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iShares Global Timber & Forestry ETF
WOOD

61 hedge funds and large institutions have $98.6M invested in iShares Global Timber & Forestry ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 59 → 61 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

25% less capital invested

Capital invested by funds: $131M → $98.6M (-$32.9M)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
16
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QI
QS Investors
New York
+$1.17M
2
NC
NewSquare Capital
Pennsylvania
+$404K
3
Verition Fund Management
Verition Fund Management
Connecticut
+$385K
4
RJA
Raymond James & Associates
Florida
+$363K
5
ACM
Aviance Capital Management
Florida
+$322K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$18M
2
Comerica Bank
Comerica Bank
Texas
-$4.5M
3
Jane Street
Jane Street
New York
-$3.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.67M
5
Morgan Stanley
Morgan Stanley
New York
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
CapWealth Advisors
Tennessee
$10K – – –
TWM
52
Torch Wealth Management
Ohio
$10K +$10.4K +200 New
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$9K – – –
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$8K +$8.13K +156 New
KTC
55
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
MWP
56
MYCIO Wealth Partners
Pennsylvania
$5K +$4.58K +88 New
CFA
57
CT Financial Advisors
Pennsylvania
$4.72K +$4.48K +86 New
NES
58
New England Securities
New York
$4K -$5.63K -108 -61%
1832 Asset Management
59
1832 Asset Management
Ontario, Canada
$4K +$3.91K +75 New
WA
60
WFG Advisors
Texas
$3K -$156 -3 -5%
ECM
61
ETrade Capital Management
Virginia
$3K +$2.6K +50 New
Jane Street
62
Jane Street
New York
– -$3.87M -73,225 Closed
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
– -$844K -15,970 Closed
SI
64
Stephens Inc
Arkansas
– -$492K -9,300 Closed
ASN
65
Advisory Services Network
Georgia
– -$26K -500 Closed
PAS
66
Partnervest Advisory Services
California
– -$11K -203 Closed
GI
67
Gradient Investments
Minnesota
– -$5K -90 Closed
1 2
3

WOOD Hedge Fund Activity: Q1 2014 in Review

61 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q1 2014, worth a combined $98.6M — down 25% from $131M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WOOD positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 24 trimmed.

The largest buyer was QS Investors, adding an estimated $1.17M. The largest seller was Susquehanna International Group, cutting an estimated $18M.

  • 61 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q1 2014, up from 59 in Q4 2013.
  • Funds reported $98.6M of iShares Global Timber & Forestry ETF stock for Q1 2014, down 25% quarter-over-quarter.
  • 8 funds opened new iShares Global Timber & Forestry ETF positions in Q1 2014 and 6 closed out, a net change of +2 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q1 2014 was QS Investors, an estimated $1.17M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q1 2014 was Susquehanna International Group, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2014.