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iShares Global Timber & Forestry ETF
WOOD

78 hedge funds and large institutions have $105M invested in iShares Global Timber & Forestry ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

28% more funds holding

Funds holding: 61 → 78 (+17)

21% more capital invested

Capital invested by funds: $87M → $105M (+$18M)

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.91% less ownership

Funds ownership: 36.79% → 34.88% (-1.9%)

Holders
78
Holders Change
+17
Holders Change %
+27.87%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
20
Reduced
17
Closed
8
Calls
$288K
Puts
–
Net Calls
+$288K
Net Calls Change
-$29K

Top Buyers

Rank Fund Capital Flow
1
KP
Keel Point
Alabama
+$2.79M
2
CI
Cavalier Investments
Georgia
+$2.37M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.73M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.65M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3.41M
2
Jane Street
Jane Street
New York
-$3.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.79M
4
MFM
MD Financial Management
Ontario, Canada
-$1.74M
5
HKAM
Horizon Kinetics Asset Management
New York
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$39K – – –
TCM
52
Tradewinds Capital Management
Washington
$34K +$142 +2 +0.5%
HFA
53
HC Financial Advisors
California
$17K +$71 +1 +0.5%
CDIA
54
Capital Directions Investment Advisors
Georgia
$16K – – –
SPIA
55
Steward Partners Investment Advisory
New York
$16K – – –
BFEC
56
Benjamin F. Edwards & Company
Missouri
$16K +$14.1K +198 New
AA
57
Addison Advisors
Vermont
$15K +$13.5K +190 New
QI
58
QS Investors
New York
$12K +$10.8K +151 New
CTC
59
Central Trust Company
Missouri
$10K – – –
JHCP
60
Jackson Hole Capital Partners
Oklahoma
$10K – – –
COCM
61
Charter Oak Capital Management
New Hampshire
$10K +$8.9K +125 New
Citigroup
62
Citigroup
New York
$9K +$71 +1 +0.9%
PO
63
Private Ocean
California
$9K +$71 +1 +0.9%
FPW
64
Flagship Private Wealth
Massachusetts
$7.15K +$6.41K +90 New
AWA
65
Arkadios Wealth Advisors
Georgia
$7K +$7.12K +100 New
APA
66
American Portfolios Advisors
New York
$5.97K – – –
TWM
67
Tradition Wealth Management
Minnesota
$5K +$4.7K +66 New
LWA
68
Lowe Wealth Advisors
Maryland
$4K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$3K – – –
CFA
70
Carroll Financial Associates
North Carolina
$2K – – –
AssetMark Inc
71
AssetMark Inc
California
$2K +$1.14K +16 +145%
EIP
72
Ellis Investment Partners
Pennsylvania
$2K +$2.14K +30 New
CHA
73
Carmichael Hill & Associates
Maryland
$1K – – –
JWM
74
Janiczek Wealth Management
Colorado
$1K – – –
NFG
75
Next Financial Group
Texas
$1K +$214 +3 +75%
1 2
3
4

WOOD Hedge Fund Activity: Q4 2020 in Review

78 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2020, worth a combined $105M — up 21% from $87M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WOOD positions and 8 closed out — a net gain of 18 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Keel Point, opening a new position worth an estimated $2.79M. The largest seller was Bank of America, cutting an estimated $3.41M.

  • 78 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2020, up from 61 in Q3 2020.
  • Funds reported $105M of iShares Global Timber & Forestry ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 26 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2020 and 8 closed out, a net change of +18 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2020 was Keel Point, an estimated $2.79M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2020 was Bank of America, an estimated $3.41M sold.

Based on aggregated 13F filings for Q4 2020.