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iShares Global Timber & Forestry ETF

70 hedge funds and large institutions have $115M invested in iShares Global Timber & Forestry ETF in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

61% more capital invested

Capital invested by funds: $71.4M → $115M (+$43.4M)

21% more funds holding

Funds holding: 5870 (+12)

9.94% more ownership

Funds ownership: 22.86%32.8% (+9.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $640K

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
23
Reduced
12
Closed
5
Calls
Puts
$640K
Net Calls
-$640K
Net Calls Change
-$259K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$721K +$406K +5,832 +136%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$707K -$29.8K -428 -4%
MFAM
28
M Financial Asset Management
Oregon
$553K +$541K +7,768 New
MHS
29
M Holdings Securities
Oregon
$543K +$38.5K +553 +8%
SC
30
Scotia Capital
Ontario, Canada
$538K +$6.54K +94 +1%
AWM
31
Aevitas Wealth Management
Massachusetts
$515K +$504K +7,242 New
OC
32
Oarsman Capital
Wisconsin
$509K -$37.6K -540 -7%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$450K +$16.8K +242 +4%
SWP
34
Stratos Wealth Partners
Ohio
$428K
MD
35
Money Design
Japan
$416K +$77.3K +1,111 +23%
BTS
36
BB&T Securities
Virginia
$397K +$149K +2,145 +62%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$358K +$47.1K +676 +16%
Ameriprise
38
Ameriprise
Minnesota
$354K -$31.4K -451 -8%
Northern Trust
39
Northern Trust
Illinois
$332K -$118K -1,700 -27%
ASN
40
Advisory Services Network
Georgia
$315K +$274K +3,935 +787%
BBA
41
BLB&B Advisors
Pennsylvania
$277K -$27.8K -400 -9%
VFA
42
Voya Financial Advisors
Connecticut
$270K +$266K +3,815 New
AFA
43
Aurora Financial Advisors
Massachusetts
$249K +$244K +3,510 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$240K +$235K +3,375 New
Creative Planning
45
Creative Planning
Kansas
$205K +$200K +2,878 New
AA
46
AlphaMark Advisors
Kentucky
$194K -$27.8K -400 -13%
AG
47
Advisor Group
Arizona
$167K +$42.2K +606 +35%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$112K
PA
49
Parallel Advisors
California
$101K
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$95K

WOOD Hedge Fund Activity: Q4 2017 in Review

70 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2017, worth a combined $115M — up 61% from $71.4M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WOOD positions and 5 closed out — a net gain of 12 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $5.62M. The largest seller was Bank of America, cutting an estimated $2.33M.

  • 70 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2017, up from 58 in Q3 2017.
  • Funds reported $115M of iShares Global Timber & Forestry ETF stock for Q4 2017, up 61% quarter-over-quarter.
  • 17 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2017 and 5 closed out, a net change of +12 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2017 was Deutsche Bank, an estimated $5.62M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2017 was Bank of America, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2017.