Vault-13

BLACKROCK ENHANCD CAP & INM CII

COM · Closed-End Fund · CUSIP 09256A109

107 institutional holders -1 vs Q4 2024
9,415,2499.4m shares reported held*
$174.4mreported value*
9 new 39 added 27 reduced 7 sold out net sold ≈ $16.4m (-885.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $18.52.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 94Q4 22: 96Q1 23: 92Q2 23: 84Q3 23: 86Q4 23: 97Q1 24: 94Q2 24: 101Q3 24: 98Q4 24: 108Q1 25: 107107Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202294
Q4 202296
Q1 202392
Q2 202384
Q3 202386
Q4 202397
Q1 202494
Q2 2024101
Q3 202498
Q4 2024108
Q1 2025107

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q2 23: 29 bought or addedQ2 23: 38 cut or sold outQ3 23: 30 bought or addedQ3 23: 27 cut or sold outQ3 23Q4 23: 36 bought or addedQ4 23: 33 cut or sold outQ1 24: 33 bought or addedQ1 24: 39 cut or sold outQ1 24Q2 24: 43 bought or addedQ2 24: 31 cut or sold outQ3 24: 37 bought or addedQ3 24: 45 cut or sold outQ3 24Q4 24: 42 bought or addedQ4 24: 42 cut or sold outQ1 25: 48 bought or addedQ1 25: 34 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20232938
Q3 20233027
Q4 20233633
Q1 20243339
Q2 20244331
Q3 20243745
Q4 20244242
Q1 20254834

Biggest buyers

Capital Investment Advisory Services, LLC New +81,993+82.0k
Shaker Financial Services, LLC Added +75,218+75.2k
Advisors Asset Management, Inc. Added +70,047+70.0k
Virtue Capital Management, LLC New +41,024+41.0k
READYSTATE ASSET MANAGEMENT LP New +37,391+37.4k
OSAIC HOLDINGS, INC. Added +37,009+37.0k
1607 Capital Partners, LLC Added +30,414+30.4k
RAYMOND JAMES FINANCIAL INC Added +30,174+30.2k
MORGAN STANLEY Added +22,672+22.7k
JANE STREET GROUP, LLC New +19,814+19.8k

Biggest sellers

Cornerstone Advisors, LLC Reduced -422,763-422.8k
SIT INVESTMENT ASSOCIATES INC Sold out -274,316-274.3k
NorthCoast Asset Management LLC Reduced -255,757-255.8k
COHEN & STEERS, INC. Reduced -87,125-87.1k
WOLVERINE ASSET MANAGEMENT LLC Reduced -84,053-84.1k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Sold out -69,828-69.8k
Invesco Ltd. Reduced -59,654-59.7k
ROYAL BANK OF CANADA Reduced -42,518-42.5k
Bulldog Investors, LLP Sold out -39,450-39.5k
Karpus Management, Inc. Reduced -34,354-34.4k

