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iShares Global Timber & Forestry ETF

72 hedge funds and large institutions have $84.7M invested in iShares Global Timber & Forestry ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.24% less ownership

Funds ownership: 35.41%30.18% (-5.2%)

5% less funds holding

Funds holding: 7672 (-4)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

15% less capital invested

Capital invested by funds: $99.5M → $84.7M (-$14.8M)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
20
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$57K +$6.36K +100 +12%
LFG
52
LifePlan Financial Group
Ohio
$38K
EFSCE
53
Enterprise Financial Services Corp (EFSC)
Missouri
$34K
TCM
54
Tradewinds Capital Management
Washington
$26K
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$20K
QAM
56
QCI Asset Management
New York
$18K
NL
57
NVWM LLC
Pennsylvania
$17K -$2.67K -42 -13%
TRCT
58
Tower Research Capital (TRC)
New York
$15K +$15.4K +242 New
JP Morgan Chase
59
JP Morgan Chase
New York
$14K +$1.53K +24 +12%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$12K +$890 +14 +8%
Citigroup
61
Citigroup
New York
$8K -$20.2K -318 -72%
QI
62
QS Investors
New York
$8K -$127 -2 -2%
US Bancorp
63
US Bancorp
Minnesota
$6K
S
64
SignatureFD
Georgia
$6K +$5.28K +83 +692%
WCM
65
Whitener Capital Management
North Carolina
$5K
CTC
66
Central Trust Company
Missouri
$5K +$5.09K +80 New
CFD
67
Creative Financial Designs
Indiana
$3K
LWA
68
Lowe Wealth Advisors
Maryland
$3K
William Blair & Company
69
William Blair & Company
Illinois
$2K +$2.03K +32 New
BWA
70
BDO Wealth Advisors
Florida
$1K
JWM
71
Janiczek Wealth Management
Colorado
$1K
CAI
72
Capital Advisors Inc
Oklahoma
-$3.25M -56,960 Closed
AllianceBernstein
73
AllianceBernstein
Tennessee
-$3.02M -52,869 Closed
TC
74
Telemus Capital
Michigan
-$2.19M -38,420 Closed
SC
75
Scotia Capital
Ontario, Canada
-$411K -7,201 Closed

WOOD Hedge Fund Activity: Q1 2019 in Review

72 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q1 2019, worth a combined $84.7M — down 15% from $99.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of WOOD and 9 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 20 added.

The largest buyer was Citadel Advisors, adding an estimated $2.86M. The largest seller was MD Financial Management, cutting an estimated $10.4M.

  • 72 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q1 2019, down from 76 in Q4 2018.
  • Funds reported $84.7M of iShares Global Timber & Forestry ETF stock for Q1 2019, down 15% quarter-over-quarter.
  • 9 funds opened new iShares Global Timber & Forestry ETF positions in Q1 2019 and 13 closed out, a net change of -4 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q1 2019 was Citadel Advisors, an estimated $2.86M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q1 2019 was MD Financial Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2019.