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iShares Global Timber & Forestry ETF

79 hedge funds and large institutions have $137M invested in iShares Global Timber & Forestry ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more capital invested

Capital invested by funds: $115M → $137M (+$22.2M)

13% more funds holding

Funds holding: 7079 (+9)

1.77% less ownership

Funds ownership: 32.8%31.04% (-1.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $869K

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
13
Increased
28
Reduced
18
Closed
3
Calls
Puts
$869K
Net Calls
-$869K
Net Calls Change
-$229K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
AlphaMark Advisors
Kentucky
$198K -$15.2K -200 -7%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$124K
PA
53
Parallel Advisors
California
$112K
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$104K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$91K
AIM
56
Arcadia Investment Management
Michigan
$78K +$37.9K +500 +100%
BWA
57
BDO Wealth Advisors
Florida
$58K +$55K +726 +7,260%
LFG
58
LifePlan Financial Group
Ohio
$47K +$45.1K +595 New
QAM
59
QCI Asset Management
New York
$35K
TCM
60
Tradewinds Capital Management
Washington
$31K
PMFA
61
Plante Moran Financial Advisors
Michigan
$31K +$30.3K +400 New
EDRH
62
Edmond de Rothschild Holding
Switzerland
$30K
SEI Investments
63
SEI Investments
Pennsylvania
$28K
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$25K
JP Morgan Chase
65
JP Morgan Chase
New York
$16K
SPIA
66
Steward Partners Investment Advisory
New York
$15K
GRP
67
Global Retirement Partners
California
$12K +$2.96K +39 +36%
VFA
68
Valeo Financial Advisors
Indiana
$11K +$10.9K +144 New
IA
69
IFP Advisors
Florida
$9K
QI
70
QS Investors
New York
$7K -$5.99K -79 -46%
WCM
71
Whitener Capital Management
North Carolina
$6K +$6.06K +80 New
PG
72
Patten Group
Tennessee
$5K
PS
73
Portfolio Strategies
New York
$5K +$4.85K +64 New
CFD
74
Creative Financial Designs
Indiana
$4K
LWA
75
Lowe Wealth Advisors
Maryland
$4K

WOOD Hedge Fund Activity: Q1 2018 in Review

79 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q1 2018, worth a combined $137M — up 19% from $115M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WOOD positions and 3 closed out — a net gain of 10 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $7.95M. The largest seller was MD Financial Management, cutting an estimated $5.15M.

  • 79 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q1 2018, up from 70 in Q4 2017.
  • Funds reported $137M of iShares Global Timber & Forestry ETF stock for Q1 2018, up 19% quarter-over-quarter.
  • 13 funds opened new iShares Global Timber & Forestry ETF positions in Q1 2018 and 3 closed out, a net change of +10 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q1 2018 was Bank of America, an estimated $7.95M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q1 2018 was MD Financial Management, an estimated $5.15M sold.

Based on aggregated 13F filings for Q1 2018.