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 |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 27,278 | $243.0K | 0.04% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 26,155 | $232.5K | 0.10% | +299+1.2% | Added |
| Walleye Capital LLC | 25,440 | $226.2K | 0.00% | +25,440 | New |
| Kapstone Financial Advisors LLC | 24,961 | $221.9K | 0.11% | +6,800+37.4% | Added |
| CFO4Life Group, LLC | 24,614 | $218.8K | 0.03% | +528+2.2% | Added |
| Vista Investment Partners II, LLC | 23,756 | $211.2K | 0.10% | +6,448+37.3% | Added |
| Western Financial Corp | 22,962 | $204.1K | 0.11% | +2,492+12.2% | Added |
| Widmann Financial Services, Inc. | 22,767 | $202.4K | 0.14% | +60.0% | Added |
| Principal Securities, Inc. | 22,352 | $198.7K | 0.00% | −6,400−22.3% | Reduced |
| Northern Trust Corp | 22,101 | $196.5K | 0.00% | +156+0.7% | Added |
| Plancorp, LLC | 22,000 | $195.6K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 21,911 | $194.8K | 0.02% | +291+1.3% | Added |
| Kaydan Wealth Management, Inc. | 21,513 | $191.3K | 0.06% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 21,139 | $187.9K | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 20,919 | $186.0K | 0.01% | −8,964−30.0% | Reduced |
| Wetherby Asset Management Inc | 20,853 | $185.4K | 0.01% | +20,853 | New |
| Atria Wealth Solutions, Inc. | 20,818 | $185.1K | 0.00% | −42,916−67.3% | Reduced |
| Sunbelt Securities, Inc. | 22,134 | $183.3K | 0.02% | +13,394+153.2% | Added |
| Benjamin Edwards Inc | 20,484 | $182.1K | 0.00% | +20,484 | New |
| Masso Torrence Wealth Management Inc. | 20,413 | $181.5K | 0.08% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 20,106 | $179.3K | 0.01% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 19,657 | $175.0K | 0.13% | +329+1.7% | Added |
| Wharton Business Group, LLC | 19,004 | $169.0K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 18,946 | $168.4K | 0.01% | −4,106−17.8% | Reduced |
| Becker Capital Management Inc | 18,811 | $167.2K | 0.01% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 18,664 | $165.9K | 0.13% | −1,034−5.2% | Reduced |
| Wealthcare Advisory Partners LLC | 18,611 | $165.5K | 0.00% | −3,065−14.1% | Reduced |
| Kestra Private Wealth Services, LLC | 18,309 | $162.8K | 0.00% | +1,271+7.5% | Added |
| The PNC Financial Services Group, Inc. | 18,142 | $161.3K | 0.00% | −26,182−59.1% | Reduced |
| Wealth Management Associates, Inc. | 17,973 | $159.8K | 0.06% | −499−2.7% | Reduced |
| XML Financial, LLC | 17,872 | $158.9K | 0.01% | −2,500−12.3% | Reduced |
| Wedbush Securities Inc | 17,827 | $158.0K | 0.01% | +1,581+9.7% | Added |
| Moors & Cabot, Inc. | 17,000 | $151.1K | 0.01% | −165−1.0% | Reduced |
| Iowa State Bank | 16,946 | $150.7K | 0.03% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 16,300 | $144.9K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 16,250 | $144.5K | 0.05% | −1,750−9.7% | Reduced |
| Stephens Inc | 16,076 | $142.9K | 0.00% | −1,888−10.5% | Reduced |
| Cresset Asset Management, LLC | 15,978 | $142.0K | 0.00% | −82−0.5% | Reduced |
| Creative Planning | 15,520 | $138.0K | 0.00% | −23,576−60.3% | Reduced |
| Gill Capital Partners, LLC | 15,383 | $136.8K | 0.04% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 15,090 | $134.2K | 0.08% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 14,944 | $132.9K | 0.00% | +83+0.6% | Added |
| Icon Wealth Advisors, LLC | 14,521 | $129.1K | 0.01% | +308+2.2% | Added |
| Readystate Asset Management LP | 14,015 | $124.6K | 0.01% | +14,015 | New |
| BlackRock, Inc. | 14,000 | $124.5K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 13,846 | $123.1K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 13,831 | $123.0K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,538 | $120.4K | 0.00% | +79+0.6% | Added |
