BlackRock Enhanced Eqty DVDBDJ
13F holders, Q3 2024 (September 30)210holders −3
20new positions
24sold out
$8.65avg. 13F price*
At the end of Q3 2024, 210 institutions reported holding BlackRock Enhanced Eqty DVD (BDJ) in their 13F filings, down 3 from Q2 2024. 20 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($43.3M), Wells Fargo & Company ($26.5M) and Invesco Ltd. ($21.6M).
- Company
- BlackRock Enhanced Eqty DVD
- CUSIP
- 09251A104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $10.4M |
| Exits | 24 | $4.1M |
All 13F filers, Q2 2024 → Q3 2024: 2,855,827 shares bought and 4,357,265 shares sold, net −1,501,438 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 210 holders
| Morgan Stanley | 0.00% | Add +1.5% | 5,003,129 | $43.3M |
| Wells Fargo & Company | 0.01% | Reduce -5.7% | 3,066,383 | $26.5M |
| Invesco Ltd. | 0.00% | Add +3.6% | 2,501,576 | $21.6M |
| Raymond James & Associates | 0.01% | Add +2.1% | 2,082,445 | $18.0M |
| Guggenheim Capital LLC | 0.12% | Add +1.5% | 1,889,673 | $16.3M |
| LPL Financial LLC | 0.01% | Add +2.2% | 1,425,331 | $12.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +4.5% | 1,290,196 | $11.2M |
| AQR Arbitrage LLC | 0.42% | Reduce -27.3% | 1,172,335 | $10.1M |
| Advisors Asset Management, Inc. | 0.17% | Add +4.0% | 1,084,515 | $9.4M |
| Stifel Financial Corp. | 0.01% | Add +2.3% | 996,966 | $8.6M |
| Royal Bank of Canada | 0.00% | Add +1.1% | 902,415 | $7.8M |
| UBS Group AG | 0.00% | Reduce -12.6% | 893,094 | $7.7M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +138.2% | 711,096 | $6.2M |
| Bank of America Corp. | 0.00% | Reduce -9.1% | 702,321 | $6.1M |
| Karpus Management, Inc. | 0.16% | Add +121.3% | 674,209 | $5.8M |
| Cook Wealth, LLC | 2.87% | Reduce -32.6% | 647,545 | $5.7M |
| Waterfront Wealth Inc. | 1.29% | Add +8.0% | 597,864 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.2% | 579,214 | $5.0M |
| Boothe Investment Group, Inc. | 2.09% | Add +5.4% | 528,001 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 441,602 | $3.8M |
| Cornerstone Advisors, LLC | 0.14% | Reduce -72.4% | 404,507 | $3.5M |
| NorthCoast Asset Management LLC | 0.02% | New | 327,320 | $2.8M |
| Sit Investment Associates Inc. | 0.05% | New | 273,630 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.1% | 269,514 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +5.8% | 252,068 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.3% | 250,937 | $2.2M |
| Landscape Capital Management, L.L.C. | 0.20% | Reduce -62.0% | 227,117 | $2.0M |
| Shaker Financial Services, LLC | 0.72% | Reduce -50.5% | 221,193 | $1.9M |
| 1607 Capital Partners, LLC | 0.16% | New | 204,900 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -2.6% | 202,126 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | Add +55.8% | 192,909 | $1.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.47% | Reduce -1.9% | 176,991 | $1.5M |
| Mgo One Seven LLC | 0.06% | Reduce -1.1% | 169,358 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.1% | 168,005 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.9% | 163,775 | $1.4M |
| Wolverine Asset Management LLC | 0.13% | Reduce -74.2% | 153,615 | $1.3M |
| Shulman DeMeo Asset Management LLC | 0.31% | Reduce -0.1% | 144,282 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.4% | 144,196 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +11.9% | 144,099 | $1.2M |
| Centurion Wealth Management LLC | 0.37% | — | 133,354 | $1.2M |
| Polar Asset Management Partners Inc. | 0.04% | New | 130,000 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +8.0% | 123,458 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.7% | 118,936 | $1.1M |
| David J Yvars Group | 0.61% | Reduce -1.3% | 113,282 | $980K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +624.6% | 110,641 | $957K |
