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, Q4 2025
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Dec 31, 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
- 205
- +7 vs. Q3 2025
- Shares held
- 31.3M
- −691.9K (−2.2%) vs. Q3 2025
- Total value
- $296.7M
- +$5.68M (+2.0%) vs. Q3 2025
- New holders
- 25
- 69 more added
- Sold out
- 18
- 64 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Bank of Canada | 2 | $19 | 0.00% | +2 | New |
| Tower Research Capital LLC (TRC) | 12 | $114 | 0.00% | −16−57.1% | Reduced |
| Fourth Dimension Wealth, LLC | 18 | $171 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 46 | $436 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 54 | $512 | 0.00% | +54 | New |
| SRS Capital Advisors, Inc. | 183 | $1.74K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 301 | $2.85K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 435 | $4.00K | 0.00% | +435 | New |
| Montag A & Associates Inc | 466 | $4.42K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $4.74K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 632 | $5.99K | 0.00% | −2,768−81.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 700 | $6.63K | 0.00% | +22+3.2% | Added |
| IFP Advisors, Inc | 906 | $8.59K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 924 | $8.76K | 0.00% | −299−24.4% | Reduced |
| Pacifica Partners Inc. | 1,369 | $12.9K | 0.01% | −600−30.5% | Reduced |
| Sunbelt Securities, Inc. | 1,440 | $13.7K | 0.00% | −7,300−83.5% | Reduced |
| AdvisorNet Financial, Inc | 1,466 | $13.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,499 | $14.2K | 0.00% | +1,499 | New |
| Flagship Harbor Advisors, LLC | 1,644 | $15.6K | 0.00% | +1,644 | New |
| Fortitude Family Office, LLC | 1,819 | $17.2K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,954 | $18.5K | 0.01% | +1,954 | New |
| Smartleaf Asset Management LLC | 2,200 | $20.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,403 | $23.0K | 0.00% | +76+3.3% | Added |
| United Financial Planning Group LLC | 2,847 | $27.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,981 | $28.3K | 0.00% | +2,981 | New |
| Atlantic Union Bankshares Corp | 3,500 | $33.2K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 3,607 | $34.2K | 0.03% | 00.0% | Unchanged |
| Optima Capital LLC | 3,662 | $34.7K | 0.02% | +3,662 | New |
| Global Wealth Strategies & Associates | 3,904 | $37.0K | 0.01% | +3,904 | New |
| Ameriflex Group, Inc. | 3,910 | $37.1K | 0.02% | −2,310−37.1% | Reduced |
| Larson Financial Group LLC | 5,243 | $49.7K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 5,514 | $52.3K | 0.00% | +5,514 | New |
| MAI Capital Management | 6,538 | $62.0K | 0.00% | +555+9.3% | Added |
| North Star Investment Management Corp. | 7,266 | $68.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,415 | $70.3K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9,293 | $88.1K | 0.03% | +9,293 | New |
| HB Wealth Management, LLC | 10,010 | $94.9K | 0.00% | +10,010 | New |
| We Are One Seven, LLC | 10,131 | $96.0K | 0.00% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 10,301 | $97.7K | 0.00% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 10,330 | $97.9K | 0.00% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 10,369 | $98.3K | 0.01% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,525 | $99.8K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 10,793 | $102.3K | 0.00% | +10,793 | New |
| Transcend Wealth Collective, LLC | 10,946 | $103.8K | 0.01% | −2,224−16.9% | Reduced |
| Keybank National Association | 11,000 | $104.3K | 0.00% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 11,324 | $107.4K | 0.01% | −765−6.3% | Reduced |
| Decision Investments, Inc | 11,361 | $107.7K | 0.12% | +11,361 | New |
| RSM US Wealth Management LLC | 11,483 | $109.9K | 0.00% | −1,561−12.0% | Reduced |
| Daymark Wealth Partners, LLC | 11,600 | $110.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 11,767 | $111.6K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 11,862 | $112.5K | 0.00% | +58+0.5% | Added |