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 949,143949.1k $17.5m $17.5m 0.01% Added +30.2k +30,174
2 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 719,791719.8k $13.3m $13.3m 0.00% Added +4.0k +4,018
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 717,999718.0k $13.3m $13.3m 0.00% Added +22.7k +22,672
4 NorthCoast Asset Management LLC 0.06% of their portfolio STAMFORD, CT 598,633598.6k $11.1m $11.1m 0.06% Reduced -255.8k -255,757
5 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 554,486554.5k $10.2m $10.2m 0.00% Reduced -59.7k -59,654
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 471,370471.4k $8.7m $8.7m 0.00% Reduced -2.6k -2,593
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 440,725440.7k $8.1m $8.1m 0.00% Added +14.8k +14,833
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 434,079434.1k $8.0m $8.0m 0.00% Reduced -29.9k -29,870
9 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 390,618390.6k $7.2m $7.2m 0.02% Added +37.0k +37,009
10 Cornerstone Advisors, LLC 0.28% of their portfolio ASHEVILLE, NC 356,504356.5k $6.6m $6.6m 0.28% Reduced -422.8k -422,763
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 332,097332.1k $6.1m $6.1m 0.00% Added +10.0k +9,965
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 296,770296.8k $5.5m $5.5m 0.00% Reduced -42.5k -42,518
13 PRINCIPAL SECURITIES, INC. 0.13% of their portfolio DES MOINES, IA 288,548288.5k $5.8m $5.8m 0.13% Unchanged
14 Wealthspire Retirement, LLC 0.28% of their portfolio ALISO VIEJO, CA 193,351193.4k $3.6m $3.6m 0.28% Added +8.0k +7,958
15 Shaker Financial Services, LLC 1.10% of their portfolio Arlington, VA 153,671153.7k $2.8m $2.8m 1.10% Added +75.2k +75,218
16 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 145,905145.9k $2.7m $2.7m 0.05% Added +70.0k +70,047
17 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 145,317145.3k $2.7m $2.7m 0.00% Reduced -87.1k -87,125
18 1607 Capital Partners, LLC 0.15% of their portfolio Richmond, VA 103,866103.9k $1.9m $1.9m 0.15% Added +30.4k +30,414
19 WOLVERINE ASSET MANAGEMENT LLC 0.04% of their portfolio CHICAGO, IL 97,97198.0k $1.8m $1.8m 0.04% Reduced -84.1k -84,053
20 CW Advisors, LLC 0.02% of their portfolio BOSTON, MA 92,75392.8k $1.7m $1.7m 0.02% Reduced -1.7k -1,686
21 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 92,18292.2k $1.7m $1.7m 0.00% Added +16.7k +16,658
22 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 92,09592.1k $1.7m $1.7m 0.02% Reduced -16.1k -16,148
23 Karpus Management, Inc. 0.05% of their portfolio Pittsford, NY 85,16085.2k $1.6m $1.6m 0.05% Reduced -34.4k -34,354
24 Capital Investment Advisory Services, LLC 0.14% of their portfolio RALEIGH, NC 81,99382.0k $1.5m $1.5m 0.14% New
25 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 76,16976.2k $1.4m $1.4m 0.00% Added +4.1k +4,111
26 U.S. Capital Wealth Advisors, LLC 0.04% of their portfolio AUSTIN, TX 69,80069.8k $1.3m $1.3m 0.04% Reduced -1.0k -1,000
27 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 63,70463.7k $1.2m $1.2m 0.00% Added +3.4k +3,428
28 one8zero8, LLC 0.26% of their portfolio GREENSBORO, NC 59,08459.1k $1.1m $1.1m 0.26% Unchanged
29 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 53,40853.4k $986.5k $986.5k 0.01% Added +3.5k +3,509
30 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 51,26051.3k $947.0k $947.0k 0.00% Added +430 +430
31 WHITTIER TRUST CO OF NEVADA INC 0.02% of their portfolio RENO, NV 50,71650.7k $936.2k $936.2k 0.02% Added +310 +310
32 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 42,92042.9k $793.0k $793.0k 0.00% Added +1.6k +1,594
33 ASHTON THOMAS SECURITIES, LLC 0.22% of their portfolio ROCHESTER, NY 42,66042.7k $787.9k $787.9k 0.22% Unchanged
34 Virtue Capital Management, LLC 0.09% of their portfolio BRENTWOOD, TN 41,02441.0k $753.8k $753.8k 0.09% New
35 Next Level Private LLC 0.28% of their portfolio HARRISON, NY 40,25840.3k $743.6k $743.6k 0.28% Added +456 +456
36 READYSTATE ASSET MANAGEMENT LP 0.03% of their portfolio CHICAGO, IL 37,39137.4k $690.6k $690.6k 0.03% New
37 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 37,21937.2k $687.4k $687.4k 0.01% Added +10.3k +10,327
38 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 36,87936.9k $681.2k $681.2k 0.00% Added +16.6k +16,575
39 TPG Advisors LLC 0.52% of their portfolio NORTHFIELD, IL 35,93235.9k $663.7k $663.7k 0.52% Added +4.9k +4,921
40 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 34,22634.2k $632.8k $632.8k 0.01% Added +5.8k +5,807
41 CFO4Life Group, LLC 0.10% of their portfolio COPPELL, TX 32,33532.3k $597.2k $597.2k 0.10% Added +217 +217
42 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 31,01031.0k $572.8k $572.8k 0.01% Added +15.8k +15,755
43 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 29,76929.8k $550.0k $550.0k 0.02% Added +5.0k +4,978
44 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 29,54729.5k $546.0k $546.0k 0.00% Added +5.3k +5,282
45 MONEY CONCEPTS CAPITAL CORP 0.04% of their portfolio PALM BEACH GARDENS, FL 28,44728.4k $525.4k $525.4k 0.04% Added +244 +244
46 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 28,10828.1k $519.2k $519.2k 0.02% Added +3.4k +3,377
47 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 25,22925.2k $466.0k $466.0k 0.00% Reduced -17.1k -17,066
48 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 23,16223.2k $427.8k $427.8k 0.00% Reduced -5.5k -5,498
49 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 22,90022.9k $423.0k $423.0k 0.01% Added +548 +548
