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iShares Global Timber & Forestry ETF

83 hedge funds and large institutions have $105M invested in iShares Global Timber & Forestry ETF in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more capital invested

Capital invested by funds: $75M → $105M (+$30.5M)

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

26% more funds holding

Funds holding: 6683 (+17)

3.59% more ownership

Funds ownership: 34.42%38.01% (+3.6%)

Holders
83
Holders Change
+17
Holders Change %
+25.76%
% of All Funds
1.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
27
Increased
18
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MD
26
Money Design
Japan
$614K -$45.4K -712 -7%
WANY
27
Wealthspire Advisors (New York)
New York
$570K
Truist Financial
28
Truist Financial
North Carolina
$545K +$519K +8,134 New
OC
29
Oarsman Capital
Wisconsin
$488K +$18.5K +290 +4%
SI
30
Stephens Inc
Arkansas
$476K
RFC
31
Regions Financial Corp
Alabama
$475K
RJFSA
32
Raymond James Financial Services Advisors
Florida
$363K -$40K -627 -10%
Ameriprise
33
Ameriprise
Minnesota
$356K +$87.3K +1,369 +35%
TAM
34
Tocqueville Asset Management
New York
$350K +$333K +5,223 New
AG
35
Advisor Group
Arizona
$346K +$86.3K +1,354 +36%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$344K
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$333K +$116K +1,814 +55%
ASN
38
Advisory Services Network
Georgia
$311K -$25.2K -396 -8%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$294K -$41.2K -646 -13%
RJA
40
Raymond James & Associates
Florida
$279K +$266K +4,170 New
Northern Trust
41
Northern Trust
Illinois
$273K -$37.8K -593 -13%
IA
42
IFP Advisors
Florida
$258K +$249K +3,907 New
SWP
43
Stratos Wealth Partners
Ohio
$233K -$150K -2,345 -40%
HIS
44
Harvest Investment Services
Illinois
$214K +$204K +3,207 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$211K -$54.8K -860 -21%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$134K +$128K +2,000 New
CF
47
Centaurus Financial
California
$109K +$103K +1,621 New
PA
48
Parallel Advisors
California
$95K
FANJ
49
Financial Architects (New Jersey)
New Jersey
$71K +$67.9K +1,065 New
AA
50
AlphaMark Advisors
Kentucky
$69K -$71.7K -1,125 -52%

WOOD Hedge Fund Activity: Q4 2019 in Review

83 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2019, worth a combined $105M — up 41% from $75M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WOOD positions and 9 closed out — a net gain of 18 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Avalon Investment & Advisory, opening a new position worth an estimated $5.42M. The largest seller was First Allied Advisory Services, exiting entirely with an estimated $2.59M sold.

  • 83 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2019, up from 66 in Q3 2019.
  • Funds reported $105M of iShares Global Timber & Forestry ETF stock for Q4 2019, up 41% quarter-over-quarter.
  • 27 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2019 and 9 closed out, a net change of +18 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2019 was Avalon Investment & Advisory, an estimated $5.42M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2019 was First Allied Advisory Services, an estimated $2.59M sold.

Based on aggregated 13F filings for Q4 2019.