BlackRock Enhanced Eqty DVDBDJ

13F holders, Q3 2025 (September 30)
203holders −4
16new positions
20sold out
1famous investor
$9.10avg. 13F price*

At the end of Q3 2025, 203 institutions reported holding BlackRock Enhanced Eqty DVD (BDJ) in their 13F filings, down 4 from Q2 2025. 16 opened new positions and 20 sold out. The largest holders were Raymond James Financial Inc. ($36.8M), Morgan Stanley ($31.8M) and Wells Fargo & Company ($24.5M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions16$2.7M
Exits20$8.9M

All 13F filers, Q2 2025 → Q3 2025: 1,969,101 shares bought and 1,911,849 shares sold, net +57,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 203 holders

Raymond James Financial Inc. 0.01% Add +1.6% 4,044,382 $36.8M
Morgan Stanley 0.00% Add +2.0% 3,486,340 $31.8M
Wells Fargo & Company 0.01% Add +5.6% 2,692,439 $24.5M
Invesco Ltd. 0.00% Add +3.1% 2,384,703 $21.7M
Guggenheim Capital LLC 0.14% Reduce -1.4% 2,063,018 $18.8M
LPL Financial LLC 0.00% Add +10.8% 1,811,236 $16.5M
Stifel Financial Corp. 0.01% Add +0.7% 1,111,928 $10.1M
Waterfront Wealth Inc. 1.68% Add +32.6% 915,733 $8.2M
Royal Bank of Canada 0.00% Reduce -0.4% 835,132 $7.6M
Advisors Asset Management, Inc. 0.11% Reduce -29.9% 732,964 $6.7M
Janney Montgomery Scott LLC 0.01% Add +81.7% 641,069 $5.8M
UBS Group AG 0.00% Reduce -4.5% 637,268 $5.8M
Commonwealth Equity Services, LLC 0.01% Add +1.7% 612,985 $5.6M
Bank of America Corp. 0.00% Reduce -6.8% 589,919 $5.4M
Boothe Investment Group, Inc. 1.66% Add +3.3% 496,668 $4.5M
Cerity Partners LLC 0.01% Add +12.5% 437,249 $3.9M
Osaic Holdings, Inc. 0.01% Add +4.8% 421,010 $3.8M
NorthCoast Asset Management LLC 0.01% Reduce -12.8% 381,684 $3.5M
Shaker Financial Services, LLC 1.15% Reduce -41.3% 368,492 $3.4M
Hennion & Walsh Asset Management, Inc. 0.11% Add +3.8% 328,646 $3.0M
Ameriprise Financial Inc. 0.00% Add +1.5% 297,983 $2.7M
Steward Partners Investment Advisory, LLC 0.01% Add +0.6% 276,371 $2.5M
Baird Financial Group, Inc. 0.00% Add +0.8% 267,077 $2.4M
Cetera Investment Advisers 0.00% Add +12.6% 227,808 $2.1M
Allspring Global Investments Holdings, LLC 0.00% Add +8.2% 176,446 $1.6M
Two Sigma Investments, LP 0.00% Add +105.5% 156,249 $1.4M
Prevail Innovative Wealth Advisors, LLC 0.26% Reduce -7.8% 148,654 $1.4M
Envestnet Asset Management Inc. 0.00% Add +235.7% 137,575 $1.3M
Shulman DeMeo Asset Management LLC 0.28% Reduce -1.1% 135,557 $1.2M
IHT Wealth Management, LLC 0.03% Reduce -0.8% 126,609 $1.2M
PMG Family Office LLC 1.27% — 124,563 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.3% 120,142 $1.1M
Kingswood Wealth Advisors, LLC 0.07% Add +1.1% 119,062 $1.1M
Centurion Wealth Management LLC 0.24% Add +0.1% 113,704 $1.0M
Waverly Advisors, LLC 0.01% Reduce -1.4% 109,280 $996K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.5% 107,102 $984K
Mercer Global Advisors Inc. 0.00% Add +167.8% 104,517 $952K
&partners 0.01% Add +10.8% 99,890 $910K
WealthTrust Axiom LLC 0.24% Add +1.3% 98,484 $897K
Rockefeller Capital Management L.P. 0.00% Add +3.1% 97,455 $888K
David J Yvars Group 0.46% Add +0.9% 94,417 $858K
NewEdge Advisors, LLC 0.00% Add +91.8% 85,708 $781K
Calamos Advisors LLC 0.00% Add +84.8% 84,515 $770K
Sanctuary Advisors, LLC 0.00% Reduce -1.1% 84,482 $770K
Sheets Smith Investment Management 0.47% New 79,426 $724K
PVG Asset Management Corp. 2.66% New 79,426 $724K
Pension & Wealth Management Advisors, Inc. 0.22% Reduce -0.2% 77,679 $708K
Ashton Thomas Securities, LLC 0.09% No change 74,426 $678K
OMC Financial Services LTD 0.23% No change 66,980 $610K
Farther Finance Advisors, LLC 0.01% Add +2.6% 64,801 $590K
Stolper Co 0.18% Add +0.1% 63,734 $581K
Mariner, LLC 0.00% Add +96.3% 59,523 $542K
Concorde Asset Management, LLC 0.22% — 57,905 $528K
Palogic Value Management, L.P. 0.22% No change 57,000 $519K
MGB Wealth Management, LLC 0.15% Add +12.9% 56,869 $518K
Kestra Advisory Services, LLC 0.00% Reduce -13.7% 56,041 $511K
WCG Wealth Advisors LLC 0.03% Reduce -0.9% 55,089 $502K
StoneX Group Inc. 0.02% Reduce -5.8% 55,085 $502K
Park Avenue Securities LLC 0.00% Add +6.0% 54,859 $500K
Wealthspire Advisors, LLC 0.00% Add +6.7% 52,057 $474K
Stratos Wealth Partners, LTD. 0.01% Reduce -18.2% 50,096 $456K
Jackson, Grant Investment Advisers, Inc. 0.15% Add +1.5% 50,042 $456K
Avantax Planning Partners, Inc. 0.01% No change 49,635 $452K
Truist Financial Corp. 0.00% Reduce -15.0% 49,229 $448K
Private Advisor Group, LLC 0.00% Add +4.0% 48,358 $441K
Summit Financial, LLC 0.01% Add +35.2% 48,281 $440K
Investment Partners Asset Management, Inc. 0.29% Add +3.9% 47,879 $436K
Claro Advisors Inc. 0.06% Reduce -3.6% 47,228 $430K
Thrivent Financial for Lutherans 0.00% Reduce -3.4% 46,762 $426K
D.A. Davidson & Co. 0.00% Add +11.7% 45,696 $416K
Allworth Financial LP 0.00% Add +0.7% 45,607 $415K
Cove Private Wealth, LLC 0.13% No change 45,237 $412K
Regions Financial Corp. 0.00% Reduce -9.0% 45,000 $410K
Brick & Kyle, Associates 0.15% Add +0.3% 44,289 $403K
NWF Advisory Services Inc. 0.04% Add +2.8% 44,084 $402K
Mezzasalma Advisors, LLC 0.10% Add +1.7% 43,875 $400K
Saxony Capital Management, LLC 0.26% Reduce -1.6% 42,853 $390K
Saxon Interests, Inc. 0.15% Add +2.1% 41,094 $372K
Shufro Rose & Co. LLC 0.03% No change 41,862 $360K
International Assets Investment Management, LLC 0.03% No change 39,766 $355K
Venture Visionary Partners LLC 0.01% No change 36,830 $336K
Brown Advisory Inc. 0.00% Add +8.3% 36,566 $333K
HighTower Advisors, LLC 0.00% Add +0.1% 35,946 $327K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +0.1% 35,092 $320K
Advisory Services Network, LLC 0.00% Reduce -0.2% 34,035 $310K
Comerica Bank 0.00% Add +2.6% 33,474 $305K
DAVENPORT & Co LLC 0.00% Reduce -3.3% 33,008 $301K
K2 Principal Fund, L.P. 0.11% No change 32,984 $300K
Lanark Financial, Inc. 0.02% Reduce -6.5% 32,270 $294K
Ameritas Advisory Services, LLC 0.02% Add +41.7% 29,639 $270K
Oder Investment Management, LLC 0.19% Add +0.5% 29,266 $267K
Corrado Advisors, LLC 0.14% No change 28,305 $258K
Benjamin Edwards Inc. 0.00% Add +36.6% 27,990 $255K
Integrated Wealth Concepts LLC 0.00% Add +1.5% 27,978 $255K
Peak Planning Group, LLC 0.13% Reduce -6.8% 27,808 $253K
Kapstone Financial Advisors LLC 0.12% Add +8.8% 27,161 $247K
Captrust Financial Advisors 0.00% Reduce -25.2% 26,773 $244K
Wealthspan Partners, LLC 0.09% Add +1.1% 26,446 $241K
Wedbush Securities Inc. 0.01% Add +45.9% 26,008 $237K
XML Financial, LLC 0.02% Add +40.6% 25,129 $229K

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

Show all 203 holders