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iShares Global Timber & Forestry ETF
WOOD

84 hedge funds and large institutions have $167M invested in iShares Global Timber & Forestry ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more call options, than puts

Call options by funds: $687K | Put options by funds: $219K

1.47% more ownership

Funds ownership: 36.78% → 38.24% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

2% less funds holding

Funds holding: 86 → 84 (-2)

14% less capital invested

Capital invested by funds: $194M → $167M (-$27M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
26
Reduced
28
Closed
11
Calls
$687K
Puts
$219K
Net Calls
+$468K
Net Calls Change
+$679K

Top Buyers

Rank Fund Capital Flow
1
MFM
MD Financial Management
Ontario, Canada
+$2.5M
2
Wells Fargo
Wells Fargo
California
+$1.83M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.45M
4
Citadel Advisors
Citadel Advisors
Florida
+$969K
5
MHS
M Holdings Securities
Oregon
+$401K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$9.97M
2
Goldman Sachs
Goldman Sachs
New York
-$3.45M
3
Bank of America
Bank of America
North Carolina
-$3.14M
4
BCM
Barometer Capital Management
Ontario, Canada
-$2.82M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
76
Lowe Wealth Advisors
Maryland
$4K – – –
MWPCG
77
Measured Wealth Private Client Group
New Hampshire
$4K +$4.23K +55 New
PG
78
Patten Group
Tennessee
$2K -$3.08K -40 -62%
FFW
79
Fusion Family Wealth
New York
$2K – – –
PS
80
Portfolio Strategies
New York
$2K – – –
JWM
81
Janiczek Wealth Management
Colorado
$1K – – –
WSTAM
82
Wilbanks Smith & Thomas Asset Management
Virginia
$1K +$692 +9 New
Goldman Sachs
83
Goldman Sachs
New York
– -$3.45M -44,187 Closed
BCM
84
Barometer Capital Management
Ontario, Canada
– -$2.82M -36,100 Closed
VF
85
Virtu Financial
New York
– -$2.44M -31,227 Closed
CF
86
Centaurus Financial
California
– -$583K -7,467 Closed
GFPC
87
Global Financial Private Capital
Florida
– -$516K -6,611 Closed
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
– -$491K -6,285 Closed
BBA
89
BLB&B Advisors
Pennsylvania
– -$297K -3,803 Closed
Creative Planning
90
Creative Planning
Kansas
– -$208K -2,665 Closed
SEI Investments
91
SEI Investments
Pennsylvania
– -$28K -362 Closed
EDRH
92
Edmond de Rothschild Holding
Switzerland
– -$23K -300 Closed
VFA
93
Valeo Financial Advisors
Indiana
– -$11K -144 Closed
1 2 3
4

WOOD Hedge Fund Activity: Q3 2018 in Review

84 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q3 2018, worth a combined $167M — down 14% from $194M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of WOOD and 9 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 26 added.

The largest buyer was MD Financial Management, adding an estimated $2.5M. The largest seller was Jane Street, cutting an estimated $9.97M.

  • 84 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q3 2018, down from 86 in Q2 2018.
  • Funds reported $167M of iShares Global Timber & Forestry ETF stock for Q3 2018, down 14% quarter-over-quarter.
  • 9 funds opened new iShares Global Timber & Forestry ETF positions in Q3 2018 and 11 closed out, a net change of -2 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q3 2018 was MD Financial Management, an estimated $2.5M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q3 2018 was Jane Street, an estimated $9.97M sold.

Based on aggregated 13F filings for Q3 2018.