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, Q1 2026
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Mar 31, 2026. 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
- 218
- +16 vs. Q4 2025
- Shares held
- 30.6M
- −552.4K (−1.8%) vs. Q4 2025
- Total value
- $264.3M
- −$31.3M (−10.6%) vs. Q4 2025
- New holders
- 35
- 67 more added
- Sold out
- 19
- 48 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Bank of Canada | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 18 | $155 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 46 | $397 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 65 | $549 | 0.00% | −859−93.0% | Reduced |
| Highline Wealth Partners LLC | 300 | $2.59K | 0.00% | +300 | New |
| Plante Moran Financial Advisors, LLC | 301 | $2.60K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 466 | $4.02K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $4.31K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $4.59K | 0.00% | +500 | New |
| Vanguard Advisers Inc | 601 | $5.18K | 0.00% | +601 | New |
| Pinnacle Bancorp, Inc. | 632 | $5.45K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 714 | $6.15K | 0.00% | +14+2.0% | Added |
| Tower Research Capital LLC (TRC) | 727 | $6.27K | 0.00% | +715+5,958.3% | Added |
| IFP Advisors, Inc | 906 | $7.81K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,369 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,440 | $12.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,466 | $12.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,819 | $15.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,900 | $16.4K | 0.00% | +1,900 | New |
| Old Point Trust & Financial Services N A | 1,954 | $16.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,000 | $17.2K | 0.00% | −1,500−42.9% | Reduced |
| Smartleaf Asset Management LLC | 2,200 | $18.6K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2,265 | $19.5K | 0.00% | +2,265 | New |
| PlanVest Financial, Inc | 2,387 | $20.6K | 0.02% | +2,387 | New |
| Capital Advisors, Ltd. LLC | 2,452 | $21.0K | 0.00% | +49+2.0% | Added |
| MPWM Advisory Solutions, LLC | 2,528 | $21.8K | 0.01% | +2,528 | New |
| Colonial Trust Co | 2,777 | $23.9K | 0.00% | +2,777 | New |
| Harbor Investment Advisory, LLC | 2,981 | $25.7K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 3,607 | $31.1K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3,910 | $33.7K | 0.02% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 4,000 | $34.5K | 0.01% | +4,000 | New |
| Banque Transatlantique SA | 4,304 | $37.1K | 0.00% | +4,304 | New |
| Axiom Investment Management LLC | 4,521 | $39.0K | 0.03% | +4,521 | New |
| Larson Financial Group LLC | 5,243 | $45.2K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 5,256 | $45.3K | 0.00% | −258−4.7% | Reduced |
| Hickory Point Bank & Trust | 6,000 | $51.7K | 0.03% | +6,000 | New |
| MAI Capital Management | 6,653 | $57.4K | 0.00% | +115+1.8% | Added |
| Holos Integrated Wealth LLC | 7,057 | $62.3K | 0.03% | +7,057 | New |
| North Star Investment Management Corp. | 7,266 | $62.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,415 | $63.9K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 8,989 | $77.5K | 0.00% | +8,989 | New |
| Integrated Advisors Network LLC | 10,034 | $86.5K | 0.00% | +10,034 | New |
| HB Wealth Management, LLC | 10,037 | $86.5K | 0.00% | +27+0.3% | Added |
| We Are One Seven, LLC | 10,131 | $87.3K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 10,238 | $88.3K | 0.00% | +10,238 | New |
| Dana Investment Advisors, Inc. | 10,330 | $89.0K | 0.00% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 10,369 | $89.4K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10,393 | $89.6K | 0.03% | +1,100+11.8% | Added |
