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iShares Global Timber & Forestry ETF

82 hedge funds and large institutions have $91M invested in iShares Global Timber & Forestry ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $85M → $91M (+$5.95M)

2.69% more ownership

Funds ownership: 42.28%44.98% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2% less funds holding

Funds holding: 8482 (-2)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

35% less call options, than puts

Call options by funds: $1.23M | Put options by funds: $1.88M

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
21
Reduced
26
Closed
11
Calls
$1.23M
Puts
$1.88M
Net Calls
-$653K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$73K +$644 +9 +0.9%
BFO
52
Biltmore Family Office
North Carolina
$57.4K
TF
53
Tompkins Financial
New York
$53.8K
CFD
54
Creative Financial Designs
Indiana
$52.1K -$3.86K -54 -7%
MCM
55
Manchester Capital Management
Vermont
$50.2K +$50.1K +700 New
HI
56
Harbour Investments
Wisconsin
$44.2K +$72 +1 +0.2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$30.8K +$3.79K +53 +14%
CAM
58
Chesapeake Asset Management
New York
$20.3K
SC
59
SouthState Corp
Florida
$19.7K
VWM
60
Venturi Wealth Management
Texas
$18.8K
NA
61
NewEdge Advisors
Louisiana
$14.3K
SPIA
62
Steward Partners Investment Advisory
New York
$14.3K
TIM
63
Thompson Investment Management
Wisconsin
$14.3K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$14K
Franklin Resources
65
Franklin Resources
California
$13.6K
JWA
66
JFS Wealth Advisors
Pennsylvania
$13.6K
DWA
67
Delos Wealth Advisors
Texas
$13K
EWM
68
EPG Wealth Management
Georgia
$10.8K +$10.7K +150 New
CTC
69
Central Trust Company
Missouri
$8.6K
SS
70
Sunbelt Securities
Texas
$7.17K
RAM
71
Riggs Asset Management
Pennsylvania
$7.17K +$7.16K +100 New
PCTC
72
Perkins Coie Trust Company
Washington
$7.17K +$7.16K +100 New
Simplex Trading
73
Simplex Trading
Illinois
$7K -$24.4K -341 -77%
RIA
74
Realta Investment Advisors
Delaware
$5.97K +$5.94K +83 New
TWM
75
Tradition Wealth Management
Minnesota
$5K +$72 +1 +1%

WOOD Hedge Fund Activity: Q2 2023 in Review

82 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q2 2023, worth a combined $91M — up 7% from $85M a quarter earlier.

Fund positioning in WOOD was balanced in Q2 2023: 11 funds opened new positions, 11 closed out, 21 added to existing stakes and 26 trimmed.

The largest buyer was Jane Street, adding an estimated $5.76M. The largest seller was Royal Bank of Canada, cutting an estimated $2.08M.

  • 82 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q2 2023, down from 84 in Q1 2023.
  • Funds reported $91M of iShares Global Timber & Forestry ETF stock for Q2 2023, up 7% quarter-over-quarter.
  • 11 funds opened new iShares Global Timber & Forestry ETF positions in Q2 2023 and 11 closed out, a net change of 0 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q2 2023 was Jane Street, an estimated $5.76M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $2.08M sold.

Based on aggregated 13F filings for Q2 2023.