iShares Global Timber & Forestry ETF
WOOD
60 hedge funds and large institutions have $95.2M invested in iShares Global Timber & Forestry ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
2% more funds holding
Funds holding: 59 → 60 (+1)
2% more capital invested
Capital invested by funds: $93M → $95.2M (+$2.2M)
0% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 19
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$5.77M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.27M |
| 3 |
Jane Street
New York
|
+$951K |
| 4 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$621K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$571K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.15M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$1.24M |
| 3 |
DOA
D'Orazio & Associates
Falls Church,
Virginia
|
-$1.03M |
| 4 |
11A
10-15 Associates
Goshen,
New York
|
-$536K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$535K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QI
51
QS Investors
New York
| $10K | -$762 | -14 | -7% |
|
|
NFG
52
Next Financial Group
Houston,
Texas
| $9K | -$1.36K | -25 | -13% |
|
53
Bank of Montreal
Toronto,
Ontario, Canada
| $9K | +$2.72K | +50 | +48% |
|
|
MSFP
54
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $8K | -$10.9K | -200 | -57% |
|
55
Citigroup
New York
| $6K | – | – | – |
|
|
KTC
56
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $6K | – | – | – |
|
|
CFA
57
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $4.59K | +$54 | +1 | +1% |
|
|
TRCT
58
Tower Research Capital (TRC)
New York
| $4K | -$35.8K | -657 | -89% |
|
|
LWA
59
Lowe Wealth Advisors
Columbia,
Maryland
| $3K | – | – | – |
|
60
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $19 | +$3.43K | +63 | +21% |
|
|
VKH
61
Virtu KCG Holdings
New York
| – | -$535K | -9,802 | Closed |
|
62
Verition Fund Management
Greenwich,
Connecticut
| – | -$326K | -5,962 | Closed |
|
63
Creative Planning
Overland Park,
Kansas
| – | -$130K | -2,377 | Closed |
|
|
WCM
64
Wealthcare Capital Management
Richmond,
Virginia
| – | -$16K | -287 | Closed |
|
WOOD Hedge Fund Activity: Q2 2015 in Review
60 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q2 2015, worth a combined $95.2M — up 2.4% from $93M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new WOOD positions and 4 closed out — a net gain of 2 holders — while 19 added to existing stakes and 19 trimmed.
The largest buyer was Vicus Capital, opening a new position worth an estimated $5.77M. The largest seller was Bank of America, cutting an estimated $2.15M.
- 60 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q2 2015, up from 59 in Q1 2015.
- Funds reported $95.2M of iShares Global Timber & Forestry ETF stock for Q2 2015, up 2.4% quarter-over-quarter.
- 6 funds opened new iShares Global Timber & Forestry ETF positions in Q2 2015 and 4 closed out, a net change of +2 holders.
- The largest iShares Global Timber & Forestry ETF buyer in Q2 2015 was Vicus Capital, an estimated $5.77M added.
- The largest iShares Global Timber & Forestry ETF seller in Q2 2015 was Bank of America, an estimated $2.15M sold.
Based on aggregated 13F filings for Q2 2015.