BDJ BlackRock Enhanced Equity Dividend Trust

XNYS
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

BDJ — —
Key stats
About
Exchange
XNYS
Market Cap
$1.7B
List Date
2005-08-26
CIK
0001332283
Homepage
https://www.blackrock.com

BlackRock Enhanced Equity Dividend Trust is a closed-end management investment company. Its primary investment objective is to provide current income and current gains, with a secondary objective of long-term capital appreciation. The trust seeks to achieve its investment objectives by investing in common stocks that pay dividends and have the potential for capital appreciation and by utilizing an option to enhance distributions to its shareholders.

Fund profile
Factor & Dividend Dividend iShares
Expense ratio
—
Assets
$1.7B
shares × price, Oct 21, 2026
Trailing yield
—
Average daily volume
$4.4M
30 sessions
Holdings
—
Listed
Aug 26, 2005
NYSE
FrenzyCap ETF score
67
how it is built
Costn/a
Liquidity55
Scale83
Diversificationn/a

Moves with. US large-cap stocks (56% of its variance, beta 0.84); Developed markets ex-US over US (5% of its variance, beta 0.30). These factors explain 53% of its daily moves over the last year.

Overlap toolAll Dividend ETFs

Similar funds
FundOverlapFeeAssets1Y
SCHDSchwab US Dividend Equity ETF—0.06%$115.9B+28.4%compare
SDYState Street SPDR S&P Dividend ETF—0.35%$21.7B+11.3%compare
FVDFirst Trust Value Line Dividend Fund—0.62%$7.9B+7.5%compare
DLNWisdomTree U.S. LargeCap Dividend Fund—0.28%$6.3B+14.9%compare
DONWisdomTree U.S. MidCap Dividend Fund—0.38%$3.9B+9.6%compare

The largest other funds in the Dividend category.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-1.66%-3.55%3.79%1.42%6.03%2.34%1.40%
Feb4.80%-2.12%-3.21%0.75%1.94%-0.31%0.31%
Mar6.65%3.66%-4.45%2.23%-3.15%-10.67%-0.95%
Apr5.08%-7.23%-0.35%-2.20%-4.40%5.71%-0.57%
May3.40%4.32%-4.94%2.48%3.01%0.11%1.40%
Jun-2.60%-8.31%2.96%-1.21%3.37%3.91%-0.31%
Jul0.20%6.79%0.24%4.41%-1.01%1.98%2.10%
Aug-0.20%-1.77%-5.91%2.74%4.02%1.12%-0.00%
Sep-3.92%-14.00%-2.06%1.53%1.00%-4.67%-3.69%
Oct3.82%7.60%-5.31%0.69%-0.11%1.38%*1.34%
Nov-5.72%4.31%7.00%3.45%1.32%--2.07%
Dec5.22%-5.16%-2.78%-7.28%4.06%---1.19%
Total15.10%-16.61%-14.82%8.79%16.72%-0.12%1.51%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $9.50
SMA 50: $9.65
SMA 200: $9.42
Current: $9.57
EMA 12: $9.54
EMA 26: $9.56
MACD: -0.0159 | Signal: 0.0195
BEARISH
ADX (14): 18.87
RANGE
+DI: 18.49
−DI: 17.88

Momentum Oscillators

RSI (14): 50.78
NEUTRAL
Stoch %K: 83.80
Stoch %D: 73.97
Williams %R: -20.03

Volume & Volatility

BB Upper: $9.66
BB Lower: $9.34
NEUTRAL
OBV: 4,184,516
Vol SMA 20: 450,052
Vol ROC: -87.93%
ATR: $0.11
True Range: $0.09
HV 20: 12.0%
HV 30: 11.0%
HV 60: 10.2%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report: BDJ

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10)

Key drivers:

  • Consolidation phase, with a potentially bullish momentum
  • Low volatility indicates reduced risk

Primary risks:

  • Lack of recent news catalysts
  • Limited price movement in the short term

Investment thesis: BDJ is currently in a consolidation phase, with technical indicators suggesting a potential uptrend. However, the lack of recent news catalysts and low volatility reduce the confidence level.

