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 |
| Concorde Asset Management, LLC | 0.15% | New | 29,100 | $238K |
| Roble, Belko & Company, Inc | 0.04% | Add +100.2% | 28,867 | $236K |
| CFO4Life Group, LLC | 0.04% | Add +1.6% | 28,770 | $235K |
| Principal Securities, Inc. | 0.01% | Add +0.1% | 28,612 | $234K |
| Oder Investment Management, LLC | 0.21% | Reduce -3.6% | 28,561 | $233K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +1.1% | 28,424 | $232K |
| Walleye Capital LLC | 0.00% | New | 28,414 | $232K |
| Peak Planning Group, LLC | 0.11% | New | 27,784 | $227K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -11.7% | 27,494 | $225K |
| Wealth Management Associates, Inc. | 0.11% | No change | 27,477 | $224K |
| Cordgrass Capital Advisors, LLC | 0.07% | No change | 25,439 | $208K |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.8% | 24,907 | $203K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -10.9% | 24,552 | $201K |
| Becker Capital Management Inc. | 0.01% | No change | 23,907 | $195K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.1% | 23,650 | $193K |
| Mercer Global Advisors Inc. | 0.00% | No change | 23,390 | $191K |
| Regions Financial Corp. | 0.00% | No change | 23,300 | $190K |
| Widmann Financial Services, Inc. | 0.15% | No change | 22,468 | $184K |
| Kaydan Wealth Management, Inc. | 0.06% | No change | 21,513 | $176K |
| Aurora Private Wealth, Inc. | 0.15% | Add +1.4% | 21,157 | $173K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 20,853 | $170K |
| Masso Torrence Wealth Management Inc. | 0.09% | New | 20,413 | $167K |
| Nomura Holdings Inc. | 0.00% | New | 20,000 | $163K |
| Kovack Advisors, Inc. | 0.02% | Add +13.0% | 19,698 | $161K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -60.9% | 19,694 | $161K |
| Silverlake Wealth Management LLC | 0.07% | New | 19,671 | $161K |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 19,446 | $159K |
| Wedbush Securities Inc. | 0.01% | No change | 19,246 | $157K |
| Axxcess Wealth Management, LLC | 0.00% | Add +0.4% | 18,983 | $155K |
| Wharton Business Group, LLC | 0.01% | No change | 19,004 | $155K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | Reduce -0.3% | 18,726 | $153K |
| Iowa State Bank | 0.03% | No change | 18,667 | $153K |
| CIBC Private Wealth Group LLC | 0.00% | Add +21.7% | 18,493 | $152K |
| Quantedge Capital Pte Ltd | 0.05% | New | 18,500 | $151K |
| Dakota Wealth Management | 0.00% | Add +2.9% | 18,121 | $148K |
| Gratus Capital, LLC | 0.01% | New | 18,000 | $147K |
| Gill Capital Partners, LLC | 0.06% | No change | 17,479 | $143K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +2.1% | 17,322 | $142K |
| Prairie Wealth Advisors, Inc. | 0.07% | Add +14.7% | 16,800 | $137K |
| Stonebridge Capital Advisors LLC | 0.01% | Reduce -12.1% | 16,774 | $137K |
| Park Avenue Securities LLC | 0.00% | Add +55.0% | 16,726 | $137K |
| Cresset Asset Management, LLC | 0.00% | No change | 16,105 | $132K |
| XML Financial, LLC | 0.01% | No change | 15,734 | $129K |
| Waverly Advisors, LLC | 0.00% | Reduce -2.3% | 15,298 | $125K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +34.8% | 15,270 | $125K |
| Eagle Wealth Strategies LLC | 0.10% | No change | 15,090 | $123K |
| SpiderRock Advisors, LLC | 0.00% | No change | 14,000 | $114K |
| Commerce Bank | 0.00% | No change | 13,846 | $113K |
| Sterling Financial Planning, Inc. | 0.05% | No change | 13,831 | $113K |
| CSS LLC | 0.02% | New | 13,740 | $112K |
| Pallas Capital Advisors LLC | 0.01% | No change | 13,458 | $111K |
| Level Four Advisory Services, LLC | 0.00% | Reduce -69.0% | 13,253 | $108K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.02% | Reduce -53.0% | 13,148 | $107K |
| Keel Point, LLC | 0.01% | New | 12,950 | $107K |
| Keybank National Association | 0.00% | No change | 13,104 | $107K |
