iShares Global Timber & Forestry ETF
WOOD
57 hedge funds and large institutions have $117M invested in iShares Global Timber & Forestry ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 5 closing their positions.
26% more capital invested
Capital invested by funds: $92.9M → $117M (+$23.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 58 → 57 (-1)
17% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 24
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Comerica Bank
Dallas,
Texas
|
+$8.33M |
| 2 |
QI
QS Investors
New York
|
+$8.17M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$871K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$839K |
| 5 |
Goldman Sachs
New York
|
+$619K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCMW
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
-$1.02M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$978K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$820K |
| 4 |
LWI
Long Wharf Investors
Boston,
Massachusetts
|
-$717K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$456K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
CapWealth Advisors
Franklin,
Tennessee
| $10K | – | – | – |
|
52
Citigroup
New York
| $8K | – | – | – |
|
53
Envestnet Asset Management
Chicago,
Illinois
| $7K | -$3.13K | -65 | -33% |
|
|
HNB
54
Huntington National Bank
Columbus,
Ohio
| $5K | – | – | – |
|
|
KTC
55
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $5K | – | – | – |
|
|
DADC
56
D.A. Davidson & Co
Great Falls,
Montana
| $4K | – | – | – |
|
|
NES
57
New England Securities
New York
| $3K | -$482 | -10 | -13% |
|
|
WA
58
WFG Advisors
Dallas,
Texas
| $3K | +$145 | +3 | +5% |
|
|
RJFSA
59
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$820K | -18,122 | Closed |
|
60
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$259K | -5,716 | Closed |
|
|
FHC
61
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$45K | -1,000 | Closed |
|
|
MWP
62
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$23K | -500 | Closed |
|
|
AWMS
63
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$1K | -26 | Closed |
|
WOOD Hedge Fund Activity: Q3 2013 in Review
57 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q3 2013, worth a combined $117M — up 26% from $92.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WOOD and 4 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 20 added.
The largest buyer was Comerica Bank, adding an estimated $8.33M. The largest seller was Northern Capital Management (Wisconsin), cutting an estimated $1.02M.
- 57 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q3 2013, down from 58 in Q2 2013.
- Funds reported $117M of iShares Global Timber & Forestry ETF stock for Q3 2013, up 26% quarter-over-quarter.
- 4 funds opened new iShares Global Timber & Forestry ETF positions in Q3 2013 and 5 closed out, a net change of -1 holder.
- The largest iShares Global Timber & Forestry ETF buyer in Q3 2013 was Comerica Bank, an estimated $8.33M added.
- The largest iShares Global Timber & Forestry ETF seller in Q3 2013 was Northern Capital Management (Wisconsin), an estimated $1.02M sold.
Based on aggregated 13F filings for Q3 2013.