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 |
|---|---|---|---|---|---|
| Western Financial Corp | 22,962 | $204.1K | 0.11% | +2,492+12.2% | Added |
| Vista Investment Partners II, LLC | 23,756 | $211.2K | 0.10% | +6,448+37.3% | Added |
| CFO4Life Group, LLC | 24,614 | $218.8K | 0.03% | +528+2.2% | Added |
| Kapstone Financial Advisors LLC | 24,961 | $221.9K | 0.11% | +6,800+37.4% | Added |
| Walleye Capital LLC | 25,440 | $226.2K | 0.00% | +25,440 | New |
| Wealthspan Partners, LLC | 26,155 | $232.5K | 0.10% | +299+1.2% | Added |
| Roble, Belko & Company, Inc | 27,278 | $243.0K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 27,570 | $245.1K | 0.00% | +689+2.6% | Added |
| ELCO Management Co., LLC | 27,663 | $245.9K | 0.13% | −1,850−6.3% | Reduced |
| Corrado Advisors, LLC | 28,305 | $251.6K | 0.15% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 29,120 | $258.9K | 0.20% | +152+0.5% | Added |
| Peak Planning Group, LLC | 29,825 | $265.1K | 0.17% | +552+1.9% | Added |
| Mariner, LLC | 30,320 | $269.5K | 0.00% | +15,774+108.4% | Added |
| Wolverine Asset Management LLC | 30,766 | $273.5K | 0.00% | +30,766 | New |
| Dakota Wealth Management | 31,786 | $282.6K | 0.01% | −2,221−6.5% | Reduced |
| Comerica Bank | 32,620 | $290.0K | 0.00% | +2,476+8.2% | Added |
| We Are One Seven, LLC | 32,763 | $291.3K | 0.01% | −78,843−70.6% | Reduced |
| K2 Principal Fund, L.P. | 32,984 | $293.2K | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 33,757 | $300.1K | 0.00% | −1,378−3.9% | Reduced |
| Advisory Services Network, LLC | 34,093 | $301.0K | 0.00% | +2,268+7.1% | Added |
| Davenport & Co LLC | 34,146 | $303.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 34,509 | $306.0K | 0.02% | +272+0.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,040 | $311.5K | 0.04% | −520−1.5% | Reduced |
| Summit Financial, LLC | 35,714 | $317.5K | 0.01% | +35,714 | New |
| Captrust Financial Advisors | 35,814 | $318.4K | 0.00% | +424+1.2% | Added |
| HighTower Advisors, LLC | 35,925 | $319.4K | 0.00% | −1,823−4.8% | Reduced |
| Venture Visionary Partners LLC | 36,830 | $327.4K | 0.01% | −1,880−4.9% | Reduced |
| Monograph Wealth Advisors, LLC | 37,925 | $337.2K | 0.04% | +37,925 | New |
| Saxon Interests, Inc. | 40,245 | $346.1K | 0.16% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 38,953 | $346.3K | 0.01% | +89+0.2% | Added |
| Mercer Global Advisors Inc | 39,021 | $346.9K | 0.00% | −11,772−23.2% | Reduced |
| International Assets Investment Management, LLC | 39,766 | $353.5K | 0.03% | +1,322+3.4% | Added |
| Shufro Rose & Co LLC | 41,862 | $360.0K | 0.03% | −800−1.9% | Reduced |
| D.A. Davidson & Co. | 40,919 | $363.8K | 0.00% | +6,246+18.0% | Added |
| Envestnet Asset Management Inc | 40,978 | $364.3K | 0.00% | +2,351+6.1% | Added |
| NWF Advisory Services Inc. | 42,885 | $381.2K | 0.05% | −1,199−2.7% | Reduced |
| Mezzasalma Advisors, LLC | 43,144 | $383.5K | 0.12% | −1,454−3.3% | Reduced |
| Saxony Capital Management, LLC | 43,531 | $387.0K | 0.30% | −2,278−5.0% | Reduced |
| Brick & Kyle, Associates | 44,174 | $394.0K | 0.17% | −457−1.0% | Reduced |
| GWM Advisors LLC | 44,694 | $397.3K | 0.00% | +4,538+11.3% | Added |
| Cove Private Wealth, LLC | 45,237 | $402.2K | 0.14% | 00.0% | Unchanged |
| Allworth Financial LP | 45,276 | $402.5K | 0.00% | +43,952+3,319.6% | Added |
| Calamos Advisors LLC | 45,724 | $406.5K | 0.00% | +25,120+121.9% | Added |
| Investment Partners Asset Management, Inc. | 46,079 | $409.6K | 0.28% | −186−0.4% | Reduced |
| Private Advisor Group, LLC | 46,507 | $413.4K | 0.00% | +364+0.8% | Added |
| Thrivent Financial for Lutherans | 48,389 | $430.0K | 0.00% | +12,580+35.1% | Added |
| Wealthspire Advisors, LLC | 48,787 | $433.7K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 49,011 | $435.7K | 0.07% | +24,603+100.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 49,313 | $438.4K | 0.16% | +752+1.5% | Added |
| Regions Financial Corp | 49,454 | $439.6K | 0.00% | +3,654+8.0% | Added |
