BlackRock Enhanced Eqty DVDBDJ
13F holders, Q4 2024 (December 31)215holders +5
23new positions
23sold out
$8.29avg. 13F price*
At the end of Q4 2024, 215 institutions reported holding BlackRock Enhanced Eqty DVD (BDJ) in their 13F filings, up 5 from Q3 2024. 23 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($33.8M), Raymond James Financial Inc. ($28.7M) and Wells Fargo & Company ($25.7M).
- Company
- BlackRock Enhanced Eqty DVD
- CUSIP
- 09251A104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $3.7M |
| Exits | 23 | $13.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,793,549 shares bought and 4,787,069 shares sold, net −2,993,520 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 215 holders
| Morgan Stanley | 0.00% | Reduce -18.3% | 4,087,905 | $33.8M |
| Raymond James Financial Inc. | 0.01% | — | 3,471,052 | $28.7M |
| Wells Fargo & Company | 0.01% | Add +1.3% | 3,105,800 | $25.7M |
| Invesco Ltd. | 0.00% | Reduce -10.9% | 2,229,869 | $18.5M |
| Guggenheim Capital LLC | 0.14% | Add +8.9% | 2,057,071 | $17.0M |
| LPL Financial LLC | 0.00% | Add +2.1% | 1,455,651 | $12.1M |
| Stifel Financial Corp. | 0.01% | Add +9.9% | 1,096,063 | $9.1M |
| Advisors Asset Management, Inc. | 0.17% | Reduce 0.0% | 1,084,479 | $9.0M |
| Royal Bank of Canada | 0.00% | Add +0.9% | 910,853 | $7.5M |
| UBS Group AG | 0.00% | Add +1.7% | 908,165 | $7.5M |
| Karpus Management, Inc. | 0.16% | Reduce -4.6% | 643,199 | $5.3M |
| Waterfront Wealth Inc. | 1.25% | Add +3.9% | 621,219 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.2% | 572,473 | $4.7M |
| Boothe Investment Group, Inc. | 2.05% | Add +8.1% | 570,806 | $4.7M |
| AQR Arbitrage LLC | 0.20% | Reduce -51.5% | 568,429 | $4.7M |
| Cook Wealth, LLC | 2.15% | Reduce -19.4% | 521,586 | $4.6M |
| Bank of America Corp. | 0.00% | Reduce -24.6% | 529,646 | $4.4M |
| NorthCoast Asset Management LLC | 0.02% | Add +56.8% | 513,309 | $4.3M |
| Shaker Financial Services, LLC | 1.55% | Add +120.6% | 487,926 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.9% | 397,896 | $3.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -53.4% | 331,710 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.8% | 267,378 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +57.3% | 264,337 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +2.2% | 257,602 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.0% | 255,945 | $2.1M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Add +61.8% | 233,094 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +11.0% | 224,372 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.6% | 176,197 | $1.5M |
| Mgo One Seven LLC | 0.05% | Reduce -3.0% | 164,188 | $1.4M |
| Shulman DeMeo Asset Management LLC | 0.32% | Reduce -0.0% | 144,254 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -33.1% | 129,009 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.8% | 117,925 | $1.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.30% | Reduce -29.7% | 124,415 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.1% | 119,495 | $989K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -4.6% | 117,791 | $975K |
| Waverly Advisors, LLC | 0.01% | Add +653.5% | 115,274 | $954K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.6% | 113,500 | $940K |
| Envestnet Asset Management Inc. | 0.00% | Add +18.7% | 112,188 | $929K |
| Centurion Wealth Management LLC | 0.29% | Reduce -16.7% | 111,105 | $920K |
| WealthTrust Axiom LLC | 0.26% | No change | 105,153 | $871K |
| Financial Advocates Investment Management | 0.05% | Add +0.3% | 97,051 | $804K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.2% | 93,066 | $771K |
| David J Yvars Group | 0.46% | Reduce -19.1% | 91,696 | $760K |
| Pension & Wealth Management Advisors, Inc. | 0.25% | Reduce -4.3% | 77,066 | $638K |
| Ashton Thomas Securities, LLC | 0.17% | Add +1.5% | 76,026 | $629K |
| Kestra Advisory Services, LLC | 0.00% | Add +62.8% | 69,242 | $573K |
| OMC Financial Services LTD | 0.24% | Reduce -1.4% | 67,880 | $562K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.5% | 66,028 | $547K |
| StoneX Group Inc. | 0.03% | New | 65,154 | $539K |
| Tyler-Stone Wealth Management | 0.10% | Add +2.0% | 64,730 | $536K |
| Farther Finance Advisors, LLC | 0.02% | No change | 61,452 | $509K |
| Stolper Co | 0.17% | Reduce -1.4% | 61,201 | $507K |
| Truist Financial Corp. | 0.00% | Add +1.3% | 59,863 | $496K |
| Palogic Value Management, L.P. | 0.19% | No change | 57,000 | $472K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 49,635 | $411K |
| Wealthspire Advisors, LLC | 0.00% | No change | 48,787 | $404K |
| Investment Partners Asset Management, Inc. | 0.31% | Reduce -5.3% | 48,215 | $399K |
| MGB Wealth Management, LLC | 0.12% | No change | 47,869 | $396K |
| Jackson, Grant Investment Advisers, Inc. | 0.15% | Add +0.1% | 47,845 | $396K |
| Cove Private Wealth, LLC | 0.23% | New | 45,237 | $375K |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.7% | 45,076 | $373K |
| Brick & Kyle, Associates | 0.16% | Add +0.2% | 44,943 | $372K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.4% | 44,815 | $371K |
| Saxony Capital Management, LLC | 0.32% | Reduce -3.9% | 44,309 | $367K |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.8% | 43,955 | $364K |
| Mezzasalma Advisors, LLC | 0.12% | New | 43,833 | $363K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.4% | 41,118 | $340K |
| Calamos Advisors LLC | 0.00% | Reduce -10.7% | 41,066 | $340K |
| Jane Street Group, LLC | 0.00% | New | 39,485 | $327K |
| Saxon Interests, Inc. | 0.14% | Add +0.8% | 39,469 | $327K |
| Brown Advisory Inc. | 0.00% | Reduce -0.4% | 37,444 | $310K |
| International Assets Investment Management, LLC | 0.03% | Reduce -6.8% | 36,818 | $305K |
| Venture Visionary Partners LLC | 0.01% | No change | 36,830 | $305K |
| Mercer Global Advisors Inc. | 0.00% | Add +55.9% | 36,469 | $302K |
| Concorde Asset Management, LLC | 0.15% | Add +19.8% | 35,513 | $294K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.0% | 35,291 | $292K |
| Creative Planning | 0.00% | Add +7.8% | 35,074 | $290K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.7% | 34,882 | $289K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -19.7% | 34,504 | $286K |
| Dakota Wealth Management | 0.01% | Add +5.4% | 34,007 | $282K |
| Shufro Rose & Co. LLC | 0.02% | Add +9.7% | 33,862 | $280K |
| Comerica Bank | 0.00% | Reduce -11.9% | 33,572 | $278K |
| Regions Financial Corp. | 0.00% | Add +42.9% | 33,300 | $276K |
| Cohen & Steers, Inc. | 0.00% | Add +61.6% | 32,319 | $268K |
| D.A. Davidson & Co. | 0.00% | Reduce -16.5% | 31,844 | $264K |
| Claro Advisors Inc. | 0.03% | Reduce -51.8% | 30,662 | $254K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -2.8% | 29,883 | $247K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -24.8% | 29,550 | $245K |
| Independent Advisor Alliance | 0.00% | New | 29,374 | $243K |
| Oder Investment Management, LLC | 0.20% | Add +0.5% | 28,824 | $239K |
| Principal Securities, Inc. | 0.01% | No change | 28,752 | $238K |
| Peak Planning Group, LLC | 0.10% | Add +1.7% | 28,746 | $238K |
| Corrado Advisors, LLC | 0.15% | Reduce -24.8% | 28,305 | $234K |
| HRT Financial LP | 0.00% | New | 28,106 | $232K |
| K2 Principal Fund, L.P. | 0.11% | New | 27,984 | $232K |
| ELCO Management Co., LLC | 0.12% | Reduce -26.1% | 27,663 | $229K |
| Roble, Belko & Company, Inc | 0.04% | No change | 27,279 | $226K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -22.7% | 26,274 | $218K |
| Park Avenue Securities LLC | 0.00% | Add +79.9% | 26,070 | $216K |
| Wealthspan Partners, LLC | 0.10% | No change | 25,571 | $212K |
"% of holder's portfolio" is BDJ's weight in each manager's 13F, not the share of BlackRock Enhanced Eqty DVD the manager owns.