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
Strong Retirement Solutions LLC 0.16% New 26,499 $228K
Signal Advisors Wealth, LLC 0.02% New 26,499 $228K
CFO4Life Group, LLC 0.03% Add +2.0% 26,459 $228K
Northern Trust Corp. 0.00% Add +9.9% 25,301 $218K
ELCO Management Co., LLC 0.10% Reduce -0.4% 24,863 $214K
Western Financial Corp 0.08% Add +2.0% 24,517 $211K
Roble, Belko & Company, Inc 0.03% Reduce -2.1% 24,236 $209K
Wedbush Securities Inc. 0.01% Add +12.8% 24,203 $209K
SeaCrest Wealth Management, LLC 0.02% Add +5.7% 23,926 $206K
Vista Investment Partners Ii, LLC 0.09% No change 23,698 $204K
Plancorp, LLC 0.01% No change 22,000 $199K
Widmann Financial Services, Inc. 0.12% Add +0.0% 22,790 $196K
Oder Investment Management, LLC 0.15% No change 22,068 $190K
Aurora Private Wealth, Inc. 0.14% No change 20,052 $190K
Kaydan Wealth Management, Inc. 0.06% No change 21,513 $185K
Advisory Services Network, LLC 0.00% Reduce -7.9% 21,257 $183K
Cordgrass Capital Advisors, LLC 0.04% No change 21,139 $182K
Blue Trust, Inc. 0.00% No change 20,875 $180K
CIBC Bancorp USA Inc. 0.00% — 20,728 $179K
Cwm, LLC 0.00% Reduce -55.0% 20,433 $176K
IPG Investment Advisors LLC 0.03% Add +25.0% 20,000 $172K
Wealthcare Advisory Partners LLC 0.00% Add +1.5% 19,594 $169K
Principal Securities, Inc. 0.00% Reduce -13.3% 19,077 $164K
Wharton Business Group, LLC 0.01% No change 19,004 $164K
Nations Financial Group Inc, /Ia/ 0.01% No change 18,946 $163K
Becker Capital Management Inc. 0.00% No change 18,811 $162K
Logan Stone Capital, LLC 0.04% New 18,738 $162K
MML Investors Services, LLC 0.00% Reduce -1.5% 18,673 $161K
Diversify Wealth Management, LLC 0.00% New 17,552 $161K
Wealthspire Retirement, LLC 0.01% New 18,594 $160K
Founders Financial Alliance, LLC 0.03% Add +21.0% 18,573 $160K
Goldman Sachs Group Inc. 0.00% New 18,517 $160K
Wealth Effects LLC 0.06% New 18,210 $157K
Johnson Bixby & Associates, LLC 0.02% New 18,140 $156K
PNC Financial Services Group, Inc. 0.00% Reduce -25.2% 17,691 $152K
Moors & Cabot, Inc. 0.01% No change 17,600 $152K
Level Four Advisory Services, LLC 0.00% Add +0.5% 17,552 $151K
Harbour Investments, Inc. 0.00% Add +29.8% 17,386 $150K
Icon Wealth Advisors, LLC 0.01% Add +2.0% 15,600 $143K
AQR Capital Management 0.00% New 16,116 $139K
Wealth Management Associates, Inc. 0.05% No change 16,065 $138K
Arax Advisory Partners 0.00% Add +8642.6% 15,999 $138K
Cresset Asset Management, LLC 0.00% No change 15,978 $138K
World Investment Advisors 0.00% Add +0.5% 15,299 $132K
Heritage Wealth Management, Inc. 0.07% No change 15,250 $131K
Comprehensive Money Management Services LLC 0.09% Reduce -11.5% 15,092 $130K
Eagle Wealth Strategies LLC 0.06% No change 15,090 $130K
Iowa State Bank 0.02% No change 14,696 $127K
BlackRock, Inc. 0.00% No change 14,000 $121K
Gill Capital Partners, LLC 0.03% No change 13,883 $120K
Concurrent Investment Advisors, LLC 0.00% Add +16.8% 13,860 $119K
Sterling Financial Planning, Inc. 0.04% No change 13,831 $119K
Heritage Wealth Management, Inc./Texas 0.05% Reduce -4.5% 13,811 $119K
XML Financial, LLC 0.01% Reduce -19.5% 13,783 $119K
Allen Mooney & Barnes Investment Advisors LLC 0.02% Add +0.5% 13,675 $118K
Endeavor Private Wealth, Inc. 0.03% No change 13,225 $114K
Indivisible Partners 0.01% No change 13,164 $113K