| Live Oak Private Wealth LLC | 10,525 | $90.7K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 11,000 | $94.8K | 0.00% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 11,300 | $97.4K | 0.03% | +11,300 | New |
| Decision Investments, Inc | 11,361 | $97.9K | 0.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 11,483 | $99.0K | 0.00% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 11,514 | $99.3K | 0.01% | +190+1.7% | Added |
| Daymark Wealth Partners, LLC | 11,600 | $100.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 11,642 | $100.4K | 0.00% | −125−1.1% | Reduced |
| Millennium Management LLC | 12,035 | $103.7K | 0.00% | +12,035 | New |
| Smith, Moore & Co. | 12,133 | $104.6K | 0.01% | +20+0.2% | Added |
| CI Private Wealth, LLC | 12,235 | $105.5K | 0.00% | −1,750−12.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 12,236 | $105.5K | 0.01% | 00.0% | Unchanged |
| Indivisible Partners | 13,164 | $113.5K | 0.01% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 13,225 | $114.0K | 0.03% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 13,675 | $117.9K | 0.02% | +73+0.5% | Added |
| XML Financial, LLC | 13,783 | $118.8K | 0.01% | −3,334−19.5% | Reduced |
| Heritage Wealth Management, Inc./Texas | 13,811 | $119.1K | 0.05% | −651−4.5% | Reduced |
| Sterling Financial Planning, Inc. | 13,831 | $119.2K | 0.04% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,860 | $119.5K | 0.00% | +1,998+16.8% | Added |
| Gill Capital Partners, LLC | 13,883 | $119.7K | 0.03% | 00.0% | Unchanged |
| BlackRock, Inc. | 14,000 | $120.7K | 0.00% | 00.0% | Unchanged |
| Iowa State Bank | 14,696 | $126.7K | 0.02% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 15,090 | $130.1K | 0.06% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 15,092 | $130.1K | 0.09% | −1,953−11.5% | Reduced |
| Heritage Wealth Management, Inc. | 15,250 | $131.5K | 0.07% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 15,299 | $131.9K | 0.00% | +75+0.5% | Added |
| Cresset Asset Management, LLC | 15,978 | $137.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15,999 | $137.9K | 0.00% | +15,816+8,642.6% | Added |
| Wealth Management Associates, Inc. | 16,065 | $138.5K | 0.05% | 00.0% | Unchanged |
| AQR Capital Management LLC | 16,116 | $138.9K | 0.00% | +16,116 | New |
| Icon Wealth Advisors, LLC | 15,600 | $143.1K | 0.01% | +306+2.0% | Added |
| Harbour Investments, Inc. | 17,386 | $149.9K | 0.00% | +3,993+29.8% | Added |
| Level Four Advisory Services, LLC | 17,552 | $150.6K | 0.00% | +79+0.5% | Added |
| Moors & Cabot, Inc. | 17,600 | $151.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,691 | $152.5K | 0.00% | −5,969−25.2% | Reduced |
| Johnson Bixby & Associates, LLC | 18,140 | $156.4K | 0.02% | +18,140 | New |
| Wealth Effects LLC | 18,210 | $157.0K | 0.06% | +18,210 | New |
| Goldman Sachs Group Inc | 18,517 | $159.6K | 0.00% | +18,517 | New |
| Founders Financial Alliance, LLC | 18,573 | $160.1K | 0.03% | +3,225+21.0% | Added |
| NFP Retirement, Inc. | 18,594 | $160.3K | 0.01% | +18,594 | New |
| Diversify Wealth Management, LLC | 17,552 | $161.0K | 0.00% | +17,552 | New |
| MML Investors Services, LLC | 18,673 | $161.0K | 0.00% | −293−1.5% | Reduced |
| Logan Stone Capital, LLC | 18,738 | $161.5K | 0.04% | +18,738 | New |
| Becker Capital Management Inc | 18,811 | $162.2K | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 18,946 | $163.3K | 0.01% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 19,004 | $163.8K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 19,077 | $164.4K | 0.00% | −2,926−13.3% | Reduced |
| Wealthcare Advisory Partners LLC | 19,594 | $168.9K | 0.00% | +283+1.5% | Added |
| IPG Investment Advisors LLC | 20,000 | $172.4K | 0.03% | +4,000+25.0% | Added |
| CWM, LLC | 20,433 | $176.1K | 0.00% | −25,000−55.0% | Reduced |
| CIBC Bancorp USA Inc. | 20,728 | $178.7K | 0.00% | +20,728 | New |
| Ronald Blue Trust, Inc. | 20,875 | $179.9K | 0.00% | 00.0% | Unchanged |