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iShares Global Timber & Forestry ETF
WOOD

104 hedge funds and large institutions have $129M invested in iShares Global Timber & Forestry ETF in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $14.9M | Put options by funds: $4.7M

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

12% more capital invested

Capital invested by funds: $115M → $129M (+$14M)

12% more funds holding

Funds holding: 93 → 104 (+11)

5.87% more ownership

Funds ownership: 35.11% → 40.98% (+5.9%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
104
Holders Change
+11
Holders Change %
+11.83%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
31
Reduced
24
Closed
18
Calls
$14.9M
Puts
$4.7M
Net Calls
+$10.2M
Net Calls Change
+$9.87M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.54M
2
Bank of America
Bank of America
North Carolina
+$4.55M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.24M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.02M
5
EFS
Essex Financial Services
Connecticut
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
MTC
Matrix Trust Company
Colorado
-$4.08M
2
CI
Cavalier Investments
Georgia
-$3.06M
3
KP
Keel Point
Alabama
-$2.75M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$1.82M
5
WP
WealthShield Partners
North Carolina
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
AW
76
Alaethes Wealth
Nevada
$21K +$22.2K +245 New
HFA
77
HC Financial Advisors
California
$19K +$181 +2 +0.9%
CG
78
Cutler Group
California
$17K -$18.1K -200 -50%
SPIA
79
Steward Partners Investment Advisory
New York
$17K – – –
AWA
80
Arkadios Wealth Advisors
Georgia
$17K +$363 +4 +2%
CDIA
81
Capital Directions Investment Advisors
Georgia
$17K +$18.1K +200 New
AA
82
Addison Advisors
Vermont
$16K +$17.2K +190 New
JHCP
83
Jackson Hole Capital Partners
Oklahoma
$11K – – –
CTC
84
Central Trust Company
Missouri
$10K – – –
MFT
85
Moisand Fitzgerald Tamayo
Florida
$10K +$10.8K +119 New
COCM
86
Charter Oak Capital Management
New Hampshire
$9K -$2.27K -25 -20%
FPW
87
Flagship Private Wealth
Massachusetts
$8.03K +$91 +1 +1%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$7K +$1.36K +15 +22%
TWM
89
Tradition Wealth Management
Minnesota
$6K +$5.99K +66 New
JCM
90
Jacobi Capital Management
Pennsylvania
$4K – – –
LWA
91
Lowe Wealth Advisors
Maryland
$4K – – –
CFD
92
Creative Financial Designs
Indiana
$4K +$3.9K +43 New
CQS
93
Credential Qtrade Securities
$2.78K +$2.9K +32 New
CFA
94
Carroll Financial Associates
North Carolina
$2K – – –
SWM
95
Spire Wealth Management
Virginia
$2K – – –
CHA
96
Carmichael Hill & Associates
Maryland
$2K +$363 +4 +27%
SIAP
97
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K +$2.27K +25 New
CB
98
Community Bank
New York
$2K +$2.45K +27 New
JWM
99
Janiczek Wealth Management
Colorado
$1K – – –
AssetMark Inc
100
AssetMark Inc
California
$1K +$91 +1 +17%
1 2 3
4
5

WOOD Hedge Fund Activity: Q2 2021 in Review

104 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q2 2021, worth a combined $129M — up 12% from $115M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WOOD positions and 18 closed out — a net gain of 12 holders — while 31 added to existing stakes and 24 trimmed.

The largest buyer was Jane Street, adding an estimated $5.54M. The largest seller was Matrix Trust Company, cutting an estimated $4.08M.

  • 104 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q2 2021, up from 93 in Q1 2021.
  • Funds reported $129M of iShares Global Timber & Forestry ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 30 funds opened new iShares Global Timber & Forestry ETF positions in Q2 2021 and 18 closed out, a net change of +12 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q2 2021 was Jane Street, an estimated $5.54M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q2 2021 was Matrix Trust Company, an estimated $4.08M sold.

Based on aggregated 13F filings for Q2 2021.