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BlackRock Virginia Muni Bond Trust
BHV

13 hedge funds and large institutions have $1.29M invested in BlackRock Virginia Muni Bond Trust in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

2% more capital invested

Capital invested by funds: $1.26M → $1.29M (+$27.9K)

0.34% more ownership

Funds ownership: 6.9% → 7.24% (+0.34%)

0% more funds holding

Funds holding: 13 → 13 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
13
Holders Change
–
Holders Change %
0%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WP
Woodline Partners
California
+$214K
2
Morgan Stanley
Morgan Stanley
New York
+$106K
3
WAM
Wolverine Asset Management
Illinois
+$81.1K
4
IP
Intellectus Partners
California
+$12.3K
5
UBS Group
UBS Group
Switzerland
+$3.27K

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$306K
2
Wells Fargo
Wells Fargo
California
-$24.7K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$19K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1
Wolverine Asset Management
Illinois
$359K +$81.1K +7,052 +28%
WP
2
Woodline Partners
California
$205K +$214K +18,564 New
Morgan Stanley
3
Morgan Stanley
New York
$195K +$106K +9,200 +109%
IP
4
Intellectus Partners
California
$161K +$12.3K +1,070 +8%
Wells Fargo
5
Wells Fargo
California
$134K -$24.7K -2,150 -15%
UBS Group
6
UBS Group
Switzerland
$81K +$3.27K +284 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$39.5K – – –
CSPIA
8
Cary Street Partners Investment Advisory
Virginia
$34.2K – – –
CWP
9
Concord Wealth Partners
Virginia
$33.1K – – –
SSB
10
Sandy Spring Bank
Maryland
$21.4K – – –
SWM
11
Spire Wealth Management
Virginia
$18.8K – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4K – – –
TRCT
13
Tower Research Capital (TRC)
New York
$1K +$1.15K +100 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
– -$306K -27,015 Closed
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
– -$19K -1,690 Closed

BHV Hedge Fund Activity: Q1 2023 in Review

13 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in BlackRock Virginia Muni Bond Trust (BHV) for Q1 2023, worth a combined $1.29M — up 2.2% from $1.26M a quarter earlier.

Fund positioning in BHV was balanced in Q1 2023: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 1 trimmed.

The largest buyer was Woodline Partners, opening a new position worth an estimated $214K. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $306K sold.

  • 13 institutional investors held BlackRock Virginia Muni Bond Trust (BHV) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $1.29M of BlackRock Virginia Muni Bond Trust stock for Q1 2023, up 2.2% quarter-over-quarter.
  • 2 funds opened new BlackRock Virginia Muni Bond Trust positions in Q1 2023 and 2 closed out, a net change of 0 holders.
  • The largest BlackRock Virginia Muni Bond Trust buyer in Q1 2023 was Woodline Partners, an estimated $214K added.
  • The largest BlackRock Virginia Muni Bond Trust seller in Q1 2023 was Janney Montgomery Scott, an estimated $306K sold.

Based on aggregated 13F filings for Q1 2023.