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iShares Global Timber & Forestry ETF

92 hedge funds and large institutions have $89.6M invested in iShares Global Timber & Forestry ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

2% more funds holding

Funds holding: 9092 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $91.2M → $89.6M (-$1.54M)

1.69% less ownership

Funds ownership: 43.83%42.14% (-1.7%)

31% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $1.8M

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
17
Reduced
32
Closed
8
Calls
$1.25M
Puts
$1.8M
Net Calls
-$553K
Net Calls Change
+$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
26
Csenge Advisory Group
Florida
$514K -$373K -5,140 -42%
NCM
27
Novare Capital Management
North Carolina
$513K -$363K -5,000 -42%
LPAM
28
Lodestar Private Asset Management
California
$510K +$509K +7,009 New
OC
29
Oarsman Capital
Wisconsin
$510K +$7.19K +99 +1%
CAAM
30
Cornerstone Advisors Asset Management
Pennsylvania
$503K +$95.5K +1,315 +23%
TIM
31
Tortoise Investment Management
New York
$451K -$76.3K -1,050 -14%
LNB
32
Ledyard National Bank
$378K -$4.58K -63 -1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$374K +$6.83K +94 +2%
Belvedere Trading
34
Belvedere Trading
Illinois
$368K +$368K +5,063 New
TF
35
TIAA FSB
Florida
$361K
PFS
36
Prospera Financial Services
Texas
$357K
JMPWA
37
JP Morgan Private Wealth Advisors
California
$352K
Citadel Advisors
38
Citadel Advisors
Florida
$343K -$521K -7,172 -60%
FHA
39
First Horizon Advisors
Tennessee
$295K
RJFSA
40
Raymond James Financial Services Advisors
Florida
$291K +$290K +3,998 New
RJA
41
Raymond James & Associates
Florida
$280K -$161K -2,222 -37%
CCA
42
Catalyst Capital Advisors
New York
$248K +$9.8K +135 +4%
MRC
43
Millburn Ridgefield Corp
New York
$247K -$44.6K -614 -15%
Ameriprise
44
Ameriprise
Minnesota
$233K -$157K -2,168 -40%
Wealthfront Advisers
45
Wealthfront Advisers
California
$221K -$95.2K -1,311 -30%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$218K +$218K +3,000 New
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$199K
US Bancorp
48
US Bancorp
Minnesota
$192K
BAM
49
Belpointe Asset Management
Nevada
$151K -$88.2K -1,215 -37%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$130K -$10.1K -139 -7%

WOOD Hedge Fund Activity: Q4 2022 in Review

92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2022, worth a combined $89.6M — down 1.7% from $91.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WOOD positions and 8 closed out — a net gain of 4 holders — while 17 added to existing stakes and 32 trimmed.

The largest buyer was Boston Standard Wealth Management, adding an estimated $400K. The largest seller was Jane Street, cutting an estimated $4.51M.

  • 92 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2022, up from 90 in Q3 2022.
  • Funds reported $89.6M of iShares Global Timber & Forestry ETF stock for Q4 2022, down 1.7% quarter-over-quarter.
  • 12 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2022 and 8 closed out, a net change of +4 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2022 was Boston Standard Wealth Management, an estimated $400K added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2022 was Jane Street, an estimated $4.51M sold.

Based on aggregated 13F filings for Q4 2022.