50 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 22,75022.8k $420.2k $420.2k 0.00% Unchanged
51 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 22,19022.2k $409.8k $409.8k 0.04% Reduced -10.6k -10,564
52 Shulman DeMeo Asset Management LLC 0.11% of their portfolio LAKE SUCCESS, NY 21,47821.5k $396.7k $396.7k 0.11% Reduced -184 -184
53 Tyche Wealth Partners LLC 0.09% of their portfolio PLANO, TX 21,42721.4k $395.8k $395.8k 0.09% Unchanged
54 Yakira Capital Management, Inc. 0.15% of their portfolio Westport, CT 20,50020.5k $378.6k $378.6k 0.15% Reduced -7.6k -7,574
55 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 20,33020.3k $375.5k $375.5k 0.00% Added +1.2k +1,200
56 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 19,81419.8k $366.0k $366.0k 0.00% New
57 David J Yvars Group 0.28% of their portfolio UNIVERSITY PARK, FL 19,48419.5k $359.9k $359.9k 0.28% Added +810 +810
58 VISTA INVESTMENT PARTNERS II, LLC 0.19% of their portfolio RICHMOND, IN 18,37018.4k $339.3k $339.3k 0.19% Reduced -143 -143
59 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 18,32118.3k $338.4k $338.4k 0.00% Reduced -9.6k -9,634
60 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 18,06718.1k $333.7k $333.7k 0.00% Reduced -1.7k -1,680
61 Genesee Capital Advisors, LLC 0.17% of their portfolio AUBURN, NY 18,05818.1k $333.5k $333.5k 0.17% Unchanged
62 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 16,98517.0k $313.7k $313.7k 0.01% Reduced -1.5k -1,500
63 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 16,64116.6k $307.4k $307.4k 0.00% Added +751 +751
64 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 16,57916.6k $306.2k $306.2k 0.01% New
65 Stonebridge Financial Group, LLC 0.03% of their portfolio Wormleysburg, PA 16,43516.4k $303.6k $303.6k 0.03% Unchanged
66 LVZ, Inc. 0.04% of their portfolio Holland, MI 15,21515.2k $281.0k $281.0k 0.04% Unchanged
67 Financial Security Advisor, Inc. 0.07% of their portfolio VIRGINIA BEACH, VA 14,99815.0k $277.0k $277.0k 0.07% Added +1.1k +1,084
68 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 14,91014.9k $275.4k $275.4k 0.00% Added +4.1k +4,147
69 Institute for Wealth Management, LLC. 0.03% of their portfolio DENVER, CO 14,08714.1k $260.2k $260.2k 0.03% Unchanged
70 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 13,90313.9k $256.8k $256.8k 0.01% Added +1.4k +1,405
71 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 13,24013.2k $244.5k $244.5k 0.00% Unchanged
72 AGP FRANKLIN, LLC 0.13% of their portfolio FRANKLIN, TN 11,67511.7k $207.0k $207.0k 0.13% Unchanged
73 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 11,41411.4k $210.8k $210.8k 0.00% Reduced -304 -304
74 K2 PRINCIPAL FUND, L.P. 0.03% of their portfolio TORONTO, A6 11,33611.3k $209.4k $209.4k 0.03% Reduced -3.7k -3,693
75 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 11,01411.0k $203.4k $203.4k 0.00% Reduced -700 -700
76 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 10,80710.8k $199.6k $199.6k 0.00% Unchanged
77 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 10,70010.7k $197.6k $197.6k 0.00% Unchanged
78 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 10,00010.0k $191.0k $191.0k 0.00% Unchanged
79 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 8,0648.1k $148.0k $148.0k 0.01% Added +8.1k +8,056
80 Elequin Capital, LP 0.03% of their portfolio NEW YORK, NY 7,4137.4k $136.9k $136.9k 0.03% New
81 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 7,1247.1k $131.6k $131.6k 0.00% Reduced -978 -978
82 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 6,5006.5k $120.1k $120.1k 0.00% Unchanged
83 Bogart Wealth, LLC 0.01% of their portfolio MCLEAN, VA 6,2506.2k $115.4k $115.4k 0.01% Unchanged
84 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 5,6705.7k $104.8k $104.8k 0.00% Added +756 +756
85 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 5,6005.6k $101.0k $101.0k 0.00% Unchanged
86 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 4,6654.7k $86.2k $86.2k 0.00% Unchanged
87 Smartleaf Asset Management LLC 0.01% of their portfolio BOSTON, MA 4,3764.4k $80.9k $80.9k 0.01% Unchanged
88 CAROLINAS WEALTH CONSULTING LLC 0.01% of their portfolio CHARLOTTE, NC 3,7403.7k $69.1k $69.1k 0.01% New
89 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 3,3953.4k $62.7k $62.7k 0.00% Unchanged
90 COMERICA BANK 0.00% of their portfolio DALLAS, TX 3,0003.0k $55.4k $55.4k 0.00% Unchanged
91 DT Investment Partners, LLC 0.01% of their portfolio CHADDS FORD, PA 2,9362.9k $54.2k $54.2k 0.01% Unchanged
92 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 2,5322.5k $46.8k $46.8k 0.00% Unchanged
93 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 2,4512.5k $45.3k $45.3k 0.00% New
94 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,2002.2k $40.6k $40.6k 0.00% Reduced -4.0k -4,000
95 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 2,0002.0k $36.9k $36.9k 0.00% Unchanged
96 Vermillion & White Wealth Management Group, LLC 0.02% of their portfolio PHOENIXVILLE, PA 1,4961.5k $27.6k $27.6k 0.02% Added +32 +32
97 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,3471.3k $24.9k $24.9k 0.00% Added +347 +347
98 Key Financial Inc 0.01% of their portfolio WEST CHESTER, PA 1,3281.3k $24.5k $24.5k 0.01% Unchanged
99 Hexagon Capital Partners LLC 0.00% of their portfolio ROGERS, AR 1,1601.2k $21.4k $21.4k 0.00% Unchanged
100 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 700700 $12.9k $12.9k 0.00% Unchanged