BlackRock Enhanced Eqty DVDBDJ
13F holders, Q2 2024 (June 30)213holders +7
25new positions
17sold out
$8.17avg. 13F price*
At the end of Q2 2024, 213 institutions reported holding BlackRock Enhanced Eqty DVD (BDJ) in their 13F filings, up 7 from Q1 2024. 25 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($40.3M), Wells Fargo & Company ($26.6M) and Invesco Ltd. ($19.7M).
- Company
- BlackRock Enhanced Eqty DVD
- CUSIP
- 09251A104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $3.7M |
| Exits | 17 | $8.7M |
All 13F filers, Q1 2024 → Q2 2024: 2,528,143 shares bought and 2,570,801 shares sold, net −42,658 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 213 holders
| Morgan Stanley | 0.00% | Add +9.0% | 4,927,030 | $40.3M |
| Wells Fargo & Company | 0.01% | Reduce -1.9% | 3,250,760 | $26.6M |
| Invesco Ltd. | 0.00% | Reduce -3.8% | 2,415,167 | $19.7M |
| Raymond James & Associates | 0.01% | Reduce -3.2% | 2,038,679 | $16.7M |
| Guggenheim Capital LLC | 0.11% | Add +10.6% | 1,862,080 | $15.2M |
| AQR Arbitrage LLC | 0.60% | Add +13.7% | 1,613,502 | $13.2M |
| Cornerstone Advisors, LLC | 0.49% | No change | 1,463,595 | $12.0M |
| LPL Financial LLC | 0.01% | Add +3.4% | 1,394,111 | $11.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -21.8% | 1,234,962 | $10.1M |
| Advisors Asset Management, Inc. | 0.17% | Add +17.7% | 1,043,089 | $8.5M |
| UBS Group AG | 0.00% | Add +0.1% | 1,022,239 | $8.4M |
| Stifel Financial Corp. | 0.01% | Reduce -1.1% | 974,418 | $8.0M |
| Cook Wealth, LLC | 4.29% | Reduce -7.6% | 961,427 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +1.5% | 892,715 | $7.3M |
| Bank of America Corp. | 0.00% | Add +1.8% | 772,474 | $6.3M |
| Landscape Capital Management, L.L.C. | 0.41% | Reduce -30.4% | 597,510 | $4.9M |
| Wolverine Asset Management LLC | 0.47% | Add +7.8% | 594,224 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.1% | 561,161 | $4.6M |
| Waterfront Wealth Inc. | 1.23% | Add +2.9% | 553,566 | $4.5M |
| Boothe Investment Group, Inc. | 1.89% | Add +5.8% | 500,898 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Add +4.6% | 459,285 | $3.7M |
| Shaker Financial Services, LLC | 1.48% | Add +101.1% | 446,818 | $3.7M |
| Karpus Management, Inc. | 0.07% | Add +734.3% | 304,585 | $2.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +28.4% | 298,597 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +0.9% | 272,393 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.1% | 259,575 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.1% | 238,132 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -4.1% | 207,496 | $1.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.52% | Add +67.1% | 180,477 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.5% | 176,996 | $1.4M |
| Mgo One Seven LLC | 0.07% | Reduce -5.5% | 171,286 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.5% | 153,266 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.8% | 152,375 | $1.2M |
| Shulman DeMeo Asset Management LLC | 0.31% | Reduce -0.2% | 144,347 | $1.2M |
| Claro Advisors Inc. | 0.18% | Reduce -1.0% | 138,212 | $1.1M |
| Creative Planning | 0.00% | Add +28.5% | 131,265 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +9.8% | 128,789 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | — | 126,157 | $1.0M |
| IHT Wealth Management, LLC | 0.04% | Reduce -3.4% | 123,809 | $1.0M |
| David J Yvars Group | 0.59% | Add +0.8% | 114,820 | $937K |
| 9258 Wealth Management, LLC | 0.14% | Reduce -3.7% | 114,376 | $934K |
| Kingswood Wealth Advisors, LLC | 0.08% | New | 114,342 | $934K |
| Flow State Investments, L.P. | 0.49% | Add +30.4% | 110,244 | $901K |
| Raymond James Trust N.A. | 0.02% | Reduce -10.4% | 107,965 | $882K |
| WealthTrust Axiom LLC | 0.29% | No change | 106,431 | $870K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -7.7% | 98,672 | $806K |
