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, Q1 2024
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Mar 31, 2024. 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
- 207
- −6 vs. Q4 2023
- Shares held
- 37.7M
- +1.36M (+3.7%) vs. Q4 2023
- Total value
- $310.9M
- +$31.0M (+11.1%) vs. Q4 2023
- New holders
- 24
- 69 more added
- Sold out
- 30
- 55 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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, Q1 2024
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 1,463,595 | $12.1M | 0.50% | +273,706+23.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,578,309 | $13.0M | 0.02% | −640,696−28.9% | Reduced |
| Guggenheim Capital LLC | 1,684,358 | $13.9M | 0.10% | +4,487+0.3% | Added |
| Raymond James & Associates | 2,106,991 | $17.4M | 0.01% | −75,640−3.5% | Reduced |
| Invesco Ltd. | 2,509,563 | $20.7M | 0.00% | +155,655+6.6% | Added |
| Wells Fargo & Company | 3,312,938 | $27.3M | 0.01% | +113,926+3.6% | Added |
| Morgan Stanley | 4,520,785 | $37.3M | 0.00% | +1,221,009+37.0% | Added |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −184,936−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −85,735−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −49,469−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −36,770−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −24,132−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −23,155−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −18,132−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −17,864−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −14,255−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −13,103−100.0% | Sold out |
| Fort Sheridan Advisors LLC | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,555−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −12,459−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −11,257−100.0% | Sold out |
| Detalus Advisors, LLC | 0 | $0 | 0.00% | −10,372−100.0% | Sold out |
| NCM Capital Management, LLC | 0 | $0 | 0.00% | −10,111−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −7,470−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −1,789−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | – | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Brown, Lisle/Cummings, Inc. | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Focus Financial Network Inc | – | – | – | – | Not filed |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |