BlackRock Enhanced Eqty DVDBDJ

13F holders, Q4 2025 (December 31)
204holders +1
19new positions
18sold out
$9.49avg. 13F price*

At the end of Q4 2025, 204 institutions reported holding BlackRock Enhanced Eqty DVD (BDJ) in their 13F filings, up 1 from Q3 2025. 19 opened new positions and 18 sold out. The largest holders were Raymond James Financial Inc. ($39.2M), Morgan Stanley ($32.4M) and Wells Fargo & Company ($25.3M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions19$3.8M
Exits18$7.9M

All 13F filers, Q3 2025 → Q4 2025: 1,340,308 shares bought and 2,142,210 shares sold, net −801,902 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 204 holders

Raymond James Financial Inc. 0.01% Add +2.2% 4,133,739 $39.2M
Morgan Stanley 0.00% Reduce -1.9% 3,419,184 $32.4M
Wells Fargo & Company 0.01% Reduce -0.9% 2,667,340 $25.3M
Guggenheim Capital LLC 0.16% Add +11.4% 2,297,905 $21.8M
Invesco Ltd. 0.00% Reduce -7.9% 2,196,726 $20.8M
LPL Financial LLC 0.00% Add +3.0% 1,866,062 $17.7M
Stifel Financial Corp. 0.01% Add +1.8% 1,132,105 $10.7M
Royal Bank of Canada 0.00% Add +2.4% 855,041 $8.1M
Waterfront Wealth Inc. 1.40% Reduce -15.0% 778,390 $7.4M
UBS Group AG 0.00% Add +9.9% 700,242 $6.6M
Janney Montgomery Scott LLC 0.01% Reduce -0.8% 636,220 $6.0M
Advisors Asset Management, Inc. 0.10% Reduce -18.0% 600,745 $5.7M
Commonwealth Equity Services, LLC 0.01% Reduce -3.3% 592,979 $5.6M
Bank of America Corp. 0.00% Reduce -3.0% 572,447 $5.4M
Boothe Investment Group, Inc. 1.79% Add +6.3% 527,966 $5.0M
Osaic Holdings, Inc. 0.01% Add +21.4% 510,941 $4.8M
Cerity Partners LLC 0.01% Reduce -0.8% 433,615 $4.1M
Ameriprise Financial Inc. 0.00% Reduce -2.9% 289,226 $2.7M
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.6% 271,839 $2.6M
Baird Financial Group, Inc. 0.00% Add +0.8% 269,290 $2.6M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -22.9% 253,474 $2.4M
Cetera Investment Advisers 0.00% Add +7.2% 244,186 $2.3M
Focus Partners Wealth 0.00% New 175,349 $1.7M
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.3% 172,475 $1.6M
Shulman DeMeo Asset Management LLC 0.29% Reduce -0.1% 135,379 $1.3M
NewEdge Advisors, LLC 0.00% Add +49.9% 128,510 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.7% 120,961 $1.1M
IHT Wealth Management, LLC 0.03% Reduce -5.4% 119,759 $1.1M
Centurion Wealth Management LLC 0.24% Reduce -0.4% 113,260 $1.1M
Calamos Advisors LLC 0.01% Add +32.1% 111,677 $1.1M
Kingswood Wealth Advisors, LLC 0.05% Reduce -6.9% 110,900 $1.1M
Waverly Advisors, LLC 0.01% Reduce -1.0% 108,210 $1.0M
Mercer Global Advisors Inc. 0.00% Add +2.0% 106,611 $1.0M
&partners 0.01% Add +1.6% 101,485 $962K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -8.6% 97,941 $932K
Rockefeller Capital Management L.P. 0.00% Add +0.2% 97,616 $925K
WealthTrust Axiom LLC 0.24% Reduce -1.3% 97,206 $922K
Shaker Financial Services, LLC 0.29% Reduce -73.7% 97,082 $920K
David J Yvars Group 0.48% Add +1.4% 95,721 $904K
PMG Family Office LLC 0.99% Reduce -27.2% 90,688 $860K
Farther Finance Advisors, LLC 0.01% Add +33.6% 86,576 $821K
