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iShares Global Timber & Forestry ETF

70 hedge funds and large institutions have $115M invested in iShares Global Timber & Forestry ETF in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

61% more capital invested

Capital invested by funds: $71.4M → $115M (+$43.4M)

21% more funds holding

Funds holding: 5870 (+12)

9.94% more ownership

Funds ownership: 22.86%32.8% (+9.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $640K

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
23
Reduced
12
Closed
5
Calls
Puts
$640K
Net Calls
-$640K
Net Calls Change
-$259K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$23.2M -$2.33M -33,536 -9%
MFM
2
MD Financial Management
Ontario, Canada
$19.8M +$19.4M +278,024 New
NIC
3
Northwest Investment Counselors
Oregon
$9.91M +$97.1K +1,395 +1%
Morgan Stanley
4
Morgan Stanley
New York
$6.13M -$353K -5,069 -6%
Deutsche Bank
5
Deutsche Bank
Germany
$5.74M +$5.62M +80,710 New
LPL Financial
6
LPL Financial
California
$5.24M +$933K +13,399 +22%
KP
7
Keel Point
Alabama
$5.21M +$318K +4,570 +7%
Wells Fargo
8
Wells Fargo
California
$4.88M +$287K +4,127 +6%
FF
9
Fluent Financial
Texas
$3.65M +$3.48M +49,929 New
BSWM
10
Boston Standard Wealth Management
Massachusetts
$2.75M -$27K -388 -1%
Jane Street
11
Jane Street
New York
$2.48M +$2.42M +34,791 New
Citadel Advisors
12
Citadel Advisors
Florida
$2.23M +$971K +13,945 +80%
FAAS
13
First Allied Advisory Services
California
$2.1M +$556K +7,979 +37%
RJA
14
Raymond James & Associates
Florida
$1.48M +$31.1K +446 +2%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.19M +$37.7K +541 +3%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.17M +$1.14M +16,383 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.06M +$1.95K +28 +0.2%
TIM
18
Tortoise Investment Management
New York
$1.05M -$98.2K -1,410 -9%
CS
19
Credit Suisse
Switzerland
$1.04M +$1.02M +14,607 New
NL
20
NVWM LLC
Pennsylvania
$1.02M +$996K +14,305 New
PBT
21
Pictet Bank & Trust
Bahamas
$974K
RFC
22
Regions Financial Corp
Alabama
$849K
UBS Group
23
UBS Group
Switzerland
$843K +$448K +6,440 +119%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$806K +$173K +2,487 +28%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$763K +$264K +3,790 +55%

WOOD Hedge Fund Activity: Q4 2017 in Review

70 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2017, worth a combined $115M — up 61% from $71.4M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WOOD positions and 5 closed out — a net gain of 12 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $5.62M. The largest seller was Bank of America, cutting an estimated $2.33M.

  • 70 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2017, up from 58 in Q3 2017.
  • Funds reported $115M of iShares Global Timber & Forestry ETF stock for Q4 2017, up 61% quarter-over-quarter.
  • 17 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2017 and 5 closed out, a net change of +12 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2017 was Deutsche Bank, an estimated $5.62M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2017 was Bank of America, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2017.