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 |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +3.9% | 31,131 | $237K |
| Principal Securities, Inc. | 0.01% | No change | 28,568 | $236K |
| CFO4Life Group, LLC | 0.04% | Add +1.6% | 28,309 | $234K |
| Captrust Financial Advisors | 0.00% | Reduce -60.3% | 28,122 | $232K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -2.4% | 28,104 | $232K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 27,552 | $227K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.04% | Reduce -39.6% | 27,989 | $227K |
| Wealth Management Associates, Inc. | 0.11% | Reduce -7.0% | 27,477 | $224K |
| Calamos Advisors LLC | 0.00% | New | 25,920 | $214K |
| Cordgrass Capital Advisors, LLC | 0.07% | No change | 25,439 | $210K |
| Becker Capital Management Inc. | 0.01% | No change | 23,907 | $197K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.2% | 23,390 | $193K |
| Regions Financial Corp. | 0.00% | Add +75.2% | 23,300 | $192K |
| Ameritas Advisory Services, LLC | 0.01% | New | 23,624 | $190K |
| Widmann Financial Services, Inc. | 0.16% | No change | 22,468 | $185K |
| International Assets Investment Management, LLC | 0.02% | Add +10.4% | 22,515 | $185K |
| Kaydan Wealth Management, Inc. | 0.06% | No change | 21,513 | $177K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 20,853 | $172K |
| Aurora Private Wealth, Inc. | 0.15% | Reduce -1.9% | 20,869 | $171K |
| Truist Financial Corp. | 0.00% | Add +7.4% | 19,846 | $164K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 19,747 | $163K |
| Wedbush Securities Inc. | 0.01% | No change | 19,246 | $159K |
| Stonebridge Capital Advisors LLC | 0.01% | Reduce -20.5% | 19,074 | $157K |
| Wharton Business Group, LLC | 0.01% | No change | 19,004 | $157K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -5.6% | 18,904 | $156K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | Reduce -0.1% | 18,778 | $155K |
| Iowa State Bank | 0.03% | No change | 18,667 | $154K |
| Virtu Financial LLC | 0.01% | New | 17,879 | $147K |
| Dakota Wealth Management | 0.00% | No change | 17,616 | $145K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 17,600 | $145K |
| Kovack Advisors, Inc. | 0.02% | Add +7.9% | 17,428 | $144K |
| Gill Capital Partners, LLC | 0.06% | No change | 17,479 | $140K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +1.4% | 16,966 | $140K |
| Fisher Asset Management | 0.00% | New | 16,520 | $136K |
| Icon Wealth Advisors, LLC | 0.01% | Add +2.1% | 16,427 | $136K |
| Cresset Asset Management, LLC | 0.00% | No change | 16,105 | $133K |
| XML Financial, LLC | 0.01% | No change | 15,734 | $130K |
| Waverly Advisors, LLC | 0.00% | Add +17.8% | 15,663 | $129K |
| Jamison Private Wealth Management, Inc. | 0.02% | Add +2.1% | 15,637 | $129K |
| Thrivent Financial for Lutherans | 0.00% | New | 15,550 | $128K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.0% | 15,196 | $125K |
| Eagle Wealth Strategies LLC | 0.10% | No change | 15,090 | $124K |
| Cibc World Market Inc. | 0.00% | No change | 14,795 | $122K |
| Prairie Wealth Advisors, Inc. | 0.06% | — | 14,650 | $121K |
| Choreo, LLC | 0.00% | Reduce -17.0% | 14,643 | $121K |
| Savant Capital, LLC | 0.00% | New | 14,464 | $119K |
| Roble, Belko & Company, Inc | 0.02% | No change | 14,421 | $119K |
| Commerce Bank | 0.00% | No change | 13,846 | $114K |
| Sterling Financial Planning, Inc. | 0.05% | No change | 13,831 | $114K |
| 180 Wealth Advisors, LLC | 0.02% | Add +0.3% | 13,698 | $113K |
| SpiderRock Advisors, LLC | 0.00% | — | 14,000 | $112K |
| Pallas Capital Advisors LLC | 0.00% | New | 13,458 | $111K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.0% | 13,321 | $110K |