Recent news sentiment impact: The neutral news headlines do not have a significant impact on the analysis, as they are mostly market commentary or routine announcements.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): NEUTRAL
  • Medium-term (1-3 months): BULLISH (potential uptrend)
  • Long-term (3-12 months): NEUTRAL

Support/Resistance Levels:

  • SMA 20: $9.83
  • SMA 50: $9.75
  • Upper Bollinger Band: $9.96

Momentum Signals:

  • RSI interpretation: Neutral (40.85)
  • MACD signal: Bullish (0.03 / Signal: -0.02 / Histogram: 0.04)
  • Bollinger Bands position: Oversold

News & Sentiment Analysis

Recent Headlines Summary: Neutral market commentary and routine announcements.

Sentiment Assessment: NEUTRAL

Catalyst Identification: No significant earnings or news catalysts in the recent past.

Market Narrative: The neutral news headlines do not have a significant impact on the technical signals.

Risk & Volatility Assessment

Beta Interpretation: Low risk (beta 0.64 vs SPY)

Volatility Regime: Low volatility regime

Options Market Signals: No options data available.

Downside Protection: Support levels at SMA 20 and SMA 50 provide some downside protection.

Market Context & Positioning

Sector Performance: BDJ is relatively strong within its sector

Institutional Activity: No significant institutional activity detected.

Correlation Analysis: BDJ moves in sync with the market (R-squared interpretation)

Relative Valuation: Neutral, as the stock is trading within a range.

Key Levels & Action Items

  • Critical Price Levels:
    • SMA 20: $9.83
    • Upper Bollinger Band: $9.96
  • Breakout/Breakdown Levels:
    • SMA 50: $9.75 (potential support)
  • Time-Sensitive Catalysts: No significant earnings or news catalysts in the near term.
  • Risk Management:
    • Stop-loss levels: Below SMA 20 and SMA 50
    • Position sizing considerations: Reduced position size due to low volatility.

Conclusion: BDJ is currently in a consolidation phase, with technical indicators suggesting a potential uptrend. The lack of recent news catalysts and low volatility reduce the confidence level. Investors should monitor key levels and be prepared for potential breaks above or below the current range.

Generated
News
All BDJ news →

BDJ Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 0.6405
Alpha: -2.32%
Correlation: 0.6521
R-Squared: 42.5%
Stock Volatility: 12.5%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own BDJ
1 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Rockefeller Capital Management Family office
Rockefeller family
$959K
0.00%
#1725 of 4729+0.0%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