Sanctuary Advisors, LLC 0.00% Reduce -1.2% 83,446 $791K
Park Avenue Securities LLC 0.01% Add +44.2% 79,116 $750K
Pension & Wealth Management Advisors, Inc. 0.22% Add +1.1% 78,497 $744K
Ashton Thomas Securities, LLC 0.13% Reduce -1.6% 73,226 $694K
Kovack Advisors, Inc. 0.03% New 71,900 $682K
OMC Financial Services LTD 0.24% Reduce -0.6% 66,580 $631K
Concorde Asset Management, LLC 0.25% Add +14.2% 66,105 $627K
Regions Financial Corp. 0.00% Add +44.4% 65,000 $616K
Stolper Co 0.18% Add +1.5% 64,696 $613K
Wealthspire Advisors, LLC 0.00% Add +22.7% 63,895 $606K
HighTower Advisors, LLC 0.00% Add +66.1% 59,698 $566K
Kestra Advisory Services, LLC 0.00% Add +2.6% 57,521 $545K
Palogic Value Management, L.P. 0.23% No change 57,000 $540K
MGB Wealth Management, LLC 0.15% No change 56,869 $539K
Summit Financial, LLC 0.01% Add +16.1% 56,047 $531K
WCG Wealth Advisors LLC 0.01% Add +1.7% 56,009 $531K
StoneX Group Inc. 0.02% Reduce -3.3% 53,285 $505K
Jackson, Grant Investment Advisers, Inc. 0.16% Add +2.3% 51,211 $485K
Truist Financial Corp. 0.00% Add +2.5% 50,439 $478K
Avantax Planning Partners, Inc. 0.01% No change 49,635 $471K
Private Advisor Group, LLC 0.00% Add +0.5% 48,581 $461K
Investment Partners Asset Management, Inc. 0.28% Reduce -1.0% 47,389 $449K
Allworth Financial LP 0.00% Add +2.5% 46,731 $443K
Stratos Wealth Partners, LTD. 0.00% Reduce -8.8% 45,700 $433K
Cwm, LLC 0.00% Add +511.2% 45,433 $431K
Cove Private Wealth, LLC 0.13% No change 45,237 $429K
International Assets Investment Management, LLC 0.03% Add +12.7% 44,820 $425K
Mezzasalma Advisors, LLC 0.10% Add +2.6% 45,034 $424K
Brick & Kyle, Associates 0.15% Reduce -0.6% 44,046 $418K
D.A. Davidson & Co. 0.00% Reduce -5.7% 43,116 $409K
Saxony Capital Management, LLC 0.25% Add +0.1% 42,883 $407K
Claro Advisors Inc. 0.05% Reduce -10.9% 42,088 $399K
Shufro Rose & Co. LLC 0.03% No change 41,862 $397K
Saxon Interests, Inc. 0.13% Reduce -4.0% 39,428 $374K
Venture Visionary Partners LLC 0.01% Reduce 0.0% 36,829 $367K
Brown Advisory Inc. 0.00% No change 36,566 $347K
Jane Street Group, LLC 0.00% Add +156.0% 36,291 $344K
Thrivent Financial for Lutherans 0.00% Reduce -23.4% 35,809 $340K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +0.5% 35,249 $334K
Envestnet Asset Management Inc. 0.00% Reduce -74.5% 35,113 $333K
NWF Advisory Services Inc. 0.04% Reduce -20.6% 35,013 $332K
Mariner, LLC 0.00% Reduce -41.3% 34,943 $331K
DAVENPORT & Co LLC 0.00% No change 33,008 $313K
K2 Principal Fund, L.P. 0.12% No change 32,984 $313K
Evolve Private Wealth, LLC 0.02% — 32,296 $306K
Lanark Financial, Inc. 0.02% Reduce -2.2% 31,572 $299K
Comerica Bank 0.00% Reduce -6.0% 31,453 $298K
Kapstone Financial Advisors LLC 0.15% Add +13.9% 30,936 $293K
Peak Planning Group, LLC 0.08% Add +2.1% 28,400 $269K
Corrado Advisors, LLC 0.13% No change 28,305 $268K
Integrated Wealth Concepts LLC 0.00% Add +0.2% 28,034 $266K
Harbour Wealth Management Group, Inc. 0.20% — 27,587 $262K
Benjamin Edwards Inc. 0.00% Reduce -2.1% 27,406 $260K
Ameritas Advisory Services, LLC 0.01% Reduce -10.1% 26,634 $252K
