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BlackRock Investment Quality Municipal Trust
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Overview Fund Activity

54 hedge funds and large institutions have $47.4M invested in BlackRock Investment Quality Municipal Trust in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.65M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$709K
3
GC
3
Guggenheim Capital
Illinois
$6.24M
4
Truist Financial
4
Truist Financial
North Carolina
$2.16M
5
CMI
5
Clare Market Investments
Texas
$1.36M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$1.68M
3
MSL
3
Mackay Shields LLC
New York
$0
4
Invesco
4
Invesco
Georgia
$2.47M
5
AAM
5
Advisors Asset Management
Colorado
$1.96M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$373K 21,201 -13,111 -38%
SWM
27
Spire Wealth Management
Virginia
$317K 18,010 +18,010 New
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$288K 16,355 – –
Lido Advisors
29
Lido Advisors
California
$280K 15,860 – –
RJA
30
Raymond James & Associates
Florida
$268K 15,197 – –
CIA
31
Capital Investment Advisors
Georgia
$243K 13,800 – –
ACA
32
Aptus Capital Advisors
Alabama
$242K 13,675 – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$195K 11,098 -750 -6%
SCM
34
Southport Capital Management
Tennessee
$188K 10,648 +10,648 New
SSWM
35
Sheets Smith Wealth Management
North Carolina
$182K 10,312 – –
MSAM
36
Moloney Securities Asset Management
Missouri
$176K 10,000 – –
US Bancorp
37
US Bancorp
Minnesota
$174K 9,900 – –
IAIM
38
International Assets Investment Management
Florida
$132K 7,700 – –
SSB
39
Sandy Spring Bank
Maryland
$129K 7,300 – –
MPWT
40
MassMutual Private Wealth & Trust
Connecticut
$93K 5,300 +5,300 New
Kayne Anderson Rudnick Investment Management
41
Kayne Anderson Rudnick Investment Management
California
$75K 4,275 +4,275 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$62K 3,485 -3,715 -52%
SFS
43
Sowell Financial Services
Arkansas
$59K 3,000 +3,000 New
JIR
44
James Investment Research
Ohio
$53K 3,000 – –
BCWM
45
Bartlett & Co Wealth Management
Ohio
$30.1K 1,700 – –
BC
46
Bartlett & Co
Ohio
$30K 1,700 – –
SPIA
47
Steward Partners Investment Advisory
New York
$22.1K 1,256 +1,256 New
NFSG
48
Newbridge Financial Services Group
Florida
$19K 1,077 – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$18K 1,000 – –
WWM
50
Wagner Wealth Management
South Carolina
$18K 1,050 +1,050 New
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2
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