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iShares Global Timber & Forestry ETF
WOOD

61 hedge funds and large institutions have $59.1M invested in iShares Global Timber & Forestry ETF in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 60 → 61 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

38% less capital invested

Capital invested by funds: $95.2M → $59.1M (-$36.1M)

80% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 30

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
6
Reduced
30
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
+$852K
2
Citadel Advisors
Citadel Advisors
Florida
+$249K
3
JWS
Juncture Wealth Strategies
Arizona
+$157K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$134K
5
FIB
First Interstate Bank
Montana
+$126K

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$9.05M
2
VC
Vicus Capital
Pennsylvania
-$5.57M
3
Morgan Stanley
Morgan Stanley
New York
-$2.3M
4
AII
AGF Investments Inc
Ontario, Canada
-$1.82M
5
Bank of America
Bank of America
North Carolina
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
51
MSI Financial Services
Massachusetts
$7K -$168K -3,404 -96%
WA
52
WFG Advisors
Texas
$7K -$9.25K -187 -53%
MSFP
53
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
NFG
54
Next Financial Group
Texas
$7K – – –
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$5K -$2.42K -49 -32%
KTC
56
Kistler-Tiffany Companies
Pennsylvania
$5K +$49 +1 +0.9%
CFA
57
CT Financial Advisors
Pennsylvania
$3.89K – – –
Citigroup
58
Citigroup
New York
$2K -$2.47K -50 -48%
TRCT
59
Tower Research Capital (TRC)
New York
$2K -$1.34K -27 -35%
LWA
60
Lowe Wealth Advisors
Maryland
$2K – – –
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12 -$4.3K -87 -24%
VC
62
Vicus Capital
Pennsylvania
– -$5.57M -105,982 Closed
11A
63
10-15 Associates
New York
– -$387K -7,372 Closed
Goldman Sachs
64
Goldman Sachs
New York
– -$235K -4,480 Closed
Ameriprise
65
Ameriprise
Minnesota
– -$230K -4,374 Closed
CS
66
Credit Suisse
Switzerland
– -$210K -4,000 Closed
1 2
3

WOOD Hedge Fund Activity: Q3 2015 in Review

61 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q3 2015, worth a combined $59.1M — down 38% from $95.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WOOD positions and 5 closed out — a net gain of 2 holders — while 6 added to existing stakes and 30 trimmed.

The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $852K. The largest seller was Curi RMB Capital, cutting an estimated $9.05M.

  • 61 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q3 2015, up from 60 in Q2 2015.
  • Funds reported $59.1M of iShares Global Timber & Forestry ETF stock for Q3 2015, down 38% quarter-over-quarter.
  • 7 funds opened new iShares Global Timber & Forestry ETF positions in Q3 2015 and 5 closed out, a net change of +2 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q3 2015 was Virtu KCG Holdings, an estimated $852K added.
  • The largest iShares Global Timber & Forestry ETF seller in Q3 2015 was Curi RMB Capital, an estimated $9.05M sold.

Based on aggregated 13F filings for Q3 2015.