We are live on ! Find out more
MUAC

ISHARES TR 2014 AMT-FREE MUN TERM ETF
MUAC

Delisted

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

Back to rankings

25 hedge funds and large institutions have $23.6M invested in ISHARES TR 2014 AMT-FREE MUN TERM ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

4% more funds holding

Funds holding: 24 → 25 (+1)

0% more capital invested

Capital invested by funds: $23.5M → $23.6M (+$20.2K)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.17M
2
Jane Street
Jane Street
New York
+$1.19M
3
Morgan Stanley
Morgan Stanley
New York
+$1.08M
4
LPL Financial
LPL Financial
California
+$325K
5
LPT
Legacy Private Trust
Wisconsin
+$324K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.2M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$2.02M
3
PAG
Pinnacle Advisory Group
Maryland
-$1.65M
4
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
-$558K
5
CIM
Confluence Investment Management
Missouri
-$483K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.54M +$1.08M +20,890 +24%
Bank of America
2
Bank of America
North Carolina
$4.77M +$3.17M +61,512 +197%
Wells Fargo
3
Wells Fargo
California
$3.02M -$253K -4,921 -8%
LPT
4
Legacy Private Trust
Wisconsin
$1.6M +$324K +6,300 +25%
U
5
UBS
Switzerland
$1.28M +$42.4K +824 +3%
Jane Street
6
Jane Street
New York
$1.18M +$1.19M +23,048 New
LPL Financial
7
LPL Financial
California
$1.12M +$325K +6,311 +41%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$598K -$38.7K -752 -6%
AP
9
Advisors Preferred
Maryland
$582K +$582K +11,300 New
CAL
10
Capital Advisors Ltd
Ohio
$540K +$541K +10,513 New
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$510K -$2.02M -39,290 -80%
DC
12
Davenport & Co
Virginia
$426K +$44.6K +866 +12%
AAM
13
Autus Asset Management
Arizona
$334K – – –
Ameriprise
14
Ameriprise
Minnesota
$303K -$6.69K -130 -2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$288K – – –
VCM
16
Vigilant Capital Management
Maine
$286K -$25.7K -500 -8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$263K -$34.8K -676 -12%
PR
18
Payden & Rygel
California
$249K +$249K +4,840 New
EWM
19
Empirical Wealth Management
Washington
$242K +$243K +4,720 New
PFS
20
Prospera Financial Services
Texas
$205K – – –
VIA
21
Vantage Investment Advisors
Pennsylvania
$145K +$145K +2,826 New
PIM
22
Parasol Investment Management
Illinois
$26K +$25.7K +500 New
TCM
23
TD Capital Management
Tennessee
$24K – – –
KPCM
24
Kings Point Capital Management
New York
$15K – – –
MFS
25
MSI Financial Services
Massachusetts
$10K – – –
1
2

MUAC Hedge Fund Activity: Q4 2013 in Review

25 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) for Q4 2013, worth a combined $23.6M — up 0.09% from $23.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MUAC positions and 6 closed out — a net gain of 1 holder — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Bank of America, adding an estimated $3.17M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.2M sold.

  • 25 institutional investors held ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) as of Q4 2013, up from 24 in Q3 2013.
  • Funds reported $23.6M of ISHARES TR 2014 AMT-FREE MUN TERM ETF stock for Q4 2013, up 0.09% quarter-over-quarter.
  • 7 funds opened new ISHARES TR 2014 AMT-FREE MUN TERM ETF positions in Q4 2013 and 6 closed out, a net change of +1 holder.
  • The largest ISHARES TR 2014 AMT-FREE MUN TERM ETF buyer in Q4 2013 was Bank of America, an estimated $3.17M added.
  • The largest ISHARES TR 2014 AMT-FREE MUN TERM ETF seller in Q4 2013 was Susquehanna International Group, an estimated $2.2M sold.

Based on aggregated 13F filings for Q4 2013.