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 2025
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Mar 31, 2025. 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
- 210
- −2 vs. Q4 2024
- Shares held
- 32.3M
- −834.1K (−2.5%) vs. Q4 2024
- Total value
- $277.9M
- +$2.86M (+1.0%) vs. Q4 2024
- New holders
- 21
- 70 more added
- Sold out
- 23
- 58 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Fourth Dimension Wealth, LLC | 18 | $155 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 46 | $396 | 0.00% | +46 | New |
| SRS Capital Advisors, Inc. | 183 | $1.57K | 0.00% | +183 | New |
| Plante Moran Financial Advisors, LLC | 301 | $2.59K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 466 | $4.01K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 555 | $4.77K | 0.00% | −240−30.2% | Reduced |
| Capital A Wealth Management, LLC | 559 | $4.81K | 0.01% | −70−11.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 650 | $5.59K | 0.00% | +14+2.2% | Added |
| Bokf, NA | 664 | $5.71K | 0.00% | +664 | New |
| Clearstead Advisors, LLC | 750 | $6.45K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 923 | $7.94K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 979 | $8.42K | 0.00% | 00.0% | Unchanged |
| Trust Co | 1,000 | $8.60K | 0.00% | +1,000 | New |
| Hollencrest Capital Management | 1,013 | $8.71K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1,087 | $9.35K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,198 | $10.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,324 | $10.9K | 0.00% | +899+211.5% | Added |
| AdvisorNet Financial, Inc | 1,466 | $12.6K | 0.00% | −733−33.3% | Reduced |
| Costello Asset Management, INC | 1,487 | $12.8K | 0.01% | +1,487 | New |
| Sound Income Strategies, LLC | 1,629 | $14.0K | 0.00% | +829+103.6% | Added |
| Fortitude Family Office, LLC | 1,819 | $15.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,906 | $16.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,010 | $17.3K | 0.00% | +1,500+294.1% | Added |
| Capital Advisors, Ltd. LLC | 2,230 | $19.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,200 | $19.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,700 | $23.2K | 0.00% | +2,700 | New |
| GPS Wealth Strategies Group, LLC | 3,200 | $27.5K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 3,321 | $28.6K | 0.00% | +3,321 | New |
| Northwest Capital Management Inc | 4,375 | $37.6K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4,410 | $37.9K | 0.02% | −3,976−47.4% | Reduced |
| MAI Capital Management | 4,656 | $40.0K | 0.00% | +87+1.9% | Added |
| City Holding Co | 5,512 | $47.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,266 | $62.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,415 | $63.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 7,433 | $64.0K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 7,510 | $64.6K | 0.01% | +2,306+44.3% | Added |
| Hexagon Capital Partners LLC | 7,763 | $66.8K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,740 | $75.2K | 0.01% | −13,394−60.5% | Reduced |
| Cape Investment Advisory, Inc. | 9,293 | $79.9K | 0.03% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 9,728 | $83.7K | 0.07% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 10,301 | $85.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,000 | $86.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 10,000 | $86.4K | 0.00% | +10,000 | New |
| Susquehanna International Group, LLP | 10,050 | $86.4K | 0.00% | +10,050 | New |
| Two Sigma Securities, LLC | 10,164 | $87.4K | 0.01% | +10,164 | New |
| Dana Investment Advisors, Inc. | 10,330 | $88.8K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,525 | $90.5K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,929 | $94.0K | 0.00% | −11,891−52.1% | Reduced |
| Spirepoint Private Client, LLC | 10,939 | $94.1K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 11,000 | $94.6K | 0.00% | −2,104−16.1% | Reduced |
| Franklin Resources Inc | 11,212 | $96.4K | 0.00% | +86+0.8% | Added |
| National Asset Management, Inc. | 11,267 | $96.9K | 0.00% | +179+1.6% | Added |
| Daymark Wealth Partners, LLC | 11,600 | $99.8K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 11,717 | $100.8K | 0.00% | +11,717 | New |
| Perigon Wealth Management, LLC | 11,767 | $101.2K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 11,832 | $101.8K | 0.05% | +11+0.1% | Added |
| Endeavor Private Wealth, Inc. | 12,210 | $105.0K | 0.06% | +12,210 | New |
| Mosaic Family Wealth Partners, LLC | 12,236 | $105.2K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 12,817 | $110.2K | 0.00% | +269+2.1% | Added |
| CIBC Private Wealth Group, LLC | 14,861 | $113.5K | 0.00% | +80+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 13,251 | $114.0K | 0.00% | +1,141+9.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 13,346 | $114.8K | 0.02% | +70+0.5% | Added |
| Pallas Capital Advisors LLC | 13,458 | $115.7K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,459 | $115.8K | 0.00% | +75+0.6% | Added |
| Sowell Financial Services LLC | 13,562 | $116.6K | 0.01% | +13,562 | New |
| Sterling Financial Planning, Inc. | 13,831 | $118.9K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 13,846 | $119.1K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 13,887 | $119.4K | 0.00% | −7,634−35.5% | Reduced |
| BlackRock, Inc. | 14,000 | $120.4K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 14,187 | $122.0K | 0.05% | +115+0.8% | Added |
| Icon Wealth Advisors, LLC | 14,213 | $122.2K | 0.01% | +295+2.1% | Added |
| Mariner, LLC | 14,546 | $125.1K | 0.00% | −3,709−20.3% | Reduced |
| Eagle Wealth Strategies LLC | 15,090 | $129.8K | 0.08% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 15,383 | $132.3K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 16,060 | $138.1K | 0.00% | −45−0.3% | Reduced |
| Wedbush Securities Inc | 16,246 | $140.0K | 0.01% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 16,300 | $140.2K | 0.07% | +100+0.6% | Added |
| Iowa State Bank | 16,946 | $145.7K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,038 | $146.5K | 0.00% | +17,038 | New |
| Moors & Cabot, Inc. | 17,165 | $147.6K | 0.01% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 17,308 | $148.8K | 0.08% | −231−1.3% | Reduced |
| Stephens Inc | 17,964 | $154.5K | 0.00% | +705+4.1% | Added |
| Heritage Wealth Management, Inc. | 18,000 | $154.8K | 0.05% | +18,000 | New |
| Stratos Wealth Partners, LTD. | 18,067 | $155.4K | 0.00% | −95,433−84.1% | Reduced |
| Kapstone Financial Advisors LLC | 18,161 | $156.2K | 0.09% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 18,234 | $156.8K | 0.01% | −12−0.1% | Reduced |
| Wealth Management Associates, Inc. | 18,472 | $158.9K | 0.07% | −3,420−15.6% | Reduced |
| Becker Capital Management Inc | 18,811 | $161.8K | 0.01% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 19,004 | $163.0K | 0.01% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 19,328 | $166.0K | 0.13% | +198+1.0% | Added |
| Comprehensive Money Management Services LLC | 19,698 | $169.4K | 0.14% | −1,977−9.1% | Reduced |
| Capital Asset Advisory Services LLC | 20,106 | $173.3K | 0.01% | +20,106 | New |
| XML Financial, LLC | 20,372 | $175.2K | 0.02% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 20,413 | $175.6K | 0.09% | 00.0% | Unchanged |
| Western Financial Corp | 20,470 | $176.0K | 0.10% | +5,359+35.5% | Added |
| Calamos Advisors LLC | 20,604 | $177.2K | 0.00% | −20,462−49.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 21,139 | $181.8K | 0.05% | −2,500−10.6% | Reduced |
| Kaydan Wealth Management, Inc. | 21,513 | $185.0K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 21,620 | $185.9K | 0.02% | +276+1.3% | Added |