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, Q3 2025
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Sep 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
- 203
- −1 vs. Q2 2025
- Shares held
- 32.1M
- +242.6K (+0.8%) vs. Q2 2025
- Total value
- $292.2M
- +$9.04M (+3.2%) vs. Q2 2025
- New holders
- 19
- 83 more added
- Sold out
- 20
- 46 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 4,044,382 | $36.8M | 0.01% | +63,639+1.6% | Added |
| Morgan Stanley | 3,486,340 | $31.8M | 0.00% | +68,114+2.0% | Added |
| Wells Fargo & Company | 2,692,439 | $24.5M | 0.01% | +143,221+5.6% | Added |
| Invesco Ltd. | 2,384,703 | $21.7M | 0.00% | +71,953+3.1% | Added |
| Guggenheim Capital LLC | 2,063,018 | $18.8M | 0.14% | −30,305−1.4% | Reduced |
| LPL Financial LLC | 1,811,236 | $16.5M | 0.00% | +176,457+10.8% | Added |
| Stifel Financial Corp | 1,111,928 | $10.1M | 0.01% | +8,157+0.7% | Added |
| Waterfront Wealth Inc. | 915,733 | $8.22M | 1.68% | +225,076+32.6% | Added |
| Royal Bank of Canada | 835,132 | $7.61M | 0.00% | −3,513−0.4% | Reduced |
| Advisors Asset Management, Inc. | 732,964 | $6.68M | 0.11% | −312,097−29.9% | Reduced |
| Janney Montgomery Scott LLC | 641,069 | $5.84M | 0.01% | +288,315+81.7% | Added |
| UBS Group AG | 637,268 | $5.81M | 0.00% | −30,131−4.5% | Reduced |
| Commonwealth Equity Services, LLC | 612,985 | $5.58M | 0.01% | +10,248+1.7% | Added |
| Bank of America Corp | 589,919 | $5.37M | 0.00% | −43,033−6.8% | Reduced |
| Boothe Investment Group, Inc. | 496,668 | $4.52M | 1.66% | +15,704+3.3% | Added |
| Cerity Partners LLC | 437,249 | $3.93M | 0.01% | +48,603+12.5% | Added |
| Advisor Group Holdings, Inc. | 421,010 | $3.82M | 0.01% | +19,366+4.8% | Added |
| Kovitz Investment Group Partners, LLC | 381,684 | $3.48M | 0.01% | −56,190−12.8% | Reduced |
| Shaker Financial Services, LLC | 368,492 | $3.36M | 1.15% | −259,437−41.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 328,646 | $2.99M | 0.11% | +11,956+3.8% | Added |
| Ameriprise Financial Inc | 297,983 | $2.71M | 0.00% | +4,278+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 276,371 | $2.52M | 0.01% | +1,667+0.6% | Added |
| Baird Financial Group, Inc. | 267,077 | $2.43M | 0.00% | +1,987+0.7% | Added |
| Cetera Investment Advisers | 227,808 | $2.08M | 0.00% | +25,408+12.6% | Added |
| Allspring Global Investments Holdings, LLC | 176,446 | $1.61M | 0.00% | +13,293+8.1% | Added |
| Two Sigma Investments, LP | 156,249 | $1.42M | 0.00% | +80,224+105.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 148,654 | $1.35M | 0.26% | −12,603−7.8% | Reduced |
| Envestnet Asset Management Inc | 137,575 | $1.25M | 0.00% | +96,597+235.7% | Added |
| Shulman DeMeo Asset Management LLC | 135,557 | $1.23M | 0.28% | −1,505−1.1% | Reduced |
| IHT Wealth Management, LLC | 126,609 | $1.15M | 0.03% | −1,006−0.8% | Reduced |
| PMG Family Office LLC | 124,563 | $1.13M | 1.27% | +124,563 | New |
| Cambridge Investment Research Advisors, Inc. | 120,142 | $1.09M | 0.00% | −4,143−3.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 119,062 | $1.08M | 0.07% | +1,271+1.1% | Added |
| Centurion Wealth Management LLC | 113,704 | $1.04M | 0.24% | +89+0.1% | Added |
| Warren Averett Asset Management, LLC | 109,280 | $995.5K | 0.01% | −1,519−1.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 107,102 | $984.3K | 0.00% | +2,574+2.5% | Added |
| Mercer Global Advisors Inc | 104,517 | $952.2K | 0.00% | +65,496+167.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 99,890 | $910.0K | 0.01% | +9,733+10.8% | Added |
| WealthTrust Axiom LLC | 98,484 | $897.2K | 0.24% | +1,278+1.3% | Added |
| Rockefeller Capital Management L.P. | 97,455 | $887.8K | 0.00% | +2,940+3.1% | Added |
| David J Yvars Group | 94,417 | $858.3K | 0.46% | +816+0.9% | Added |
| GWM Advisors LLC | 85,708 | $780.8K | 0.00% | +41,014+91.8% | Added |
| Calamos Advisors LLC | 84,515 | $769.9K | 0.00% | +38,791+84.8% | Added |
| Sanctuary Advisors, LLC | 84,482 | $769.6K | 0.00% | −900−1.1% | Reduced |
| Sheets Smith Investment Management | 79,426 | $723.6K | 0.47% | +79,426 | New |
| PVG Asset Management Corp | 79,426 | $723.6K | 2.66% | +79,426 | New |
