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iShares Global Timber & Forestry ETF
WOOD

70 hedge funds and large institutions have $115M invested in iShares Global Timber & Forestry ETF in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

61% more capital invested

Capital invested by funds: $71.4M → $115M (+$43.4M)

21% more funds holding

Funds holding: 58 → 70 (+12)

9.94% more ownership

Funds ownership: 22.86% → 32.8% (+9.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $640K

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
23
Reduced
12
Closed
5
Calls
–
Puts
$640K
Net Calls
-$640K
Net Calls Change
-$259K

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$5.62M
2
Jane Street
Jane Street
New York
+$2.42M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.14M
4
CS
Credit Suisse
Switzerland
+$1.02M
5
Citadel Advisors
Citadel Advisors
Florida
+$971K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.33M
2
Morgan Stanley
Morgan Stanley
New York
-$353K
3
OC
Oppenheimer & Co
New York
-$211K
4
Northern Trust
Northern Trust
Illinois
-$118K
5
TIM
Tortoise Investment Management
New York
-$98.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$82K – – –
AIM
52
Arcadia Investment Management
Michigan
$36K – – –
QAM
53
QCI Asset Management
New York
$32K -$696 -10 -2%
TCM
54
Tradewinds Capital Management
Washington
$29K +$70 +1 +0.2%
EDRH
55
Edmond de Rothschild Holding
Switzerland
$27K – – –
SEI Investments
56
SEI Investments
Pennsylvania
$26K – – –
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$23K – – –
JP Morgan Chase
58
JP Morgan Chase
New York
$14K – – –
SPIA
59
Steward Partners Investment Advisory
New York
$14K – – –
QI
60
QS Investors
New York
$12K +$766 +11 +7%
CA
61
Calton & Associates
Florida
$12K +$11.8K +169 New
IA
62
IFP Advisors
Florida
$9K -$15.5K -223 -63%
GRP
63
Global Retirement Partners
California
$8K +$7.59K +109 New
PG
64
Patten Group
Tennessee
$5K – – –
Citigroup
65
Citigroup
New York
$4K – – –
CFD
66
Creative Financial Designs
Indiana
$4K – – –
LWA
67
Lowe Wealth Advisors
Maryland
$4K – – –
FFW
68
Fusion Family Wealth
New York
$2K +$2.02K +29 New
BWA
69
BDO Wealth Advisors
Florida
$1K +$696 +10 New
OC
70
Oppenheimer & Co
New York
– -$211K -3,155 Closed
US Bancorp
71
US Bancorp
Minnesota
– -$7K -100 Closed
PRS
72
Pinkerton Retirement Specialists
Idaho
– -$4K -64 Closed
PWM
73
Perigon Wealth Management
California
– -$3K -52 Closed
CP
74
Corbenic Partners
Pennsylvania
– -$2K -27 Closed
1 2
3

WOOD Hedge Fund Activity: Q4 2017 in Review

70 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2017, worth a combined $115M — up 61% from $71.4M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WOOD positions and 5 closed out — a net gain of 12 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $5.62M. The largest seller was Bank of America, cutting an estimated $2.33M.

  • 70 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2017, up from 58 in Q3 2017.
  • Funds reported $115M of iShares Global Timber & Forestry ETF stock for Q4 2017, up 61% quarter-over-quarter.
  • 17 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2017 and 5 closed out, a net change of +12 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2017 was Deutsche Bank, an estimated $5.62M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2017 was Bank of America, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2017.