| Keybank National Association | 0.00% | No change | 13,104 | $108K |
| Institute for Wealth Management, LLC. | 0.01% | No change | 12,988 | $107K |
| Dana Investment Advisors, Inc. | 0.00% | No change | 12,962 | $107K |
| Quad-Cities Investment Group, LLC | 0.06% | Add +1.2% | 12,652 | $104K |
| Compound Planning, Inc. | 0.01% | Reduce -5.1% | 12,408 | $102K |
| Perigon Wealth Management, LLC | 0.00% | No change | 12,037 | $99K |
| US Bancorp \de | 0.00% | Add +54.4% | 11,923 | $98K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.3% | 11,550 | $95K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.8% | 11,328 | $93K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 11,300 | $93K |
| Park Avenue Securities LLC | 0.00% | New | 10,793 | $89K |
| Harbour Investments, Inc. | 0.00% | No change | 10,650 | $88K |
| Spirepoint Private Client, LLC | 0.01% | — | 10,553 | $87K |
| Live Oak Private Wealth LLC | 0.01% | No change | 10,525 | $87K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.5% | 10,278 | $85K |
| Diversify Advisory Services, LLC | 0.01% | — | 10,301 | $84K |
| North Star Asset Management Inc. | 0.00% | New | 10,194 | $84K |
| Cape Investment Advisory, Inc. | 0.04% | Add +0.9% | 10,184 | $84K |
| Cahill Financial Advisors Inc. | 0.01% | Reduce -49.0% | 10,170 | $84K |
| Fifth Third Bancorp | 0.00% | No change | 10,000 | $83K |
| Focus Financial Network, Inc. | 0.00% | — | 10,030 | $79K |
| Hexagon Capital Partners LLC | 0.01% | No change | 7,763 | $64K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 7,415 | $61K |
| North Star Investment Management Corp. | 0.00% | No change | 7,266 | $60K |
| Cwm, LLC | 0.00% | Reduce -4.3% | 6,268 | $52K |
| City Holding Co. | 0.01% | No change | 5,512 | $45K |
| Creekmur Asset Management LLC | 0.01% | Add +0.8% | 4,467 | $37K |
| Northwest Capital Management Inc | 0.01% | No change | 4,375 | $36K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -8.6% | 3,200 | $26K |
| Transcendent Capital Group LLC | 0.01% | No change | 2,685 | $22K |
| CoreCap Advisors, LLC | 0.00% | New | 2,250 | $19K |
| Smartleaf Asset Management LLC | 0.00% | No change | 2,200 | $18K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,199 | $18K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2,230 | $18K |
| Allworth Financial LP | 0.00% | Add +2000.0% | 2,100 | $17K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 2,024 | $17K |
| Optimum Investment Advisors | 0.01% | No change | 2,000 | $17K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,973 | $16K |
| Geneos Wealth Management Inc. | 0.00% | Add +54.1% | 1,852 | $15K |
| JPMorgan Chase & Co. | 0.00% | New | 1,725 | $14K |
| Highlander Capital Management, LLC | 0.01% | No change | 1,700 | $14K |
| Cambridge Trust Co. | 0.00% | No change | 1,539 | $13K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 1,416 | $12K |
| CoreFirst Bank & Trust | 0.01% | No change | 1,364 | $11K |
| Hollencrest Capital Management | 0.00% | No change | 1,271 | $10K |
| Center for Financial Planning, Inc. | 0.00% | New | 1,000 | $8K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 750 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 666 | $5K |
| Chesapeake Asset Management LLC | 0.01% | No change | 639 | $5K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | No change | 573 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 512 | $4K |
| Montag A & Associates Inc. | 0.00% | No change | 466 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.7% | 24 | $198 |
"% of holder's portfolio" is BDJ's weight in each manager's 13F, not the share of BlackRock Enhanced Eqty DVD the manager owns.