BlackRock Enhanced Eqty DVDBDJ
13F holders, Q1 2024 (March 31)206holders
1famous investor
$8.24avg. 13F price*
At the end of Q1 2024, 206 institutions reported holding BlackRock Enhanced Eqty DVD (BDJ) in their 13F filings. The largest holders were Morgan Stanley ($37.3M), Wells Fargo & Company ($27.3M) and Invesco Ltd. ($20.7M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- BlackRock Enhanced Eqty DVD
- CUSIP
- 09251A104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $3.4M |
| Exits | 27 | $3.1M |
Ownership 206 holders
| Morgan Stanley | 0.00% | Add +37.0% | 4,520,785 | $37.3M |
| Wells Fargo & Company | 0.01% | Add +3.6% | 3,312,938 | $27.3M |
| Invesco Ltd. | 0.00% | Add +6.6% | 2,509,563 | $20.7M |
| Raymond James & Associates | 0.01% | Reduce -3.5% | 2,106,991 | $17.4M |
| Guggenheim Capital LLC | 0.10% | Add +0.3% | 1,684,358 | $13.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -28.9% | 1,578,309 | $13.0M |
| Cornerstone Advisors, LLC | 0.50% | Add +23.0% | 1,463,595 | $12.1M |
| AQR Arbitrage LLC | 0.62% | Add +38.9% | 1,419,298 | $11.7M |
| LPL Financial LLC | 0.01% | Add +5.6% | 1,348,876 | $11.1M |
| UBS Group AG | 0.00% | Reduce -13.9% | 1,021,073 | $8.4M |
| Cook Wealth, LLC | 5.04% | Reduce -18.8% | 1,040,774 | $8.4M |
| Stifel Financial Corp. | 0.01% | Add +3.5% | 985,228 | $8.1M |
| Advisors Asset Management, Inc. | 0.14% | Add +25.6% | 886,115 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +2.0% | 879,289 | $7.3M |
| Landscape Capital Management, L.L.C. | 0.62% | Add +14.1% | 858,020 | $7.1M |
| Bank of America Corp. | 0.00% | Add +11.6% | 758,964 | $6.3M |
| Stratos Wealth Advisors, LLC | 0.34% | Add +0.2% | 690,012 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.1% | 603,817 | $5.0M |
| Wolverine Asset Management LLC | 0.40% | Reduce -25.1% | 551,206 | $4.5M |
| Waterfront Wealth Inc. | 1.21% | Add +118.7% | 537,871 | $4.3M |
| Boothe Investment Group, Inc. | 1.97% | Add +9.4% | 473,295 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.9% | 439,069 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -17.1% | 336,041 | $2.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.0% | 270,061 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.8% | 259,916 | $2.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -13.4% | 232,545 | $1.9M |
| Shaker Financial Services, LLC | 0.71% | Reduce -52.5% | 222,171 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +1193.8% | 216,416 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -18.5% | 181,488 | $1.5M |
| Mgo One Seven LLC | 0.08% | Add +1.3% | 181,292 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.3% | 162,268 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.8% | 161,765 | $1.3M |
| Spire Wealth Management | 0.02% | Reduce -0.8% | 159,670 | $1.3M |
| Centurion Wealth Management LLC | 0.50% | Add +2.6% | 153,836 | $1.3M |
| WNY Asset Management, LLC | 0.19% | Reduce -15.4% | 147,271 | $1.2M |
| Shulman DeMeo Asset Management LLC | 0.32% | Reduce -1.0% | 144,659 | $1.2M |
| Claro Advisors Inc. | 0.20% | Reduce -2.8% | 139,611 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Add +12.7% | 128,109 | $1.1M |
| Raymond James Trust N.A. | 0.02% | Reduce -7.8% | 120,475 | $994K |
| 9258 Wealth Management, LLC | 0.15% | Add +0.1% | 118,753 | $980K |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +35.3% | 117,343 | $968K |
| David J Yvars Group | 0.63% | Add +0.8% | 113,962 | $941K |
| Prevail Innovative Wealth Advisors, LLC | 0.33% | New | 107,980 | $891K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -18.2% | 106,853 | $882K |
| WealthTrust Axiom LLC | 0.28% | Reduce -2.9% | 106,431 | $878K |
| Creative Planning | 0.00% | Add +170.5% | 102,120 | $842K |
