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iShares Global Timber & Forestry ETF
WOOD

85 hedge funds and large institutions have $101M invested in iShares Global Timber & Forestry ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $84.5M → $101M (+$16.4M)

5.89% more ownership

Funds ownership: 41.36% → 47.25% (+5.9%)

4% more funds holding

Funds holding: 82 → 85 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

67% less call options, than puts

Call options by funds: $350K | Put options by funds: $1.06M

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
16
Reduced
22
Closed
11
Calls
$350K
Puts
$1.06M
Net Calls
-$707K
Net Calls Change
+$264K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$9.56M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.36M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$852K
4
Morgan Stanley
Morgan Stanley
New York
+$782K
5
ARC
Advisor Resource Council
Texas
+$747K

Top Sellers

Rank Fund Capital Flow
1
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
-$1.71M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.34M
3
M&T Bank
M&T Bank
New York
-$1.04M
4
EA
Eclectic Associates
California
-$980K
5
BCM
BlueCrest Capital Management
Jersey
-$769K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$504K +$467K +6,199 New
NCM
27
Novare Capital Management
North Carolina
$475K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$468K -$291K -3,865 -40%
TIM
29
Tortoise Investment Management
New York
$462K – – –
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$452K – – –
LNB
31
Ledyard National Bank
$425K -$14.3K -190 -4%
TIAA Trust, National Association
32
TIAA Trust, National Association
North Carolina
$403K – – –
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$368K +$116K +1,534 +51%
MTC
34
Matrix Trust Company
Colorado
$365K -$19.8K -263 -6%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$352K -$14.8K -196 -4%
PFS
36
Prospera Financial Services
Texas
$347K +$7.68K +102 +2%
Wealthfront Advisers
37
Wealthfront Advisers
California
$337K +$17.7K +235 +6%
FHA
38
First Horizon Advisors
Tennessee
$330K – – –
JP Morgan Chase
39
JP Morgan Chase
New York
$326K +$302K +4,005 New
RJFSA
40
Raymond James Financial Services Advisors
Florida
$316K +$39.8K +528 +16%
SCP
41
Stamos Capital Partners
California
$275K -$52.7K -700 -17%
BCM
42
Brookstone Capital Management
Illinois
$253K +$6.55K +87 +3%
MML Investors Services
43
MML Investors Services
Massachusetts
$249K -$3.77K -50 -2%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$232K +$215K +2,854 New
RJA
45
Raymond James & Associates
Florida
$210K -$33.4K -444 -15%
CCM
46
Cullen Capital Management
New York
$203K +$188K +2,500 New
EWM
47
Endowment Wealth Management
Wisconsin
$202K +$187K +2,488 New
Comerica Bank
48
Comerica Bank
Texas
$163K – – –
CTWM
49
Cherry Tree Wealth Management
Minnesota
$139K – – –
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$130K -$22.6K -300 -16%
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WOOD Hedge Fund Activity: Q4 2023 in Review

85 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2023, worth a combined $101M — up 19% from $84.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WOOD positions and 11 closed out — a net gain of 4 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, adding an estimated $9.56M. The largest seller was Guardian Capital Advisors (Canada), exiting entirely with an estimated $1.71M sold.

  • 85 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2023, up from 82 in Q3 2023.
  • Funds reported $101M of iShares Global Timber & Forestry ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 15 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2023 and 11 closed out, a net change of +4 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2023 was Jane Street, an estimated $9.56M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2023 was Guardian Capital Advisors (Canada), an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2023.