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 |
|---|---|---|---|---|---|
| CFO4Life Group, LLC | 25,125 | $228.9K | 0.03% | +511+2.1% | Added |
| Roble, Belko & Company, Inc | 24,762 | $226.0K | 0.03% | −2,516−9.2% | Reduced |
| Vista Investment Partners II, LLC | 23,756 | $216.4K | 0.10% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 23,663 | $215.6K | 0.11% | −4,000−14.5% | Reduced |
| Western Financial Corp | 23,439 | $213.5K | 0.09% | +477+2.1% | Added |
| Widmann Financial Services, Inc. | 22,773 | $207.5K | 0.13% | +60.0% | Added |
| Northern Trust Corp | 22,561 | $205.5K | 0.00% | +460+2.1% | Added |
| SeaCrest Wealth Management, LLC | 22,192 | $203.7K | 0.02% | +281+1.3% | Added |
| Plancorp, LLC | 22,000 | $200.4K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 22,000 | $200.4K | 0.00% | +22,000 | New |
| Principal Securities, Inc. | 21,910 | $199.6K | 0.00% | −442−2.0% | Reduced |
| Kaydan Wealth Management, Inc. | 21,513 | $196.0K | 0.06% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 21,139 | $192.6K | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 20,853 | $190.0K | 0.01% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 20,413 | $186.0K | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 19,846 | $180.8K | 0.00% | +1,537+8.4% | Added |
| Wharton Business Group, LLC | 19,004 | $173.1K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 18,946 | $172.6K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 18,874 | $171.9K | 0.00% | +263+1.4% | Added |
| Becker Capital Management Inc | 18,811 | $171.4K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 18,068 | $164.6K | 0.00% | −20,885−53.6% | Reduced |
| Wealth Management Associates, Inc. | 17,973 | $163.7K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,691 | $161.2K | 0.00% | −451−2.5% | Reduced |
| Dakota Wealth Management | 17,616 | $160.5K | 0.00% | −14,170−44.6% | Reduced |
| Comprehensive Money Management Services LLC | 17,045 | $155.3K | 0.11% | −1,619−8.7% | Reduced |
| Moors & Cabot, Inc. | 17,000 | $154.9K | 0.01% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 16,925 | $154.2K | 0.06% | +625+3.8% | Added |
| Endeavor Private Wealth, Inc. | 16,389 | $149.3K | 0.05% | +4,179+34.2% | Added |
| MML Investors Services, LLC | 16,308 | $148.6K | 0.00% | +5,787+55.0% | Added |
| Heritage Wealth Management, Inc. | 16,250 | $148.0K | 0.04% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 16,100 | $146.7K | 0.02% | +3,598+28.8% | Added |
| Stephens Inc | 16,076 | $146.5K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 15,978 | $145.6K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 15,903 | $144.9K | 0.03% | +15,903 | New |
| CI Private Wealth, LLC | 15,490 | $141.1K | 0.00% | +15,490 | New |
| Gill Capital Partners, LLC | 15,383 | $140.1K | 0.04% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 15,090 | $137.5K | 0.07% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 14,819 | $135.0K | 0.01% | +298+2.1% | Added |
| CIBC Private Wealth Group, LLC | 14,803 | $134.9K | 0.00% | −141−0.9% | Reduced |
| Iowa State Bank | 14,696 | $133.9K | 0.03% | −2,250−13.3% | Reduced |
| Jane Street Group, LLC | 14,178 | $129.2K | 0.00% | +14,178 | New |
| Heritage Wealth Management, Inc./Texas | 14,005 | $127.6K | 0.06% | +14,005 | New |
| BlackRock, Inc. | 14,000 | $127.5K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 13,846 | $126.1K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 13,831 | $126.0K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,628 | $124.2K | 0.00% | +90+0.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 13,490 | $122.9K | 0.02% | +71+0.5% | Added |
| Pallas Capital Advisors LLC | 13,458 | $122.6K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 13,372 | $121.8K | 0.00% | +273+2.1% | Added |
