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, Q2 2026
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Jun 30, 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
- +2 vs. Q1 2026
- Shares held
- 31.1M
- +532.0K (+1.7%) vs. Q1 2026
- Total value
- $298.1M
- +$34.0M (+12.9%) vs. Q1 2026
- New holders
- 15
- 73 more added
- Sold out
- 13
- 47 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Bank of Canada | 2 | $19 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 18 | $172 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 46 | $440 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 65 | $621 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 106 | $1.01K | 0.00% | +106 | New |
| Highline Wealth Partners LLC | 300 | $2.87K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 466 | $4.46K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $4.79K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $4.79K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 632 | $6.05K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 728 | $6.97K | 0.00% | +14+2.0% | Added |
| IFP Advisors, Inc | 906 | $8.67K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 949 | $9.08K | 0.00% | +949 | New |
| AdvisorNet Financial, Inc | 1,466 | $14.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,605 | $15.4K | 0.00% | +1,605 | New |
| Fortitude Family Office, LLC | 1,819 | $17.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,900 | $18.2K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,954 | $18.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,000 | $19.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,200 | $21.0K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 2,436 | $23.3K | 0.02% | +49+2.1% | Added |
| Capital Advisors, Ltd. LLC | 2,501 | $24.0K | 0.00% | +49+2.0% | Added |
| MPWM Advisory Solutions, LLC | 2,528 | $24.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 2,777 | $26.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,981 | $28.5K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 3,000 | $28.7K | 0.00% | +3,000 | New |
| Chung Wu Investment Group, LLC | 3,607 | $34.5K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3,910 | $37.4K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,064 | $38.9K | 0.00% | +4,064 | New |
| Axiom Investment Management LLC | 4,106 | $39.3K | 0.03% | −415−9.2% | Reduced |
| Banque Transatlantique SA | 4,304 | $41.2K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5,000 | $48.0K | 0.01% | −19,236−79.4% | Reduced |
| Larson Financial Group LLC | 5,243 | $50.2K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 5,256 | $50.3K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 6,000 | $57.4K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,365 | $60.9K | 0.00% | +6,365 | New |
| Beacon Investment Advisory Services, Inc. | 6,789 | $65.0K | 0.00% | −2,200−24.5% | Reduced |
| Holos Integrated Wealth LLC | 7,099 | $68.2K | 0.03% | +42+0.6% | Added |
| North Star Investment Management Corp. | 7,266 | $69.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,415 | $71.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 9,863 | $94.4K | 0.01% | +9,863 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 10,000 | $95.7K | 0.01% | −3,675−26.9% | Reduced |
| HB Wealth Management, LLC | 10,088 | $96.5K | 0.00% | +51+0.5% | Added |
| Integrated Advisors Network LLC | 10,236 | $98.0K | 0.00% | +202+2.0% | Added |
| North Star Asset Management Inc | 10,238 | $98.0K | 0.00% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 10,330 | $98.9K | 0.00% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 10,369 | $99.2K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10,393 | $99.5K | 0.03% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,525 | $100.7K | 0.01% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 11,300 | $108.1K | 0.03% | 00.0% | Unchanged |
| Decision Investments, Inc | 11,361 | $108.7K | 0.10% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 11,600 | $111.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 11,642 | $111.4K | 0.00% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 11,707 | $112.0K | 0.01% | +193+1.7% | Added |
| Foundations Investment Advisors, LLC | 11,775 | $112.7K | 0.00% | +11,775 | New |
| Action Point Financial Planning, LLC | 12,076 | $115.5K | 0.01% | +12,076 | New |
| Smith, Moore & Co. | 12,153 | $116.3K | 0.01% | +20+0.2% | Added |
| CI Private Wealth, LLC | 12,235 | $117.1K | 0.00% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 12,236 | $117.1K | 0.01% | 00.0% | Unchanged |
| Indivisible Partners | 13,164 | $126.0K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 14,835 | $131.0K | 0.00% | −464−3.0% | Reduced |
| XML Financial, LLC | 13,783 | $131.9K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 13,831 | $132.4K | 0.04% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 13,883 | $132.9K | 0.04% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,898 | $133.0K | 0.00% | +38+0.3% | Added |
| Endeavor Private Wealth, Inc. | 13,997 | $134.0K | 0.03% | +772+5.8% | Added |
| Heritage Wealth Management, Inc./Texas | 13,998 | $134.0K | 0.05% | +187+1.4% | Added |
| BlackRock, Inc. | 14,000 | $134.0K | 0.00% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 14,074 | $134.7K | 0.08% | −1,018−6.7% | Reduced |
| Marex Group plc | 14,173 | $135.6K | 0.00% | +14,173 | New |
| Keybank National Association | 14,584 | $139.6K | 0.00% | +3,584+32.6% | Added |
| Iowa State Bank | 14,696 | $140.6K | 0.02% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 15,090 | $144.4K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 15,250 | $145.9K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,286 | $146.3K | 0.01% | +15,286 | New |
| Icon Wealth Advisors, LLC | 15,910 | $152.3K | 0.01% | +310+2.0% | Added |
| Cresset Asset Management, LLC | 15,978 | $152.9K | 0.00% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 16,065 | $153.7K | 0.04% | 00.0% | Unchanged |
| AQR Capital Management LLC | 16,116 | $154.2K | 0.00% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 16,691 | $160.7K | 0.00% | −861−4.9% | Reduced |
| Diversify Advisory Services, LLC | 16,691 | $160.7K | 0.00% | +16,691 | New |
| Principal Securities, Inc. | 17,332 | $165.9K | 0.00% | −1,745−9.1% | Reduced |
| Harbour Investments, Inc. | 17,386 | $166.4K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 17,600 | $168.4K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 17,635 | $168.7K | 0.00% | +83+0.5% | Added |
| Wealth Effects LLC | 17,710 | $169.5K | 0.05% | −500−2.7% | Reduced |
| Axxcess Wealth Management, LLC | 18,111 | $173.3K | 0.00% | +18,111 | New |
| Johnson Bixby & Associates, LLC | 18,140 | $173.6K | 0.02% | 00.0% | Unchanged |
| Becker Capital Management Inc | 18,811 | $180.0K | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 18,946 | $181.3K | 0.01% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 19,004 | $181.9K | 0.01% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 19,105 | $182.8K | 0.00% | −1,623−7.8% | Reduced |
| IPG Investment Advisors LLC | 20,000 | $191.4K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 20,648 | $197.6K | 0.00% | −14,228−40.8% | Reduced |
| Aurora Private Wealth, Inc. | 20,663 | $198.0K | 0.13% | +611+3.0% | Added |
| Ronald Blue Trust, Inc. | 20,875 | $199.8K | 0.00% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 21,139 | $202.3K | 0.08% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 21,513 | $205.9K | 0.06% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 21,527 | $206.0K | 0.03% | +2,954+15.9% | Added |
| Oder Investment Management, LLC | 22,068 | $211.2K | 0.14% | 00.0% | Unchanged |