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iShares Global Timber & Forestry ETF

83 hedge funds and large institutions have $105M invested in iShares Global Timber & Forestry ETF in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more capital invested

Capital invested by funds: $75M → $105M (+$30.5M)

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

26% more funds holding

Funds holding: 6683 (+17)

3.59% more ownership

Funds ownership: 34.42%38.01% (+3.6%)

Holders
83
Holders Change
+17
Holders Change %
+25.76%
% of All Funds
1.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
27
Increased
18
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
51
Arcadia Investment Management
Michigan
$67K
BCM
52
Blume Capital Management
California
$67K
CG
53
Cutler Group
California
$67K +$63.8K +1,000 New
SC
54
Solstein Capital
California
$67K +$63.8K +1,000 New
GRP
55
Global Retirement Partners
California
$60K +$1.21K +19 +2%
OPS
56
Orion Portfolio Solutions
Nebraska
$55K +$52.5K +824 New
BFO
57
Biltmore Family Office
North Carolina
$54K
EFSCE
58
Enterprise Financial Services Corp (EFSC)
Missouri
$36K
BCI
59
Brinker Capital Investments
Pennsylvania
$33K +$31.1K +488 New
TCM
60
Tradewinds Capital Management
Washington
$28K
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$22K
HIA
62
Harbor Investment Advisory
Maryland
$22K +$21K +330 New
LFG
63
LifePlan Financial Group
Ohio
$18K
QAM
64
QCI Asset Management
New York
$17K
QI
65
QS Investors
New York
$13K -$4.14K -65 -25%
CDIA
66
Capital Directions Investment Advisors
Georgia
$13K
JP Morgan Chase
67
JP Morgan Chase
New York
$13K
SPIA
68
Steward Partners Investment Advisory
New York
$13K
FA
69
Faithward Advisors
Pennsylvania
$12K +$11.2K +175 New
BA
70
Ballast Advisors
Minnesota
$11K +$10.8K +170 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$10K
JHCP
72
Jackson Hole Capital Partners
Oklahoma
$9K
Citigroup
73
Citigroup
New York
$8K
CTC
74
Central Trust Company
Missouri
$5K
SFSIG
75
San Francisco Sentry Investment Group
California
$5K +$4.46K +70 New

WOOD Hedge Fund Activity: Q4 2019 in Review

83 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2019, worth a combined $105M — up 41% from $75M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WOOD positions and 9 closed out — a net gain of 18 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Avalon Investment & Advisory, opening a new position worth an estimated $5.42M. The largest seller was First Allied Advisory Services, exiting entirely with an estimated $2.59M sold.

  • 83 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2019, up from 66 in Q3 2019.
  • Funds reported $105M of iShares Global Timber & Forestry ETF stock for Q4 2019, up 41% quarter-over-quarter.
  • 27 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2019 and 9 closed out, a net change of +18 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2019 was Avalon Investment & Advisory, an estimated $5.42M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2019 was First Allied Advisory Services, an estimated $2.59M sold.

Based on aggregated 13F filings for Q4 2019.