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iShares Global Timber & Forestry ETF
WOOD

61 hedge funds and large institutions have $87M invested in iShares Global Timber & Forestry ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

40% more capital invested

Capital invested by funds: $62M → $87M (+$25M)

13% more funds holding

Funds holding: 54 → 61 (+7)

2.31% more ownership

Funds ownership: 34.48% → 36.79% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
16
Reduced
11
Closed
6
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$317K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$6.32M
2
HKAM
Horizon Kinetics Asset Management
New York
+$3.16M
3
Jane Street
Jane Street
New York
+$2.51M
4
LPL Financial
LPL Financial
California
+$2.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
CCMG
Clark Capital Management Group
Pennsylvania
-$4.19M
2
MFM
MD Financial Management
Ontario, Canada
-$1.28M
3
Citadel Advisors
Citadel Advisors
Florida
-$885K
4
Wells Fargo
Wells Fargo
California
-$219K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$121K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
26
Regions Financial Corp
Alabama
$452K – – –
SI
27
Stephens Inc
Arkansas
$448K – – –
Baird Financial Group
28
Baird Financial Group
Wisconsin
$391K -$9.5K -152 -2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$255K +$16.9K +270 +7%
RJA
30
Raymond James & Associates
Florida
$218K +$211K +3,372 New
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$213K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$199K +$10.5K +168 +5%
MTC
33
Matrix Trust Company
Colorado
$138K +$133K +2,134 New
PFS
34
Prospera Financial Services
Texas
$134K +$129K +2,067 New
GRP
35
Global Retirement Partners
California
$100K +$24.6K +394 +34%
PA
36
Parallel Advisors
California
$90K – – –
BCM
37
Blume Capital Management
California
$65K – – –
AA
38
AlphaMark Advisors
Kentucky
$63K +$21.9K +350 +56%
BFO
39
Biltmore Family Office
North Carolina
$52K – – –
IA
40
IFP Advisors
Florida
$32K +$30.9K +494 New
ASN
41
Advisory Services Network
Georgia
$32K +$31.3K +500 New
TCM
42
Tradewinds Capital Management
Washington
$27K – – –
S
43
SignatureFD
Georgia
$16K +$15.6K +250 New
HFA
44
HC Financial Advisors
California
$14K – – –
CDIA
45
Capital Directions Investment Advisors
Georgia
$13K – – –
JP Morgan Chase
46
JP Morgan Chase
New York
$13K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$13K – – –
LFG
48
LifePlan Financial Group
Ohio
$11K -$6.06K -97 -36%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$10K – – –
JHCP
50
Jackson Hole Capital Partners
Oklahoma
$8K – – –
1
2
3

WOOD Hedge Fund Activity: Q3 2020 in Review

61 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q3 2020, worth a combined $87M — up 40% from $62M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WOOD positions and 6 closed out — a net gain of 7 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $6.32M. The largest seller was Clark Capital Management Group, cutting an estimated $4.19M.

  • 61 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q3 2020, up from 54 in Q2 2020.
  • Funds reported $87M of iShares Global Timber & Forestry ETF stock for Q3 2020, up 40% quarter-over-quarter.
  • 13 funds opened new iShares Global Timber & Forestry ETF positions in Q3 2020 and 6 closed out, a net change of +7 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q3 2020 was Bank of America, an estimated $6.32M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q3 2020 was Clark Capital Management Group, an estimated $4.19M sold.

Based on aggregated 13F filings for Q3 2020.