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iShares Global Timber & Forestry ETF

61 hedge funds and large institutions have $66.8M invested in iShares Global Timber & Forestry ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

0.05% more ownership

Funds ownership: 38.01%38.05% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

27% less funds holding

Funds holding: 8361 (-22)

37% less capital invested

Capital invested by funds: $105M → $66.8M (-$38.6M)

69% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 29

Holders
61
Holders Change
-22
Holders Change %
-26.51%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
17
Reduced
15
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
EPG Wealth Management
Georgia
$7K +$8.83K +150 New
Citigroup
52
Citigroup
New York
$6K -$707 -12 -10%
JHCP
53
Jackson Hole Capital Partners
Oklahoma
$6K
PO
54
Private Ocean
California
$5K +$6.24K +106 New
CTC
55
Central Trust Company
Missouri
$4K
Fidelity Investments
56
Fidelity Investments
Massachusetts
$2K
LWA
57
Lowe Wealth Advisors
Maryland
$2K
William Blair & Company
58
William Blair & Company
Illinois
$1K -$1.35K -23 -48%
CHA
59
Carmichael Hill & Associates
Maryland
$1K
JWM
60
Janiczek Wealth Management
Colorado
$1K
AIC
61
Ameritas Investment Company
Nebraska
$1K +$1.47K +25 New
Deutsche Bank
62
Deutsche Bank
Germany
-$6.46M -96,481 Closed
AIA
63
Avalon Investment & Advisory
Texas
-$5.7M -85,024 Closed
KP
64
Keel Point
Alabama
-$3.32M -49,601 Closed
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
-$2.1M -31,284 Closed
Stifel Financial
66
Stifel Financial
Missouri
-$1.03M -15,332 Closed
WANY
67
Wealthspire Advisors (New York)
New York
-$570K -8,500 Closed
OC
68
Oarsman Capital
Wisconsin
-$488K -7,284 Closed
RJFSA
69
Raymond James Financial Services Advisors
Florida
-$363K -5,411 Closed
Ameriprise
70
Ameriprise
Minnesota
-$356K -5,309 Closed
TAM
71
Tocqueville Asset Management
New York
-$350K -5,223 Closed
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
-$344K -5,127 Closed
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
-$294K -4,396 Closed
RJA
74
Raymond James & Associates
Florida
-$279K -4,170 Closed
Northern Trust
75
Northern Trust
Illinois
-$273K -4,069 Closed

WOOD Hedge Fund Activity: Q1 2020 in Review

61 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q1 2020, worth a combined $66.8M — down 37% from $105M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of WOOD and 9 opened new positions — a net loss of 20 holders — while 15 trimmed existing stakes and 17 added.

The largest buyer was Jane Street, adding an estimated $8.05M. The largest seller was Bank of America, cutting an estimated $6.65M.

  • 61 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q1 2020, down from 83 in Q4 2019.
  • Funds reported $66.8M of iShares Global Timber & Forestry ETF stock for Q1 2020, down 37% quarter-over-quarter.
  • 9 funds opened new iShares Global Timber & Forestry ETF positions in Q1 2020 and 29 closed out, a net change of -20 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q1 2020 was Jane Street, an estimated $8.05M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q1 2020 was Bank of America, an estimated $6.65M sold.

Based on aggregated 13F filings for Q1 2020.