We are live on ! Find out more
WOOD icon

iShares Global Timber & Forestry ETF

96 hedge funds and large institutions have $118M invested in iShares Global Timber & Forestry ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $3.54M

1.76% less ownership

Funds ownership: 40.98%39.22% (-1.8%)

8% less funds holding

Funds holding: 10496 (-8)

8% less capital invested

Capital invested by funds: $129M → $118M (-$10.9M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
96
Holders Change
-8
Holders Change %
-7.69%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
25
Reduced
32
Closed
17
Calls
$3.63M
Puts
$3.54M
Net Calls
+$95K
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
26
Delos Wealth Advisors
Texas
$775K -$845K -9,624 -51%
CSM
27
CAMG Solamere Management
North Carolina
$741K
TIM
28
Tortoise Investment Management
New York
$661K -$19.8K -225 -3%
PWM
29
Perigon Wealth Management
California
$642K
OC
30
Oarsman Capital
Wisconsin
$591K
CS
31
Credit Suisse
Switzerland
$548K -$13.9K -158 -2%
RJA
32
Raymond James & Associates
Florida
$537K +$107K +1,222 +24%
CI
33
CX Institutional
Indiana
$506K -$72K -820 -12%
BRWA
34
B. Riley Wealth Advisors
Florida
$430K +$137K +1,565 +45%
Ameriprise
35
Ameriprise
Minnesota
$406K +$119K +1,354 +40%
LNC
36
Lincoln National Corp
Pennsylvania
$387K +$400K +4,552 New
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$386K +$371K +4,220 +1,344%
PFS
38
Prospera Financial Services
Texas
$385K +$66.7K +760 +20%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$315K -$6.58K -75 -2%
CA
40
Cetera Advisors
Colorado
$310K +$107K +1,213 +50%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$290K -$878 -10 -0.3%
Barclays
42
Barclays
United Kingdom
$282K -$605K -6,896 -68%
MTC
43
Matrix Trust Company
Colorado
$276K +$150K +1,711 +111%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$226K
BPC
45
Banque Pictet & Cie
Switzerland
$223K
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$207K -$1.77M -20,121 -89%
Optiver Holding
47
Optiver Holding
Netherlands
$157K +$89.5K +1,019 +123%
MPCG
48
Matrix Private Capital Group
New York
$144K -$110K -1,250 -42%
FA
49
Faithward Advisors
Pennsylvania
$144K -$34.8K -396 -19%
GRP
50
Global Retirement Partners
California
$139K +$5.44K +62 +4%

WOOD Hedge Fund Activity: Q3 2021 in Review

96 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q3 2021, worth a combined $118M — down 8.5% from $129M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WOOD and 10 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 25 added.

The largest buyer was Clark Capital Management Group, adding an estimated $3.39M. The largest seller was Jane Street, cutting an estimated $4.5M.

  • 96 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q3 2021, down from 104 in Q2 2021.
  • Funds reported $118M of iShares Global Timber & Forestry ETF stock for Q3 2021, down 8.5% quarter-over-quarter.
  • 10 funds opened new iShares Global Timber & Forestry ETF positions in Q3 2021 and 17 closed out, a net change of -7 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q3 2021 was Clark Capital Management Group, an estimated $3.39M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q3 2021 was Jane Street, an estimated $4.5M sold.

Based on aggregated 13F filings for Q3 2021.