iShares Global Timber & Forestry ETF
WOOD
55 hedge funds and large institutions have $37.6M invested in iShares Global Timber & Forestry ETF in 2016 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 11 increasing their positions, 30 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 62 → 55 (-7)
38% less capital invested
Capital invested by funds: $60.5M → $37.6M (-$22.9M)
63% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 30
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
+$964K |
| 2 |
NIC
Northwest Investment Counselors
Lake Oswego,
Oregon
|
+$474K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$184K |
| 4 |
JWS
Juncture Wealth Strategies
Scottsdale,
Arizona
|
+$132K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$14.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$8.39M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.65M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.13M |
| 4 |
Jane Street
New York
|
-$2.04M |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PG
51
Patten Group
Chattanooga,
Tennessee
| $3.04K | -$1.08K | -25 | -28% |
|
52
Citigroup
New York
| $3K | – | – | – |
|
|
LWA
53
Lowe Wealth Advisors
Columbia,
Maryland
| $2K | – | – | – |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| $1K | -$9.1K | -211 | -87% |
|
|
CRC
55
Curi RMB Capital
Chicago,
Illinois
| – | -$8.39M | -175,668 | Closed |
|
|
TCT
56
TIAA CREF Trust
St Louis,
Missouri
| – | -$545K | -11,405 | Closed |
|
|
CG
57
Colony Group
Boston,
Massachusetts
| – | -$368K | -7,701 | Closed |
|
|
TPWA
58
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$218K | -4,555 | Closed |
|
|
IA
59
IFP Advisors
Tampa,
Florida
| – | -$16K | -343 | Closed |
|
|
NFG
60
Next Financial Group
Houston,
Texas
| – | -$8K | -175 | Closed |
|
|
KTC
61
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$5K | -111 | Closed |
|
WOOD Hedge Fund Activity: Q1 2016 in Review
55 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q1 2016, worth a combined $37.6M — down 38% from $60.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of WOOD and 0 opened new positions — a net loss of 7 holders — while 30 trimmed existing stakes and 11 added.
The largest buyer was QS Investors, adding an estimated $964K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $8.39M sold.
- 55 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q1 2016, down from 62 in Q4 2015.
- Funds reported $37.6M of iShares Global Timber & Forestry ETF stock for Q1 2016, down 38% quarter-over-quarter.
- 0 funds opened new iShares Global Timber & Forestry ETF positions in Q1 2016 and 7 closed out, a net change of -7 holders.
- The largest iShares Global Timber & Forestry ETF buyer in Q1 2016 was QS Investors, an estimated $964K added.
- The largest iShares Global Timber & Forestry ETF seller in Q1 2016 was Curi RMB Capital, an estimated $8.39M sold.
Based on aggregated 13F filings for Q1 2016.