We are live on ! Find out more
MUAC

ISHARES TR 2014 AMT-FREE MUN TERM ETF

Delisted

MUAC was delisted on the 15th of August, 2014.

24 hedge funds and large institutions have $23.5M invested in ISHARES TR 2014 AMT-FREE MUN TERM ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

17% more capital invested

Capital invested by funds: $20.1M → $23.5M (+$3.38M)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less funds holding

Funds holding: 2524 (-1)

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.49M +$474K +9,199 +12%
Wells Fargo
2
Wells Fargo
California
$3.29M +$1.07M +20,709 +48%
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$2.54M -$178K -3,446 -7%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.2M +$2.2M +42,683 New
PAG
5
Pinnacle Advisory Group
Maryland
$1.65M +$221K +4,285 +15%
Bank of America
6
Bank of America
North Carolina
$1.61M -$351K -6,817 -18%
LPT
7
Legacy Private Trust
Wisconsin
$1.28M +$284K +5,500 +29%
U
8
UBS
Switzerland
$1.25M -$111K -2,152 -8%
LPL Financial
9
LPL Financial
California
$794K +$61.5K +1,193 +8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$640K -$772K -14,975 -55%
FBNAT
11
FirstMerit Bank N.A. Trustee
Ohio
$558K +$557K +10,814 New
CIM
12
Confluence Investment Management
Missouri
$483K +$31.5K +612 +7%
DC
13
Davenport & Co
Virginia
$384K +$19.3K +375 +5%
AAM
14
Autus Asset Management
Arizona
$336K
Deutsche Bank
15
Deutsche Bank
Germany
$335K -$52 -1 -0%
VCM
16
Vigilant Capital Management
Maine
$313K -$1.55K -30 -0.5%
Ameriprise
17
Ameriprise
Minnesota
$311K +$23.8K +462 +8%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$299K +$25.8K +501 +9%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$289K +$289K +5,600 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$217K +$206 +4 +0.1%
PFS
21
Prospera Financial Services
Texas
$206K +$206K +4,000 New
TCM
22
TD Capital Management
Tennessee
$24K +$52 +1 +0.2%
KPCM
23
Kings Point Capital Management
New York
$15K
MFS
24
MSI Financial Services
Massachusetts
$10K
LWI
25
Long Wharf Investors
Massachusetts
-$295K -5,700 Closed

MUAC Hedge Fund Activity: Q3 2013 in Review

24 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) for Q3 2013, worth a combined $23.5M — up 17% from $20.1M a quarter earlier.

Fund positioning in MUAC was balanced in Q3 2013: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.2M. The largest seller was Royal Bank of Canada, cutting an estimated $772K.

  • 24 institutional investors held ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) as of Q3 2013, down from 25 in Q2 2013.
  • Funds reported $23.5M of ISHARES TR 2014 AMT-FREE MUN TERM ETF stock for Q3 2013, up 17% quarter-over-quarter.
  • 4 funds opened new ISHARES TR 2014 AMT-FREE MUN TERM ETF positions in Q3 2013 and 4 closed out, a net change of 0 holders.
  • The largest ISHARES TR 2014 AMT-FREE MUN TERM ETF buyer in Q3 2013 was Susquehanna International Group, an estimated $2.2M added.
  • The largest ISHARES TR 2014 AMT-FREE MUN TERM ETF seller in Q3 2013 was Royal Bank of Canada, an estimated $772K sold.

Based on aggregated 13F filings for Q3 2013.