BlackRock Virginia Muni Bond Trust
13 hedge funds and large institutions have $1.38M invested in BlackRock Virginia Muni Bond Trust in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1% more capital invested
Capital invested by funds: $1.36M → $1.38M (+$16K)
0.64% more ownership
Funds ownership: 6.77% → 7.41% (+0.64%)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$227K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$66.3K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$49.5K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$103K |
| 2 |
Morgan Stanley
New York
|
-$61.2K |
| 3 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$37K |
| 4 |
IP
Intellectus Partners
San Francisco,
California
|
-$1.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
1
Wolverine Asset Management
Chicago,
Illinois
| $225K | -$103K | -7,543 | -28% |
|
|
IP
2
Intellectus Partners
San Francisco,
California
| $225K | -$1.46K | -107 | -0.5% |
|
|
3
Morgan Stanley
New York
| $195K | -$61.2K | -4,492 | -21% |
|
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $193K | +$227K | +16,675 | New |
|
|
5
Wells Fargo
San Francisco,
California
| $149K | +$49.5K | +3,633 | +39% |
|
|
6
UBS Group
Zurich,
Switzerland
| $147K | +$66.3K | +4,867 | +62% |
|
|
THWM
7
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $116K | – | – | – |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $63K | +$3.4K | +250 | +5% |
|
|
SSB
9
Sandy Spring Bank
Olney,
Maryland
| $22K | – | – | – |
|
|
SWM
10
Spire Wealth Management
Mclean,
Virginia
| $20K | – | – | – |
|
11
Bank of America
Charlotte,
North Carolina
| $14K | – | – | – |
|
12
Rockefeller Capital Management
New York
| $5K | – | – | – |
|
13
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | – | – | – |
|
|
CWP
14
Concord Wealth Partners
Abingdon,
Virginia
| – | -$37K | -3,000 | Closed |
|
BHV Hedge Fund Activity: Q3 2022 in Review
13 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in BlackRock Virginia Muni Bond Trust (BHV) for Q3 2022, worth a combined $1.38M — up 1.2% from $1.36M a quarter earlier.
Fund positioning in BHV was balanced in Q3 2022: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $227K. The largest seller was Wolverine Asset Management, cutting an estimated $103K.
- 13 institutional investors held BlackRock Virginia Muni Bond Trust (BHV) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $1.38M of BlackRock Virginia Muni Bond Trust stock for Q3 2022, up 1.2% quarter-over-quarter.
- 1 fund opened new BlackRock Virginia Muni Bond Trust positions in Q3 2022 and 1 closed out, a net change of 0 holders.
- The largest BlackRock Virginia Muni Bond Trust buyer in Q3 2022 was Janney Montgomery Scott, an estimated $227K added.
- The largest BlackRock Virginia Muni Bond Trust seller in Q3 2022 was Wolverine Asset Management, an estimated $103K sold.
Based on aggregated 13F filings for Q3 2022.