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 |
| Cordgrass Capital Advisors, LLC | 0.06% | No change | 23,639 | $196K |
| CFO4Life Group, LLC | 0.03% | Reduce -19.3% | 23,583 | $195K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -6.1% | 23,052 | $191K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -9.3% | 22,820 | $189K |
| Private Advisory Group LLC | 0.02% | New | 22,800 | $189K |
| Widmann Financial Services, Inc. | 0.15% | Add +0.0% | 22,755 | $188K |
| Sunbelt Securities, Inc. | 0.02% | Add +4.7% | 22,134 | $184K |
| Plancorp, LLC | 0.01% | Add +57.1% | 22,000 | $182K |
| Northern Trust Corp. | 0.00% | Reduce -13.7% | 21,945 | $182K |
| Wealth Management Associates, Inc. | 0.08% | No change | 21,892 | $181K |
| Elequin Capital, LP | 0.03% | New | 21,698 | $180K |
| Comprehensive Money Management Services LLC | 0.15% | — | 21,675 | $179K |
| Choreo, LLC | 0.00% | Reduce -54.1% | 21,521 | $178K |
| Kaydan Wealth Management, Inc. | 0.06% | No change | 21,513 | $178K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +1.2% | 21,344 | $177K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 20,853 | $173K |
| Masso Torrence Wealth Management Inc. | 0.09% | No change | 20,413 | $169K |
| XML Financial, LLC | 0.02% | Reduce -1.0% | 20,372 | $169K |
| Captrust Financial Advisors | 0.00% | Reduce -32.2% | 19,822 | $164K |
| Axxcess Wealth Management, LLC | 0.00% | Add +0.3% | 19,122 | $158K |
| Kapstone Financial Advisors LLC | 0.08% | Add +54.4% | 18,161 | $158K |
| Aurora Private Wealth, Inc. | 0.12% | Reduce -8.7% | 19,130 | $158K |
| Wharton Business Group, LLC | 0.01% | No change | 19,004 | $157K |
| Becker Capital Management Inc. | 0.01% | Reduce -12.4% | 18,811 | $156K |
| Mariner, LLC | 0.00% | Reduce -31.5% | 18,255 | $151K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | Reduce -1.1% | 18,246 | $151K |
| Goldman Sachs Group Inc. | 0.00% | New | 18,017 | $149K |
| Vista Investment Partners Ii, LLC | 0.09% | — | 17,539 | $145K |
| Stephens Inc. | 0.00% | Reduce -48.4% | 17,259 | $143K |
| Moors & Cabot, Inc. | 0.01% | New | 17,165 | $142K |
| Iowa State Bank | 0.03% | No change | 16,946 | $140K |
| Wedbush Securities Inc. | 0.00% | Reduce -14.7% | 16,246 | $135K |
| Prairie Wealth Advisors, Inc. | 0.06% | Add +1.9% | 16,200 | $134K |
| Cresset Asset Management, LLC | 0.00% | No change | 16,105 | $133K |
| Gill Capital Partners, LLC | 0.05% | No change | 15,383 | $127K |
| &partners | 0.00% | New | 15,004 | $125K |
| Western Financial Corp | 0.07% | New | 15,111 | $125K |
| Eagle Wealth Strategies LLC | 0.09% | No change | 15,090 | $125K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -17.6% | 14,781 | $125K |
| Virtu Financial LLC | 0.01% | New | 14,305 | $118K |
| Silverlake Wealth Management LLC | 0.05% | Reduce -25.9% | 14,072 | $117K |
| BlackRock, Inc. | 0.00% | New | 14,000 | $116K |
| Icon Wealth Advisors, LLC | 0.01% | Add +2.0% | 13,918 | $115K |
| Commerce Bank | 0.00% | No change | 13,846 | $115K |
| Sterling Financial Planning, Inc. | 0.04% | No change | 13,831 | $115K |
| Pallas Capital Advisors LLC | 0.00% | No change | 13,458 | $111K |
| Level Four Advisory Services, LLC | 0.00% | Add +0.5% | 13,384 | $111K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.02% | Add +0.5% | 13,276 | $110K |
| Keybank National Association | 0.00% | No change | 13,104 | $109K |
| Institute for Wealth Management, LLC. | 0.01% | No change | 12,988 | $108K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -29.0% | 12,548 | $104K |
| Mosaic Family Wealth Partners, LLC | 0.01% | Add +1.0% | 12,236 | $101K |
| Perigon Wealth Management, LLC | 0.00% | No change | 11,767 | $101K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -23.0% | 12,110 | $100K |
| Quad-Cities Investment Group, LLC | 0.05% | Add +1.8% | 11,821 | $98K |
