BlackRock Enhanced Eqty DVDBDJ

13F holders, Q1 2026 (March 31)
217holders +13
31new positions
19sold out
2famous investors
$8.63avg. 13F price*

At the end of Q1 2026, 217 institutions reported holding BlackRock Enhanced Eqty DVD (BDJ) in their 13F filings, up 13 from Q4 2025. 31 opened new positions and 19 sold out. The largest holders were Raymond James Financial Inc. ($35.8M), Morgan Stanley ($29.1M) and Wells Fargo & Company ($21.6M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions31$6.5M
Exits19$4.1M

All 13F filers, Q4 2025 → Q1 2026: 1,500,011 shares bought and 2,080,636 shares sold, net −580,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 217 holders

Raymond James Financial Inc. 0.01% Add +0.4% 4,150,434 $35.8M
Morgan Stanley 0.00% Reduce -1.3% 3,375,769 $29.1M
Wells Fargo & Company 0.00% Reduce -6.0% 2,506,507 $21.6M
Guggenheim Capital LLC 0.16% Add +1.5% 2,332,156 $20.1M
Invesco Ltd. 0.00% Reduce -15.0% 1,867,900 $16.1M
LPL Financial LLC 0.00% Reduce -6.2% 1,750,956 $15.1M
Stifel Financial Corp. 0.01% Add +1.4% 1,147,893 $9.9M
Royal Bank of Canada 0.00% Add +2.2% 873,561 $7.5M
Waterfront Wealth Inc. 1.33% Add +7.6% 837,658 $7.2M
UBS Group AG 0.00% Add +4.8% 734,211 $6.3M
Janney Montgomery Scott LLC 0.01% Reduce -0.8% 630,998 $5.4M
Bank of America Corp. 0.00% Add +0.1% 572,919 $4.9M
Boothe Investment Group, Inc. 1.55% Add +5.7% 558,077 $4.8M
Osaic Holdings, Inc. 0.01% Reduce -0.1% 510,291 $4.4M
Cerity Partners LLC 0.01% Reduce -2.2% 424,125 $3.7M
Steward Partners Investment Advisory, LLC 0.02% Add +48.5% 403,819 $3.5M
Advisors Asset Management, Inc. 0.04% Reduce -50.8% 295,881 $2.6M
Baird Financial Group, Inc. 0.00% Add +2.6% 276,218 $2.4M
Ameriprise Financial Inc. 0.00% Reduce -10.6% 258,667 $2.2M
Hennion & Walsh Asset Management, Inc. 0.07% Reduce -1.1% 250,777 $2.2M
Cetera Investment Advisers 0.00% Reduce -4.2% 233,834 $2.0M
Shaker Financial Services, LLC 0.63% Add +116.9% 210,535 $1.8M
Allspring Global Investments Holdings, LLC 0.00% Add +7.7% 185,675 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -71.8% 167,419 $1.4M
Capital Investment Advisory Services, LLC 0.09% New 144,511 $1.2M
Wolverine Asset Management LLC 0.07% New 144,501 $1.2M
NewEdge Advisors, LLC 0.00% Add +2.2% 131,321 $1.1M
&partners 0.01% Add +29.1% 131,070 $1.1M
Shulman DeMeo Asset Management LLC 0.24% Reduce -4.3% 129,581 $1.1M
Waverly Advisors, LLC 0.01% Add +19.2% 129,016 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.3% 119,344 $1.0M
Kestra Advisory Services, LLC 0.00% Add +102.0% 116,181 $1.0M
IHT Wealth Management, LLC 0.02% Reduce -4.2% 114,704 $989K
Centurion Wealth Management LLC 0.22% Add +0.1% 113,359 $977K
Kingswood Wealth Advisors, LLC 0.05% Add +1.7% 112,834 $973K
Rockefeller Capital Management L.P. 0.00% Add +2.6% 100,202 $864K
WealthTrust Axiom LLC 0.21% No change 97,206 $838K
David J Yvars Group 0.46% Add +0.9% 96,561 $826K
PMG Family Office LLC 0.89% Add +2.0% 92,484 $797K
Farther Finance Advisors, LLC 0.01% No change 86,576 $758K
Pension & Wealth Management Advisors, Inc. 0.22% Add +9.4% 85,853 $740K
Sanctuary Advisors, LLC 0.00% No change 83,446 $719K
Stolper Co 0.20% Reduce -0.1% 64,662 $709K
