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iShares Global Timber & Forestry ETF
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Overview Fund Activity

76 hedge funds and large institutions have $99.5M invested in iShares Global Timber & Forestry ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-8
Holders Change %
-9.52%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
16
Reduced
31
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
+$4.33M
2
MFM
MD Financial Management
Ontario, Canada
+$3.38M
3
CAI
Capital Advisors Inc
Oklahoma
+$3.25M
4
Bank of America
Bank of America
North Carolina
+$2.62M
5
BCM
Blume Capital Management
California
+$2.53M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$25.7M
2
Morgan Stanley
Morgan Stanley
New York
-$4.53M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$4.45M
4
Wells Fargo
Wells Fargo
California
-$4.12M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
51
LifePlan Financial Group
Ohio
$34K – – –
EFSCE
52
Enterprise Financial Services Corp (EFSC)
Missouri
$30K – – –
Citigroup
53
Citigroup
New York
$25K +$339 +6 +1%
TCM
54
Tradewinds Capital Management
Washington
$24K +$350 +6 +1%
BWM
55
BerganKDV Wealth Management
Minnesota
$22K +$3.86K +69 +21%
NL
56
NVWM LLC
Pennsylvania
$18K -$1.04M -18,101 -98%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$18K – – –
EAM
58
Erste Asset Management
Austria
$17K +$17K +300 New
QAM
59
QCI Asset Management
New York
$16K – – –
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$11K – – –
Fidelity Investments
61
Fidelity Investments
Massachusetts
$10K -$4.28K -74 -30%
QI
62
QS Investors
New York
$7K -$496 -8 -7%
US Bancorp
63
US Bancorp
Minnesota
$6K – – –
WCM
64
Whitener Capital Management
North Carolina
$4K +$49 +1 +1%
LWA
65
Lowe Wealth Advisors
Maryland
$3K – – –
CFD
66
Creative Financial Designs
Indiana
$3K – – –
FFW
67
Fusion Family Wealth
New York
$2K – – –
BWA
68
BDO Wealth Advisors
Florida
$1K -$20K -200 -95%
IA
69
IFP Advisors
Florida
$1K -$5.19K -109 -84%
PG
70
Patten Group
Tennessee
$1K – – –
JWM
71
Janiczek Wealth Management
Colorado
$1K – – –
S
72
SignatureFD
Georgia
$1K +$1K +12 New
CFGS
73
Concourse Financial Group Securities
Alabama
$1K +$1K +21 New
W
74
WealthOne
New York
$1K +$1K +25 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
– -$25.7M -341,210 Closed
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