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iShares Global Timber & Forestry ETF

52 hedge funds and large institutions have $51.3M invested in iShares Global Timber & Forestry ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $46.6M → $51.3M (+$4.74M)

6% more funds holding

Funds holding: 4952 (+3)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

1.06% less ownership

Funds ownership: 20.71%19.65% (-1.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
15
Reduced
15
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
$16.5M -$421K -7,035 -3%
NIC
2
Northwest Investment Counselors
Oregon
$8.4M +$94.4K +1,577 +1%
Wells Fargo
3
Wells Fargo
California
$3.46M -$200K -3,342 -6%
Morgan Stanley
4
Morgan Stanley
New York
$3.42M +$77.9K +1,302 +2%
LPL Financial
5
LPL Financial
California
$2.8M +$300K +5,008 +12%
Jane Street
6
Jane Street
New York
$2.77M +$2.71M +45,283 New
BSWM
7
Boston Standard Wealth Management
Massachusetts
$2.42M +$23K +384 +1%
RJA
8
Raymond James & Associates
Florida
$1.14M +$22.6K +377 +2%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.06M -$14.9K -249 -1%
TIM
10
Tortoise Investment Management
New York
$1.04M
RFC
11
Regions Financial Corp
Alabama
$731K -$150K -2,500 -17%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$653K +$224K +3,739 +54%
Northern Trust
13
Northern Trust
Illinois
$548K -$4.49K -75 -0.8%
OC
14
Oarsman Capital
Wisconsin
$475K -$15.3K -255 -3%
SC
15
Scotia Capital
Ontario, Canada
$446K -$19.7K -329 -4%
MHS
16
M Holdings Securities
Oregon
$425K +$21.6K +361 +5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$393K +$27.8K +464 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$391K -$958 -16 -0.2%
PBT
19
Pictet Bank & Trust
Bahamas
$386K -$59.8K -1,000 -14%
UBS Group
20
UBS Group
Switzerland
$380K +$7.06K +118 +2%
SWP
21
Stratos Wealth Partners
Ohio
$368K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$367K +$6.16K +103 +2%
PAG
23
Private Advisor Group
New Jersey
$338K +$332K +5,555 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$323K -$341K -5,706 -52%
Ameriprise
25
Ameriprise
Minnesota
$320K +$18K +301 +6%

WOOD Hedge Fund Activity: Q2 2017 in Review

52 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q2 2017, worth a combined $51.3M — up 10% from $46.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WOOD positions and 4 closed out — a net gain of 5 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.71M. The largest seller was Mariner, exiting entirely with an estimated $698K sold.

  • 52 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q2 2017, up from 49 in Q1 2017.
  • Funds reported $51.3M of iShares Global Timber & Forestry ETF stock for Q2 2017, up 10% quarter-over-quarter.
  • 9 funds opened new iShares Global Timber & Forestry ETF positions in Q2 2017 and 4 closed out, a net change of +5 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q2 2017 was Jane Street, an estimated $2.71M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q2 2017 was Mariner, an estimated $698K sold.

Based on aggregated 13F filings for Q2 2017.