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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 5 | $46 | 0.00% | −7,142−99.9% | Reduced |
| Fourth Dimension Wealth, LLC | 18 | $164 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 28 | $255 | 0.00% | +7+33.3% | Added |
| Assetmark, Inc | 46 | $419 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 65 | $584 | 0.00% | +65 | New |
| SRS Capital Advisors, Inc. | 183 | $1.67K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 210 | $1.91K | 0.00% | −2,800−93.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 301 | $2.74K | 0.00% | −45−13.0% | Reduced |
| Montag A & Associates Inc | 466 | $4.25K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $4.55K | 0.00% | +500 | New |
| Thomas J. Herzfeld Advisors, Inc. | 678 | $6.17K | 0.00% | +14+2.1% | Added |
| IFP Advisors, Inc | 906 | $8.25K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,013 | $9.23K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,198 | $10.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,200 | $10.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,223 | $11.1K | 0.00% | −19−1.5% | Reduced |
| Armstrong Advisory Group, Inc | 1,233 | $11.2K | 0.00% | +25+2.1% | Added |
| AdvisorNet Financial, Inc | 1,466 | $13.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,551 | $14.1K | 0.00% | +31+2.0% | Added |
| Sound Income Strategies, LLC | 1,629 | $14.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,819 | $16.6K | 0.00% | −5,800−76.1% | Reduced |
| Pacifica Partners Inc. | 1,969 | $17.9K | 0.01% | +1,369+228.2% | Added |
| Smartleaf Asset Management LLC | 2,200 | $19.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,327 | $21.0K | 0.00% | +48+2.1% | Added |
| United Financial Planning Group LLC | 2,847 | $25.9K | 0.02% | +2,847 | New |
| GPS Wealth Strategies Group, LLC | 3,200 | $29.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,400 | $31.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,500 | $31.9K | 0.00% | +3,500 | New |
| Chung Wu Investment Group, LLC | 3,607 | $32.9K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,243 | $47.8K | 0.00% | +5,243 | New |
| MAI Capital Management | 5,983 | $54.5K | 0.00% | −1,014−14.5% | Reduced |
| Ameriflex Group, Inc. | 6,220 | $56.7K | 0.02% | +6,220 | New |
| North Star Investment Management Corp. | 7,266 | $66.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,415 | $67.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 7,433 | $68.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,740 | $79.6K | 0.01% | −13,394−60.5% | Reduced |
| We Are One Seven, LLC | 10,131 | $92.3K | 0.00% | −22,632−69.1% | Reduced |
| Diversify Advisory Services, LLC | 10,301 | $93.5K | 0.00% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 10,330 | $94.1K | 0.00% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 10,369 | $94.5K | 0.01% | −570−5.2% | Reduced |
| Live Oak Private Wealth LLC | 10,525 | $95.9K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,861 | $98.9K | 0.00% | +10,861 | New |
| Keybank National Association | 11,000 | $100.2K | 0.00% | 00.0% | Unchanged |
| Yukon Wealth Management, Inc. | 11,092 | $101.0K | 0.03% | +11,092 | New |
| Daymark Wealth Partners, LLC | 11,600 | $105.7K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 11,701 | $106.6K | 0.00% | +11,701 | New |
| Perigon Wealth Management, LLC | 11,767 | $107.2K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 11,804 | $107.5K | 0.00% | +36+0.3% | Added |
| Silverlake Wealth Management LLC | 11,999 | $109.3K | 0.03% | +68+0.6% | Added |
| Smith, Moore & Co. | 12,081 | $110.1K | 0.01% | +12,081 | New |
| First Heartland Consultants, Inc. | 12,089 | $110.1K | 0.01% | +206+1.7% | Added |
| Mosaic Family Wealth Partners, LLC | 12,236 | $110.9K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 13,044 | $118.8K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 13,170 | $120.0K | 0.01% | +1,697+14.8% | Added |
| Ashton Thomas Private Wealth, LLC | 13,372 | $121.8K | 0.00% | +273+2.1% | Added |
| Pallas Capital Advisors LLC | 13,458 | $122.6K | 0.00% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 13,490 | $122.9K | 0.02% | +71+0.5% | Added |
| Level Four Advisory Services, LLC | 13,628 | $124.2K | 0.00% | +90+0.7% | Added |
| Sterling Financial Planning, Inc. | 13,831 | $126.0K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 13,846 | $126.1K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 14,000 | $127.5K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 14,005 | $127.6K | 0.06% | +14,005 | New |
| Jane Street Group, LLC | 14,178 | $129.2K | 0.00% | +14,178 | New |
| Iowa State Bank | 14,696 | $133.9K | 0.03% | −2,250−13.3% | Reduced |
| CIBC Private Wealth Group, LLC | 14,803 | $134.9K | 0.00% | −141−0.9% | Reduced |
| Icon Wealth Advisors, LLC | 14,819 | $135.0K | 0.01% | +298+2.1% | Added |
| Eagle Wealth Strategies LLC | 15,090 | $137.5K | 0.07% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 15,383 | $140.1K | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 15,490 | $141.1K | 0.00% | +15,490 | New |
| Founders Financial Alliance, LLC | 15,903 | $144.9K | 0.03% | +15,903 | New |
| Cresset Asset Management, LLC | 15,978 | $145.6K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 16,076 | $146.5K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 16,100 | $146.7K | 0.02% | +3,598+28.8% | Added |
| Heritage Wealth Management, Inc. | 16,250 | $148.0K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 16,308 | $148.6K | 0.00% | +5,787+55.0% | Added |
| Endeavor Private Wealth, Inc. | 16,389 | $149.3K | 0.05% | +4,179+34.2% | Added |
| Prairie Wealth Advisors, Inc. | 16,925 | $154.2K | 0.06% | +625+3.8% | Added |
| Moors & Cabot, Inc. | 17,000 | $154.9K | 0.01% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 17,045 | $155.3K | 0.11% | −1,619−8.7% | Reduced |
| Dakota Wealth Management | 17,616 | $160.5K | 0.00% | −14,170−44.6% | Reduced |
| The PNC Financial Services Group, Inc. | 17,691 | $161.2K | 0.00% | −451−2.5% | Reduced |
| Wealth Management Associates, Inc. | 17,973 | $163.7K | 0.06% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 18,068 | $164.6K | 0.00% | −20,885−53.6% | Reduced |
| Becker Capital Management Inc | 18,811 | $171.4K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 18,874 | $171.9K | 0.00% | +263+1.4% | Added |
| Nations Financial Group Inc, | 18,946 | $172.6K | 0.01% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 19,004 | $173.1K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 19,846 | $180.8K | 0.00% | +1,537+8.4% | Added |
| Masso Torrence Wealth Management Inc. | 20,413 | $186.0K | 0.08% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 20,853 | $190.0K | 0.01% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 21,139 | $192.6K | 0.05% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 21,513 | $196.0K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 21,910 | $199.6K | 0.00% | −442−2.0% | Reduced |
| Plancorp, LLC | 22,000 | $200.4K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 22,000 | $200.4K | 0.00% | +22,000 | New |
| SeaCrest Wealth Management, LLC | 22,192 | $203.7K | 0.02% | +281+1.3% | Added |
| Northern Trust Corp | 22,561 | $205.5K | 0.00% | +460+2.1% | Added |
| Widmann Financial Services, Inc. | 22,773 | $207.5K | 0.13% | +60.0% | Added |
| Western Financial Corp | 23,439 | $213.5K | 0.09% | +477+2.1% | Added |
| ELCO Management Co., LLC | 23,663 | $215.6K | 0.11% | −4,000−14.5% | Reduced |