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 2025
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Jun 30, 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
- 207
- −1 vs. Q1 2025
- Shares held
- 32.0M
- −304.5K (−0.9%) vs. Q1 2025
- Total value
- $284.2M
- +$6.81M (+2.5%) vs. Q1 2025
- New holders
- 23
- 77 more added
- Sold out
- 24
- 55 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 3,980,743 | $35.4M | 0.01% | +338,684+9.3% | Added |
| Morgan Stanley | 3,418,226 | $30.4M | 0.00% | −46,437−1.3% | Reduced |
| Wells Fargo & Company | 2,549,218 | $22.7M | 0.00% | −750,568−22.7% | Reduced |
| Invesco Ltd. | 2,312,750 | $20.6M | 0.00% | +122,923+5.6% | Added |
| Guggenheim Capital LLC | 2,093,323 | $18.6M | 0.15% | +49,148+2.4% | Added |
| LPL Financial LLC | 1,634,779 | $14.5M | 0.00% | +251,000+18.1% | Added |
| Stifel Financial Corp | 1,103,771 | $9.81M | 0.01% | −9,823−0.9% | Reduced |
| Advisors Asset Management, Inc. | 1,045,061 | $9.29M | 0.17% | −29,172−2.7% | Reduced |
| Royal Bank of Canada | 838,645 | $7.46M | 0.00% | −16,765−2.0% | Reduced |
| Waterfront Wealth Inc. | 690,657 | $6.14M | 1.38% | +46,150+7.2% | Added |
| UBS Group AG | 667,399 | $5.93M | 0.00% | −111,950−14.4% | Reduced |
| Bank of America Corp | 632,952 | $5.63M | 0.00% | +82,327+15.0% | Added |
| Shaker Financial Services, LLC | 627,929 | $5.58M | 2.02% | +352,617+128.1% | Added |
| Penserra Capital Management LLC | 614,307 | $5.46M | 0.08% | +18,154+3.0% | Added |
| Commonwealth Equity Services, LLC | 602,737 | $5.36M | 0.01% | +17,434+3.0% | Added |
| Boothe Investment Group, Inc. | 480,964 | $4.28M | 1.63% | +5,959+1.3% | Added |
| Kovitz Investment Group Partners, LLC | 437,874 | $3.89M | 0.02% | +393+0.1% | Added |
| Advisor Group Holdings, Inc. | 401,644 | $3.57M | 0.01% | +54,324+15.6% | Added |
| Cerity Partners LLC | 388,646 | $3.45M | 0.01% | +388,646 | New |
| Janney Montgomery Scott LLC | 352,754 | $3.14M | 0.01% | +50,012+16.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 316,690 | $2.82M | 0.11% | +26,734+9.2% | Added |
| Ameriprise Financial Inc | 293,705 | $2.61M | 0.00% | −17,850−5.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 274,704 | $2.44M | 0.02% | +20,610+8.1% | Added |
| Baird Financial Group, Inc. | 265,090 | $2.36M | 0.00% | +617+0.2% | Added |
| Cetera Investment Advisers | 202,400 | $1.80M | 0.00% | −983−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 163,153 | $1.45M | 0.00% | −119,638−42.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 161,257 | $1.43M | 0.32% | +12,218+8.2% | Added |
| Shulman DeMeo Asset Management LLC | 137,062 | $1.22M | 0.30% | −4,531−3.2% | Reduced |
| IHT Wealth Management, LLC | 127,615 | $1.13M | 0.03% | −1,567−1.2% | Reduced |
| Karpus Management, Inc. | 125,304 | $1.11M | 0.04% | −485,251−79.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 124,285 | $1.10M | 0.00% | −52,524−29.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 117,791 | $1.05M | 0.08% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 113,615 | $1.01M | 0.29% | +2,510+2.3% | Added |
| Warren Averett Asset Management, LLC | 110,799 | $985.0K | 0.01% | −2,292−2.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 104,528 | $939.7K | 0.00% | −10,923−9.5% | Reduced |
| WealthTrust Axiom LLC | 97,206 | $864.2K | 0.25% | −7,669−7.3% | Reduced |
| Rockefeller Capital Management L.P. | 94,515 | $840.2K | 0.00% | +5,659+6.4% | Added |
| David J Yvars Group | 93,601 | $829.5K | 0.49% | +975+1.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 90,157 | $801.5K | 0.01% | +56,829+170.5% | Added |
| Sanctuary Advisors, LLC | 85,382 | $759.0K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 77,822 | $691.8K | 0.23% | −623−0.8% | Reduced |
| Two Sigma Investments, LP | 76,025 | $675.9K | 0.00% | +76,025 | New |
| Ashton Thomas Securities, LLC | 74,426 | $661.6K | 0.16% | −1,600−2.1% | Reduced |
| Tyler-Stone Wealth Management | 68,125 | $605.6K | 0.10% | +2,041+3.1% | Added |
| OMC Financial Services LTD | 66,980 | $595.5K | 0.24% | −900−1.3% | Reduced |
| Susquehanna International Group, LLP | 66,764 | $593.5K | 0.00% | +56,714+564.3% | Added |
