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, Q2 2022
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Jun 30, 2022. 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
- 187
- +7 vs. Q1 2022
- Shares held
- 34.7M
- +917.5K (+2.7%) vs. Q1 2022
- Total value
- $320.8M
- −$11.1M (−3.3%) vs. Q1 2022
- New holders
- 24
- 57 more added
- Sold out
- 17
- 51 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 18,729 | $165.0K | 0.01% | −789−4.0% | Reduced |
| Iowa State Bank | 18,667 | $165.0K | 0.04% | 00.0% | Unchanged |
| Regions Financial Corp | 18,300 | $162.0K | 0.00% | +18,300 | New |
| We Are One Seven, LLC | 18,082 | $160.0K | 0.02% | −71−0.4% | Reduced |
| Wetherby Asset Management Inc | 18,110 | $160.0K | 0.01% | +18,110 | New |
| XML Financial, LLC | 17,992 | $159.0K | 0.04% | −599−3.2% | Reduced |
| Commerce Bank | 17,954 | $159.0K | 0.00% | +4,108+29.7% | Added |
| Dakota Wealth Management | 17,616 | $156.0K | 0.01% | +1,800+11.4% | Added |
| Goldman Sachs Group Inc | 17,574 | $155.0K | 0.00% | +7,357+72.0% | Added |
| Wedbush Securities Inc | 17,357 | $153.0K | 0.01% | −3,245−15.8% | Reduced |
| GM Advisory Group, Inc. | 17,000 | $150.0K | 0.02% | −5,000−22.7% | Reduced |
| Mercer Global Advisors Inc | 16,680 | $147.0K | 0.00% | −1,713−9.3% | Reduced |
| 180 Wealth Advisors, LLC | 15,821 | $142.0K | 0.04% | −23−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 15,524 | $137.0K | 0.00% | +34+0.2% | Added |
| HighTower Advisors, LLC | 15,532 | $136.0K | 0.00% | +2,772+21.7% | Added |
| Claraphi Advisory Network, LLC | 15,276 | $135.0K | 0.05% | +1,031+7.2% | Added |
| CIBC World Markets Inc. | 14,795 | $131.0K | 0.00% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 14,286 | $126.0K | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,103 | $125.0K | 0.00% | +1,705+13.8% | Added |
| Capital Investment Advisory Services, LLC | 13,763 | $122.0K | 0.01% | +845+6.5% | Added |
| Alpha Omega Wealth Management LLC | 13,691 | $121.0K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 13,756 | $121.0K | 0.01% | +87+0.6% | Added |
| Beacon Capital Management, LLC | 12,220 | $121.0K | 0.03% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 13,657 | $121.0K | 0.00% | +13,657 | New |
| Nations Financial Group Inc, | 13,321 | $118.0K | 0.02% | +135+1.0% | Added |
| US Bancorp | 13,203 | $117.0K | 0.00% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 13,100 | $116.0K | 0.04% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 12,962 | $114.0K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 12,320 | $108.8K | 0.07% | −433−3.4% | Reduced |
| Cetera Advisors LLC | 11,584 | $102.0K | 0.00% | +173+1.5% | Added |
| Ignite Planners, LLC | 11,101 | $101.0K | 0.08% | 00.0% | Unchanged |
| Jump Financial, LLC | 11,100 | $98.0K | 0.00% | +11,100 | New |
| Oxford Financial Group Ltd | 11,000 | $97.0K | 0.01% | +11,000 | New |
| Visionary Wealth Advisors | 10,836 | $96.0K | 0.01% | +30+0.3% | Added |
| DF Dent & Co Inc | 10,740 | $95.0K | 0.00% | +442+4.3% | Added |
| Live Oak Private Wealth LLC | 10,525 | $93.0K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,463 | $92.0K | 0.00% | −146−1.4% | Reduced |
| Kesler, Norman & Wride, LLC | 10,200 | $90.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,000 | $88.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,047 | $88.0K | 0.00% | +10,047 | New |
| Hexagon Capital Partners LLC | 7,882 | $70.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,284 | $64.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6,000 | $53.0K | 0.01% | −282−4.5% | Reduced |
| Community Bank, N.A. | 5,703 | $50.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 5,512 | $49.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 5,027 | $47.0K | 0.01% | +5,027 | New |
| Covington Capital Management | 5,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4,347 | $38.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,700 | $33.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 3,567 | $31.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,500 | $31.0K | 0.01% | +300+9.4% | Added |
| American Portfolios Advisors | 3,256 | $28.8K | 0.00% | −568−14.9% | Reduced |
| Lumature Wealth Partners, LLC | 3,200 | $28.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,830 | $25.0K | 0.01% | +2,830 | New |
| Proequities, Inc. | 2,773 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,449 | $21.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,230 | $20.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,242 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 2,000 | $18.0K | 0.01% | −1,400−41.2% | Reduced |
| Optimum Investment Advisors | 2,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,970 | $17.0K | 0.01% | +34+1.8% | Added |
| CWM, LLC | 1,886 | $17.0K | 0.00% | +893+89.9% | Added |
| Geneos Wealth Management Inc. | 1,864 | $16.0K | 0.00% | −2,100−53.0% | Reduced |
| Focused Wealth Management, Inc | 1,789 | $16.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,601 | $14.0K | 0.00% | +42+2.7% | Added |
| Cambridge Trust Co | 1,539 | $14.0K | 0.00% | +1,539 | New |
| Huntington National Bank | – | $12.0K | 0.00% | – | – |
| Evoke Wealth, LLC | 1,411 | $12.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,364 | $12.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,400 | $12.0K | 0.00% | +1,400 | New |
| Hanson & Doremus Investment Management | 1,100 | $10.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,175 | $10.0K | 0.00% | +1,175 | New |
| Plante Moran Financial Advisors, LLC | 1,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,000 | $9.00K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 750 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 825 | $7.00K | 0.01% | +825 | New |
| Brown, Lisle/Cummings, Inc. | 662 | $5.84K | 0.00% | +662 | New |
| Charter Oak Capital Management, LLC | 751 | $5.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 466 | $4.00K | 0.00% | +466 | New |
| Sutton Wealth Advisors Inc. | 352 | $3.11K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 317 | $3.00K | 0.00% | −327−50.8% | Reduced |
| Axim Planning & Wealth | 200 | $2.00K | 0.00% | +200 | New |
| Creative Financial Designs Inc | 152 | $1.00K | 0.00% | +152 | New |
| CX Institutional | 121 | $1.00K | 0.00% | +121 | New |
| Castleview Partners, LLC | 192 | $972 | 0.00% | −39,857−99.5% | Reduced |
| FMR LLC | 1 | $0 | 0.00% | −1,000−99.9% | Reduced |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −562,196−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −78,539−100.0% | Sold out |
| 55I, LLC | 0 | $0 | 0.00% | −60,238−100.0% | Sold out |
| Pinnacle Private Wealth, LLC | 0 | $0 | 0.00% | −45,752−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −22,818−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −15,740−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −11,150−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −10,083−100.0% | Sold out |
| Carl Stuart Investment Advisor, Inc | 0 | $0 | 0.00% | −8,245−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −5,830−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |