BlackRock Enhanced Eqty DVDBDJ

13F holders, Q2 2025 (June 30)
207holders −2
22new positions
23sold out
$8.89avg. 13F price*

At the end of Q2 2025, 207 institutions reported holding BlackRock Enhanced Eqty DVD (BDJ) in their 13F filings, down 2 from Q1 2025. 22 opened new positions and 23 sold out. The largest holders were Raymond James Financial Inc. ($35.4M), Morgan Stanley ($30.4M) and Wells Fargo & Company ($22.7M).

Company
BlackRock Enhanced Eqty DVD
CUSIP
09251A104
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 206Q1 2024Q2 2024: 213Q2 2024Q3 2024: 210Q3 2024Q4 2024: 215Q4 2024Q1 2025: 209Q1 2025Q2 2025: 207Q2 2025Q3 2025: 203Q3 2025Q4 2025: 204Q4 2025Q1 2026: 217Q1 2026Q2 2026: 217Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions22$6.2M
Exits23$4.4M

All 13F filers, Q1 2025 → Q2 2025: 2,543,420 shares bought and 2,487,510 shares sold, net +55,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 207 holders

Raymond James Financial Inc. 0.01% Add +9.3% 3,980,743 $35.4M
Morgan Stanley 0.00% Reduce -1.3% 3,418,226 $30.4M
Wells Fargo & Company 0.01% Reduce -22.8% 2,549,218 $22.7M
Invesco Ltd. 0.00% Add +5.6% 2,312,750 $20.6M
Guggenheim Capital LLC 0.15% Add +2.4% 2,093,323 $18.6M
LPL Financial LLC 0.00% Add +18.1% 1,634,779 $14.5M
Stifel Financial Corp. 0.01% Reduce -0.9% 1,103,771 $9.8M
Advisors Asset Management, Inc. 0.17% Reduce -2.7% 1,045,061 $9.3M
Royal Bank of Canada 0.00% Reduce -2.0% 838,645 $7.5M
Waterfront Wealth Inc. 1.38% Add +7.2% 690,657 $6.1M
UBS Group AG 0.00% Reduce -14.4% 667,399 $5.9M
Bank of America Corp. 0.00% Add +14.9% 632,952 $5.6M
Shaker Financial Services, LLC 2.02% Add +128.1% 627,929 $5.6M
Penserra Capital Management LLC 0.08% Add +3.0% 614,307 $5.5M
Commonwealth Equity Services, LLC 0.01% Add +3.0% 602,737 $5.4M
Boothe Investment Group, Inc. 1.63% Add +1.3% 480,964 $4.3M
NorthCoast Asset Management LLC 0.02% Add +0.1% 437,874 $3.9M
Osaic Holdings, Inc. 0.01% Add +15.6% 401,644 $3.6M
Cerity Partners LLC 0.01% New 388,646 $3.5M
Janney Montgomery Scott LLC 0.01% Add +16.5% 352,754 $3.1M
Hennion & Walsh Asset Management, Inc. 0.11% Add +9.2% 316,690 $2.8M
Ameriprise Financial Inc. 0.00% Reduce -5.7% 293,705 $2.6M
Steward Partners Investment Advisory, LLC 0.02% Add +8.1% 274,704 $2.4M
Baird Financial Group, Inc. 0.00% Add +0.2% 265,090 $2.4M
Cetera Investment Advisers 0.00% Reduce -0.5% 202,400 $1.8M
Allspring Global Investments Holdings, LLC 0.00% Reduce -42.3% 163,153 $1.5M
Prevail Innovative Wealth Advisors, LLC 0.32% Add +8.2% 161,257 $1.4M
Shulman DeMeo Asset Management LLC 0.30% Reduce -3.2% 137,062 $1.2M
IHT Wealth Management, LLC 0.03% Reduce -1.2% 127,615 $1.1M
Karpus Management, Inc. 0.04% Reduce -79.5% 125,304 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -29.7% 124,285 $1.1M
Kingswood Wealth Advisors, LLC 0.08% No change 117,791 $1.0M
Centurion Wealth Management LLC 0.29% Add +2.3% 113,615 $1.0M
Waverly Advisors, LLC 0.01% Reduce -2.0% 110,799 $985K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -9.5% 104,528 $940K
WealthTrust Axiom LLC 0.25% Reduce -7.3% 97,206 $864K
Rockefeller Capital Management L.P. 0.00% Add +6.4% 94,515 $840K
David J Yvars Group 0.49% Add +1.1% 93,601 $830K
&partners 0.01% Add +170.5% 90,157 $801K
Sanctuary Advisors, LLC 0.00% No change 85,382 $759K
Pension & Wealth Management Advisors, Inc. 0.23% Reduce -0.8% 77,822 $692K
Two Sigma Investments, LP 0.00% New 76,025 $676K
Ashton Thomas Securities, LLC 0.16% Reduce -2.1% 74,426 $662K
Tyler-Stone Wealth Management 0.10% Add +3.1% 68,125 $606K
OMC Financial Services LTD 0.24% Reduce -1.3% 66,980 $595K
Susquehanna International Group, LLP 0.00% Add +564.3% 66,764 $594K
Kestra Advisory Services, LLC 0.00% Add +4.2% 64,942 $577K
Stolper Co 0.19% Add +2.9% 63,671 $566K
Farther Finance Advisors, LLC 0.01% No change 63,168 $562K
Stratos Wealth Partners, LTD. 0.01% Add +238.8% 61,212 $544K
StoneX Group Inc. 0.03% Reduce -2.8% 58,458 $520K
Truist Financial Corp. 0.00% Add +1.9% 57,934 $515K
Palogic Value Management, L.P. 0.22% No change 57,000 $507K
WCG Wealth Advisors LLC 0.03% Add +65.1% 55,600 $494K
Park Avenue Securities LLC 0.00% Add +17.0% 51,734 $460K
MGB Wealth Management, LLC 0.15% Reduce -47.4% 50,369 $448K
Avantax Planning Partners, Inc. 0.01% No change 49,635 $441K
Regions Financial Corp. 0.00% Add +8.0% 49,454 $440K
Jackson, Grant Investment Advisers, Inc. 0.16% Add +1.6% 49,313 $438K
Claro Advisors Inc. 0.07% Add +100.8% 49,011 $436K
Wealthspire Advisors, LLC 0.00% No change 48,787 $434K
Thrivent Financial for Lutherans 0.00% Add +35.1% 48,389 $430K
Private Advisor Group, LLC 0.00% Add +0.8% 46,507 $413K
Investment Partners Asset Management, Inc. 0.28% Reduce -0.4% 46,079 $410K
Calamos Advisors LLC 0.00% Add +121.9% 45,724 $406K
Allworth Financial LP 0.00% Add +3319.6% 45,276 $403K
Cove Private Wealth, LLC 0.14% No change 45,237 $402K
NewEdge Advisors, LLC 0.00% Add +11.3% 44,694 $397K
Brick & Kyle, Associates 0.18% Reduce -1.0% 44,174 $394K
Saxony Capital Management, LLC 0.30% Reduce -5.0% 43,531 $387K
Mezzasalma Advisors, LLC 0.12% Reduce -3.3% 43,144 $384K
NWF Advisory Services Inc. 0.05% Reduce -2.7% 42,885 $381K
Envestnet Asset Management Inc. 0.00% Add +6.1% 40,978 $364K
D.A. Davidson & Co. 0.00% Add +18.0% 40,919 $364K
Shufro Rose & Co. LLC 0.03% Reduce -1.9% 41,862 $360K
International Assets Investment Management, LLC 0.03% Add +3.4% 39,766 $354K
Mercer Global Advisors Inc. 0.00% Reduce -23.2% 39,021 $347K
Axxcess Wealth Management, LLC 0.01% Add +0.2% 38,953 $346K
Saxon Interests, Inc. 0.16% No change 40,245 $346K
Monograph Wealth Advisors, LLC 0.04% New 37,925 $337K
Venture Visionary Partners LLC 0.01% Reduce -4.9% 36,830 $327K
HighTower Advisors, LLC 0.00% Reduce -4.8% 35,925 $319K
Captrust Financial Advisors 0.00% Add +1.2% 35,814 $318K
Summit Financial, LLC 0.01% New 35,714 $317K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -1.5% 35,040 $312K
Lanark Financial, Inc. 0.03% Add +0.8% 34,509 $306K
DAVENPORT & Co LLC 0.00% No change 34,146 $304K
Advisory Services Network, LLC 0.00% Add +7.1% 34,093 $301K
Brown Advisory Inc. 0.00% Reduce -3.9% 33,757 $300K
K2 Principal Fund, L.P. 0.13% No change 32,984 $293K
Mgo One Seven LLC 0.01% Reduce -70.6% 32,763 $291K
Comerica Bank 0.00% Add +8.2% 32,620 $290K
Dakota Wealth Management 0.01% Reduce -6.5% 31,786 $283K
Wolverine Asset Management LLC 0.02% New 30,766 $274K
Mariner, LLC 0.00% Add +108.4% 30,320 $270K
Peak Planning Group, LLC 0.17% Add +1.9% 29,825 $265K
Oder Investment Management, LLC 0.20% Add +0.5% 29,120 $259K
Corrado Advisors, LLC 0.15% No change 28,305 $252K
ELCO Management Co., LLC 0.13% Reduce -6.3% 27,663 $246K
Integrated Wealth Concepts LLC 0.00% Add +2.6% 27,570 $245K
Roble, Belko & Company, Inc 0.04% No change 27,278 $243K
Wealthspan Partners, LLC 0.10% Add +1.2% 26,155 $233K
Walleye Capital LLC 0.00% New 25,440 $226K
Kapstone Financial Advisors LLC 0.11% Add +37.4% 24,961 $222K
CFO4Life Group, LLC 0.03% Add +2.2% 24,614 $219K
Vista Investment Partners Ii, LLC 0.10% Add +37.3% 23,756 $211K
Western Financial Corp 0.11% Add +12.2% 22,962 $204K
Widmann Financial Services, Inc. 0.14% Add +0.0% 22,767 $202K
Principal Securities, Inc. 0.00% Reduce -22.3% 22,352 $199K
Northern Trust Corp. 0.00% Add +0.7% 22,101 $196K
Plancorp, LLC 0.01% No change 22,000 $196K
SeaCrest Wealth Management, LLC 0.02% Add +1.4% 21,911 $195K
Kaydan Wealth Management, Inc. 0.06% No change 21,513 $191K
Cordgrass Capital Advisors, LLC 0.05% No change 21,139 $188K
Ameritas Advisory Services, LLC 0.01% Reduce -30.0% 20,919 $186K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 20,853 $185K
Atria Wealth Solutions, Inc. 0.00% Reduce -67.3% 20,818 $185K
Sunbelt Securities, Inc. 0.02% Add +153.3% 22,134 $183K
Benjamin Edwards Inc. 0.00% New 20,484 $182K
Masso Torrence Wealth Management Inc. 0.08% No change 20,413 $181K
Capital Asset Advisory Services LLC 0.01% No change 20,106 $179K
Aurora Private Wealth, Inc. 0.13% Add +1.7% 19,657 $175K
Wharton Business Group, LLC 0.01% No change 19,004 $169K
Nations Financial Group Inc, /Ia/ 0.01% Reduce -17.8% 18,946 $168K
Becker Capital Management Inc. 0.01% No change 18,811 $167K
Comprehensive Money Management Services LLC 0.13% Reduce -5.3% 18,664 $166K
Wealthcare Advisory Partners LLC 0.00% Reduce -14.1% 18,611 $165K
Kestra Private Wealth Services, LLC 0.00% Add +7.5% 18,309 $163K
PNC Financial Services Group, Inc. 0.00% Reduce -59.1% 18,142 $161K
Wealth Management Associates, Inc. 0.06% Reduce -2.7% 17,973 $160K
XML Financial, LLC 0.01% Reduce -12.3% 17,872 $159K
Wedbush Securities Inc. 0.01% Add +9.7% 17,827 $158K
Moors & Cabot, Inc. 0.01% Reduce -1.0% 17,000 $151K
Iowa State Bank 0.03% No change 16,946 $151K
Prairie Wealth Advisors, Inc. 0.06% No change 16,300 $145K
Heritage Wealth Management, Inc. 0.05% Reduce -9.7% 16,250 $144K
Stephens Inc. 0.00% Reduce -10.5% 16,076 $143K
Cresset Asset Management, LLC 0.00% Reduce -0.5% 15,978 $142K
Creative Planning 0.00% Reduce -60.3% 15,520 $138K
Gill Capital Partners, LLC 0.04% No change 15,383 $137K
Eagle Wealth Strategies LLC 0.07% No change 15,090 $134K
CIBC Private Wealth Group LLC 0.00% Add +0.6% 14,944 $133K
Icon Wealth Advisors, LLC 0.01% Add +2.2% 14,521 $129K
Readystate Asset Management LP 0.01% New 14,015 $125K
BlackRock, Inc. 0.00% No change 14,000 $124K
Commerce Bank 0.00% No change 13,846 $123K
Sterling Financial Planning, Inc. 0.04% No change 13,831 $123K
Level Four Advisory Services, LLC 0.00% Add +0.6% 13,538 $120K
Pallas Capital Advisors LLC 0.00% No change 13,458 $120K
Allen Mooney & Barnes Investment Advisors LLC 0.02% Add +0.6% 13,419 $119K
Ashton Thomas Private Wealth, LLC 0.00% Add +2.2% 13,099 $116K
Choreo, LLC 0.00% Reduce -6.1% 13,044 $116K
Creekmur Asset Management LLC 0.02% Add +66.5% 12,502 $111K
Franklin Resources Inc. 0.00% Add +11.4% 12,493 $111K
Mosaic Family Wealth Partners, LLC 0.01% No change 12,236 $109K
Endeavor Private Wealth, Inc. 0.05% No change 12,210 $109K
Silverlake Wealth Management LLC 0.03% Reduce -15.9% 11,931 $106K
First Heartland Consultants, Inc. 0.01% New 11,883 $106K
Concurrent Investment Advisors, LLC 0.00% Add +0.4% 11,768 $105K
Perigon Wealth Management, LLC 0.00% No change 11,767 $105K
Daymark Wealth Partners, LLC 0.00% No change 11,600 $103K
Transcend Capital Advisors, LLC 0.01% New 11,473 $102K
Keybank National Association 0.00% No change 11,000 $98K
Spirepoint Private Client, LLC 0.01% No change 10,939 $97K
Sowell Financial Services LLC 0.00% Reduce -21.1% 10,694 $95K
MML Investors Services, LLC 0.00% New 10,521 $94K
Live Oak Private Wealth LLC 0.01% No change 10,525 $94K
Diversify Advisory Services, LLC 0.00% No change 10,301 $92K
Dana Investment Advisors, Inc. 0.00% No change 10,330 $92K
Kovack Advisors, Inc. 0.01% New 10,200 $91K
Cape Investment Advisory, Inc. 0.03% No change 9,293 $83K
Fortitude Family Office, LLC 0.02% Add +318.9% 7,619 $68K
Cwm, LLC 0.00% No change 7,433 $66K
Cullen/Frost Bankers, Inc. 0.00% No change 7,415 $66K
North Star Investment Management Corp. 0.00% No change 7,266 $65K
Brown Brothers Harriman & Co. 0.00% New 7,147 $64K
MAI Capital Management 0.00% Add +50.3% 6,997 $62K
Chung Wu Investment Group, LLC 0.03% New 3,607 $32K
Pinnacle Bancorp, Inc. 0.01% New 3,400 $30K
GPS Wealth Strategies Group, LLC 0.00% No change 3,200 $28K
Harbour Investments, Inc. 0.00% Add +49.8% 3,010 $27K
Capital Advisors, Ltd. LLC 0.00% Add +2.2% 2,279 $20K
Smartleaf Asset Management LLC 0.00% No change 2,200 $19K
Sound Income Strategies, LLC 0.00% No change 1,629 $14K
Costello Asset Management, INC 0.01% Add +2.2% 1,520 $14K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -88.7% 1,497 $13K
AdvisorNet Financial, Inc 0.00% No change 1,466 $13K
City Holding Co. 0.00% Reduce -73.5% 1,462 $13K
JPMorgan Chase & Co. 0.00% Add +123.8% 1,242 $11K
Armstrong Advisory Group, Inc. 0.00% New 1,208 $11K
Blue Bell Private Wealth Management, LLC 0.00% New 1,200 $11K
Optimum Investment Advisors 0.00% No change 1,198 $11K
Community Bank, N.A. 0.00% New 1,167 $10K
Hollencrest Capital Management 0.00% No change 1,013 $9K
Wood Tarver Financial Group, LLC 0.00% No change 1,087 $9K
Parkside Financial Bank & Trust 0.00% New 1,000 $9K
IFP Advisors, Inc 0.00% Reduce -52.5% 906 $8K
Clearstead Advisors, LLC 0.00% No change 750 $7K
Thomas J. Herzfeld Advisors, Inc. 0.00% Add +2.1% 664 $6K
Pacifica Partners Inc. 0.00% New 600 $5K
Montag A & Associates Inc. 0.00% No change 466 $4K
Plante Moran Financial Advisors, LLC 0.00% Add +14.9% 346 $3K
Arax Advisory Partners 0.00% No change 183 $2K
Assetmark, Inc. 0.00% No change 46 $409
Tower Research Capital LLC (TRC) 0.00% New 21 $187
Fourth Dimension Wealth, LLC 0.00% No change 18 $160
Transce3nd, LLC 0.00% New 3 $27

"% of holder's portfolio" is BDJ's weight in each manager's 13F, not the share of BlackRock Enhanced Eqty DVD the manager owns.