Wealthspan Partners, LLC 0.09% Add +0.4% 26,559 $252K
CFO4Life Group, LLC 0.04% Add +3.2% 25,936 $246K
Creative Planning 0.00% New 25,358 $240K
Client 1ST Advisory Group, LLC 0.07% New 25,000 $237K
ELCO Management Co., LLC 0.15% Add +5.5% 24,963 $237K
Roble, Belko & Company, Inc 0.03% No change 24,762 $235K
Western Financial Corp 0.09% Add +2.5% 24,032 $228K
Vista Investment Partners Ii, LLC 0.10% Reduce -0.2% 23,698 $225K
PNC Financial Services Group, Inc. 0.00% Add +33.7% 23,660 $224K
Advisory Services Network, LLC 0.00% Reduce -32.2% 23,086 $219K
Northern Trust Corp. 0.00% Add +2.0% 23,019 $218K
Widmann Financial Services, Inc. 0.13% Add +0.0% 22,783 $216K
SeaCrest Wealth Management, LLC 0.02% Add +2.0% 22,638 $214K
Oder Investment Management, LLC 0.15% Reduce -24.6% 22,068 $209K
Principal Securities, Inc. 0.00% Add +0.4% 22,003 $209K
Plancorp, LLC 0.01% No change 22,000 $209K
Pekin Hardy Strauss, Inc. 0.02% New 21,776 $206K
Kaydan Wealth Management, Inc. 0.06% No change 21,513 $204K
Wedbush Securities Inc. 0.01% Reduce -17.5% 21,459 $203K
Cordgrass Capital Advisors, LLC 0.05% No change 21,139 $200K
Blue Trust, Inc. 0.00% New 20,875 $198K
Captrust Financial Advisors 0.00% Reduce -22.9% 20,648 $196K
CIBC Private Wealth Group LLC 0.00% Add +39.5% 20,644 $196K
Kestra Private Wealth Services, LLC 0.00% Add +1.8% 20,196 $191K
Aurora Private Wealth, Inc. 0.12% — 20,052 $190K
Wealthcare Advisory Partners LLC 0.00% Add +2.3% 19,311 $183K
Wharton Business Group, LLC 0.01% No change 19,004 $180K
MML Investors Services, LLC 0.00% Add +16.3% 18,966 $180K
Nations Financial Group Inc, /Ia/ 0.01% No change 18,946 $180K
Becker Capital Management Inc. 0.01% No change 18,811 $178K
Axxcess Wealth Management, LLC 0.00% Reduce -0.7% 17,942 $170K
Moors & Cabot, Inc. 0.01% Add +3.5% 17,600 $167K
Level Four Advisory Services, LLC 0.01% Add +28.2% 17,473 $165K
XML Financial, LLC 0.01% Reduce -31.9% 17,117 $162K
Comprehensive Money Management Services LLC 0.11% No change 17,045 $162K
Wealth Management Associates, Inc. 0.05% Reduce -10.6% 16,065 $152K
IPG Investment Advisors LLC 0.03% New 16,000 $152K
Cresset Asset Management, LLC 0.00% No change 15,978 $151K
Founders Financial Alliance, LLC 0.03% Reduce -3.5% 15,348 $145K
Icon Wealth Advisors, LLC 0.01% Add +3.2% 15,294 $145K
Heritage Wealth Management, Inc. 0.04% Reduce -6.2% 15,250 $145K
World Investment Advisors 0.00% Add +40.2% 15,224 $144K
Eagle Wealth Strategies LLC 0.07% No change 15,090 $143K
Iowa State Bank 0.03% No change 14,696 $139K
Heritage Wealth Management, Inc./Texas 0.06% Add +3.3% 14,462 $137K
BlackRock, Inc. 0.00% No change 14,000 $133K
Corient Private Wealth LP 0.00% Reduce -9.7% 13,985 $133K
Commerce Bank 0.00% Add +0.7% 13,946 $132K
Gill Capital Partners, LLC 0.04% Reduce -9.8% 13,883 $132K
Sterling Financial Planning, Inc. 0.04% No change 13,831 $131K
Ashton Thomas Private Wealth, LLC 0.00% Add +3.3% 13,811 $131K
Allen Mooney & Barnes Investment Advisors LLC 0.02% Add +0.8% 13,602 $129K
Harbour Investments, Inc. 0.00% Add +6277.6% 13,393 $127K