| Financial Advocates Investment Management | 0.05% | Add +14.1% | 96,689 | $798K |
| Lanark Financial, Inc. | 0.07% | Reduce -3.5% | 95,722 | $789K |
| Saxon Interests, Inc. | 0.35% | Add +0.0% | 88,676 | $732K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -20.1% | 87,455 | $722K |
| Flow State Investments, L.P. | 0.37% | Add +8.6% | 84,519 | $697K |
| IFP Advisors, Inc | 0.03% | Reduce -3.4% | 83,557 | $689K |
| Hoey Investments, Inc. | 0.15% | Reduce -1.8% | 82,568 | $681K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.7% | 73,835 | $609K |
| OMC Financial Services LTD | 0.29% | — | 69,680 | $575K |
| Pension & Wealth Management Advisors, Inc. | 0.35% | Add +15.3% | 64,902 | $535K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.9% | 64,605 | $533K |
| Stephens Inc. | 0.01% | Reduce -16.6% | 62,537 | $516K |
| Stolper Co | 0.18% | Add +3.7% | 60,862 | $502K |
| Investment Partners Asset Management, Inc. | 0.45% | Reduce -3.3% | 60,371 | $498K |
| Palogic Value Management, L.P. | 0.21% | No change | 59,000 | $487K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.9% | 58,473 | $482K |
| Stratos Investment Management, LLC | 0.05% | Add +78.9% | 57,086 | $471K |
| NWF Advisory Services Inc. | 0.08% | Add +1.9% | 55,058 | $454K |
| MGB Wealth Management, LLC | 0.17% | No change | 51,531 | $425K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -32.6% | 50,316 | $415K |
| Brick & Kyle, Associates | 0.18% | Add +0.2% | 50,334 | $412K |
| Comerica Bank | 0.00% | Add +5.7% | 49,253 | $406K |
| Avantax Planning Partners, Inc. | 0.01% | New | 48,957 | $404K |
| Deutsche Bank AG | 0.00% | Add +1.4% | 48,805 | $403K |
| Wealthspire Advisors, LLC | 0.01% | No change | 48,787 | $402K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.4% | 46,854 | $387K |
| Jackson, Grant Investment Advisers, Inc. | 0.16% | Add +1.4% | 46,498 | $384K |
| Advisory Services Network, LLC | 0.01% | Reduce -39.5% | 46,009 | $380K |
| ELCO Management Co., LLC | 0.23% | Reduce -2.8% | 45,184 | $373K |
| Conning Inc. | 0.01% | Add +1.4% | 40,343 | $333K |
| Level Four Advisory Services, LLC | 0.02% | No change | 42,808 | $329K |
| Corrado Advisors, LLC | 0.21% | No change | 39,405 | $325K |
| SFI Advisors, LLC | 0.25% | Add +26.6% | 38,123 | $315K |
| D.A. Davidson & Co. | 0.00% | Reduce -17.1% | 37,975 | $313K |
| HighTower Advisors, LLC | 0.00% | Add +149.3% | 37,727 | $312K |
| Hartline Investment Corp./ | 0.05% | New | 37,762 | $312K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +3.8% | 37,762 | $312K |
| Brown Advisory Inc. | 0.00% | Reduce -2.6% | 37,599 | $310K |
| DAVENPORT & Co LLC | 0.00% | No change | 37,128 | $306K |
| Karpus Management, Inc. | 0.01% | Reduce -0.4% | 36,510 | $301K |
| Stonebrook Private Inc. | 0.09% | Reduce -6.2% | 36,460 | $301K |
| Saxony Capital Management, LLC | 0.36% | No change | 35,948 | $297K |
| Wealthspan Partners, LLC | 0.17% | New | 35,413 | $292K |
| Wintrust Investments LLC | 0.03% | Add +10.7% | 34,652 | $286K |
| Venture Visionary Partners LLC | 0.01% | Add +48.8% | 33,788 | $279K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.2% | 33,725 | $278K |
| Tyler-Stone Wealth Management | 0.12% | Reduce -3.9% | 32,084 | $265K |
| Shufro Rose & Co. LLC | 0.02% | Add +14.9% | 30,862 | $255K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.2% | 30,722 | $253K |
| Northern Trust Corp. | 0.00% | Add +36.2% | 30,104 | $248K |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.3% | 29,917 | $247K |
| Oder Investment Management, LLC | 0.23% | Add +0.5% | 29,630 | $244K |
| EP Wealth Advisors, LLC | 0.00% | No change | 29,331 | $242K |
| Mariner, LLC | 0.00% | Add +101.2% | 29,185 | $241K |
"% of holder's portfolio" is BDJ's weight in each manager's 13F, not the share of BlackRock Enhanced Eqty DVD the manager owns.