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iShares Global Timber & Forestry ETF
WOOD

59 hedge funds and large institutions have $102M invested in iShares Global Timber & Forestry ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 16 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

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

6% more capital invested

Capital invested by funds: $95.7M → $102M (+$6.08M)

2% more funds holding

Funds holding: 58 → 59 (+1)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
19
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
+$21.8M
2
CG
Colony Group
Massachusetts
+$2.1M
3
Jane Street
Jane Street
New York
+$1.16M
4
CS
Comerica Securities
Michigan
+$818K
5
DOA
D'Orazio & Associates
Virginia
+$566K

Top Sellers

Rank Fund Capital Flow
1
QI
QS Investors
New York
-$3.3M
2
Bank of America
Bank of America
North Carolina
-$2.41M
3
Comerica Bank
Comerica Bank
Texas
-$1.62M
4
Morgan Stanley
Morgan Stanley
New York
-$1.58M
5
BA
Boston Advisors
Massachusetts
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
CapWealth Advisors
Tennessee
$10K – – –
GSC
52
Ground Swell Capital
South Carolina
$10K +$103 +2 +1%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$8K – – –
Citigroup
54
Citigroup
New York
$5K – – –
KTC
55
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$5K +$103 +2 +2%
1832 Asset Management
57
1832 Asset Management
Ontario, Canada
$4K – – –
MWP
58
MYCIO Wealth Partners
Pennsylvania
$4K +$51 +1 +1%
NES
59
New England Securities
New York
$3K – – –
QI
60
QS Investors
New York
– -$3.3M -62,376 Closed
BA
61
Boston Advisors
Massachusetts
– -$1.22M -22,988 Closed
NCMW
62
Northern Capital Management (Wisconsin)
Wisconsin
– -$398K -7,535 Closed
CS
63
Credit Suisse
Switzerland
– -$264K -5,000 Closed
BRWA
64
B. Riley Wealth Advisors
Florida
– -$13.2K -250 Closed
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
– -$3K -60 Closed
1 2
3

WOOD Hedge Fund Activity: Q3 2014 in Review

59 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q3 2014, worth a combined $102M — up 6.3% from $95.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WOOD positions and 6 closed out — a net gain of 2 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $21.8M. The largest seller was QS Investors, exiting entirely with an estimated $3.3M sold.

  • 59 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q3 2014, up from 58 in Q2 2014.
  • Funds reported $102M of iShares Global Timber & Forestry ETF stock for Q3 2014, up 6.3% quarter-over-quarter.
  • 8 funds opened new iShares Global Timber & Forestry ETF positions in Q3 2014 and 6 closed out, a net change of +2 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q3 2014 was Curi RMB Capital, an estimated $21.8M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q3 2014 was QS Investors, an estimated $3.3M sold.

Based on aggregated 13F filings for Q3 2014.