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 |
|---|---|---|---|---|---|
| Transce3nd, LLC | 3 | $27 | 0.00% | +3 | New |
| Fourth Dimension Wealth, LLC | 18 | $160 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 21 | $187 | 0.00% | +21 | New |
| Assetmark, Inc | 46 | $409 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 183 | $1.63K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 346 | $3.08K | 0.00% | +45+15.0% | Added |
| Montag A & Associates Inc | 466 | $4.14K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 600 | $5.29K | 0.00% | +600 | New |
| Thomas J. Herzfeld Advisors, Inc. | 664 | $5.90K | 0.00% | +14+2.2% | Added |
| Clearstead Advisors, LLC | 750 | $6.67K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 906 | $8.05K | 0.00% | −1,000−52.5% | Reduced |
| Parkside Financial Bank & Trust | 1,000 | $8.56K | 0.00% | +1,000 | New |
| Wood Tarver Financial Group, LLC | 1,087 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,013 | $9.01K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,167 | $10.4K | 0.00% | +1,167 | New |
| Optimum Investment Advisors | 1,198 | $10.7K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,200 | $10.7K | 0.00% | +1,200 | New |
| Armstrong Advisory Group, Inc | 1,208 | $10.7K | 0.00% | +1,208 | New |
| JPMorgan Chase & Co | 1,242 | $11.0K | 0.00% | +687+123.8% | Added |
| City Holding Co | 1,462 | $13.0K | 0.00% | −4,050−73.5% | Reduced |
| AdvisorNet Financial, Inc | 1,466 | $13.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,497 | $13.3K | 0.00% | −11,754−88.7% | Reduced |
| Costello Asset Management, INC | 1,520 | $13.5K | 0.01% | +33+2.2% | Added |
| Sound Income Strategies, LLC | 1,629 | $14.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,200 | $19.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,279 | $20.0K | 0.00% | +49+2.2% | Added |
| Harbour Investments, Inc. | 3,010 | $26.8K | 0.00% | +1,000+49.8% | Added |
| GPS Wealth Strategies Group, LLC | 3,200 | $28.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,400 | $30.2K | 0.01% | +3,400 | New |
| Chung Wu Investment Group, LLC | 3,607 | $32.1K | 0.03% | +3,607 | New |
| MAI Capital Management | 6,997 | $62.2K | 0.00% | +2,341+50.3% | Added |
| Brown Brothers Harriman & Co | 7,147 | $63.5K | 0.00% | +7,147 | New |
| North Star Investment Management Corp. | 7,266 | $64.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,415 | $65.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 7,433 | $66.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7,619 | $67.7K | 0.02% | +5,800+318.9% | Added |
| Cape Investment Advisory, Inc. | 9,293 | $82.6K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,200 | $90.7K | 0.01% | +10,200 | New |
| Dana Investment Advisors, Inc. | 10,330 | $91.8K | 0.00% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 10,301 | $91.9K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,525 | $93.6K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,521 | $94.0K | 0.00% | +10,521 | New |
| Sowell Financial Services LLC | 10,694 | $95.1K | 0.00% | −2,868−21.1% | Reduced |
| Spirepoint Private Client, LLC | 10,939 | $97.2K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 11,000 | $97.8K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 11,473 | $102.0K | 0.01% | +11,473 | New |
| Daymark Wealth Partners, LLC | 11,600 | $103.1K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 11,767 | $104.6K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 11,768 | $104.6K | 0.00% | +51+0.4% | Added |
| First Heartland Consultants, Inc. | 11,883 | $105.6K | 0.01% | +11,883 | New |
| Silverlake Wealth Management LLC | 11,931 | $106.1K | 0.03% | −2,256−15.9% | Reduced |
