BlackRock Enhanced Eqty DVDBDJ
13F holders, Q1 2025 (March 31)209holders −6
21new positions
21sold out
1famous investor
$8.59avg. 13F price*
At the end of Q1 2025, 209 institutions reported holding BlackRock Enhanced Eqty DVD (BDJ) in their 13F filings, down 6 from Q4 2024. 21 opened new positions and 21 sold out. The largest holders were Raymond James Financial Inc. ($31.3M), Morgan Stanley ($29.8M) and Wells Fargo & Company ($28.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BlackRock Enhanced Eqty DVD
- CUSIP
- 09251A104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $8.0M |
| Exits | 21 | $2.0M |
All 13F filers, Q4 2024 → Q1 2025: 1,849,729 shares bought and 2,716,449 shares sold, net −866,720 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| Raymond James Financial Inc. | 0.01% | Add +4.9% | 3,642,059 | $31.3M |
| Morgan Stanley | 0.00% | Reduce -15.3% | 3,464,663 | $29.8M |
| Wells Fargo & Company | 0.01% | Add +6.3% | 3,299,786 | $28.4M |
| Invesco Ltd. | 0.00% | Reduce -1.8% | 2,189,827 | $18.8M |
| Guggenheim Capital LLC | 0.17% | Reduce -0.6% | 2,044,175 | $17.6M |
| LPL Financial LLC | 0.00% | Reduce -4.9% | 1,383,779 | $11.9M |
| Stifel Financial Corp. | 0.01% | Add +1.6% | 1,113,594 | $9.6M |
| Advisors Asset Management, Inc. | 0.17% | Reduce -0.9% | 1,074,233 | $9.2M |
| Royal Bank of Canada | 0.00% | Reduce -6.1% | 855,410 | $7.4M |
| UBS Group AG | 0.00% | Reduce -14.2% | 779,349 | $6.7M |
| Waterfront Wealth Inc. | 1.35% | Add +3.8% | 644,507 | $5.5M |
| Karpus Management, Inc. | 0.17% | Reduce -5.1% | 610,555 | $5.3M |
| Penserra Capital Management LLC | 0.09% | New | 596,153 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.2% | 585,303 | $5.0M |
| Bank of America Corp. | 0.00% | Add +4.0% | 550,625 | $4.7M |
| Boothe Investment Group, Inc. | 1.86% | Reduce -16.8% | 475,005 | $4.1M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -14.8% | 437,481 | $3.8M |
| Cook Wealth, LLC | 1.54% | Reduce -26.9% | 381,271 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Add +34.8% | 347,320 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.7% | 311,555 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +14.5% | 302,742 | $2.6M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Add +24.4% | 289,956 | $2.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -14.8% | 282,791 | $2.4M |
| Shaker Financial Services, LLC | 0.92% | Reduce -43.6% | 275,312 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.1% | 264,473 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.7% | 254,094 | $2.2M |
| Cetera Investment Advisers | 0.00% | Reduce -9.3% | 203,383 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.3% | 176,809 | $1.5M |
| AQR Arbitrage LLC | 0.06% | Reduce -72.8% | 154,530 | $1.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.34% | Add +19.8% | 149,039 | $1.3M |
| Shulman DeMeo Asset Management LLC | 0.34% | Reduce -1.8% | 141,593 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Add +0.1% | 129,182 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.09% | No change | 117,791 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.4% | 115,451 | $993K |
| Waverly Advisors, LLC | 0.01% | Reduce -1.9% | 113,091 | $973K |
| Mgo One Seven LLC | 0.04% | Reduce -32.0% | 111,606 | $960K |
| Centurion Wealth Management LLC | 0.29% | No change | 111,105 | $920K |
| WealthTrust Axiom LLC | 0.27% | Reduce -0.3% | 104,875 | $902K |
| Citadel Advisors | 0.00% | New | 103,634 | $891K |
| MGB Wealth Management, LLC | 0.29% | Add +100.0% | 95,738 | $808K |
| David J Yvars Group | 0.63% | Add +1.0% | 92,626 | $798K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.5% | 88,856 | $764K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -27.6% | 85,382 | $734K |
