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iShares Global Timber & Forestry ETF

61 hedge funds and large institutions have $66.8M invested in iShares Global Timber & Forestry ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

0.05% more ownership

Funds ownership: 38.01%38.05% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

27% less funds holding

Funds holding: 8361 (-22)

37% less capital invested

Capital invested by funds: $105M → $66.8M (-$38.6M)

69% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 29

Holders
61
Holders Change
-22
Holders Change %
-26.51%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
17
Reduced
15
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
26
CX Institutional
Indiana
$285K +$349K +5,925 New
HighTower Advisors
27
HighTower Advisors
Illinois
$270K -$298K -5,063 -48%
Osaic Holdings
28
Osaic Holdings
Arizona
$219K +$268K +4,557 New
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$159K +$76.5K +1,300 +65%
UBS Group
30
UBS Group
Switzerland
$138K -$592K -10,062 -78%
SC
31
Solstein Capital
California
$73K +$30.9K +525 +53%
PA
32
Parallel Advisors
California
$68K
AA
33
AlphaMark Advisors
Kentucky
$49K
AIM
34
Arcadia Investment Management
Michigan
$48K
BCM
35
Blume Capital Management
California
$48K
GRP
36
Global Retirement Partners
California
$45K +$1.65K +28 +3%
BFO
37
Biltmore Family Office
North Carolina
$38K
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$31K +$29.4K +500 +333%
ASN
39
Advisory Services Network
Georgia
$26K -$242K -4,117 -89%
TCM
40
Tradewinds Capital Management
Washington
$20K
OPS
41
Orion Portfolio Solutions
Nebraska
$19K -$25.7K -437 -53%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$15K
LFG
43
LifePlan Financial Group
Ohio
$13K
QAM
44
QCI Asset Management
New York
$13K
CDIA
45
Capital Directions Investment Advisors
Georgia
$10K
JP Morgan Chase
46
JP Morgan Chase
New York
$10K
QI
47
QS Investors
New York
$10K +$118 +2 +1%
HFA
48
HC Financial Advisors
California
$10K +$12.5K +212 New
SPIA
49
Steward Partners Investment Advisory
New York
$9K
BA
50
Ballast Advisors
Minnesota
$8K

WOOD Hedge Fund Activity: Q1 2020 in Review

61 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q1 2020, worth a combined $66.8M — down 37% from $105M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of WOOD and 9 opened new positions — a net loss of 20 holders — while 15 trimmed existing stakes and 17 added.

The largest buyer was Jane Street, adding an estimated $8.05M. The largest seller was Bank of America, cutting an estimated $6.65M.

  • 61 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q1 2020, down from 83 in Q4 2019.
  • Funds reported $66.8M of iShares Global Timber & Forestry ETF stock for Q1 2020, down 37% quarter-over-quarter.
  • 9 funds opened new iShares Global Timber & Forestry ETF positions in Q1 2020 and 29 closed out, a net change of -20 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q1 2020 was Jane Street, an estimated $8.05M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q1 2020 was Bank of America, an estimated $6.65M sold.

Based on aggregated 13F filings for Q1 2020.