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iShares Global Timber & Forestry ETF

92 hedge funds and large institutions have $89.6M invested in iShares Global Timber & Forestry ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

2% more funds holding

Funds holding: 9092 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $91.2M → $89.6M (-$1.54M)

1.69% less ownership

Funds ownership: 43.83%42.14% (-1.7%)

31% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $1.8M

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
17
Reduced
32
Closed
8
Calls
$1.25M
Puts
$1.8M
Net Calls
-$553K
Net Calls Change
+$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
51
Delos Wealth Advisors
Texas
$105K
CG
52
Cutler Group
California
$105K +$101K +1,389 +2,277%
CA
53
Clearstead Advisors
Ohio
$105K +$104K +1,437 New
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$89K +$4.36K +60 +5%
GRP
55
Global Retirement Partners
California
$73.5K -$7.33K -101 -9%
BFO
56
Biltmore Family Office
North Carolina
$58.2K
TF
57
Tompkins Financial
New York
$55K
CFD
58
Creative Financial Designs
Indiana
$54.8K -$1.16K -16 -2%
HI
59
Harbour Investments
Wisconsin
$44.8K
BAM
60
Baldrige Asset Management
Pennsylvania
$37K
ASN
61
Advisory Services Network
Georgia
$29.1K +$29K +400 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$27.4K
BTI
63
Blue Trust Inc
Georgia
$26K +$581 +8 +2%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$22K +$18.8K +259 +602%
SC
65
SouthState Corp
Florida
$20K
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$15.9K -$51.1K -703 -76%
BCV
67
Banque Cantonale Vaudoise
Switzerland
$15K
HR
68
Howe & Rusling
New York
$14.6K
SPIA
69
Steward Partners Investment Advisory
New York
$14.6K
CDIA
70
Capital Directions Investment Advisors
Georgia
$14.6K +$14.5K +200 New
AA
71
Addison Advisors
Vermont
$13.8K
JWA
72
JFS Wealth Advisors
Pennsylvania
$13.8K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$12K
JHCP
74
Jackson Hole Capital Partners
Oklahoma
$9.46K
CTC
75
Central Trust Company
Missouri
$8.73K

WOOD Hedge Fund Activity: Q4 2022 in Review

92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2022, worth a combined $89.6M — down 1.7% from $91.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WOOD positions and 8 closed out — a net gain of 4 holders — while 17 added to existing stakes and 32 trimmed.

The largest buyer was Boston Standard Wealth Management, adding an estimated $400K. The largest seller was Jane Street, cutting an estimated $4.51M.

  • 92 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2022, up from 90 in Q3 2022.
  • Funds reported $89.6M of iShares Global Timber & Forestry ETF stock for Q4 2022, down 1.7% quarter-over-quarter.
  • 12 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2022 and 8 closed out, a net change of +4 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2022 was Boston Standard Wealth Management, an estimated $400K added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2022 was Jane Street, an estimated $4.51M sold.

Based on aggregated 13F filings for Q4 2022.