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iShares Global Timber & Forestry ETF

59 hedge funds and large institutions have $131M invested in iShares Global Timber & Forestry ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $117M → $131M (+$14.7M)

4% more funds holding

Funds holding: 5759 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
19
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$29.6M -$244K -4,780 -0.8%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$20.4M +$19.7M +385,172 New
Comerica Bank
3
Comerica Bank
Texas
$13.4M +$371K +7,262 +3%
Morgan Stanley
4
Morgan Stanley
New York
$8.68M +$1.07M +20,962 +15%
Wells Fargo
5
Wells Fargo
California
$6.53M +$162K +3,169 +3%
NIC
6
Northwest Investment Counselors
Oregon
$4.29M +$263K +5,160 +7%
USAA
7
United Services Automobile Association
Texas
$4.23M
TIM
8
Tortoise Investment Management
New York
$4.16M -$25.4K -497 -0.6%
QI
9
QS Investors
New York
$4.04M -$18M -353,532 -82%
Jane Street
10
Jane Street
New York
$3.87M +$2.78M +54,387 +289%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.27M +$2.76M +54,146 +703%
LWI
12
Long Wharf Investors
Massachusetts
$3.08M -$299K -5,852 -9%
Northern Trust
13
Northern Trust
Illinois
$2.93M +$148K +2,895 +6%
AII
14
AGF Investments Inc
Ontario, Canada
$2.69M -$174K -3,400 -6%
NCMW
15
Northern Capital Management (Wisconsin)
Wisconsin
$2.21M -$30.6K -600 -1%
Mariner
16
Mariner
Kansas
$1.9M -$87.7K -1,718 -5%
LPL Financial
17
LPL Financial
California
$1.65M -$731K -14,318 -31%
FAAS
18
First Allied Advisory Services
California
$1.47M -$259K -5,078 -15%
BA
19
Boston Advisors
Massachusetts
$1.3M +$1.26M +24,668 New
RJA
20
Raymond James & Associates
Florida
$1.29M +$98.9K +1,938 +9%
NC
21
NewSquare Capital
Pennsylvania
$1.24M -$134K -2,630 -10%
Goldman Sachs
22
Goldman Sachs
New York
$1.05M -$16.1K -315 -2%
11A
23
10-15 Associates
New York
$943K -$3.37K -66 -0.4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$933K -$4.03K -79 -0.4%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$844K -$280K -5,483 -26%

WOOD Hedge Fund Activity: Q4 2013 in Review

59 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2013, worth a combined $131M — up 13% from $117M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WOOD positions and 3 closed out — a net gain of 2 holders — while 19 added to existing stakes and 25 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $19.7M. The largest seller was QS Investors, cutting an estimated $18M.

  • 59 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2013, up from 57 in Q3 2013.
  • Funds reported $131M of iShares Global Timber & Forestry ETF stock for Q4 2013, up 13% quarter-over-quarter.
  • 5 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2013 and 3 closed out, a net change of +2 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2013 was Susquehanna International Group, an estimated $19.7M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2013 was QS Investors, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2013.