Mosaic Family Wealth Partners, LLC 0.01% No change 12,236 $105K
Corient Private Wealth LP 0.00% Reduce -12.5% 12,235 $105K
Smith, Moore & Co. 0.01% Add +0.2% 12,133 $105K
Millennium Management 0.00% New 12,035 $104K
Perigon Wealth Management, LLC 0.00% Reduce -1.1% 11,642 $100K
Daymark Wealth Partners, LLC 0.00% No change 11,600 $100K
First Heartland Consultants, Inc. 0.01% Add +1.7% 11,514 $99K
Choreo, LLC 0.00% No change 11,483 $99K
Decision Investments, Inc. 0.11% No change 11,361 $98K
Westbourne Investment Advisors, Inc. 0.03% New 11,300 $97K
Keybank National Association 0.00% No change 11,000 $95K
Live Oak Private Wealth LLC 0.01% No change 10,525 $91K
Cape Investment Advisory, Inc. 0.03% Add +11.8% 10,393 $90K
Spirepoint Private Client, LLC 0.01% No change 10,369 $89K
Dana Investment Advisors, Inc. 0.00% No change 10,330 $89K
North Star Asset Management Inc. 0.00% New 10,238 $88K
Mgo One Seven LLC 0.00% No change 10,131 $87K
HB Wealth Management, LLC 0.00% Add +0.3% 10,037 $87K
Integrated Advisors Network LLC 0.00% New 10,034 $86K
Beacon Investment Advisory Services, Inc. 0.00% New 8,989 $77K
Cullen/Frost Bankers, Inc. 0.00% No change 7,415 $64K
North Star Investment Management Corp. 0.00% No change 7,266 $63K
Holos Integrated Wealth LLC 0.03% New 7,057 $62K
MAI Capital Management 0.00% Add +1.8% 6,653 $57K
Hickory Point Bank & Trust 0.03% New 6,000 $52K
SHP Wealth Management 0.00% Reduce -4.7% 5,256 $45K
Larson Financial Group LLC 0.00% No change 5,243 $45K
Axiom Investment Management LLC 0.03% — 4,521 $39K
Banque Transatlantique SA 0.00% New 4,304 $37K
Global Assets Advisory, LLC 0.01% New 4,000 $34K
Ameriflex Group, Inc. 0.02% No change 3,910 $34K
Chung Wu Investment Group, LLC 0.03% No change 3,607 $31K
Harbor Investment Advisory, LLC 0.00% No change 2,981 $26K
Colonial Trust Co / SC 0.00% New 2,777 $24K
MPWM Advisory Solutions, LLC 0.01% New 2,528 $22K
Capital Advisors, Ltd. LLC 0.00% Add +2.0% 2,452 $21K
PlanVest Financial, Inc 0.02% — 2,387 $21K
Abound Wealth Management 0.00% New 2,265 $20K
Smartleaf Asset Management LLC 0.00% No change 2,200 $19K
Atlantic Union Bankshares Corp 0.00% Reduce -42.9% 2,000 $17K
Towne Trust Company, N.A 0.01% No change 1,954 $17K
Federation des caisses Desjardins du Quebec 0.00% New 1,900 $16K
Fortitude Family Office, LLC 0.00% No change 1,819 $16K
AdvisorNet Financial, Inc 0.00% No change 1,466 $13K
Sunbelt Securities, Inc. 0.00% No change 1,440 $12K
Pacifica Partners Inc. 0.00% No change 1,369 $12K
IFP Advisors, Inc 0.00% No change 906 $8K
Tower Research Capital LLC (TRC) 0.00% Add +5958.3% 727 $6K
Thomas J. Herzfeld Advisors, Inc. 0.00% Add +2.0% 714 $6K
Pinnacle Bancorp, Inc. 0.00% No change 632 $5K
Vanguard Advisers Inc. 0.00% — 601 $5K
Mark Sheptoff Financial Planning, LLC 0.00% New 500 $5K
Geneos Wealth Management Inc. 0.00% No change 500 $4K
Montag A & Associates Inc. 0.00% No change 466 $4K
Plante Moran Financial Advisors, LLC 0.00% No change 301 $3K
Highline Wealth Partners LLC 0.00% New 300 $3K
JPMorgan Chase & Co. 0.00% Reduce -93.0% 65 $549
Assetmark, Inc. 0.00% No change 46 $397
Fourth Dimension Wealth, LLC 0.00% No change 18 $155
National Bank of Canada 0.00% No change 2 $17

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