iShares Global Timber & Forestry ETF
WOOD
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.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.83% less ownership
Funds ownership: 38.24% → 35.41% (-2.8%)
10% less funds holding
Funds holding: 84 → 76 (-8)
40% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 20
40% less capital invested
Capital invested by funds: $167M → $99.5M (-$67.7M)
48% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$4.9M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$3.82M |
| 3 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$3.68M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.96M |
| 5 |
BCM
Blume Capital Management
Berkeley,
California
|
+$2.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$25.7M |
| 2 |
Morgan Stanley
New York
|
-$5.12M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$5.02M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.66M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.79M |
WOOD Hedge Fund Activity: Q4 2018 in Review
76 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2018, worth a combined $99.5M — down 40% from $167M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of WOOD and 12 opened new positions — a net loss of 8 holders — while 31 trimmed existing stakes and 16 added.
The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $4.9M. The largest seller was Bank of Montreal, exiting entirely with an estimated $25.7M sold.
- 76 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2018, down from 84 in Q3 2018.
- Funds reported $99.5M of iShares Global Timber & Forestry ETF stock for Q4 2018, down 40% quarter-over-quarter.
- 12 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2018 and 20 closed out, a net change of -8 holders.
- The largest iShares Global Timber & Forestry ETF buyer in Q4 2018 was Clark Capital Management Group, an estimated $4.9M added.
- The largest iShares Global Timber & Forestry ETF seller in Q4 2018 was Bank of Montreal, an estimated $25.7M sold.
Based on aggregated 13F filings for Q4 2018.