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iShares Global Timber & Forestry ETF

49 hedge funds and large institutions have $46.6M invested in iShares Global Timber & Forestry ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more capital invested

Capital invested by funds: $44.2M → $46.6M (+$2.37M)

2% more funds holding

Funds holding: 4849 (+1)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0.42% less ownership

Funds ownership: 21.13%20.71% (-0.42%)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
6
Increased
15
Reduced
14
Closed
4
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
$15.9M +$1.34M +23,842 +9%
NIC
2
Northwest Investment Counselors
Oregon
$7.81M +$46.7K +834 +0.6%
Wells Fargo
3
Wells Fargo
California
$3.44M +$575K +10,253 +21%
Morgan Stanley
4
Morgan Stanley
New York
$3.14M -$253K -4,513 -8%
LPL Financial
5
LPL Financial
California
$2.34M +$665K +11,861 +41%
BSWM
6
Boston Standard Wealth Management
Massachusetts
$2.24M +$5.44K +97 +0.3%
RJA
7
Raymond James & Associates
Florida
$1.05M -$14.7K -262 -1%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.01M +$50.5K +901 +5%
TIM
9
Tortoise Investment Management
New York
$981K -$39.2K -700 -4%
RFC
10
Regions Financial Corp
Alabama
$832K +$257K +4,584 +47%
Mariner
11
Mariner
Kansas
$698K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$633K -$1.76M -31,410 -74%
SPC
13
Sigma Planning Corp
Michigan
$584K +$86.9K +1,551 +18%
Northern Trust
14
Northern Trust
Illinois
$520K
OC
15
Oarsman Capital
Wisconsin
$461K +$70.6K +1,260 +19%
SC
16
Scotia Capital
Ontario, Canada
$441K -$10K -179 -2%
PBT
17
Pictet Bank & Trust
Bahamas
$421K
RJFSA
18
Raymond James Financial Services Advisors
Florida
$399K -$89.3K -1,594 -19%
MHS
19
M Holdings Securities
Oregon
$379K -$34.5K -616 -9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$369K -$561 -10 -0.2%
UBS Group
21
UBS Group
Switzerland
$350K +$33.6K +599 +11%
SWP
22
Stratos Wealth Partners
Ohio
$347K -$104K -1,863 -24%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$343K +$8.35K +149 +3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$340K +$42.9K +766 +15%
Ameriprise
25
Ameriprise
Minnesota
$284K -$37.9K -676 -12%

WOOD Hedge Fund Activity: Q1 2017 in Review

49 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q1 2017, worth a combined $46.6M — up 5.4% from $44.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WOOD positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $1.34M. The largest seller was Susquehanna International Group, cutting an estimated $1.76M.

  • 49 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q1 2017, up from 48 in Q4 2016.
  • Funds reported $46.6M of iShares Global Timber & Forestry ETF stock for Q1 2017, up 5.4% quarter-over-quarter.
  • 6 funds opened new iShares Global Timber & Forestry ETF positions in Q1 2017 and 4 closed out, a net change of +2 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q1 2017 was Bank of America, an estimated $1.34M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q1 2017 was Susquehanna International Group, an estimated $1.76M sold.

Based on aggregated 13F filings for Q1 2017.