| Kestra Advisory Services, LLC | 64,942 | $577.3K | 0.00% | +2,620+4.2% | Added |
| Stolper Co | 63,671 | $566.0K | 0.19% | +1,776+2.9% | Added |
| Farther Finance Advisors, LLC | 63,168 | $561.6K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 61,212 | $544.2K | 0.01% | +43,145+238.8% | Added |
| StoneX Group Inc. | 58,458 | $519.7K | 0.03% | −1,701−2.8% | Reduced |
| Truist Financial Corp | 57,934 | $515.0K | 0.00% | +1,077+1.9% | Added |
| Palogic Value Management, L.P. | 57,000 | $506.7K | 0.21% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 55,600 | $494.3K | 0.03% | +21,918+65.1% | Added |
| Park Avenue Securities LLC | 51,734 | $460.0K | 0.00% | +7,516+17.0% | Added |
| MGB Wealth Management, LLC | 50,369 | $447.8K | 0.15% | −45,369−47.4% | Reduced |
| Avantax Planning Partners, Inc. | 49,635 | $441.3K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 49,454 | $439.6K | 0.00% | +3,654+8.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 49,313 | $438.4K | 0.16% | +752+1.5% | Added |
| Claro Advisors LLC | 49,011 | $435.7K | 0.07% | +24,603+100.8% | Added |
| Wealthspire Advisors, LLC | 48,787 | $433.7K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 48,389 | $430.0K | 0.00% | +12,580+35.1% | Added |
| Private Advisor Group, LLC | 46,507 | $413.4K | 0.00% | +364+0.8% | Added |
| Investment Partners Asset Management, Inc. | 46,079 | $409.6K | 0.28% | −186−0.4% | Reduced |
| Calamos Advisors LLC | 45,724 | $406.5K | 0.00% | +25,120+121.9% | Added |
| Allworth Financial LP | 45,276 | $402.5K | 0.00% | +43,952+3,319.6% | Added |
| Cove Private Wealth, LLC | 45,237 | $402.2K | 0.14% | 00.0% | Unchanged |
| GWM Advisors LLC | 44,694 | $397.3K | 0.00% | +4,538+11.3% | Added |
| Brick & Kyle, Associates | 44,174 | $394.0K | 0.17% | −457−1.0% | Reduced |
| Saxony Capital Management, LLC | 43,531 | $387.0K | 0.30% | −2,278−5.0% | Reduced |
| Mezzasalma Advisors, LLC | 43,144 | $383.5K | 0.12% | −1,454−3.3% | Reduced |
| NWF Advisory Services Inc. | 42,885 | $381.2K | 0.05% | −1,199−2.7% | Reduced |
| Envestnet Asset Management Inc | 40,978 | $364.3K | 0.00% | +2,351+6.1% | Added |
| D.A. Davidson & Co. | 40,919 | $363.8K | 0.00% | +6,246+18.0% | Added |
| Shufro Rose & Co LLC | 41,862 | $360.0K | 0.03% | −800−1.9% | Reduced |
| International Assets Investment Management, LLC | 39,766 | $353.5K | 0.03% | +1,322+3.4% | Added |
| Mercer Global Advisors Inc | 39,021 | $346.9K | 0.00% | −11,772−23.2% | Reduced |
| Axxcess Wealth Management, LLC | 38,953 | $346.3K | 0.01% | +89+0.2% | Added |
| Saxon Interests, Inc. | 40,245 | $346.1K | 0.16% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 37,925 | $337.2K | 0.04% | +37,925 | New |
| Venture Visionary Partners LLC | 36,830 | $327.4K | 0.01% | −1,880−4.9% | Reduced |
| HighTower Advisors, LLC | 35,925 | $319.4K | 0.00% | −1,823−4.8% | Reduced |
| Captrust Financial Advisors | 35,814 | $318.4K | 0.00% | +424+1.2% | Added |
| Summit Financial, LLC | 35,714 | $317.5K | 0.01% | +35,714 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,040 | $311.5K | 0.04% | −520−1.5% | Reduced |
| NBC Securities, Inc. | 34,509 | $306.0K | 0.02% | +272+0.8% | Added |
| Davenport & Co LLC | 34,146 | $303.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 34,093 | $301.0K | 0.00% | +2,268+7.1% | Added |
| Brown Advisory Inc | 33,757 | $300.1K | 0.00% | −1,378−3.9% | Reduced |
| K2 Principal Fund, L.P. | 32,984 | $293.2K | 0.05% | 00.0% | Unchanged |
| We Are One Seven, LLC | 32,763 | $291.3K | 0.01% | −78,843−70.6% | Reduced |
| Comerica Bank | 32,620 | $290.0K | 0.00% | +2,476+8.2% | Added |
| Dakota Wealth Management | 31,786 | $282.6K | 0.01% | −2,221−6.5% | Reduced |
| Wolverine Asset Management LLC | 30,766 | $273.5K | 0.00% | +30,766 | New |
| Mariner, LLC | 30,320 | $269.5K | 0.00% | +15,774+108.4% | Added |
| Peak Planning Group, LLC | 29,825 | $265.1K | 0.17% | +552+1.9% | Added |
| Oder Investment Management, LLC | 29,120 | $258.9K | 0.20% | +152+0.5% | Added |
| Corrado Advisors, LLC | 28,305 | $251.6K | 0.15% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 27,663 | $245.9K | 0.13% | −1,850−6.3% | Reduced |
| Integrated Wealth Concepts LLC | 27,570 | $245.1K | 0.00% | +689+2.6% | Added |