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iShares Global Timber & Forestry ETF
WOOD

78 hedge funds and large institutions have $105M invested in iShares Global Timber & Forestry ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

28% more funds holding

Funds holding: 61 → 78 (+17)

21% more capital invested

Capital invested by funds: $87M → $105M (+$18M)

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.91% less ownership

Funds ownership: 36.79% → 34.88% (-1.9%)

Holders
78
Holders Change
+17
Holders Change %
+27.87%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
20
Reduced
17
Closed
8
Calls
$288K
Puts
–
Net Calls
+$288K
Net Calls Change
-$29K

Top Buyers

Rank Fund Capital Flow
1
KP
Keel Point
Alabama
+$2.79M
2
CI
Cavalier Investments
Georgia
+$2.37M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.73M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.65M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3.41M
2
Jane Street
Jane Street
New York
-$3.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.79M
4
MFM
MD Financial Management
Ontario, Canada
-$1.74M
5
HKAM
Horizon Kinetics Asset Management
New York
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
26
Tortoise Investment Management
New York
$672K -$35.3K -495 -6%
PAG
27
Private Advisor Group
New Jersey
$654K +$586K +8,220 New
OC
28
Oarsman Capital
Wisconsin
$566K -$2.49K -35 -0.5%
RFC
29
Regions Financial Corp
Alabama
$557K – – –
FFN
30
Focus Financial Network
Minnesota
$515K +$461K +6,469 New
Goldman Sachs
31
Goldman Sachs
New York
$493K +$441K +6,186 New
FTUS
32
Flow Traders U.S.
New York
$464K +$415K +5,829 New
CSM
33
CAMG Solamere Management
North Carolina
$452K +$405K +5,680 New
Baird Financial Group
34
Baird Financial Group
Wisconsin
$386K -$85.5K -1,200 -20%
BCM
35
BlueCrest Capital Management
Jersey
$319K +$285K +4,008 New
SI
36
Stephens Inc
Arkansas
$283K -$240K -3,370 -49%
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$263K – – –
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$242K -$63.8K -896 -23%
RJA
39
Raymond James & Associates
Florida
$235K -$29.6K -415 -12%
BPC
40
Banque Pictet & Cie
Switzerland
$209K +$187K +2,627 New
MTC
41
Matrix Trust Company
Colorado
$171K +$570 +8 +0.4%
CWM
42
Cranbrook Wealth Management
Michigan
$130K +$117K +1,637 New
GRP
43
Global Retirement Partners
California
$126K +$2.99K +42 +3%
ASN
44
Advisory Services Network
Georgia
$120K +$71.7K +1,007 +201%
BAM
45
Belpointe Asset Management
Nevada
$115K +$103K +1,447 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$113K +$101K +1,422 New
BCM
47
Blume Capital Management
California
$80K – – –
BFO
48
Biltmore Family Office
North Carolina
$64K – – –
IAIM
49
International Assets Investment Management
Florida
$59K +$53K +744 New
AA
50
AlphaMark Advisors
Kentucky
$46K -$28.5K -400 -41%
1
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WOOD Hedge Fund Activity: Q4 2020 in Review

78 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2020, worth a combined $105M — up 21% from $87M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WOOD positions and 8 closed out — a net gain of 18 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Keel Point, opening a new position worth an estimated $2.79M. The largest seller was Bank of America, cutting an estimated $3.41M.

  • 78 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2020, up from 61 in Q3 2020.
  • Funds reported $105M of iShares Global Timber & Forestry ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 26 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2020 and 8 closed out, a net change of +18 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2020 was Keel Point, an estimated $2.79M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2020 was Bank of America, an estimated $3.41M sold.

Based on aggregated 13F filings for Q4 2020.