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iShares Global Timber & Forestry ETF

59 hedge funds and large institutions have $131M invested in iShares Global Timber & Forestry ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $117M → $131M (+$14.7M)

4% more funds holding

Funds holding: 5759 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
19
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LS
26
Lattice Strategies
Pennsylvania
$526K -$125K -2,450 -20%
SI
27
Stephens Inc
Arkansas
$492K
Ameriprise
28
Ameriprise
Minnesota
$474K +$155K +3,045 +51%
RFC
29
Regions Financial Corp
Alabama
$436K
OC
30
Oppenheimer & Co
New York
$426K -$17.4K -340 -4%
U
31
UBS
Switzerland
$416K -$772K -15,128 -66%
B
32
Baird
Wisconsin
$392K +$45.7K +896 +14%
PBT
33
Pictet Bank & Trust
Bahamas
$333K +$321K +6,300 New
CS
34
Credit Suisse
Switzerland
$291K -$105K -2,065 -27%
KFS
35
KMS Financial Services
Washington
$249K
SC
36
Scotia Capital
Ontario, Canada
$243K
OC
37
Oarsman Capital
Wisconsin
$221K +$2.55K +50 +1%
US Bancorp
38
US Bancorp
Minnesota
$151K +$12.8K +250 +10%
FMII
39
Farmers & Merchants Investments Inc
Nebraska
$128K
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$116K -$17.7K -346 -14%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$116K +$1.84K +36 +2%
ACM
42
Aviance Capital Management
Florida
$105K -$4.75K -93 -4%
Deutsche Bank
43
Deutsche Bank
Germany
$63K -$30.6K -600 -33%
AA
44
AlphaMark Advisors
Kentucky
$60K +$10.2K +200 +21%
MFS
45
MSI Financial Services
Massachusetts
$55K -$4.08K -80 -7%
AIG
46
American International Group
New York
$52K +$11.2K +220 +29%
TRCT
47
Tower Research Capital (TRC)
New York
$49K +$4.44K +87 +10%
QAM
48
QCI Asset Management
New York
$31K
ASN
49
Advisory Services Network
Georgia
$26K +$25.5K +500 New
PAS
50
Partnervest Advisory Services
California
$11K -$5.21K -102 -33%

WOOD Hedge Fund Activity: Q4 2013 in Review

59 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2013, worth a combined $131M — up 13% from $117M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WOOD positions and 3 closed out — a net gain of 2 holders — while 19 added to existing stakes and 25 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $19.7M. The largest seller was QS Investors, cutting an estimated $18M.

  • 59 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2013, up from 57 in Q3 2013.
  • Funds reported $131M of iShares Global Timber & Forestry ETF stock for Q4 2013, up 13% quarter-over-quarter.
  • 5 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2013 and 3 closed out, a net change of +2 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2013 was Susquehanna International Group, an estimated $19.7M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2013 was QS Investors, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2013.