Who Owns BlackRock Virginia Municipal Bond Stock?
NYSE: BHVFinanceFinance/Investors ServicesUSD
At close: Oct 9, 3:59 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 8.16%
- Held by insiders
- 0.00%
- Institutional holders
- 11
- Institutions 8.2%
- Insiders 0.0%
- Public and other 91.8%
Who owns BlackRock Virginia Municipal Bond stock?
Institutional investors own about 8.2% of BlackRock Virginia Municipal Bond's shares, spread across 11 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of BHV.
The largest institutional holders are Cassaday & Co Wealth Management LLC (1.75%), Morgan Stanley (1.72%) and D'Orazio & Associates, Inc. (1.06%). Together, the top 10 institutions control 8.0% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their BHV positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BHV
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 27.80K | 1.75% | +100.0% |
| Morgan Stanley | 27.31K | 1.72% | +0.6% |
| D'Orazio & Associates, Inc. | 16.90K | 1.06% | 0.0% |
| Cetera Investment Advisers | 14.53K | 0.92% | +100.0% |
| LPL Financial LLC | 11.37K | 0.72% | +100.0% |
| Cerity Partners LLC | 10.42K | 0.66% | +100.0% |
| Geneos Wealth Management, Inc. | 7.70K | 0.48% | 0.0% |
| UBS Group AG | 5.14K | 0.32% | -1.3% |
| Osaic Holdings Inc. | 4.10K | 0.26% | 0.0% |
| Royal Bank of Canada | 2.37K | 0.15% | +100.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BHV
| Fund | Shares | % Held |
|---|---|---|
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 258 | 0.02% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 95 | 0.01% |
Frequently asked questions
Who is the largest shareholder of BlackRock Virginia Municipal Bond?
Cassaday & Co Wealth Management LLC is the largest institutional shareholder of BHV, owning 1.75% of shares outstanding (27.80K shares) as of its latest 13F filing.
What percentage of BlackRock Virginia Municipal Bond is owned by institutions?
Institutions own about 8.2% of BHV shares and 8.2% of the public float.
How much of BlackRock Virginia Municipal Bond do insiders own?
Insiders, such as officers and directors, own about 0.00% of BHV shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.