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iShares Global Timber & Forestry ETF
WOOD

62 hedge funds and large institutions have $60.5M invested in iShares Global Timber & Forestry ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 61 → 62 (+1)

2% more capital invested

Capital invested by funds: $59.1M → $60.5M (+$1.43M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

42% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 24

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
14
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$2.25M
2
Jane Street
Jane Street
New York
+$1.91M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.54M
4
LPL Financial
LPL Financial
California
+$1.19M
5
Ameriprise
Ameriprise
Minnesota
+$398K

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$2.67M
2
Bank of America
Bank of America
North Carolina
-$2.15M
3
Wells Fargo
Wells Fargo
California
-$1.39M
4
TIM
Tortoise Investment Management
New York
-$1.18M
5
CRC
Curi RMB Capital
Illinois
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
26
Colony Group
Massachusetts
$368K -$14.2K -289 -4%
UBS Group
27
UBS Group
Switzerland
$360K -$4.08K -83 -1%
DOA
28
D'Orazio & Associates
Virginia
$338K -$135K -2,748 -28%
SWP
29
Stratos Wealth Partners
Ohio
$325K – – –
PBT
30
Pictet Bank & Trust
Bahamas
$303K – – –
BBA
31
BLB&B Advisors
Pennsylvania
$284K -$492 -10 -0.2%
TPWA
32
TRUE Private Wealth Advisors
Oregon
$218K +$224K +4,555 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$130K – – –
FIB
34
First Interstate Bank
Montana
$122K – – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$107K +$49 +1 +0%
MWP
36
MYCIO Wealth Partners
Pennsylvania
$100K +$49 +1 +0%
Creative Planning
37
Creative Planning
Kansas
$97K -$7.38K -150 -7%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$88K -$108K -2,197 -55%
AIG
39
American International Group
New York
$65K – – –
AA
40
AlphaMark Advisors
Kentucky
$57K – – –
FMII
41
Farmers & Merchants Investments Inc
Nebraska
$41K – – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$38K +$34.5K +701 +661%
MFS
43
MSI Financial Services
Massachusetts
$36K +$29.8K +606 +391%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$35K +$35.7K +726 New
CFS
45
Commonwealth Financial Services
West Virginia
$32K – – –
ASN
46
Advisory Services Network
Georgia
$24K – – –
WIC
47
Woodmont Investment Counsel
Tennessee
$24K – – –
QAM
48
QCI Asset Management
New York
$23K – – –
IA
49
IFP Advisors
Florida
$16K +$16.9K +343 New
TRCT
50
Tower Research Capital (TRC)
New York
$12K +$9.39K +191 +375%
1
2
3

WOOD Hedge Fund Activity: Q4 2015 in Review

62 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2015, worth a combined $60.5M — up 2.4% from $59.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WOOD positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 24 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.25M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $2.67M sold.

  • 62 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2015, up from 61 in Q3 2015.
  • Funds reported $60.5M of iShares Global Timber & Forestry ETF stock for Q4 2015, up 2.4% quarter-over-quarter.
  • 5 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2015 and 4 closed out, a net change of +1 holder.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2015 was Citadel Advisors, an estimated $2.25M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2015 was Brinker Capital Investments, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2015.