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BlackRock Investment Quality Municipal Trust
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Overview Fund Activity

62 hedge funds and large institutions have $50.2M invested in BlackRock Investment Quality Municipal Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modern Wealth Management
Kansas
$419K
2
Morgan Stanley
2
Morgan Stanley
New York
$6.52M
3
SW
3
Simplicity Wealth
New Jersey
$185K
4
KAS
4
Kestra Advisory Services
Texas
$184K
5
KOC
5
Koss-Olinger Consulting
Florida
$180K

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$2.09M
2
RCM
2
Robinson Capital Management
Michigan
$2.55M
3
AA
3
AQR Arbitrage
Connecticut
$1.12M
4
Invesco
4
Invesco
Georgia
$677K
5
Cohen & Steers
5
Cohen & Steers
New York
$180K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$292K 24,406 -2,103 -8%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$286K 23,869 – –
TIA
28
Traphagen Investment Advisors
New Jersey
$265K 22,115 – –
CCM
29
Chiron Capital Management
Florida
$263K 22,000 +3,000 +16%
NMC
30
Nine Masts Capital
Hong Kong
$256K 21,369 +1,497 +8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$250K 20,902 – –
MWM
32
Melfa Wealth Management
Massachusetts
$237K 19,775 +9 +0%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$234K 19,578 +275 +1%
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$213K 17,859 -1,036 -5%
FAG
35
Fortitude Advisory Group
Washington
$208K 17,407 – –
Wells Fargo
36
Wells Fargo
California
$186K 15,563 -11,174 -42%
SW
37
Simplicity Wealth
New Jersey
$185K 15,486 +15,486 New
KAS
38
Kestra Advisory Services
Texas
$184K 15,413 +15,413 New
CMI
39
Clare Market Investments
Texas
$181K 15,113 +3 +0%
Cohen & Steers
40
Cohen & Steers
New York
$180K 15,000 -20,000 -57%
KOC
41
Koss-Olinger Consulting
Florida
$180K 15,000 +15,000 New
Lido Advisors
42
Lido Advisors
California
$175K 14,526 +1,500 +12%
Creative Planning
43
Creative Planning
Kansas
$153K 12,799 – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$152K 11,773 -5,980 -34%
MSAM
45
Moloney Securities Asset Management
Missouri
$151K 12,654 +1,000 +9%
CIA
46
Capital Investment Advisors
Georgia
$144K 12,050 – –
SWM
47
Seed Wealth Management
Illinois
$144K 12,000 – –
DADC
48
D.A. Davidson & Co
Montana
$134K 11,154 +54 +0.5%
SSB
49
Sandy Spring Bank
Maryland
$87.4K 7,300 – –
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$69.6K 5,833 +5,500 +1,652%
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