| Avantax Planning Partners, Inc. | 49,635 | $441.3K | 0.01% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 50,369 | $447.8K | 0.15% | −45,369−47.4% | Reduced |
| Park Avenue Securities LLC | 51,734 | $460.0K | 0.00% | +7,516+17.0% | Added |
| WCG Wealth Advisors LLC | 55,600 | $494.3K | 0.03% | +21,918+65.1% | Added |
| Palogic Value Management, L.P. | 57,000 | $506.7K | 0.21% | 00.0% | Unchanged |
| Truist Financial Corp | 57,934 | $515.0K | 0.00% | +1,077+1.9% | Added |
| StoneX Group Inc. | 58,458 | $519.7K | 0.03% | −1,701−2.8% | Reduced |
| Stratos Wealth Partners, LTD. | 61,212 | $544.2K | 0.01% | +43,145+238.8% | Added |
| Farther Finance Advisors, LLC | 63,168 | $561.6K | 0.01% | 00.0% | Unchanged |
| Stolper Co | 63,671 | $566.0K | 0.19% | +1,776+2.9% | Added |
| Kestra Advisory Services, LLC | 64,942 | $577.3K | 0.00% | +2,620+4.2% | Added |
| Susquehanna International Group, LLP | 66,764 | $593.5K | 0.00% | +56,714+564.3% | Added |
| OMC Financial Services LTD | 66,980 | $595.5K | 0.24% | −900−1.3% | Reduced |
| Tyler-Stone Wealth Management | 68,125 | $605.6K | 0.10% | +2,041+3.1% | Added |
| Ashton Thomas Securities, LLC | 74,426 | $661.6K | 0.16% | −1,600−2.1% | Reduced |
| Two Sigma Investments, LP | 76,025 | $675.9K | 0.00% | +76,025 | New |
| Pension & Wealth Management Advisors, Inc. | 77,822 | $691.8K | 0.23% | −623−0.8% | Reduced |
| Sanctuary Advisors, LLC | 85,382 | $759.0K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 90,157 | $801.5K | 0.01% | +56,829+170.5% | Added |
| David J Yvars Group | 93,601 | $829.5K | 0.49% | +975+1.1% | Added |
| Rockefeller Capital Management L.P. | 94,515 | $840.2K | 0.00% | +5,659+6.4% | Added |
| WealthTrust Axiom LLC | 97,206 | $864.2K | 0.25% | −7,669−7.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 104,528 | $939.7K | 0.00% | −10,923−9.5% | Reduced |
| Warren Averett Asset Management, LLC | 110,799 | $985.0K | 0.01% | −2,292−2.0% | Reduced |
| Centurion Wealth Management LLC | 113,615 | $1.01M | 0.29% | +2,510+2.3% | Added |
| Kingswood Wealth Advisors, LLC | 117,791 | $1.05M | 0.08% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 124,285 | $1.10M | 0.00% | −52,524−29.7% | Reduced |
| Karpus Management, Inc. | 125,304 | $1.11M | 0.04% | −485,251−79.5% | Reduced |
| IHT Wealth Management, LLC | 127,615 | $1.13M | 0.03% | −1,567−1.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 137,062 | $1.22M | 0.30% | −4,531−3.2% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 161,257 | $1.43M | 0.32% | +12,218+8.2% | Added |
| Allspring Global Investments Holdings, LLC | 163,153 | $1.45M | 0.00% | −119,638−42.3% | Reduced |
| Cetera Investment Advisers | 202,400 | $1.80M | 0.00% | −983−0.5% | Reduced |
| Baird Financial Group, Inc. | 265,090 | $2.36M | 0.00% | +617+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 274,704 | $2.44M | 0.02% | +20,610+8.1% | Added |
| Ameriprise Financial Inc | 293,705 | $2.61M | 0.00% | −17,850−5.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 316,690 | $2.82M | 0.11% | +26,734+9.2% | Added |
| Janney Montgomery Scott LLC | 352,754 | $3.14M | 0.01% | +50,012+16.5% | Added |
| Cerity Partners LLC | 388,646 | $3.45M | 0.01% | +388,646 | New |
| Advisor Group Holdings, Inc. | 401,644 | $3.57M | 0.01% | +54,324+15.6% | Added |
| Kovitz Investment Group Partners, LLC | 437,874 | $3.89M | 0.02% | +393+0.1% | Added |
| Boothe Investment Group, Inc. | 480,964 | $4.28M | 1.63% | +5,959+1.3% | Added |
| Commonwealth Equity Services, LLC | 602,737 | $5.36M | 0.01% | +17,434+3.0% | Added |
| Penserra Capital Management LLC | 614,307 | $5.46M | 0.08% | +18,154+3.0% | Added |
| Shaker Financial Services, LLC | 627,929 | $5.58M | 2.02% | +352,617+128.1% | Added |
| Bank of America Corp | 632,952 | $5.63M | 0.00% | +82,327+15.0% | Added |
| UBS Group AG | 667,399 | $5.93M | 0.00% | −111,950−14.4% | Reduced |
| Waterfront Wealth Inc. | 690,657 | $6.14M | 1.38% | +46,150+7.2% | Added |
| Royal Bank of Canada | 838,645 | $7.46M | 0.00% | −16,765−2.0% | Reduced |
| Advisors Asset Management, Inc. | 1,045,061 | $9.29M | 0.17% | −29,172−2.7% | Reduced |