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iShares Global Timber & Forestry ETF

110 hedge funds and large institutions have $135M invested in iShares Global Timber & Forestry ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

10% more funds holding

Funds holding: 100110 (+10)

8% more capital invested

Capital invested by funds: $125M → $135M (+$10.3M)

2.91% more ownership

Funds ownership: 39.81%42.72% (+2.9%)

13% less call options, than puts

Call options by funds: $768K | Put options by funds: $884K

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
27
Reduced
22
Closed
11
Calls
$768K
Puts
$884K
Net Calls
-$116K
Net Calls Change
-$853K
Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Eclectic Associates
California
$1.14M +$1.14M +12,725 New
NCM
27
Novare Capital Management
North Carolina
$1.14M +$1.14M +12,725 New
CI
28
CX Institutional
Indiana
$1.12M +$327K +3,640 +41%
Citadel Advisors
29
Citadel Advisors
Florida
$1.02M +$694K +7,712 +205%
NL
30
NVWM LLC
Pennsylvania
$890K +$896K +9,962 New
KP
31
Keel Point
Alabama
$798K +$804K +8,939 New
SWM
32
SeaCrest Wealth Management
New York
$748K +$754K +8,377 New
Ameriprise
33
Ameriprise
Minnesota
$696K +$335K +3,728 +92%
TIM
34
Tortoise Investment Management
New York
$672K -$5.85K -65 -0.9%
OC
35
Oarsman Capital
Wisconsin
$631K -$8.1K -90 -1%
EFS
36
Essex Financial Services
Connecticut
$628K -$634K -7,046 -50%
CAAM
37
Cornerstone Advisors Asset Management
Pennsylvania
$500K
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$494K +$287K +3,187 +136%
CAG
39
Csenge Advisory Group
Florida
$458K +$462K +5,130 New
FHA
40
First Horizon Advisors
Tennessee
$450K +$453K +5,035 New
PFS
41
Prospera Financial Services
Texas
$439K
DWA
42
Delos Wealth Advisors
Texas
$413K -$421K -4,681 -50%
BAM
43
Belpointe Asset Management
Nevada
$409K -$681K -7,566 -62%
MTC
44
Matrix Trust Company
Colorado
$388K +$41.6K +462 +12%
RJA
45
Raymond James & Associates
Florida
$384K -$5.76K -64 -1%
CA
46
Cetera Advisors
Colorado
$373K +$26.7K +297 +8%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$369K +$25.6K +285 +7%
AW
48
ACG Wealth
Georgia
$360K
RK
49
Rather & Kittrell
Tennessee
$350K +$9K +100 +3%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$331K +$93.7K +1,041 +39%

WOOD Hedge Fund Activity: Q1 2022 in Review

110 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q1 2022, worth a combined $135M — up 8.2% from $125M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WOOD positions and 11 closed out — a net gain of 14 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $22M. The largest seller was Royal Bank of Canada, cutting an estimated $2.91M.

  • 110 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q1 2022, up from 100 in Q4 2021.
  • Funds reported $135M of iShares Global Timber & Forestry ETF stock for Q1 2022, up 8.2% quarter-over-quarter.
  • 25 funds opened new iShares Global Timber & Forestry ETF positions in Q1 2022 and 11 closed out, a net change of +14 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $22M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q1 2022 was Royal Bank of Canada, an estimated $2.91M sold.

Based on aggregated 13F filings for Q1 2022.