Endeavor Private Wealth, Inc. 0.04% Reduce -19.3% 13,225 $125K
Indivisible Partners 0.01% — 13,164 $125K
Mosaic Family Wealth Partners, LLC 0.01% No change 12,236 $116K
Smith, Moore & Co. 0.01% Add +0.3% 12,113 $115K
Silverlake Wealth Management LLC 0.03% Add +0.9% 12,105 $115K
Concurrent Investment Advisors, LLC 0.00% Add +0.5% 11,862 $112K
Perigon Wealth Management, LLC 0.00% No change 11,767 $112K
Daymark Wealth Partners, LLC 0.00% No change 11,600 $110K
Choreo, LLC 0.00% Reduce -12.0% 11,483 $110K
Decision Investments, Inc. 0.12% — 11,361 $108K
First Heartland Consultants, Inc. 0.01% Reduce -6.3% 11,324 $107K
Keybank National Association 0.00% No change 11,000 $104K
Transcend Capital Advisors, LLC 0.01% Reduce -16.9% 10,946 $104K
PFG Investments, LLC 0.00% New 10,793 $102K
Live Oak Private Wealth LLC 0.01% No change 10,525 $100K
Spirepoint Private Client, LLC 0.01% No change 10,369 $98K
Dana Investment Advisors, Inc. 0.00% No change 10,330 $98K
Diversify Advisory Services, LLC 0.00% No change 10,301 $98K
Mgo One Seven LLC 0.00% No change 10,131 $96K
HB Wealth Management, LLC 0.00% New 10,010 $95K
Cape Investment Advisory, Inc. 0.03% New 9,293 $88K
Cullen/Frost Bankers, Inc. 0.00% No change 7,415 $70K
North Star Investment Management Corp. 0.00% No change 7,266 $69K
MAI Capital Management 0.00% Add +9.3% 6,538 $62K
SHP Wealth Management 0.00% — 5,514 $52K
Larson Financial Group LLC 0.00% No change 5,243 $50K
Ameriflex Group, Inc. 0.02% Reduce -37.1% 3,910 $37K
Global Wealth Strategies & Associates 0.01% New 3,904 $37K
Optima Capital LLC 0.01% New 3,662 $35K
Chung Wu Investment Group, LLC 0.03% No change 3,607 $34K
Atlantic Union Bankshares Corp 0.00% No change 3,500 $33K
Harbor Investment Advisory, LLC 0.00% New 2,981 $28K
United Financial Planning Group LLC 0.02% No change 2,847 $27K
Capital Advisors, Ltd. LLC 0.00% Add +3.3% 2,403 $23K
Smartleaf Asset Management LLC 0.00% No change 2,200 $21K
Towne Trust Company, N.A 0.01% New 1,954 $19K
Fortitude Family Office, LLC 0.00% No change 1,819 $17K
Flagship Harbor Advisors, LLC 0.00% New 1,644 $16K
Root Financial Partners, LLC 0.00% New 1,499 $14K
AdvisorNet Financial, Inc 0.00% No change 1,466 $14K
Sunbelt Securities, Inc. 0.00% Reduce -83.5% 1,440 $14K
Pacifica Partners Inc. 0.01% Reduce -30.5% 1,369 $13K
JPMorgan Chase & Co. 0.00% Reduce -24.4% 924 $9K
IFP Advisors, Inc 0.00% No change 906 $9K
Thomas J. Herzfeld Advisors, Inc. 0.00% Add +3.2% 700 $7K
Pinnacle Bancorp, Inc. 0.00% Reduce -81.4% 632 $6K
Geneos Wealth Management Inc. 0.00% No change 500 $5K
Montag A & Associates Inc. 0.00% No change 466 $4K
CX Institutional 0.00% New 435 $4K
Plante Moran Financial Advisors, LLC 0.00% No change 301 $3K
Arax Advisory Partners 0.00% No change 183 $2K
Essential Partners LLC 0.00% New 54 $512
Assetmark, Inc. 0.00% No change 46 $436
Fourth Dimension Wealth, LLC 0.00% No change 18 $171
Tower Research Capital LLC (TRC) 0.00% Reduce -57.1% 12 $114
National Bank of Canada 0.00% New 2 $19

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