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iShares Global Timber & Forestry ETF
WOOD

61 hedge funds and large institutions have $87M invested in iShares Global Timber & Forestry ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

40% more capital invested

Capital invested by funds: $62M → $87M (+$25M)

13% more funds holding

Funds holding: 54 → 61 (+7)

2.31% more ownership

Funds ownership: 34.48% → 36.79% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
16
Reduced
11
Closed
6
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$317K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$6.32M
2
HKAM
Horizon Kinetics Asset Management
New York
+$3.16M
3
Jane Street
Jane Street
New York
+$2.51M
4
LPL Financial
LPL Financial
California
+$2.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
CCMG
Clark Capital Management Group
Pennsylvania
-$4.19M
2
MFM
MD Financial Management
Ontario, Canada
-$1.28M
3
Citadel Advisors
Citadel Advisors
Florida
-$885K
4
Wells Fargo
Wells Fargo
California
-$219K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$121K
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
51
Central Trust Company
Missouri
$8K +$2.5K +40 +50%
Citigroup
52
Citigroup
New York
$7K – – –
PO
53
Private Ocean
California
$7K – – –
APA
54
American Portfolios Advisors
New York
$4.85K +$4.69K +75 New
LWA
55
Lowe Wealth Advisors
Maryland
$3K – – –
Fidelity Investments
56
Fidelity Investments
Massachusetts
$2K – – –
AssetMark Inc
57
AssetMark Inc
California
$1K -$313 -5 -31%
CHA
58
Carmichael Hill & Associates
Maryland
$1K – – –
JWM
59
Janiczek Wealth Management
Colorado
$1K – – –
CFA
60
Carroll Financial Associates
North Carolina
$1K +$1.88K +30 New
SC
61
Solstein Capital
California
– -$84K -1,525 Closed
CAN
62
Cetera Advisor Networks
California
– -$48K -867 Closed
PAG
63
Private Advisor Group
New Jersey
– -$39K -705 Closed
OPS
64
Orion Portfolio Solutions
Nebraska
– -$26K -466 Closed
QI
65
QS Investors
New York
– -$9K -151 Closed
SF
66
Synovus Financial
Georgia
– -$1K -15 Closed
NFG
67
Next Financial Group
Texas
– +$250 +4 New
1 2
3

WOOD Hedge Fund Activity: Q3 2020 in Review

61 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q3 2020, worth a combined $87M — up 40% from $62M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WOOD positions and 6 closed out — a net gain of 7 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $6.32M. The largest seller was Clark Capital Management Group, cutting an estimated $4.19M.

  • 61 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q3 2020, up from 54 in Q2 2020.
  • Funds reported $87M of iShares Global Timber & Forestry ETF stock for Q3 2020, up 40% quarter-over-quarter.
  • 13 funds opened new iShares Global Timber & Forestry ETF positions in Q3 2020 and 6 closed out, a net change of +7 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q3 2020 was Bank of America, an estimated $6.32M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q3 2020 was Clark Capital Management Group, an estimated $4.19M sold.

Based on aggregated 13F filings for Q3 2020.