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iShares Global Timber & Forestry ETF

100 hedge funds and large institutions have $106M invested in iShares Global Timber & Forestry ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% more ownership

Funds ownership: 42.72%43.37% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

9% less funds holding

Funds holding: 110100 (-10)

22% less capital invested

Capital invested by funds: $135M → $106M (-$29.3M)

37% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $1.82M

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

Holders
100
Holders Change
-10
Holders Change %
-9.09%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
28
Reduced
29
Closed
20
Calls
$1.15M
Puts
$1.82M
Net Calls
-$665K
Net Calls Change
-$549K
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
76
JFS Wealth Advisors
Pennsylvania
$14K
NC
77
NewSquare Capital
Pennsylvania
$13K
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$12K
VVP
79
Venture Visionary Partners
Ohio
$10.8K +$12.4K +145 New
JHCP
80
Jackson Hole Capital Partners
Oklahoma
$10K
CTC
81
Central Trust Company
Missouri
$9K
COCM
82
Charter Oak Capital Management
New Hampshire
$7K
TWM
83
Tradition Wealth Management
Minnesota
$5K +$86 +1 +1%
CFGS
84
Concourse Financial Group Securities
Alabama
$5K +$257 +3 +5%
CAAS
85
Capital Asset Advisory Services
Michigan
$4K
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$4K
LWA
87
Lowe Wealth Advisors
Maryland
$4K
AA
88
AlphaMark Advisors
Kentucky
$3K
William Blair & Company
89
William Blair & Company
Illinois
$3K +$4.02K +47 New
IFO
90
Independent Family Office
New York
$2.46K -$768K -8,966 -21%
FF
91
FourThought Financial
Florida
$2K
SWM
92
Spire Wealth Management
Virginia
$2K +$86 +1 +4%
CHA
93
Carmichael Hill & Associates
Maryland
$1K
JWM
94
Janiczek Wealth Management
Colorado
$1K
S
95
SignatureFD
Georgia
$1K
BWL
96
Bogart Wealth LLC
Virginia
$1K +$86 +1 +13%
AF
97
Allworth Financial
California
$1K +$1.37K +16 New
GEA
98
Glen Eagle Advisors
New Jersey
$298
BPC
99
Banque Pictet & Cie
Switzerland
$218 +$25.7K +300 +11%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$212 +$186K +2,176 +366%

WOOD Hedge Fund Activity: Q2 2022 in Review

100 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q2 2022, worth a combined $106M — down 22% from $135M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of WOOD and 10 opened new positions — a net loss of 10 holders — while 29 trimmed existing stakes and 28 added.

The largest buyer was Jane Street, adding an estimated $7.39M. The largest seller was Wells Fargo, cutting an estimated $4.75M.

  • 100 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q2 2022, down from 110 in Q1 2022.
  • Funds reported $106M of iShares Global Timber & Forestry ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 10 funds opened new iShares Global Timber & Forestry ETF positions in Q2 2022 and 20 closed out, a net change of -10 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q2 2022 was Jane Street, an estimated $7.39M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q2 2022 was Wells Fargo, an estimated $4.75M sold.

Based on aggregated 13F filings for Q2 2022.