| Transcend Wealth Collective, LLC | 13,170 | $120.0K | 0.01% | +1,697+14.8% | Added |
| RSM US Wealth Management LLC | 13,044 | $118.8K | 0.00% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 12,236 | $110.9K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 12,089 | $110.1K | 0.01% | +206+1.7% | Added |
| Smith, Moore & Co. | 12,081 | $110.1K | 0.01% | +12,081 | New |
| Silverlake Wealth Management LLC | 11,999 | $109.3K | 0.03% | +68+0.6% | Added |
| Concurrent Investment Advisors, LLC | 11,804 | $107.5K | 0.00% | +36+0.3% | Added |
| Perigon Wealth Management, LLC | 11,767 | $107.2K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 11,701 | $106.6K | 0.00% | +11,701 | New |
| Daymark Wealth Partners, LLC | 11,600 | $105.7K | 0.00% | 00.0% | Unchanged |
| Yukon Wealth Management, Inc. | 11,092 | $101.0K | 0.03% | +11,092 | New |
| Keybank National Association | 11,000 | $100.2K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,861 | $98.9K | 0.00% | +10,861 | New |
| Live Oak Private Wealth LLC | 10,525 | $95.9K | 0.01% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 10,369 | $94.5K | 0.01% | −570−5.2% | Reduced |
| Dana Investment Advisors, Inc. | 10,330 | $94.1K | 0.00% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 10,301 | $93.5K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 10,131 | $92.3K | 0.00% | −22,632−69.1% | Reduced |
| Sunbelt Securities, Inc. | 8,740 | $79.6K | 0.01% | −13,394−60.5% | Reduced |
| CWM, LLC | 7,433 | $68.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,415 | $67.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,266 | $66.2K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 6,220 | $56.7K | 0.02% | +6,220 | New |
| MAI Capital Management | 5,983 | $54.5K | 0.00% | −1,014−14.5% | Reduced |
| Larson Financial Group LLC | 5,243 | $47.8K | 0.00% | +5,243 | New |
| Chung Wu Investment Group, LLC | 3,607 | $32.9K | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,500 | $31.9K | 0.00% | +3,500 | New |
| Pinnacle Bancorp, Inc. | 3,400 | $31.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,200 | $29.2K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 2,847 | $25.9K | 0.02% | +2,847 | New |
| Capital Advisors, Ltd. LLC | 2,327 | $21.0K | 0.00% | +48+2.1% | Added |
| Smartleaf Asset Management LLC | 2,200 | $19.9K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,969 | $17.9K | 0.01% | +1,369+228.2% | Added |
| Fortitude Family Office, LLC | 1,819 | $16.6K | 0.00% | −5,800−76.1% | Reduced |
| Sound Income Strategies, LLC | 1,629 | $14.8K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,551 | $14.1K | 0.00% | +31+2.0% | Added |
| AdvisorNet Financial, Inc | 1,466 | $13.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,233 | $11.2K | 0.00% | +25+2.1% | Added |
| JPMorgan Chase & Co | 1,223 | $11.1K | 0.00% | −19−1.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,200 | $10.9K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,198 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,013 | $9.23K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 906 | $8.25K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 678 | $6.17K | 0.00% | +14+2.1% | Added |
| Geneos Wealth Management Inc. | 500 | $4.55K | 0.00% | +500 | New |
| Montag A & Associates Inc | 466 | $4.25K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 301 | $2.74K | 0.00% | −45−13.0% | Reduced |
| Harbour Investments, Inc. | 210 | $1.91K | 0.00% | −2,800−93.0% | Reduced |
| SRS Capital Advisors, Inc. | 183 | $1.67K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 65 | $584 | 0.00% | +65 | New |
| Assetmark, Inc | 46 | $419 | 0.00% | 00.0% | Unchanged |