| Endeavor Private Wealth, Inc. | 12,210 | $108.5K | 0.05% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 12,236 | $108.8K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 12,493 | $111.1K | 0.00% | +1,281+11.4% | Added |
| Creekmur Asset Management LLC | 12,502 | $111.1K | 0.02% | +4,992+66.5% | Added |
| RSM US Wealth Management LLC | 13,044 | $116.0K | 0.00% | −843−6.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 13,099 | $116.4K | 0.00% | +282+2.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 13,419 | $119.3K | 0.02% | +73+0.5% | Added |
| Pallas Capital Advisors LLC | 13,458 | $119.6K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,538 | $120.4K | 0.00% | +79+0.6% | Added |
| Sterling Financial Planning, Inc. | 13,831 | $123.0K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 13,846 | $123.1K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 14,000 | $124.5K | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 14,015 | $124.6K | 0.01% | +14,015 | New |
| Icon Wealth Advisors, LLC | 14,521 | $129.1K | 0.01% | +308+2.2% | Added |
| CIBC Private Wealth Group, LLC | 14,944 | $132.9K | 0.00% | +83+0.6% | Added |
| Eagle Wealth Strategies LLC | 15,090 | $134.2K | 0.08% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 15,383 | $136.8K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 15,520 | $138.0K | 0.00% | −23,576−60.3% | Reduced |
| Cresset Asset Management, LLC | 15,978 | $142.0K | 0.00% | −82−0.5% | Reduced |
| Stephens Inc | 16,076 | $142.9K | 0.00% | −1,888−10.5% | Reduced |
| Heritage Wealth Management, Inc. | 16,250 | $144.5K | 0.05% | −1,750−9.7% | Reduced |
| Prairie Wealth Advisors, Inc. | 16,300 | $144.9K | 0.06% | 00.0% | Unchanged |
| Iowa State Bank | 16,946 | $150.7K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 17,000 | $151.1K | 0.01% | −165−1.0% | Reduced |
| Wedbush Securities Inc | 17,827 | $158.0K | 0.01% | +1,581+9.7% | Added |
| XML Financial, LLC | 17,872 | $158.9K | 0.01% | −2,500−12.3% | Reduced |
| Wealth Management Associates, Inc. | 17,973 | $159.8K | 0.06% | −499−2.7% | Reduced |
| The PNC Financial Services Group, Inc. | 18,142 | $161.3K | 0.00% | −26,182−59.1% | Reduced |
| Kestra Private Wealth Services, LLC | 18,309 | $162.8K | 0.00% | +1,271+7.5% | Added |
| Wealthcare Advisory Partners LLC | 18,611 | $165.5K | 0.00% | −3,065−14.1% | Reduced |
| Comprehensive Money Management Services LLC | 18,664 | $165.9K | 0.13% | −1,034−5.2% | Reduced |
| Becker Capital Management Inc | 18,811 | $167.2K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 18,946 | $168.4K | 0.01% | −4,106−17.8% | Reduced |
| Wharton Business Group, LLC | 19,004 | $169.0K | 0.01% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 19,657 | $175.0K | 0.13% | +329+1.7% | Added |
| Capital Asset Advisory Services LLC | 20,106 | $179.3K | 0.01% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 20,413 | $181.5K | 0.08% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 20,484 | $182.1K | 0.00% | +20,484 | New |
| Sunbelt Securities, Inc. | 22,134 | $183.3K | 0.02% | +13,394+153.2% | Added |
| Atria Wealth Solutions, Inc. | 20,818 | $185.1K | 0.00% | −42,916−67.3% | Reduced |
| Wetherby Asset Management Inc | 20,853 | $185.4K | 0.01% | +20,853 | New |
| Ameritas Advisory Services, LLC | 20,919 | $186.0K | 0.01% | −8,964−30.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 21,139 | $187.9K | 0.05% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 21,513 | $191.3K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 21,911 | $194.8K | 0.02% | +291+1.3% | Added |
| Plancorp, LLC | 22,000 | $195.6K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 22,101 | $196.5K | 0.00% | +156+0.7% | Added |
| Principal Securities, Inc. | 22,352 | $198.7K | 0.00% | −6,400−22.3% | Reduced |
| Widmann Financial Services, Inc. | 22,767 | $202.4K | 0.14% | +60.0% | Added |