3,567 | $36.0K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,700 | $37.0K | 0.00% | +3,700 | New |
| Geneos Wealth Management Inc. | 3,964 | $39.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 5,044 | $51.0K | 0.01% | −225−4.3% | Reduced |
| City Holding Co | 5,512 | $53.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 5,703 | $57.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 5,830 | $58.8K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6,000 | $60.0K | 0.01% | −1,000−14.3% | Reduced |
| North Star Investment Management Corp. | 7,284 | $73.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 7,700 | $78.0K | 0.03% | +7,700 | New |
| Hexagon Capital Partners LLC | 7,882 | $79.0K | 0.02% | −21−0.3% | Reduced |
| Proequities, Inc. | 9,655 | $97.0K | 0.01% | +201+2.1% | Added |
| Howard Wealth Management, LLC | 10,018 | $100.0K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,000 | $101.0K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 10,063 | $102.0K | 0.00% | +10,063 | New |
| Kesler, Norman & Wride, LLC | 10,200 | $103.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,340 | $104.0K | 0.02% | −268−2.5% | Reduced |
| Visionary Wealth Advisors | 10,409 | $105.0K | 0.01% | +325+3.2% | Added |
| Live Oak Private Wealth LLC | 10,525 | $106.0K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,806 | $109.0K | 0.00% | −770−6.7% | Reduced |
| Ignite Planners, LLC | 11,101 | $112.0K | 0.07% | +11,101 | New |
| HighTower Advisors, LLC | 11,970 | $120.0K | 0.00% | +1,220+11.3% | Added |
| Silverlake Wealth Management LLC | 12,753 | $128.6K | 0.07% | +12,753 | New |
| Dana Investment Advisors, Inc. | 12,962 | $131.0K | 0.01% | 00.0% | Unchanged |
| Biltmore Capital Advisors LLC | 13,000 | $131.0K | 0.02% | +13,000 | New |
| Fort Sheridan Advisors LLC | 13,100 | $132.0K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 13,203 | $133.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,455 | $136.0K | 0.00% | −389−2.8% | Reduced |
| Perigon Wealth Management, LLC | 13,594 | $137.0K | 0.01% | +187+1.4% | Added |
| Nations Financial Group Inc, | 13,686 | $138.0K | 0.02% | +3,000+28.1% | Added |
| Alpha Omega Wealth Management LLC | 13,691 | $139.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 13,846 | $140.0K | 0.00% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 14,245 | $144.0K | 0.05% | −3,775−20.9% | Reduced |
| CIBC World Markets Inc. | 14,795 | $149.0K | 0.00% | +14,795 | New |
| CIBC Private Wealth Group, LLC | 15,362 | $155.0K | 0.00% | +408+2.7% | Added |
| Dakota Wealth Management | 15,816 | $159.0K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 16,689 | $161.0K | 0.04% | −3,198−16.1% | Reduced |
| Detalus Advisors, LLC | 15,961 | $161.0K | 0.08% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 16,600 | $167.0K | 0.02% | +16,600 | New |
| GM Advisory Group, Inc. | 17,000 | $171.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,997 | $181.0K | 0.00% | 00.0% | Unchanged |
| Iowa State Bank | 18,667 | $188.0K | 0.04% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,780 | $189.0K | 0.01% | −2,656−12.4% | Reduced |
| Wharton Business Group, LLC | 19,004 | $192.0K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 19,812 | $196.0K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 19,646 | $198.0K | 0.02% | +1,505+8.3% | Added |
| Mercer Global Advisors Inc | 19,721 | $199.0K | 0.00% | +1,559+8.6% | Added |
| Wedbush Securities Inc | 20,002 | $202.0K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 20,400 | $206.0K | 0.13% | 00.0% | Unchanged |
| Claro Advisors LLC | 20,830 | $210.0K | 0.08% | +5,000+31.6% | Added |
| Gill Capital Partners, LLC | 21,612 | $218.0K | 0.10% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 21,756 | $219.0K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 22,270 | $224.0K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 22,905 | $231.0K | 0.02% | +22,905 | New |
| Widmann Financial Services, Inc. | 22,968 | $231.0K | 0.19% | +22,968 | New |
| Kaydan Wealth Management, Inc. | 23,725 | $239.1K | 0.09% | +23,725 | New |
| AE Wealth Management LLC | 23,867 | $241.0K | 0.00% | +954+4.2% | Added |
| Moors & Cabot, Inc. | 24,271 | $245.0K | 0.02% | −536−2.2% | Reduced |
| Venture Visionary Partners LLC | 24,785 | $249.0K | 0.02% | −6,848−21.6% | Reduced |
| Axxcess Wealth Management, LLC | 24,757 | $250.0K | 0.02% | +24,757 | New |
| XML Financial, LLC | 25,293 | $255.0K | 0.03% | +7,248+40.2% | Added |
| Oak Harbor Wealth Partners, LLC | 25,439 | $256.0K | 0.09% | +25,439 | New |
| Aurora Private Wealth, Inc. | 25,603 | $258.0K | 0.11% | −100,565−79.7% | Reduced |
| Ameritas Advisory Services, LLC | 26,304 | $265.0K | 0.01% | +26,304 | New |
| Shufro Rose & Co LLC | 27,285 | $275.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 27,304 | $275.0K | 0.01% | +386+1.4% | Added |
| SeaCrest Wealth Management, LLC | 27,522 | $277.0K | 0.03% | +177+0.6% | Added |
| Keybank National Association | 27,600 | $278.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 28,390 | $286.0K | 0.15% | +28,390 | New |
| Oder Investment Management, LLC | 28,839 | $291.0K | 0.41% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 29,238 | $295.0K | 0.00% | +3,498+13.6% | Added |