| Pension & Wealth Management Advisors, Inc. | 0.25% | Add +1.8% | 78,445 | $675K |
| Financial Advocates Investment Management | 0.05% | Reduce -20.5% | 77,175 | $664K |
| Ashton Thomas Securities, LLC | 0.18% | No change | 76,026 | $654K |
| OMC Financial Services LTD | 0.26% | No change | 67,880 | $584K |
| Tyler-Stone Wealth Management | 0.10% | Add +2.1% | 66,084 | $568K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -3.5% | 63,734 | $548K |
| Farther Finance Advisors, LLC | 0.01% | Add +2.8% | 63,168 | $545K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.0% | 62,322 | $536K |
| Stolper Co | 0.17% | Add +1.1% | 61,895 | $532K |
| StoneX Group Inc. | 0.03% | Reduce -7.7% | 60,159 | $517K |
| Palogic Value Management, L.P. | 0.22% | No change | 57,000 | $490K |
| Truist Financial Corp. | 0.00% | Reduce -5.0% | 56,857 | $489K |
| Mercer Global Advisors Inc. | 0.00% | Add +39.3% | 50,793 | $437K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 49,635 | $427K |
| Wealthspire Advisors, LLC | 0.00% | No change | 48,787 | $420K |
| Jackson, Grant Investment Advisers, Inc. | 0.16% | Add +1.5% | 48,561 | $418K |
| Virtu Financial LLC | 0.02% | Add +234.0% | 47,782 | $411K |
| Investment Partners Asset Management, Inc. | 0.31% | Reduce -4.0% | 46,265 | $398K |
| Private Advisor Group, LLC | 0.00% | Add +3.0% | 46,143 | $397K |
| Concorde Asset Management, LLC | 0.21% | Add +36.3% | 48,404 | $396K |
| Saxony Capital Management, LLC | 0.35% | Add +3.4% | 45,809 | $394K |
| Regions Financial Corp. | 0.00% | Add +37.5% | 45,800 | $394K |
| Cove Private Wealth, LLC | 0.21% | No change | 45,237 | $389K |
| Mezzasalma Advisors, LLC | 0.13% | Add +1.8% | 44,598 | $384K |
| Brick & Kyle, Associates | 0.18% | Reduce -0.7% | 44,631 | $383K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.7% | 44,324 | $381K |
| Park Avenue Securities LLC | 0.00% | Add +69.6% | 44,218 | $380K |
| NWF Advisory Services Inc. | 0.05% | New | 44,084 | $379K |
| Shufro Rose & Co. LLC | 0.03% | Add +26.0% | 42,662 | $367K |
| Saxon Interests, Inc. | 0.16% | Add +2.0% | 40,245 | $346K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.6% | 40,156 | $345K |
| Creative Planning | 0.00% | Add +11.5% | 39,096 | $336K |
| Axxcess Wealth Management, LLC | 0.01% | Add +103.2% | 38,864 | $334K |
| Venture Visionary Partners LLC | 0.01% | Add +5.1% | 38,710 | $333K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -65.6% | 38,627 | $332K |
| International Assets Investment Management, LLC | 0.03% | Add +4.4% | 38,444 | $331K |
| HighTower Advisors, LLC | 0.00% | Add +8.2% | 37,748 | $325K |
| Thrivent Financial for Lutherans | 0.00% | Add +21.2% | 35,809 | $308K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +3.1% | 35,560 | $307K |
| Captrust Financial Advisors | 0.00% | Add +78.5% | 35,390 | $304K |
| Brown Advisory Inc. | 0.00% | Reduce -6.2% | 35,135 | $302K |
| D.A. Davidson & Co. | 0.00% | Add +8.9% | 34,673 | $298K |
| Lanark Financial, Inc. | 0.03% | — | 34,237 | $294K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.2% | 34,146 | $294K |
| Dakota Wealth Management | 0.01% | No change | 34,007 | $292K |
| WCG Wealth Advisors LLC | 0.02% | New | 33,682 | $290K |
| &partners | 0.00% | Add +122.1% | 33,328 | $288K |
| Elequin Capital, LP | 0.08% | Add +52.5% | 33,080 | $284K |
| K2 Principal Fund, L.P. | 0.16% | Add +17.9% | 32,984 | $284K |
| Advisory Services Network, LLC | 0.01% | Reduce -22.6% | 31,825 | $274K |
| Comerica Bank | 0.00% | Reduce -10.2% | 30,144 | $259K |
| ELCO Management Co., LLC | 0.14% | Add +6.7% | 29,513 | $254K |
| Peak Planning Group, LLC | 0.11% | Add +1.8% | 29,273 | $252K |
| Oder Investment Management, LLC | 0.21% | Add +0.5% | 28,968 | $249K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 29,883 | $247K |