Park Avenue Securities LLC 0.01% Add +2.3% 80,960 $698K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -26.4% 72,076 $632K
Kovack Advisors, Inc. 0.03% Add +1.5% 72,980 $630K
Stratos Wealth Partners, LTD. 0.01% Add +49.9% 68,499 $590K
Mercer Global Advisors Inc. 0.00% Reduce -36.5% 67,752 $584K
OMC Financial Services LTD 0.22% No change 66,580 $574K
Regions Financial Corp. 0.00% No change 65,000 $560K
Calamos Advisors LLC 0.00% Reduce -42.0% 64,725 $558K
Jane Street Group, LLC 0.00% Add +72.3% 62,536 $539K
Concorde Asset Management, LLC 0.26% Reduce -5.9% 62,215 $536K
Wealthspire Advisors, LLC 0.00% Reduce -5.1% 60,625 $523K
StoneX Group Inc. 0.03% Add +12.2% 59,757 $515K
Palogic Value Management, L.P. 0.22% No change 57,000 $491K
WCG Wealth Advisors LLC 0.01% No change 56,009 $483K
Susquehanna International Group, LLP 0.00% New 55,740 $480K
Summit Financial, LLC 0.01% Reduce -3.0% 54,336 $468K
Jackson, Grant Investment Advisers, Inc. 0.15% Add +1.5% 51,960 $448K
Private Advisor Group, LLC 0.00% Add +6.0% 51,494 $444K
Truist Financial Corp. 0.00% Reduce -1.4% 49,719 $429K
Avantax Planning Partners, Inc. 0.01% No change 49,635 $428K
Investment Partners Asset Management, Inc. 0.25% Reduce -0.1% 47,362 $408K
Allworth Financial LP 0.00% Reduce -1.8% 45,893 $396K
Shufro Rose & Co. LLC 0.03% Add +9.6% 45,862 $395K
Mezzasalma Advisors, LLC 0.10% Add +1.7% 45,782 $395K
International Assets Investment Management, LLC 0.03% Add +0.5% 45,050 $394K
Cove Private Wealth, LLC 0.09% No change 45,237 $390K
Brick & Kyle, Associates 0.12% Reduce -0.7% 43,738 $377K
D.A. Davidson & Co. 0.00% Add +1.2% 43,643 $376K
Saxony Capital Management, LLC 0.21% No change 42,883 $370K
Claro Advisors Inc. 0.04% Reduce -2.4% 41,088 $354K
HighTower Advisors, LLC 0.00% Reduce -32.6% 40,234 $347K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 39,893 $344K
Pekin Hardy Strauss, Inc. 0.03% Add +69.2% 36,851 $318K
Lanark Financial, Inc. 0.02% Add +15.9% 36,583 $315K
Brown Advisory Inc. 0.00% No change 36,566 $315K
Venture Visionary Partners LLC 0.01% Reduce -1.6% 36,246 $312K
Fifth Third Bancorp 0.00% New 36,205 $312K
CENTRAL TRUST Co 0.01% New 36,000 $310K
Thrivent Financial for Lutherans 0.00% No change 35,809 $309K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +0.3% 35,364 $305K
Envestnet Asset Management Inc. 0.00% Add +0.7% 35,357 $305K
Captrust Financial Advisors 0.00% Add +68.9% 34,876 $301K
Mariner, LLC 0.00% Reduce -2.9% 33,945 $293K
NWF Advisory Services Inc. 0.03% Reduce -5.0% 33,265 $287K
DAVENPORT & Co LLC 0.00% No change 33,008 $285K
K2 Principal Fund, L.P. 0.09% No change 32,984 $284K
Evolve Private Wealth, LLC 0.01% Reduce -0.1% 32,257 $278K
Kapstone Financial Advisors LLC 0.13% No change 30,936 $267K
XTX Topco Ltd 0.00% New 30,104 $259K
Integrated Wealth Concepts LLC 0.00% Add +7.3% 30,078 $259K
Creative Planning 0.00% Add +17.3% 29,751 $256K
Peak Planning Group, LLC 0.07% Add +1.8% 28,897 $249K
Corrado Advisors, LLC 0.13% No change 28,305 $244K
Harbour Wealth Management Group, Inc. 0.18% Reduce -0.5% 27,462 $237K
Benjamin Edwards Inc. 0.00% No change 27,406 $236K
Wealthspan Partners, LLC 0.08% Add +0.7% 26,749 $231K
Ameritas Advisory Services, LLC 0.01% Add +0.2% 26,680 $230K

"% 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 217 holders