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iShares Global Timber & Forestry ETF
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Overview Fund Activity

81 hedge funds and large institutions have $68.9M invested in iShares Global Timber & Forestry ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
20
Reduced
20
Closed
10
Calls
$1.21M
Puts
$1.46M
Net Calls
-$242K
Net Calls Change
+$1.45M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.4M
2
ARC
Advisor Resource Council
Texas
+$748K
3
Wells Fargo
Wells Fargo
California
+$517K
4
BSWM
Boston Standard Wealth Management
Massachusetts
+$500K
5
AWA
Arkadios Wealth Advisors
Georgia
+$430K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$3.09M
2
EP
Essential Planning
New Hampshire
-$2.41M
3
CCM
Cullen Capital Management
New York
-$908K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$671K
5
GCM
Generation Capital Management
New York
-$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
51
LRI Investments
Florida
$47.2K +$20.2K +267 +75%
HI
52
Harbour Investments
Wisconsin
$46.5K – – –
SS
53
SBI Securities
Japan
$43.7K +$528 +7 +1%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$35K – – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
$28.3K – – –
T
56
Transce3nd
Texas
$26.2K – – –
CFP
57
Comprehensive Financial Planning
Pennsylvania
$24.3K -$76 -1 -0.3%
SAM
58
Smartleaf Asset Management
Massachusetts
$23.2K – – –
TWM
59
Topsail Wealth Management
North Carolina
$22.6K – – –
SC
60
SouthState Corp
Florida
$20.7K – – –
AWM
61
AE Wealth Management
Kansas
$18.9K +$18.9K +250 New
GWM
62
Geneos Wealth Management
Colorado
$18.9K +$18.9K +250 New
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$17.9K +$15.9K +210 +778%
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.1K – – –
TIM
65
Thompson Investment Management
Wisconsin
$15.1K – – –
SPIA
66
Steward Partners Investment Advisory
New York
$15.1K – – –
CA
67
CoreCap Advisors
Michigan
$14.5K +$14.5K +192 New
JWA
68
JFS Wealth Advisors
Pennsylvania
$14.4K – – –
PS
69
Principal Securities
Iowa
$13.1K – – –
EWM
70
EPG Wealth Management
Georgia
$11.3K – – –
RAM
71
Riggs Asset Management
Pennsylvania
$7.54K – – –
ACA
72
Aptus Capital Advisors
Alabama
$7.54K – – –
Jones Financial Companies
73
Jones Financial Companies
Missouri
$7.39K +$5.48K +72 +288%
CAM
74
Costello Asset Management
Pennsylvania
$4.86K +$4.86K +64 New
GI
75
GAMMA Investing
California
$3.92K – – –
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3
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