| Corrado Advisors, LLC | 0.16% | No change | 28,305 | $243K |
| Principal Securities, Inc. | 0.01% | No change | 28,752 | $238K |
| Roble, Belko & Company, Inc | 0.04% | Reduce 0.0% | 27,278 | $235K |
| Integrated Wealth Concepts LLC | 0.00% | Add +2.3% | 26,881 | $231K |
| Wealthspan Partners, LLC | 0.10% | Add +1.1% | 25,856 | $222K |
| Claro Advisors Inc. | 0.03% | Reduce -20.4% | 24,408 | $210K |
| CFO4Life Group, LLC | 0.03% | Add +2.1% | 24,086 | $207K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 23,052 | $198K |
| Widmann Financial Services, Inc. | 0.15% | Add +0.0% | 22,761 | $196K |
| Plancorp, LLC | 0.01% | No change | 22,000 | $189K |
| Northern Trust Corp. | 0.00% | No change | 21,945 | $189K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 21,676 | $186K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +1.3% | 21,620 | $186K |
| Kaydan Wealth Management, Inc. | 0.06% | No change | 21,513 | $185K |
| Cordgrass Capital Advisors, LLC | 0.05% | Reduce -10.6% | 21,139 | $182K |
| Calamos Advisors LLC | 0.00% | Reduce -49.8% | 20,604 | $177K |
| Western Financial Corp | 0.10% | Add +35.5% | 20,470 | $176K |
| Masso Torrence Wealth Management Inc. | 0.09% | No change | 20,413 | $176K |
| XML Financial, LLC | 0.02% | No change | 20,372 | $175K |
| Capital Asset Advisory Services LLC | 0.01% | New | 20,106 | $173K |
| Comprehensive Money Management Services LLC | 0.14% | Reduce -9.1% | 19,698 | $169K |
| Aurora Private Wealth, Inc. | 0.13% | Add +1.0% | 19,328 | $166K |
| Wharton Business Group, LLC | 0.01% | No change | 19,004 | $163K |
| Becker Capital Management Inc. | 0.01% | No change | 18,811 | $162K |
| Wealth Management Associates, Inc. | 0.07% | Reduce -15.6% | 18,472 | $159K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | Reduce -0.1% | 18,234 | $157K |
| Kapstone Financial Advisors LLC | 0.09% | No change | 18,161 | $156K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -84.1% | 18,067 | $155K |
| Heritage Wealth Management, Inc. | 0.05% | New | 18,000 | $155K |
| Stephens Inc. | 0.00% | Add +4.1% | 17,964 | $154K |
| Vista Investment Partners Ii, LLC | 0.08% | Reduce -1.3% | 17,308 | $149K |
| Moors & Cabot, Inc. | 0.01% | No change | 17,165 | $148K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 17,038 | $147K |
| Iowa State Bank | 0.03% | No change | 16,946 | $146K |
| Prairie Wealth Advisors, Inc. | 0.07% | Add +0.6% | 16,300 | $140K |
| Wedbush Securities Inc. | 0.01% | No change | 16,246 | $140K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.3% | 16,060 | $138K |
| Gill Capital Partners, LLC | 0.05% | No change | 15,383 | $132K |
| Eagle Wealth Strategies LLC | 0.08% | No change | 15,090 | $130K |
| Mariner, LLC | 0.00% | Reduce -20.3% | 14,546 | $125K |
| Icon Wealth Advisors, LLC | 0.01% | Add +2.1% | 14,213 | $122K |
| Silverlake Wealth Management LLC | 0.05% | Add +0.8% | 14,187 | $122K |
| BlackRock, Inc. | 0.00% | No change | 14,000 | $120K |
| Choreo, LLC | 0.00% | Reduce -35.5% | 13,887 | $119K |
| Commerce Bank | 0.00% | No change | 13,846 | $119K |
| Sterling Financial Planning, Inc. | 0.04% | No change | 13,831 | $119K |
| Sowell Financial Services LLC | 0.01% | New | 13,562 | $117K |
| Level Four Advisory Services, LLC | 0.00% | Add +0.6% | 13,459 | $116K |
| Pallas Capital Advisors LLC | 0.00% | No change | 13,458 | $116K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.02% | Add +0.5% | 13,346 | $115K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.4% | 13,251 | $114K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.5% | 14,861 | $114K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +2.1% | 12,817 | $110K |
| Mosaic Family Wealth Partners, LLC | 0.01% | No change | 12,236 | $105K |