| Institute for Wealth Management, LLC. | 0.01% | No change | 12,988 | $106K |
| Dana Investment Advisors, Inc. | 0.00% | No change | 12,962 | $106K |
| 180 Wealth Advisors, LLC | 0.02% | Reduce -9.0% | 12,469 | $103K |
| Stonebrook Private Inc. | 0.03% | Reduce -65.9% | 12,422 | $101K |
| Compound Planning, Inc. | 0.01% | Reduce -1.4% | 12,233 | $100K |
| Perigon Wealth Management, LLC | 0.00% | No change | 12,037 | $98K |
| Daymark Wealth Partners, LLC | 0.00% | Reduce -34.1% | 11,600 | $95K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.3% | 11,590 | $95K |
| Virtu Financial LLC | 0.01% | Reduce -36.0% | 11,451 | $94K |
| Quad-Cities Investment Group, LLC | 0.05% | Reduce -11.7% | 11,178 | $91K |
| Kapstone Financial Advisors LLC | 0.06% | New | 10,911 | $89K |
| US Bancorp \de | 0.00% | Reduce -10.6% | 10,658 | $87K |
| Spirepoint Private Client, LLC | 0.01% | No change | 10,553 | $86K |
| First Heartland Consultants, Inc. | 0.01% | New | 10,488 | $86K |
| Live Oak Private Wealth LLC | 0.01% | No change | 10,525 | $86K |
| Diversify Advisory Services, LLC | 0.00% | No change | 10,301 | $85K |
| Focus Financial Network, Inc. | 0.00% | Add +2.1% | 10,238 | $85K |
| Cape Investment Advisory, Inc. | 0.04% | Add +0.8% | 10,271 | $84K |
| North Star Asset Management Inc. | 0.00% | No change | 10,194 | $83K |
| NCM Capital Management, LLC | 0.04% | New | 10,111 | $83K |
| Fifth Third Bancorp | 0.00% | No change | 10,000 | $82K |
| Cwm, LLC | 0.00% | Add +33.0% | 8,333 | $68K |
| Hexagon Capital Partners LLC | 0.01% | No change | 7,763 | $63K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 7,415 | $61K |
| Creative Financial Designs Inc. | 0.01% | Reduce -44.8% | 7,348 | $60K |
| North Star Investment Management Corp. | 0.00% | No change | 7,266 | $59K |
| Camelot Portfolios, LLC | 0.03% | New | 5,645 | $46K |
| City Holding Co. | 0.01% | No change | 5,512 | $45K |
| Creekmur Asset Management LLC | 0.01% | Add +1.7% | 4,541 | $37K |
| Northwest Capital Management Inc | 0.01% | No change | 4,375 | $36K |
| Castleview Partners, LLC | 0.02% | New | 4,119 | $34K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 3,200 | $26K |
| Transcendent Capital Group LLC | 0.01% | No change | 2,685 | $22K |
| Allworth Financial LP | 0.00% | Add +15.5% | 2,425 | $20K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,250 | $18K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2,230 | $18K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,199 | $18K |
| Smartleaf Asset Management LLC | 0.00% | No change | 2,200 | $18K |
| Optimum Investment Advisors | 0.01% | No change | 2,000 | $16K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,973 | $16K |
| IFP Advisors, Inc | 0.00% | Reduce -97.7% | 1,906 | $16K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,852 | $15K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 1,416 | $12K |
| Hollencrest Capital Management | 0.00% | No change | 1,271 | $10K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 958 | $8K |
| Hilltop National Bank | 0.00% | New | 800 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 750 | $6K |
| Clearstead Advisors, LLC | 0.00% | New | 750 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 666 | $5K |
| Harbour Investments, Inc. | 0.00% | Reduce -93.9% | 650 | $5K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +4.2% | 597 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 512 | $4K |
| Montag A & Associates Inc. | 0.00% | No change | 466 | $4K |
| Investors Research Corp | 0.00% | New | 457 | $4K |
| JPMorgan Chase & Co. | 0.00% | Reduce -75.4% | 425 | $3K |
| Triad Wealth Partners, LLC | 0.00% | New | 155 | $1K |
| Family Firm, Inc. | 0.00% | New | 51 | $419 |
| FMR LLC | 0.00% | New | 2 | $16 |
"% of holder's portfolio" is BDJ's weight in each manager's 13F, not the share of BlackRock Enhanced Eqty DVD the manager owns.