| Pension & Wealth Management Advisors, Inc. | 77,679 | $707.7K | 0.22% | −143−0.2% | Reduced |
| Ashton Thomas Securities, LLC | 74,426 | $678.0K | 0.09% | 00.0% | Unchanged |
| OMC Financial Services LTD | 66,980 | $610.2K | 0.23% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 64,801 | $590.3K | 0.01% | +1,633+2.6% | Added |
| Stolper Co | 63,734 | $581.0K | 0.18% | +63+0.1% | Added |
| Mariner, LLC | 59,523 | $542.3K | 0.00% | +29,203+96.3% | Added |
| Concorde Asset Management, LLC | 57,905 | $527.8K | 0.22% | +57,905 | New |
| Palogic Value Management, L.P. | 57,000 | $519.3K | 0.22% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 56,869 | $518.1K | 0.15% | +6,500+12.9% | Added |
| Kestra Advisory Services, LLC | 56,041 | $510.5K | 0.00% | −8,901−13.7% | Reduced |
| WCG Wealth Advisors LLC | 55,089 | $501.9K | 0.03% | −511−0.9% | Reduced |
| StoneX Group Inc. | 55,085 | $501.8K | 0.02% | −3,373−5.8% | Reduced |
| Park Avenue Securities LLC | 54,859 | $500.0K | 0.00% | +3,125+6.0% | Added |
| Wealthspire Advisors, LLC | 52,057 | $474.2K | 0.00% | +3,270+6.7% | Added |
| Stratos Wealth Partners, LTD. | 50,096 | $456.4K | 0.01% | −11,116−18.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 50,042 | $455.9K | 0.15% | +729+1.5% | Added |
| Avantax Planning Partners, Inc. | 49,635 | $452.2K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 49,229 | $448.5K | 0.00% | −8,705−15.0% | Reduced |
| Private Advisor Group, LLC | 48,358 | $440.5K | 0.00% | +1,851+4.0% | Added |
| Summit Financial, LLC | 48,281 | $439.8K | 0.01% | +12,567+35.2% | Added |
| Investment Partners Asset Management, Inc. | 47,879 | $436.2K | 0.29% | +1,800+3.9% | Added |
| Claro Advisors LLC | 47,228 | $430.2K | 0.06% | −1,783−3.6% | Reduced |
| Thrivent Financial for Lutherans | 46,762 | $426.0K | 0.00% | −1,627−3.4% | Reduced |
| D.A. Davidson & Co. | 45,696 | $416.3K | 0.00% | +4,777+11.7% | Added |
| Allworth Financial LP | 45,607 | $415.5K | 0.00% | +331+0.7% | Added |
| Cove Private Wealth, LLC | 45,237 | $412.1K | 0.13% | 00.0% | Unchanged |
| Regions Financial Corp | 45,000 | $409.9K | 0.00% | −4,454−9.0% | Reduced |
| Brick & Kyle, Associates | 44,289 | $403.0K | 0.15% | +115+0.3% | Added |
| NWF Advisory Services Inc. | 44,084 | $401.6K | 0.04% | +1,199+2.8% | Added |
| Mezzasalma Advisors, LLC | 43,875 | $399.7K | 0.10% | +731+1.7% | Added |
| Saxony Capital Management, LLC | 42,853 | $390.4K | 0.26% | −678−1.6% | Reduced |
| Saxon Interests, Inc. | 41,094 | $371.9K | 0.15% | +849+2.1% | Added |
| Shufro Rose & Co LLC | 41,862 | $360.0K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 39,766 | $354.7K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 36,830 | $335.5K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 36,566 | $333.1K | 0.00% | +2,809+8.3% | Added |
| HighTower Advisors, LLC | 35,946 | $327.5K | 0.00% | +21+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,092 | $319.7K | 0.04% | +52+0.1% | Added |
| Advisory Services Network, LLC | 34,035 | $310.1K | 0.00% | −58−0.2% | Reduced |
| Comerica Bank | 33,474 | $304.9K | 0.00% | +854+2.6% | Added |
| Davenport & Co LLC | 33,008 | $300.7K | 0.00% | −1,138−3.3% | Reduced |
| K2 Principal Fund, L.P. | 32,984 | $300.5K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 32,270 | $294.0K | 0.02% | −2,239−6.5% | Reduced |
| Ameritas Advisory Services, LLC | 29,639 | $270.0K | 0.02% | +8,720+41.7% | Added |
| Oder Investment Management, LLC | 29,266 | $266.6K | 0.19% | +146+0.5% | Added |
| Corrado Advisors, LLC | 28,305 | $257.9K | 0.14% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 27,990 | $255.0K | 0.00% | +7,506+36.6% | Added |
| Integrated Wealth Concepts LLC | 27,978 | $254.9K | 0.00% | +408+1.5% | Added |
| Peak Planning Group, LLC | 27,808 | $253.3K | 0.13% | −2,017−6.8% | Reduced |
| Kapstone Financial Advisors LLC | 27,161 | $247.4K | 0.12% | +2,200+8.8% | Added |
| Captrust Financial Advisors | 26,773 | $243.9K | 0.00% | −9,041−25.2% | Reduced |
| Wealthspan Partners, LLC | 26,446 | $240.9K | 0.09% | +291+1.1% | Added |
| Wedbush Securities Inc | 26,008 | $237.0K | 0.01% | +8,181+45.9% | Added |
| XML Financial, LLC | 25,129 | $228.9K | 0.02% | +7,257+40.6% | Added |