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iShares Global Timber & Forestry ETF

58 hedge funds and large institutions have $71.4M invested in iShares Global Timber & Forestry ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

39% more capital invested

Capital invested by funds: $51.3M → $71.4M (+$20.1M)

12% more funds holding

Funds holding: 5258 (+6)

3.21% more ownership

Funds ownership: 19.65%22.86% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $381K

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
20
Reduced
8
Closed
6
Calls
Puts
$381K
Net Calls
-$381K
Net Calls Change
-$381K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$24M +$5.67M +89,539 +33%
NIC
2
Northwest Investment Counselors
Oregon
$9.21M +$51.7K +816 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$6.09M +$2.24M +35,366 +63%
KP
4
Keel Point
Alabama
$4.59M +$4.35M +68,682 New
Wells Fargo
5
Wells Fargo
California
$4.3M +$507K +8,013 +14%
LPL Financial
6
LPL Financial
California
$4.03M +$928K +14,651 +32%
BSWM
7
Boston Standard Wealth Management
Massachusetts
$2.61M -$9.44K -149 -0.4%
FAAS
8
First Allied Advisory Services
California
$1.45M +$1.37M +21,671 New
RJA
9
Raymond James & Associates
Florida
$1.36M +$108K +1,702 +9%
Citadel Advisors
10
Citadel Advisors
Florida
$1.16M +$1.1M +17,400 New
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.08M -$69.8K -1,102 -6%
TIM
12
Tortoise Investment Management
New York
$1.08M -$53.8K -850 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$993K +$537K +8,474 +133%
PBT
14
Pictet Bank & Trust
Bahamas
$916K +$469K +7,400 +117%
RFC
15
Regions Financial Corp
Alabama
$797K
RJFSA
16
Raymond James Financial Services Advisors
Florida
$693K -$17.9K -282 -3%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$591K +$321K +5,067 +134%
OC
18
Oarsman Capital
Wisconsin
$514K -$3.17K -50 -0.6%
SC
19
Scotia Capital
Ontario, Canada
$498K +$11.5K +181 +2%
MHS
20
M Holdings Securities
Oregon
$473K +$9.31K +147 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$464K +$33.8K +533 +8%
Northern Trust
22
Northern Trust
Illinois
$425K -$164K -2,585 -29%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$407K +$4.81K +76 +1%
SWP
24
Stratos Wealth Partners
Ohio
$402K
UBS Group
25
UBS Group
Switzerland
$362K -$49.7K -784 -13%

WOOD Hedge Fund Activity: Q3 2017 in Review

58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q3 2017, worth a combined $71.4M — up 39% from $51.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WOOD positions and 6 closed out — a net gain of 6 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $5.67M. The largest seller was Jane Street, exiting entirely with an estimated $2.77M sold.

  • 58 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q3 2017, up from 52 in Q2 2017.
  • Funds reported $71.4M of iShares Global Timber & Forestry ETF stock for Q3 2017, up 39% quarter-over-quarter.
  • 12 funds opened new iShares Global Timber & Forestry ETF positions in Q3 2017 and 6 closed out, a net change of +6 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q3 2017 was Bank of America, an estimated $5.67M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q3 2017 was Jane Street, an estimated $2.77M sold.

Based on aggregated 13F filings for Q3 2017.