| Endeavor Private Wealth, Inc. | 0.06% | New | 12,210 | $105K |
| Quad-Cities Investment Group, LLC | 0.05% | Add +0.1% | 11,832 | $102K |
| Perigon Wealth Management, LLC | 0.00% | No change | 11,767 | $101K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 11,717 | $101K |
| Daymark Wealth Partners, LLC | 0.00% | No change | 11,600 | $100K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +1.6% | 11,267 | $97K |
| Franklin Resources Inc. | 0.00% | Add +0.8% | 11,212 | $96K |
| Keybank National Association | 0.00% | Reduce -16.1% | 11,000 | $95K |
| Spirepoint Private Client, LLC | 0.01% | No change | 10,939 | $94K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -52.1% | 10,929 | $94K |
| Live Oak Private Wealth LLC | 0.01% | No change | 10,525 | $91K |
| Dana Investment Advisors, Inc. | 0.00% | No change | 10,330 | $89K |
| Two Sigma Securities, LLC | 0.01% | New | 10,164 | $87K |
| Susquehanna International Group, LLP | 0.00% | New | 10,050 | $86K |
| Jones Financial Companies LLLP | 0.00% | New | 10,000 | $86K |
| Fifth Third Bancorp | 0.00% | No change | 10,000 | $86K |
| Diversify Advisory Services, LLC | 0.01% | No change | 10,301 | $85K |
| South Plains Financial, Inc. | 0.07% | No change | 9,728 | $84K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 9,293 | $80K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -60.5% | 8,740 | $75K |
| Hexagon Capital Partners LLC | 0.01% | No change | 7,763 | $67K |
| Creekmur Asset Management LLC | 0.01% | Add +44.3% | 7,510 | $65K |
| Cwm, LLC | 0.00% | No change | 7,433 | $64K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 7,415 | $64K |
| North Star Investment Management Corp. | 0.00% | No change | 7,266 | $62K |
| City Holding Co. | 0.01% | No change | 5,512 | $47K |
| MAI Capital Management | 0.00% | Add +1.9% | 4,656 | $40K |
| Ameriflex Group, Inc. | 0.02% | Reduce -47.4% | 4,410 | $38K |
| Northwest Capital Management Inc | 0.02% | No change | 4,375 | $38K |
| Crews Bank & Trust | 0.00% | New | 3,321 | $29K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 3,200 | $28K |
| CoreCap Advisors, LLC | 0.00% | New | 2,700 | $23K |
| Smartleaf Asset Management LLC | 0.00% | No change | 2,200 | $19K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2,230 | $19K |
| Harbour Investments, Inc. | 0.00% | Add +294.1% | 2,010 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 1,906 | $16K |
| Fortitude Family Office, LLC | 0.01% | No change | 1,819 | $16K |
| Sound Income Strategies, LLC | 0.00% | Add +103.6% | 1,629 | $14K |
| Costello Asset Management, INC | 0.01% | New | 1,487 | $13K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -33.3% | 1,466 | $13K |
| Allworth Financial LP | 0.00% | Add +211.5% | 1,324 | $11K |
| Optimum Investment Advisors | 0.00% | No change | 1,198 | $10K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 1,087 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 1,013 | $9K |
| Trust Co | 0.00% | New | 1,000 | $9K |
| US Bancorp \de | 0.00% | No change | 979 | $8K |
| Eastern Bank | 0.00% | No change | 923 | $8K |
| Clearstead Advisors, LLC | 0.00% | No change | 750 | $6K |
| Bokf, NA | 0.00% | New | 664 | $6K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +2.2% | 650 | $6K |
| Capital A Wealth Management, LLC | 0.01% | Reduce -11.1% | 559 | $5K |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.2% | 555 | $5K |
| Montag A & Associates Inc. | 0.00% | No change | 466 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 301 | $3K |
| Arax Advisory Partners | 0.00% | New | 183 | $2K |
| Assetmark, Inc. | 0.00% | New | 46 | $396 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 18 | $155 |
"% of holder's portfolio" is BDJ's weight in each manager's 13F, not the share of BlackRock Enhanced Eqty DVD the manager owns.