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iShares Global Timber & Forestry ETF

82 hedge funds and large institutions have $91M invested in iShares Global Timber & Forestry ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $85M → $91M (+$5.95M)

2.69% more ownership

Funds ownership: 42.28%44.98% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2% less funds holding

Funds holding: 8482 (-2)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

35% less call options, than puts

Call options by funds: $1.23M | Put options by funds: $1.88M

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
21
Reduced
26
Closed
11
Calls
$1.23M
Puts
$1.88M
Net Calls
-$653K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
MTC
26
Matrix Trust Company
Colorado
$435K +$200K +2,801 +86%
NCM
27
Novare Capital Management
North Carolina
$419K
TIM
28
Tortoise Investment Management
New York
$413K -$3.94K -55 -0.9%
LNB
29
Ledyard National Bank
$388K +$8.37K +117 +2%
TF
30
TIAA FSB
Florida
$356K
Osaic Holdings
31
Osaic Holdings
Arizona
$355K -$85.9K -1,200 -20%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$346K -$72 -1 -0%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$338K -$435K -6,077 -57%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$326K -$43.8K -612 -12%
PFS
35
Prospera Financial Services
Texas
$298K -$13.9K -194 -4%
FHA
36
First Horizon Advisors
Tennessee
$291K
UBS Group
37
UBS Group
Switzerland
$289K +$26.1K +365 +10%
RJA
38
Raymond James & Associates
Florida
$253K -$22.5K -314 -8%
SCP
39
Stamos Capital Partners
California
$253K +$253K +3,530 New
RJFSA
40
Raymond James Financial Services Advisors
Florida
$251K -$25.1K -351 -9%
Wealthfront Advisers
41
Wealthfront Advisers
California
$243K -$104K -1,457 -30%
MRC
42
Millburn Ridgefield Corp
New York
$234K -$15.2K -212 -6%
VCM
43
Virtue Capital Management
Tennessee
$210K -$116K -1,617 -35%
MML Investors Services
44
MML Investors Services
Massachusetts
$210K +$210K +2,934 New
Ameriprise
45
Ameriprise
Minnesota
$207K -$13.2K -185 -6%
CCA
46
Catalyst Capital Advisors
New York
$204K -$23.1K -323 -10%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$196K
US Bancorp
48
US Bancorp
Minnesota
$190K
CTWM
49
Cherry Tree Wealth Management
Minnesota
$144K +$144K +2,010 New
CA
50
Clearstead Advisors
Ohio
$105K +$1.86K +26 +2%

WOOD Hedge Fund Activity: Q2 2023 in Review

82 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q2 2023, worth a combined $91M — up 7% from $85M a quarter earlier.

Fund positioning in WOOD was balanced in Q2 2023: 11 funds opened new positions, 11 closed out, 21 added to existing stakes and 26 trimmed.

The largest buyer was Jane Street, adding an estimated $5.76M. The largest seller was Royal Bank of Canada, cutting an estimated $2.08M.

  • 82 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q2 2023, down from 84 in Q1 2023.
  • Funds reported $91M of iShares Global Timber & Forestry ETF stock for Q2 2023, up 7% quarter-over-quarter.
  • 11 funds opened new iShares Global Timber & Forestry ETF positions in Q2 2023 and 11 closed out, a net change of 0 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q2 2023 was Jane Street, an estimated $5.76M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $2.08M sold.

Based on aggregated 13F filings for Q2 2023.