BlackRock Virginia Muni Bond Trust
14 hedge funds and large institutions have $2M invested in BlackRock Virginia Muni Bond Trust in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
30% more capital invested
Capital invested by funds: $1.54M → $2M (+$464K)
8% more funds holding
Funds holding: 13 → 14 (+1)
1.11% more ownership
Funds ownership: 5.19% → 6.31% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$158K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$116K |
| 3 |
Morgan Stanley
New York
|
+$56K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$25.2K |
| 5 |
IP
Intellectus Partners
San Francisco,
California
|
+$673 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
-$18.7K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IP
1
Intellectus Partners
San Francisco,
California
| $445K | +$673 | +36 | +0.2% |
|
|
2
Morgan Stanley
New York
| $303K | +$56K | +3,000 | +24% |
|
3
Bank of America
Charlotte,
North Carolina
| $296K | – | – | – |
|
|
THWM
4
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $197K | – | – | – |
|
|
5
Wells Fargo
San Francisco,
California
| $183K | +$116K | +6,196 | +201% |
|
|
6
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $167K | +$158K | +8,475 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $161K | -$2.48K | -133 | -2% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $98K | +$25.2K | +1,350 | +37% |
|
|
CWP
9
Concord Wealth Partners
Abingdon,
Virginia
| $59K | – | – | – |
|
|
SSB
10
Sandy Spring Bank
Olney,
Maryland
| $38K | -$18.7K | -1,000 | -34% |
|
|
SWM
11
Spire Wealth Management
Mclean,
Virginia
| $34K | – | – | – |
|
12
Rockefeller Capital Management
New York
| $9K | +$56 | +3 | +0.6% |
|
13
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | – | – | – |
|
14
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | – | – | – |
|
BHV Hedge Fund Activity: Q1 2022 in Review
14 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in BlackRock Virginia Muni Bond Trust (BHV) for Q1 2022, worth a combined $2M — up 30% from $1.54M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BHV positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $158K. The largest seller was Sandy Spring Bank, cutting an estimated $18.7K.
- 14 institutional investors held BlackRock Virginia Muni Bond Trust (BHV) as of Q1 2022, up from 13 in Q4 2021.
- Funds reported $2M of BlackRock Virginia Muni Bond Trust stock for Q1 2022, up 30% quarter-over-quarter.
- 1 fund opened new BlackRock Virginia Muni Bond Trust positions in Q1 2022 and 0 closed out, a net change of +1 holder.
- The largest BlackRock Virginia Muni Bond Trust buyer in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $158K added.
- The largest BlackRock Virginia Muni Bond Trust seller in Q1 2022 was Sandy Spring Bank, an estimated $18.7K sold.
Based on aggregated 13F filings for Q1 2022.