BKN icon

BlackRock Investment Quality Municipal Trust
BKN

Overview Fund Activity

57 hedge funds and large institutions have $43.7M invested in BlackRock Investment Quality Municipal Trust in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GP
1
Geneva Partners
Wisconsin
$1.49M
2
Bank of America
2
Bank of America
North Carolina
$4.59M
3
UBS Group
3
UBS Group
Switzerland
$2.45M
4
KAS
4
Kestra Advisory Services
Texas
$567K
5
SWP
5
Stratos Wealth Partners
Ohio
$497K

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$379K
2
GC
2
Guggenheim Capital
Illinois
$4.7M
3
Invesco
3
Invesco
Georgia
$1.04M
4
AAM
4
Advisors Asset Management
Colorado
$764K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$353K 20,472 -728 -3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$351K 20,361 -10,213 -33%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$333K 19,293 +2,300 +14%
SWM
29
Spire Wealth Management
Virginia
$311K 18,010 – –
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$290K 16,789 +16,789 New
Lido Advisors
31
Lido Advisors
California
$273K 15,860 – –
RJA
32
Raymond James & Associates
Florida
$262K 15,197 – –
1WA
33
180 Wealth Advisors
Washington
$257K 13,975 +13,975 New
AWM
34
AE Wealth Management
Kansas
$249K 14,432 +14,432 New
CIA
35
Capital Investment Advisors
Georgia
$238K 13,800 – –
ACA
36
Aptus Capital Advisors
Alabama
$237K 13,675 – –
WP
37
WealthSource Partners
California
$205K 11,859 +11,859 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$190K 11,044 -54 -0.5%
MML Investors Services
39
MML Investors Services
Massachusetts
$182K 10,525 +10 +0.1%
SSWM
40
Sheets Smith Wealth Management
North Carolina
$178K 10,312 – –
MSAM
41
Moloney Securities Asset Management
Missouri
$173K 10,000 – –
US Bancorp
42
US Bancorp
Minnesota
$171K 9,900 – –
SSB
43
Sandy Spring Bank
Maryland
$126K 7,300 – –
CWA
44
Core Wealth Advisors
Florida
$118K 6,841 -10,965 -62%
Kayne Anderson Rudnick Investment Management
45
Kayne Anderson Rudnick Investment Management
California
$74K 4,275 – –
WAM
46
Wolverine Asset Management
Illinois
$67K 3,920 +3,920 New
JIR
47
James Investment Research
Ohio
$52K 3,000 – –
BCWM
48
Bartlett & Co Wealth Management
Ohio
$29.5K 1,700 – –
BC
49
Bartlett & Co
Ohio
$29K 1,700 – –
SIS
50
Sound Income Strategies
Florida
$28K 1,639 – –
1
2
3