| Silverlake Wealth Management LLC | 12,105 | $114.8K | 0.03% | +106+0.9% | Added |
| Smith, Moore & Co. | 12,113 | $114.8K | 0.01% | +32+0.3% | Added |
| Mosaic Family Wealth Partners, LLC | 12,236 | $116.0K | 0.01% | 00.0% | Unchanged |
| Indivisible Partners | 13,164 | $124.8K | 0.01% | +13,164 | New |
| Endeavor Private Wealth, Inc. | 13,225 | $125.4K | 0.04% | −3,164−19.3% | Reduced |
| Harbour Investments, Inc. | 13,393 | $127.0K | 0.00% | +13,183+6,277.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 13,602 | $128.9K | 0.02% | +112+0.8% | Added |
| Ashton Thomas Private Wealth, LLC | 13,811 | $130.9K | 0.00% | +439+3.3% | Added |
| Sterling Financial Planning, Inc. | 13,831 | $131.1K | 0.04% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 13,883 | $131.6K | 0.04% | −1,500−9.8% | Reduced |
| Commerce Bank | 13,946 | $132.2K | 0.00% | +100+0.7% | Added |
| CI Private Wealth, LLC | 13,985 | $132.6K | 0.00% | −1,505−9.7% | Reduced |
| BlackRock, Inc. | 14,000 | $132.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 14,462 | $137.1K | 0.06% | +457+3.3% | Added |
| Iowa State Bank | 14,696 | $139.3K | 0.03% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 15,090 | $143.1K | 0.07% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 15,224 | $144.3K | 0.00% | +4,363+40.2% | Added |
| Heritage Wealth Management, Inc. | 15,250 | $144.6K | 0.04% | −1,000−6.2% | Reduced |
| Icon Wealth Advisors, LLC | 15,294 | $145.0K | 0.01% | +475+3.2% | Added |
| Founders Financial Alliance, LLC | 15,348 | $145.5K | 0.03% | −555−3.5% | Reduced |
| Cresset Asset Management, LLC | 15,978 | $151.5K | 0.00% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 16,000 | $151.7K | 0.03% | +16,000 | New |
| Wealth Management Associates, Inc. | 16,065 | $152.3K | 0.05% | −1,908−10.6% | Reduced |
| Comprehensive Money Management Services LLC | 17,045 | $161.6K | 0.11% | 00.0% | Unchanged |
| XML Financial, LLC | 17,117 | $162.3K | 0.01% | −8,012−31.9% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $165.2K | 0.07% | −16,925−100.0% | Reduced |
| Level Four Advisory Services, LLC | 17,473 | $165.3K | 0.01% | +3,845+28.2% | Added |
| Moors & Cabot, Inc. | 17,600 | $166.8K | 0.01% | +600+3.5% | Added |
| Axxcess Wealth Management, LLC | 17,942 | $170.1K | 0.00% | −126−0.7% | Reduced |
| Becker Capital Management Inc | 18,811 | $178.3K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 18,946 | $179.6K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 18,966 | $179.8K | 0.00% | +2,658+16.3% | Added |
| Wharton Business Group, LLC | 19,004 | $180.2K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 19,311 | $183.1K | 0.00% | +437+2.3% | Added |
| Aurora Private Wealth, Inc. | 20,052 | $190.0K | 0.12% | +20,052 | New |
| Kestra Private Wealth Services, LLC | 20,196 | $191.5K | 0.00% | +350+1.8% | Added |
| CIBC Private Wealth Group, LLC | 20,644 | $195.7K | 0.00% | +5,841+39.5% | Added |
| Captrust Financial Advisors | 20,648 | $195.7K | 0.00% | −6,125−22.9% | Reduced |
| Ronald Blue Trust, Inc. | 20,875 | $197.9K | 0.00% | +20,875 | New |
| Oak Harbor Wealth Partners, LLC | 21,139 | $200.4K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 21,459 | $203.0K | 0.01% | −4,549−17.5% | Reduced |
| Kaydan Wealth Management, Inc. | 21,513 | $203.9K | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 21,776 | $206.4K | 0.02% | +21,776 | New |
| Plancorp, LLC | 22,000 | $208.6K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 22,003 | $208.6K | 0.00% | +93+0.4% | Added |
| Oder Investment Management, LLC | 22,068 | $209.2K | 0.15% | −7,198−24.6% | Reduced |
| SeaCrest Wealth Management, LLC | 22,638 | $213.7K | 0.02% | +446+2.0% | Added |
| Widmann Financial Services, Inc. | 22,783 | $216.0K | 0.13% | +100.0% | Added |
| Northern Trust Corp | 23,019 | $218.2K | 0.00% | +458+2.0% | Added |