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BlackRock Investment Quality Municipal Trust
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Overview Fund Activity

64 hedge funds and large institutions have $61.7M invested in BlackRock Investment Quality Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.8M
2
RCM
2
Robinson Capital Management
Michigan
$3.01M
3
RCM
3
Rivernorth Capital Management
Florida
$12.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.25M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$756K

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$0
2
ACA
2
Ackerman Capital Advisors
Texas
$1.42M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$509K
5
Truist Financial
5
Truist Financial
North Carolina
$895K
Name Market Value Shares Shares
Change 		Shares
Change %
CHA
26
Carmichael Hill & Associates
Maryland
$344K 28,984 +10,892 +60%
1WA
27
180 Wealth Advisors
Washington
$338K 28,270 – –
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$310K 23,222 +4,490 +24%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$308K 25,987 -2,000 -7%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$283K 23,869 -1,119 -4%
UBS Group
31
UBS Group
Switzerland
$269K 22,655 -6,529 -22%
TIA
32
Traphagen Investment Advisors
New Jersey
$262K 22,115 – –
CCM
33
Chiron Capital Management
Florida
$254K 21,425 -575 -3%
Wells Fargo
34
Wells Fargo
California
$237K 19,997 -741 -4%
MWM
35
Melfa Wealth Management
Massachusetts
$235K 19,848 +31 +0.2%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$227K 19,119 +19,119 New
RJA
37
Raymond James & Associates
Florida
$211K 17,785 +5,964 +50%
FAG
38
Fortitude Advisory Group
Washington
$187K 15,746 +855 +6%
CMI
39
Clare Market Investments
Texas
$179K 15,108 -1,997 -12%
KOC
40
Koss-Olinger Consulting
Florida
$178K 15,000 – –
Lido Advisors
41
Lido Advisors
California
$154K 13,026 – –
Creative Planning
42
Creative Planning
Kansas
$152K 12,799 – –
NA
43
NewEdge Advisors
Louisiana
$146K 12,350 -200 -2%
BPA
44
Beacon Pointe Advisors
California
$145K 12,185 +12,185 New
SWM
45
Seed Wealth Management
Illinois
$143K 12,000 +12,000 New
CIA
46
Capital Investment Advisors
Georgia
$143K 12,050 – –
MSAM
47
Moloney Securities Asset Management
Missouri
$135K 11,404 +11,404 New
DADC
48
D.A. Davidson & Co
Montana
$132K 11,100 – –
RRA
49
Round Rock Advisors
Connecticut
$129K 10,900 +10,900 New
HighTower Advisors
50
HighTower Advisors
Illinois
$119K 10,000 -12,200 -55%
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