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iShares Global Timber & Forestry ETF

79 hedge funds and large institutions have $137M invested in iShares Global Timber & Forestry ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more capital invested

Capital invested by funds: $115M → $137M (+$22.2M)

13% more funds holding

Funds holding: 7079 (+9)

1.77% less ownership

Funds ownership: 32.8%31.04% (-1.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $869K

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
13
Increased
28
Reduced
18
Closed
3
Calls
Puts
$869K
Net Calls
-$869K
Net Calls Change
-$229K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$802K +$7.5K +99 +1%
Jane Street
27
Jane Street
New York
$800K -$1.86M -24,582 -71%
Stifel Financial
28
Stifel Financial
Missouri
$725K +$699K +9,228 New
SC
29
Scotia Capital
Ontario, Canada
$661K +$66.8K +882 +12%
AWM
30
Aevitas Wealth Management
Massachusetts
$653K +$82.8K +1,093 +15%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$597K +$88.8K +1,172 +19%
MFAM
32
M Financial Asset Management
Oregon
$591K -$17K -225 -3%
BTS
33
BB&T Securities
Virginia
$585K +$143K +1,884 +34%
AG
34
Advisor Group
Arizona
$539K +$344K +4,546 +194%
OC
35
Oarsman Capital
Wisconsin
$519K -$40.2K -530 -7%
MD
36
Money Design
Japan
$499K +$38.8K +512 +9%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$466K +$450K +5,942 New
SWP
38
Stratos Wealth Partners
Ohio
$461K -$9.39K -124 -2%
Citadel Advisors
39
Citadel Advisors
Florida
$451K -$1.94M -25,589 -82%
ASN
40
Advisory Services Network
Georgia
$430K +$80.1K +1,057 +24%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$397K +$3.03K +40 +0.8%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$381K +$113K +1,493 +44%
Ameriprise
43
Ameriprise
Minnesota
$370K -$19K -251 -5%
Northern Trust
44
Northern Trust
Illinois
$365K
BBA
45
BLB&B Advisors
Pennsylvania
$306K
VFA
46
Voya Financial Advisors
Connecticut
$306K +$10.3K +136 +4%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$253K -$996K -13,151 -80%
SG Americas Securities
48
SG Americas Securities
New York
$235K +$227K +3,000 New
Creative Planning
49
Creative Planning
Kansas
$217K -$8.03K -106 -4%
OC
50
Oppenheimer & Co
New York
$209K +$202K +2,667 New

WOOD Hedge Fund Activity: Q1 2018 in Review

79 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q1 2018, worth a combined $137M — up 19% from $115M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WOOD positions and 3 closed out — a net gain of 10 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $7.95M. The largest seller was MD Financial Management, cutting an estimated $5.15M.

  • 79 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q1 2018, up from 70 in Q4 2017.
  • Funds reported $137M of iShares Global Timber & Forestry ETF stock for Q1 2018, up 19% quarter-over-quarter.
  • 13 funds opened new iShares Global Timber & Forestry ETF positions in Q1 2018 and 3 closed out, a net change of +10 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q1 2018 was Bank of America, an estimated $7.95M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q1 2018 was MD Financial Management, an estimated $5.15M sold.

Based on aggregated 13F filings for Q1 2018.