| Financial Advocates Investment Management | 0.05% | Reduce -0.3% | 96,389 | $787K |
| Lanark Financial, Inc. | 0.07% | Reduce -4.4% | 91,491 | $747K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.5% | 90,531 | $740K |
| WNY Asset Management, LLC | 0.10% | Reduce -40.2% | 88,057 | $719K |
| Hoey Investments, Inc. | 0.12% | Reduce -9.3% | 74,904 | $612K |
| Pension & Wealth Management Advisors, Inc. | 0.35% | Add +14.4% | 74,263 | $607K |
| Saxon Interests, Inc. | 0.28% | Reduce -19.3% | 71,537 | $584K |
| Ashton Thomas Securities, LLC | 0.14% | — | 69,876 | $575K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.2% | 70,025 | $572K |
| OMC Financial Services LTD | 0.27% | Reduce -1.1% | 68,880 | $563K |
| Private Advisor Group, LLC | 0.00% | Add +0.9% | 65,197 | $533K |
| NewEdge Advisors, LLC | 0.00% | Add +35.8% | 63,638 | $520K |
| Stolper Co | 0.18% | Add +2.3% | 62,260 | $509K |
| Palogic Value Management, L.P. | 0.20% | No change | 59,000 | $482K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.8% | 56,812 | $464K |
| Investment Partners Asset Management, Inc. | 0.41% | Reduce -7.8% | 55,656 | $455K |
| MGB Wealth Management, LLC | 0.16% | No change | 51,531 | $430K |
| Calamos Advisors LLC | 0.00% | Add +100.8% | 52,054 | $425K |
| NWF Advisory Services Inc. | 0.07% | Reduce -5.8% | 51,862 | $424K |
| Thrivent Financial for Lutherans | 0.00% | Add +228.0% | 51,000 | $416K |
| Brick & Kyle, Associates | 0.17% | Add +0.2% | 50,438 | $412K |
| Comerica Bank | 0.00% | Add +1.4% | 49,951 | $408K |
| Avantax Planning Partners, Inc. | 0.01% | Add +1.4% | 49,635 | $406K |
| Wealthspire Advisors, LLC | 0.01% | No change | 48,787 | $399K |
| Captrust Financial Advisors | 0.00% | Add +68.7% | 47,443 | $388K |
| Jackson, Grant Investment Advisers, Inc. | 0.16% | Add +1.4% | 47,160 | $385K |
| Choreo, LLC | 0.01% | Add +220.0% | 46,861 | $382K |
| Saxony Capital Management, LLC | 0.42% | Add +29.3% | 46,473 | $380K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.3% | 45,878 | $375K |
| Two Sigma Investments, LP | 0.00% | New | 44,992 | $368K |
| Deutsche Bank AG | 0.00% | Reduce -10.3% | 43,775 | $358K |
| Logan Stone Capital, LLC | 0.09% | New | 42,172 | $345K |
| Mariner, LLC | 0.00% | Add +41.8% | 41,374 | $338K |
| Conning Inc. | 0.01% | Add +2.1% | 41,177 | $336K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.0% | 40,471 | $331K |
| Stephens Inc. | 0.01% | Reduce -35.9% | 40,090 | $328K |
| ELCO Management Co., LLC | 0.19% | Reduce -12.4% | 39,588 | $323K |
| Wintrust Investments LLC | 0.03% | Add +10.8% | 38,397 | $314K |
| International Assets Investment Management, LLC | 0.03% | Add +70.0% | 38,284 | $313K |
| D.A. Davidson & Co. | 0.00% | No change | 37,975 | $310K |
| SFI Advisors, LLC | 0.24% | Reduce -0.7% | 37,841 | $309K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.1% | 37,813 | $309K |
| Corrado Advisors, LLC | 0.20% | Reduce -4.4% | 37,660 | $308K |
| Brown Advisory Inc. | 0.00% | No change | 37,599 | $307K |
| Integrated Wealth Concepts LLC | 0.00% | Add +22.3% | 37,581 | $307K |
| DAVENPORT & Co LLC | 0.00% | No change | 37,128 | $303K |
| Venture Visionary Partners LLC | 0.01% | No change | 33,788 | $276K |
| Northern Trust Corp. | 0.00% | Add +11.6% | 33,602 | $275K |
| PNC Financial Services Group, Inc. | 0.00% | Add +68.6% | 33,287 | $272K |
| Wealthspan Partners, LLC | 0.15% | Reduce -7.4% | 32,787 | $268K |
| Tyler-Stone Wealth Management | 0.11% | Add +2.0% | 32,739 | $267K |
| Shufro Rose & Co. LLC | 0.02% | No change | 30,862 | $252K |
| HighTower Advisors, LLC | 0.00% | Reduce -21.1% | 29,764 | $244K |
| EP Wealth Advisors, LLC | 0.00% | No change | 29,331 | $240K |
"% of holder's portfolio" is BDJ's weight in each manager's 13F, not the share of BlackRock Enhanced Eqty DVD the manager owns.