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iShares Global Timber & Forestry ETF

66 hedge funds and large institutions have $75M invested in iShares Global Timber & Forestry ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

0.51% less ownership

Funds ownership: 34.92%34.42% (-0.51%)

7% less capital invested

Capital invested by funds: $80.4M → $75M (-$5.45M)

7% less funds holding

Funds holding: 7166 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $222K

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
16
Reduced
16
Closed
11
Calls
Puts
$222K
Net Calls
-$222K
Net Calls Change
-$222K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$342K
ASN
27
Advisory Services Network
Georgia
$302K
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$300K +$293K +5,127 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$295K +$8.16K +143 +3%
Northern Trust
30
Northern Trust
Illinois
$273K
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$235K -$116K -2,040 -34%
Ameriprise
32
Ameriprise
Minnesota
$231K -$1.17M -20,537 -84%
AG
33
Advisor Group
Arizona
$224K -$57.8K -1,012 -21%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$193K +$42.9K +752 +30%
UBS Group
35
UBS Group
Switzerland
$143K +$1.48K +26 +1%
AA
36
AlphaMark Advisors
Kentucky
$126K
PA
37
Parallel Advisors
California
$83K
AIM
38
Arcadia Investment Management
Michigan
$59K
BCM
39
Blume Capital Management
California
$58K
GRP
40
Global Retirement Partners
California
$52K +$2K +35 +4%
BFO
41
Biltmore Family Office
North Carolina
$47K
EFSCE
42
Enterprise Financial Services Corp (EFSC)
Missouri
$31K
TCM
43
Tradewinds Capital Management
Washington
$25K
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$19K
LFG
45
LifePlan Financial Group
Ohio
$16K -$5.19K -91 -25%
QI
46
QS Investors
New York
$16K +$2.28K +40 +19%
QAM
47
QCI Asset Management
New York
$15K -$1.14K -20 -7%
JP Morgan Chase
48
JP Morgan Chase
New York
$12K
CDIA
49
Capital Directions Investment Advisors
Georgia
$12K +$11.4K +200 New
SPIA
50
Steward Partners Investment Advisory
New York
$11K

WOOD Hedge Fund Activity: Q3 2019 in Review

66 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q3 2019, worth a combined $75M — down 6.8% from $80.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of WOOD and 6 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 16 added.

The largest buyer was MD Financial Management, adding an estimated $4.04M. The largest seller was Jane Street, exiting entirely with an estimated $3.37M sold.

  • 66 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q3 2019, down from 71 in Q2 2019.
  • Funds reported $75M of iShares Global Timber & Forestry ETF stock for Q3 2019, down 6.8% quarter-over-quarter.
  • 6 funds opened new iShares Global Timber & Forestry ETF positions in Q3 2019 and 11 closed out, a net change of -5 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q3 2019 was MD Financial Management, an estimated $4.04M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q3 2019 was Jane Street, an estimated $3.37M sold.

Based on aggregated 13F filings for Q3 2019.