| Pallas Capital Advisors LLC | 13,458 | $119.6K | 0.00% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 13,419 | $119.3K | 0.02% | +73+0.5% | Added |
| Ashton Thomas Private Wealth, LLC | 13,099 | $116.4K | 0.00% | +282+2.2% | Added |
| RSM US Wealth Management LLC | 13,044 | $116.0K | 0.00% | −843−6.1% | Reduced |
| Creekmur Asset Management LLC | 12,502 | $111.1K | 0.02% | +4,992+66.5% | Added |
| Franklin Resources Inc | 12,493 | $111.1K | 0.00% | +1,281+11.4% | Added |
| Mosaic Family Wealth Partners, LLC | 12,236 | $108.8K | 0.01% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 12,210 | $108.5K | 0.05% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 11,931 | $106.1K | 0.03% | −2,256−15.9% | Reduced |
| First Heartland Consultants, Inc. | 11,883 | $105.6K | 0.01% | +11,883 | New |
| Concurrent Investment Advisors, LLC | 11,768 | $104.6K | 0.00% | +51+0.4% | Added |
| Perigon Wealth Management, LLC | 11,767 | $104.6K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 11,600 | $103.1K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 11,473 | $102.0K | 0.01% | +11,473 | New |
| Keybank National Association | 11,000 | $97.8K | 0.00% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 10,939 | $97.2K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,694 | $95.1K | 0.00% | −2,868−21.1% | Reduced |
| MML Investors Services, LLC | 10,521 | $94.0K | 0.00% | +10,521 | New |
| Live Oak Private Wealth LLC | 10,525 | $93.6K | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 10,301 | $91.9K | 0.00% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 10,330 | $91.8K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,200 | $90.7K | 0.01% | +10,200 | New |
| Cape Investment Advisory, Inc. | 9,293 | $82.6K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7,619 | $67.7K | 0.02% | +5,800+318.9% | Added |
| CWM, LLC | 7,433 | $66.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,415 | $65.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,266 | $64.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,147 | $63.5K | 0.00% | +7,147 | New |
| MAI Capital Management | 6,997 | $62.2K | 0.00% | +2,341+50.3% | Added |
| Chung Wu Investment Group, LLC | 3,607 | $32.1K | 0.03% | +3,607 | New |
| Pinnacle Bancorp, Inc. | 3,400 | $30.2K | 0.01% | +3,400 | New |
| GPS Wealth Strategies Group, LLC | 3,200 | $28.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,010 | $26.8K | 0.00% | +1,000+49.8% | Added |
| Capital Advisors, Ltd. LLC | 2,279 | $20.0K | 0.00% | +49+2.2% | Added |
| Smartleaf Asset Management LLC | 2,200 | $19.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,629 | $14.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,520 | $13.5K | 0.01% | +33+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,497 | $13.3K | 0.00% | −11,754−88.7% | Reduced |
| AdvisorNet Financial, Inc | 1,466 | $13.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,462 | $13.0K | 0.00% | −4,050−73.5% | Reduced |
| JPMorgan Chase & Co | 1,242 | $11.0K | 0.00% | +687+123.8% | Added |
| Armstrong Advisory Group, Inc | 1,208 | $10.7K | 0.00% | +1,208 | New |
| Blue Bell Private Wealth Management, LLC | 1,200 | $10.7K | 0.00% | +1,200 | New |
| Optimum Investment Advisors | 1,198 | $10.7K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,167 | $10.4K | 0.00% | +1,167 | New |
| Hollencrest Capital Management | 1,013 | $9.01K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1,087 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,000 | $8.56K | 0.00% | +1,000 | New |
| IFP Advisors, Inc | 906 | $8.05K | 0.00% | −1,000−52.5% | Reduced |
| Clearstead Advisors, LLC | 750 | $6.67K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 664 | $5.90K | 0.00% | +14+2.2% | Added |
| Pacifica Partners Inc. | 600 | $5.29K | 0.00% | +600 | New |