| 9258 Wealth Management, LLC | 0.14% | Reduce -6.0% | 107,525 | $930K |
| WealthTrust Axiom LLC | 0.27% | Reduce -1.2% | 105,153 | $910K |
| Raymond James Trust N.A. | 0.02% | Reduce -3.4% | 104,303 | $902K |
| Financial Advocates Investment Management | 0.05% | Add +0.4% | 96,788 | $837K |
| Envestnet Asset Management Inc. | 0.00% | Add +35.0% | 94,530 | $818K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.2% | 88,503 | $766K |
| Lanark Financial, Inc. | 0.06% | Reduce -4.8% | 87,086 | $753K |
| Pension & Wealth Management Advisors, Inc. | 0.36% | Add +8.4% | 80,495 | $696K |
| Ashton Thomas Securities, LLC | 0.13% | Add +7.2% | 74,876 | $648K |
| Hoey Investments, Inc. | 0.12% | No change | 74,904 | $612K |
| Laffer Tengler Investments, Inc. | 0.14% | New | 68,156 | $590K |
| OMC Financial Services LTD | 0.27% | No change | 68,880 | $563K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -34.1% | 65,054 | $563K |
| Claro Advisors Inc. | 0.07% | Reduce -54.0% | 63,636 | $550K |
| Tyler-Stone Wealth Management | 0.10% | Add +93.9% | 63,474 | $549K |
| Stolper Co | 0.18% | Reduce -0.3% | 62,097 | $537K |
| Farther Finance Advisors, LLC | 0.02% | New | 61,452 | $532K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.0% | 59,205 | $512K |
| Truist Financial Corp. | 0.00% | Add +203.9% | 59,102 | $511K |
| Palogic Value Management, L.P. | 0.20% | Reduce -3.4% | 57,000 | $493K |
| Investment Partners Asset Management, Inc. | 0.36% | Reduce -8.5% | 50,911 | $440K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 49,635 | $429K |
| Wealthspire Advisors, LLC | 0.00% | No change | 48,787 | $422K |
| MGB Wealth Management, LLC | 0.15% | Reduce -7.1% | 47,869 | $414K |
| Jackson, Grant Investment Advisers, Inc. | 0.15% | Add +1.4% | 47,802 | $413K |
| Choreo, LLC | 0.01% | Add +0.1% | 46,913 | $406K |
| Saxony Capital Management, LLC | 0.37% | Reduce -0.8% | 46,115 | $399K |
| Calamos Advisors LLC | 0.00% | Reduce -11.7% | 45,971 | $398K |
| Private Advisor Group, LLC | 0.00% | Reduce -29.6% | 45,903 | $397K |
| Brick & Kyle, Associates | 0.17% | Reduce -11.1% | 44,839 | $388K |
| Deutsche Bank AG | 0.00% | Add +2.0% | 44,656 | $386K |
| Advisory Services Network, LLC | 0.01% | No change | 45,878 | $375K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +13.6% | 42,961 | $372K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -25.1% | 42,537 | $368K |
| Saba Capital Management, L.P. | 0.01% | New | 41,984 | $363K |
| NWF Advisory Services Inc. | 0.05% | Reduce -20.3% | 41,335 | $358K |
| International Assets Investment Management, LLC | 0.03% | Add +3.2% | 39,510 | $342K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -22.9% | 39,315 | $340K |
| Saxon Interests, Inc. | 0.15% | Reduce -45.3% | 39,144 | $339K |
| D.A. Davidson & Co. | 0.00% | Add +0.4% | 38,136 | $330K |
| Comerica Bank | 0.00% | Reduce -23.7% | 38,092 | $329K |
| Corrado Advisors, LLC | 0.20% | No change | 37,660 | $326K |
| Brown Advisory Inc. | 0.00% | No change | 37,599 | $325K |
| ELCO Management Co., LLC | 0.18% | Reduce -5.4% | 37,442 | $324K |
| HighTower Advisors, LLC | 0.00% | Add +25.7% | 37,402 | $323K |
| DAVENPORT & Co LLC | 0.00% | No change | 37,128 | $321K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.3% | 37,039 | $320K |
| Venture Visionary Partners LLC | 0.01% | Add +9.0% | 36,830 | $319K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -9.6% | 33,970 | $294K |
| Stephens Inc. | 0.00% | Reduce -16.6% | 33,428 | $289K |
| Conning Inc. | 0.01% | Reduce -19.2% | 33,255 | $288K |
| Creative Planning | 0.00% | Reduce -75.2% | 32,547 | $282K |
| Dakota Wealth Management | 0.01% | Add +78.1% | 32,267 | $279K |
| Ameritas Advisory Services, LLC | 0.01% | Add +30.0% | 30,742 | $266K |
| Concorde Asset Management, LLC | 0.14% | Add +1.9% | 29,649 | $256K |
