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iShares Global Timber & Forestry ETF
WOOD

96 hedge funds and large institutions have $118M invested in iShares Global Timber & Forestry ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

3% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $3.54M

1.76% less ownership

Funds ownership: 40.98% → 39.22% (-1.8%)

8% less funds holding

Funds holding: 104 → 96 (-8)

8% less capital invested

Capital invested by funds: $129M → $118M (-$10.9M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
96
Holders Change
-8
Holders Change %
-7.69%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
25
Reduced
32
Closed
17
Calls
$3.63M
Puts
$3.54M
Net Calls
+$95K
Net Calls Change
-$10.1M

Top Buyers

Rank Fund Capital Flow
1
CCMG
Clark Capital Management Group
Pennsylvania
+$3.39M
2
Wells Fargo
Wells Fargo
California
+$1.04M
3
PAG
Private Advisor Group
New Jersey
+$884K
4
BCM
Barometer Capital Management
Ontario, Canada
+$650K
5
LNC
Lincoln National Corp
Pennsylvania
+$400K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.5M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$3.67M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.77M
4
Bank of America
Bank of America
North Carolina
-$1.14M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$997K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFP Advisors
Florida
$14K -$11.3K -129 -44%
Franklin Resources
77
Franklin Resources
California
$13K +$13.3K +151 New
JHCP
78
Jackson Hole Capital Partners
Oklahoma
$11K – – –
CTC
79
Central Trust Company
Missouri
$10K – – –
COCM
80
Charter Oak Capital Management
New Hampshire
$9K – – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$6K -$615 -7 -8%
TWM
82
Tradition Wealth Management
Minnesota
$6K – – –
CFD
83
Creative Financial Designs
Indiana
$4K – – –
JCM
84
Jacobi Capital Management
Pennsylvania
$4K – – –
LWA
85
Lowe Wealth Advisors
Maryland
$4K – – –
CHA
86
Carmichael Hill & Associates
Maryland
$2K – – –
CFA
87
Carroll Financial Associates
North Carolina
$2K – – –
CB
88
Community Bank
New York
$2K – – –
SWM
89
Spire Wealth Management
Virginia
$2K – – –
CCM
90
Covington Capital Management
California
$1K – – –
JWM
91
Janiczek Wealth Management
Colorado
$1K – – –
NFG
92
Next Financial Group
Texas
$1K +$615 +7 +175%
GEA
93
Glen Eagle Advisors
New Jersey
$340 – – –
ARC
94
Advisor Resource Council
Texas
– -$958K -11,040 Closed
Marshall Wace
95
Marshall Wace
United Kingdom
– -$767K -8,835 Closed
TSS
96
Two Sigma Securities
New York
– -$394K -4,537 Closed
FTUS
97
Flow Traders U.S.
New York
– -$340K -3,922 Closed
SI
98
Stephens Inc
Arkansas
– -$309K -3,560 Closed
Baird Financial Group
99
Baird Financial Group
Wisconsin
– -$291K -3,349 Closed
NL
100
NVWM LLC
Pennsylvania
– -$136K -1,570 Closed
1 2 3
4
5

WOOD Hedge Fund Activity: Q3 2021 in Review

96 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q3 2021, worth a combined $118M — down 8.5% from $129M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WOOD and 10 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 25 added.

The largest buyer was Clark Capital Management Group, adding an estimated $3.39M. The largest seller was Jane Street, cutting an estimated $4.5M.

  • 96 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q3 2021, down from 104 in Q2 2021.
  • Funds reported $118M of iShares Global Timber & Forestry ETF stock for Q3 2021, down 8.5% quarter-over-quarter.
  • 10 funds opened new iShares Global Timber & Forestry ETF positions in Q3 2021 and 17 closed out, a net change of -7 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q3 2021 was Clark Capital Management Group, an estimated $3.39M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q3 2021 was Jane Street, an estimated $4.5M sold.

Based on aggregated 13F filings for Q3 2021.