| Daymark Wealth Partners, LLC | 0.00% | No change | 11,600 | $96K |
| 180 Wealth Advisors, LLC | 0.01% | Reduce -7.3% | 11,448 | $95K |
| GWN Securities Inc. | 0.03% | — | 10,763 | $94K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -95.0% | 11,249 | $93K |
| Franklin Resources Inc. | 0.00% | New | 11,126 | $92K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +0.4% | 11,088 | $92K |
| Spirepoint Private Client, LLC | 0.01% | Reduce -3.0% | 10,939 | $91K |
| Live Oak Private Wealth LLC | 0.01% | No change | 10,525 | $87K |
| Diversify Advisory Services, LLC | 0.00% | No change | 10,301 | $86K |
| Dana Investment Advisors, Inc. | 0.00% | No change | 10,330 | $86K |
| Fifth Third Bancorp | 0.00% | Reduce -9.1% | 10,000 | $83K |
| South Plains Financial, Inc. | 0.06% | — | 9,728 | $81K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -10.3% | 9,293 | $77K |
| Ameriflex Group, Inc. | 0.03% | — | 8,386 | $74K |
| Hexagon Capital Partners LLC | 0.01% | No change | 7,763 | $64K |
| Cwm, LLC | 0.00% | Reduce -10.8% | 7,433 | $62K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 7,415 | $61K |
| North Star Investment Management Corp. | 0.00% | No change | 7,266 | $60K |
| City Holding Co. | 0.01% | No change | 5,512 | $46K |
| Creekmur Asset Management LLC | 0.01% | Add +2.0% | 5,204 | $43K |
| MAI Capital Management | 0.00% | New | 4,569 | $38K |
| Summit Securities Group LLC | 0.01% | New | 4,533 | $38K |
| Northwest Capital Management Inc | 0.02% | No change | 4,375 | $36K |
| Castleview Partners, LLC | 0.02% | Reduce -7.3% | 3,895 | $32K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 3,535 | $29K |
| Wintrust Investments LLC | 0.03% | Reduce -4.5% | 3,552 | $29K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 3,200 | $26K |
| Transcendent Capital Group LLC | 0.01% | No change | 2,685 | $22K |
| 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 |
| IFP Advisors, Inc | 0.00% | No change | 1,906 | $16K |
| Fortitude Family Office, LLC | 0.01% | No change | 1,819 | $15K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,573 | $14K |
| WPG Advisers, LLC | 0.01% | — | 1,668 | $14K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 1,416 | $12K |
| Optimum Investment Advisors | 0.00% | Reduce -24.8% | 1,198 | $10K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 1,087 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 1,013 | $8K |
| US Bancorp \de | 0.00% | No change | 979 | $8K |
| Eastern Bank | 0.00% | Reduce -24.8% | 923 | $8K |
| Hilltop National Bank | 0.00% | No change | 800 | $7K |
| Sound Income Strategies, LLC | 0.00% | New | 800 | $7K |
| JPMorgan Chase & Co. | 0.00% | Reduce -85.7% | 795 | $7K |
| Clearstead Advisors, LLC | 0.00% | No change | 750 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -76.3% | 729 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 665 | $6K |
| CoreFirst Bank & Trust | 0.00% | No change | 664 | $5K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +5.0% | 636 | $5K |
| Capital A Wealth Management, LLC | 0.01% | — | 629 | $5K |
| Harbour Investments, Inc. | 0.00% | Reduce -11.9% | 510 | $4K |
| Montag A & Associates Inc. | 0.00% | No change | 466 | $4K |
| Allworth Financial LP | 0.00% | Reduce -82.5% | 425 | $4K |
| Investors Research Corp | 0.00% | Reduce -24.9% | 343 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -24.8% | 301 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 193 | $2K |
| Parvin Asset Management, LLC | 0.00% | — | 100 | $828 |
| Lanark Financial, Inc. | 0.05% | — | 68 | $567 |
| Fourth Dimension Wealth, LLC | 0.00% | — | 18 | $149 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 10 | $1 |
"% of holder's portfolio" is BDJ's weight in each manager's 13F, not the share of BlackRock Enhanced Eqty DVD the manager owns.