| Captrust Financial Advisors | 0.00% | Reduce -38.4% | 29,245 | $253K |
| CFO4Life Group, LLC | 0.04% | Add +1.6% | 29,219 | $253K |
| Shufro Rose & Co. LLC | 0.02% | No change | 30,862 | $252K |
| Principal Securities, Inc. | 0.01% | Add +0.5% | 28,752 | $249K |
| Oder Investment Management, LLC | 0.21% | Add +0.5% | 28,690 | $248K |
| Peak Planning Group, LLC | 0.11% | Add +1.7% | 28,255 | $244K |
| Roble, Belko & Company, Inc | 0.04% | Reduce -5.5% | 27,279 | $236K |
| Mariner, LLC | 0.00% | Reduce -35.6% | 26,633 | $230K |
| Wealthspan Partners, LLC | 0.11% | Reduce -22.0% | 25,571 | $221K |
| Northern Trust Corp. | 0.00% | Reduce -24.3% | 25,437 | $220K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -14.2% | 25,174 | $218K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 24,552 | $212K |
| Cordgrass Capital Advisors, LLC | 0.06% | Reduce -7.1% | 23,639 | $204K |
| Mercer Global Advisors Inc. | 0.00% | No change | 23,390 | $203K |
| Regions Financial Corp. | 0.00% | No change | 23,300 | $202K |
| Widmann Financial Services, Inc. | 0.15% | Add +1.3% | 22,749 | $197K |
| Wealth Management Associates, Inc. | 0.08% | Reduce -20.3% | 21,892 | $189K |
| Kaydan Wealth Management, Inc. | 0.05% | No change | 21,513 | $186K |
| Becker Capital Management Inc. | 0.01% | Reduce -10.2% | 21,479 | $186K |
| Sunbelt Securities, Inc. | 0.02% | Add +7.3% | 21,134 | $183K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -25.8% | 21,086 | $182K |
| Aurora Private Wealth, Inc. | 0.14% | Reduce -1.0% | 20,952 | $181K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 20,853 | $180K |
| XML Financial, LLC | 0.02% | Add +30.7% | 20,571 | $178K |
| Masso Torrence Wealth Management Inc. | 0.10% | No change | 20,413 | $177K |
| Cohen & Steers, Inc. | 0.00% | New | 20,000 | $173K |
| Susquehanna International Group, LLP | 0.00% | Reduce -20.7% | 19,760 | $171K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.1% | 19,043 | $165K |
| Axxcess Wealth Management, LLC | 0.00% | Add +0.4% | 19,058 | $165K |
| Silverlake Wealth Management LLC | 0.06% | Reduce -3.5% | 18,988 | $164K |
| Wharton Business Group, LLC | 0.01% | No change | 19,004 | $164K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | Reduce -1.5% | 18,447 | $160K |
| Heritage Wealth Management, Inc. | 0.05% | New | 18,000 | $156K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.0% | 17,932 | $155K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +2.0% | 17,668 | $153K |
| Iowa State Bank | 0.03% | Reduce -9.2% | 16,946 | $147K |
| Cresset Asset Management, LLC | 0.00% | No change | 16,105 | $139K |
| Prairie Wealth Advisors, Inc. | 0.07% | Reduce -5.4% | 15,900 | $138K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -61.1% | 15,735 | $136K |
| Gill Capital Partners, LLC | 0.05% | Reduce -12.0% | 15,383 | $133K |
| Waverly Advisors, LLC | 0.00% | No change | 15,298 | $132K |
| Eagle Wealth Strategies LLC | 0.10% | No change | 15,090 | $131K |
| Quantedge Capital Pte Ltd | 0.04% | Reduce -18.6% | 15,065 | $130K |
| Park Avenue Securities LLC | 0.00% | Reduce -13.3% | 14,495 | $125K |
| Plancorp, LLC | 0.00% | New | 14,000 | $121K |
| SpiderRock Advisors, LLC | 0.00% | No change | 14,000 | $121K |
| Commerce Bank | 0.00% | No change | 13,846 | $120K |
| Sterling Financial Planning, Inc. | 0.04% | No change | 13,831 | $120K |
| Icon Wealth Advisors, LLC | 0.01% | New | 13,645 | $118K |
| Pallas Capital Advisors LLC | 0.01% | No change | 13,458 | $117K |
| Level Four Advisory Services, LLC | 0.00% | Add +0.5% | 13,312 | $116K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.02% | Add +0.5% | 13,211 | $114K |
| Keybank National Association | 0.00% | No change | 13,104 | $113K |
| Institute for Wealth Management, LLC. | 0.01% | No change | 12,988 | $112K |
