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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KP
Keel Point
Huntsville,
Alabama
|
+$2.79M |
| 2 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
+$2.37M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.73M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.65M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.41M |
| 2 |
Jane Street
New York
|
-$3.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.79M |
| 4 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$1.74M |
| 5 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$1.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DAC
76
Dividend Assets Capital
Ridgeland,
South Carolina
| $1K | +$499 | +7 | New |
|
|
GEA
77
Glen Eagle Advisors
Kingston,
New Jersey
| $318 | +$285 | +4 | New |
|
|
78
Jane Street
New York
| – | -$3.3M | -51,089 | Closed |
|
|
CWG
79
Cornerstone Wealth Group
Huntersville,
North Carolina
| – | -$1.32M | -20,477 | Closed |
|
|
AWM
80
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| – | -$561K | -8,860 | Closed |
|
|
PFS
81
Prospera Financial Services
Dallas,
Texas
| – | -$134K | -2,067 | Closed |
|
|
PA
82
Parallel Advisors
San Francisco,
California
| – | -$90K | -1,385 | Closed |
|
|
S
83
SignatureFD
Atlanta,
Georgia
| – | -$16K | -250 | Closed |
|
84
JP Morgan Chase
New York
| – | -$13K | -200 | Closed |
|
85
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$10K | -150 | Closed |
|
|
PMFA
86
Plante Moran Financial Advisors
Southfield,
Michigan
| – | +$142 | +2 | New |
|
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.