BDJ Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

228 filers31,337,029 shares$299.80M value
# Filer Shares Value % of Total % of Float Period
1 Raymond James Financial, Inc. Custodian 4,470,795 $42.79M 14.27% — 2026-06-30
2 Morgan Stanley Custodian 3,384,379 $32.39M 10.80% — 2026-06-30
3 GUGGENHEIM CAPITAL LLC 2,373,919 $22.72M 7.58% — 2026-06-30
4 Invesco Ltd. Custodian 2,331,668 $22.31M 7.44% — 2026-06-30
5 Wells Fargo & Company Custodian 2,312,905 $22.13M 7.38% — 2026-06-30
6 LPL Financial LLC Custodian 1,907,801 $18.26M 6.09% — 2026-06-30
7 Stifel Financial Corp Custodian 1,111,630 $10.64M 3.55% — 2026-06-30
8 Waterfront Wealth Inc. 848,328 $8.20M 2.74% — 2026-06-30
9 Royal Bank of Canada Custodian 801,250 $7.67M 2.56% — 2026-06-30
10 UBS Group AG Custodian 646,120 $6.18M 2.06% — 2026-06-30
11 Janney Montgomery Scott LLC 618,636 $5.92M 1.97% — 2026-06-30
12 Boothe Investment Group, Inc. 599,840 $5.74M 1.91% — 2026-06-30
13 Bank of America Corp Custodian 560,315 $5.36M 1.79% — 2026-06-30
14 OSAIC HOLDINGS, INC. Custodian 547,128 $5.24M 1.75% — 2026-06-30
15 Steward Partners Investment Advisory, LLC 428,587 $4.10M 1.37% — 2026-06-30
16 Cerity Partners LLC Custodian 346,195 $3.31M 1.11% — 2026-06-30
17 Baird Financial Group, Inc. 276,049 $2.64M 0.88% — 2026-06-30
18 Ameriprise Financial, Inc. Custodian 249,494 $2.39M 0.80% — 2026-06-30
19 Cetera Investment Advisers Custodian 249,142 $2.38M 0.80% — 2026-06-30
20 Shaker Financial Services, LLC 231,344 $2.17M 0.73% — 2026-09-30
21 Allspring Global Investments Holdings, LLC 185,675 $1.78M 0.59% — 2026-06-30
22 COMMONWEALTH EQUITY SERVICES, LLC 156,674 $1.50M 0.50% — 2026-06-30
23 Capital Investment Advisory Services, LLC 146,047 $1.40M 0.47% — 2026-06-30
24 Hennion & Walsh Asset Management, Inc. 147,107 $1.38M 0.46% — 2026-09-30
25 NewEdge Advisors, LLC 130,565 $1.25M 0.42% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

BDJ Insider Trading (Form 4)

Latest: 2026-10-05
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-10-05 James Phillip Holloman Director Grant (A) +555 RSU — EDGAR
2026-10-05 W Carl Kester Director Grant (A) +69 RSU — EDGAR
2026-10-05 Stayce D. Harris Director Grant (A) +516 RSU — EDGAR
2026-10-05 Robert Glenn Hubbard Director Grant (A) +731 RSU — EDGAR
2026-10-05 Arthur Philip Steinmetz Director Grant (A) +669 RSU — EDGAR
2026-10-05 Lorenzo Flores Director Grant (A) +594 RSU — EDGAR
2026-08-05 Arthur Philip Steinmetz Director Grant (A) +29 RSU — EDGAR
2026-08-05 W Carl Kester Director Grant (A) +6 RSU — EDGAR
2026-07-06 James Phillip Holloman Director Grant (A) +548 RSU — EDGAR
2026-07-06 Stayce D. Harris Director Grant (A) +509 RSU — EDGAR
2026-07-06 Robert Glenn Hubbard Director Grant (A) +722 RSU — EDGAR
2026-07-06 Lorenzo Flores Director Grant (A) +586 RSU — EDGAR
2026-07-06 W Carl Kester Director Grant (A) +62 RSU — EDGAR
2026-07-06 Arthur Philip Steinmetz Director Grant (A) +657 RSU — EDGAR
2026-04-03 Arthur Philip Steinmetz Director Grant (A) +781 RSU — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

BDJ Insider Holdings

5 insiders · @ $9.57
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Kyle McClements 18,711 $179.1K $52.1K 18 2026-02-03
2 David Zhao 5,533 $53.0K $0 9 2026-02-03
3 Robert Glenn Hubbard Director 1,621 $15.5K $0 78 2026-10-05
4 W Carl Kester Director 425 $4.1K $0 81 2026-10-05
5 Christopher Accettella 276 $2.6K $0 9 2025-02-04
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
2 ETFs hold BDJ
2 shown · $19.94M total exposure
# ETF Provider Weight $ Exposure ETF AUM As Of
1 PCEF Invesco CEF Income Composite ETF Invesco 2.57% $19.2M — 2026-10-20
2 CCEF Calamos CEF Income & Arbitrage ETF Nport 2.05% $693,294 — 2026-07-31
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.