| 180 Wealth Advisors, LLC | 0.02% | Reduce -0.9% | 12,350 | $107K |
| Mosaic Family Wealth Partners, LLC | 0.02% | New | 12,116 | $105K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -2.2% | 11,767 | $102K |
| Kapstone Financial Advisors LLC | 0.06% | Add +7.8% | 11,761 | $102K |
| Quad-Cities Investment Group, LLC | 0.05% | Add +3.9% | 11,611 | $100K |
| Daymark Wealth Partners, LLC | 0.00% | No change | 11,600 | $100K |
| Compound Planning, Inc. | 0.01% | Reduce -5.2% | 11,594 | $100K |
| Arete Wealth Advisors, LLC | 0.01% | New | 11,303 | $98K |
| Spirepoint Private Client, LLC | 0.01% | Add +6.9% | 11,278 | $98K |
| CSS LLC | 0.02% | Reduce -19.5% | 11,055 | $96K |
| Fifth Third Bancorp | 0.00% | Add +10.0% | 10,997 | $95K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -59.8% | 11,042 | $95K |
| Live Oak Private Wealth LLC | 0.01% | No change | 10,525 | $91K |
| Diversify Advisory Services, LLC | 0.00% | No change | 10,301 | $90K |
| Cape Investment Advisory, Inc. | 0.04% | Add +0.8% | 10,355 | $90K |
| Dana Investment Advisors, Inc. | 0.00% | Reduce -20.3% | 10,330 | $89K |
| North Star Asset Management Inc. | 0.00% | Reduce -1.3% | 10,066 | $87K |
| Cwm, LLC | 0.00% | No change | 8,333 | $72K |
| Hexagon Capital Partners LLC | 0.01% | No change | 7,763 | $67K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 7,415 | $64K |
| North Star Investment Management Corp. | 0.00% | No change | 7,266 | $63K |
| JPMorgan Chase & Co. | 0.00% | Add +1203.3% | 5,539 | $48K |
| City Holding Co. | 0.01% | No change | 5,512 | $48K |
| Creekmur Asset Management LLC | 0.01% | Add +12.3% | 5,101 | $44K |
| Brown Brothers Harriman & Co. | 0.00% | New | 5,000 | $43K |
| Northwest Capital Management Inc | 0.01% | No change | 4,375 | $38K |
| Castleview Partners, LLC | 0.02% | Add +2.0% | 4,200 | $36K |
| Wintrust Investments LLC | 0.02% | Reduce -90.3% | 3,718 | $32K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 3,200 | $28K |
| Geneos Wealth Management Inc. | 0.00% | Add +66.4% | 3,082 | $27K |
| Transcendent Capital Group LLC | 0.01% | No change | 2,685 | $23K |
| Allworth Financial LP | 0.00% | No change | 2,425 | $21K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,250 | $19K |
| Smartleaf Asset Management LLC | 0.00% | No change | 2,200 | $19K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,199 | $19K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2,230 | $19K |
| IFP Advisors, Inc | 0.00% | No change | 1,906 | $16K |
| Fortitude Family Office, LLC | 0.01% | New | 1,819 | $16K |
| Optimum Investment Advisors | 0.01% | Reduce -20.3% | 1,594 | $14K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -20.3% | 1,573 | $14K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 1,416 | $12K |
| Eastern Bank | 0.00% | New | 1,227 | $11K |
| Planned Solutions, Inc. | 0.00% | New | 1,185 | $10K |
| Hollencrest Capital Management | 0.00% | Reduce -20.3% | 1,013 | $9K |
| US Bancorp \de | 0.00% | Reduce -90.8% | 979 | $8K |
| First Horizon Advisors, Inc. | 0.00% | New | 950 | $8K |
| Hilltop National Bank | 0.00% | No change | 800 | $7K |
| Clearstead Advisors, LLC | 0.00% | No change | 750 | $6K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.1% | 665 | $6K |
| CoreFirst Bank & Trust | 0.00% | New | 664 | $6K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +1.5% | 606 | $5K |
| Harbour Investments, Inc. | 0.00% | Reduce -10.9% | 579 | $5K |
| Montag A & Associates Inc. | 0.00% | No change | 466 | $4K |
| Investors Research Corp | 0.00% | No change | 457 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -46.7% | 400 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 333 | $3K |
"% of holder's portfolio" is BDJ's weight in each manager's 13F, not the share of BlackRock Enhanced Eqty DVD the manager owns.