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iShares Global Timber & Forestry ETF

61 hedge funds and large institutions have $87M invested in iShares Global Timber & Forestry ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

40% more capital invested

Capital invested by funds: $62M → $87M (+$25M)

13% more funds holding

Funds holding: 5461 (+7)

2.31% more ownership

Funds ownership: 34.48%36.79% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
16
Reduced
11
Closed
6
Calls
$317K
Puts
Net Calls
+$317K
Net Calls Change
+$317K
Name Holding Trade Value Shares
Change
Change in
Stake
MFM
1
MD Financial Management
Ontario, Canada
$17.1M -$1.28M -20,521 -7%
Bank of America
2
Bank of America
North Carolina
$15.7M +$6.32M +101,138 +71%
NIC
3
Northwest Investment Counselors
Oregon
$12.9M +$384K +6,138 +3%
BSWM
4
Boston Standard Wealth Management
Massachusetts
$4.09M +$92.2K +1,475 +2%
LPL Financial
5
LPL Financial
California
$3.91M +$2.09M +33,444 +124%
IFO
6
Independent Family Office
New York
$3.62M
Jane Street
7
Jane Street
New York
$3.3M +$2.51M +40,101 +365%
HKAM
8
Horizon Kinetics Asset Management
New York
$3.26M +$3.16M +50,490 New
MHS
9
M Holdings Securities
Oregon
$2.78M +$158K +2,531 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.25M +$1.59M +25,463 +273%
Wells Fargo
11
Wells Fargo
California
$1.95M -$219K -3,509 -10%
UBS Group
12
UBS Group
Switzerland
$1.45M +$1.29M +20,589 +1,093%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.44M -$121K -1,940 -8%
CCMG
14
Clark Capital Management Group
Pennsylvania
$1.44M -$4.19M -67,034 -75%
CWG
15
Cornerstone Wealth Group
North Carolina
$1.32M +$1.28M +20,477 New
Citadel Advisors
16
Citadel Advisors
Florida
$1.25M -$885K -14,164 -42%
Truist Financial
17
Truist Financial
North Carolina
$936K -$6.06K -97 -0.7%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$929K +$901K +14,412 New
NL
19
NVWM LLC
Pennsylvania
$888K +$859K +13,739 New
MFAM
20
M Financial Asset Management
Oregon
$622K -$62.6K -1,002 -9%
Morgan Stanley
21
Morgan Stanley
New York
$581K +$165K +2,644 +42%
TIM
22
Tortoise Investment Management
New York
$578K -$111K -1,772 -17%
AWM
23
Aevitas Wealth Management
Massachusetts
$561K
CI
24
CX Institutional
Indiana
$519K +$36.6K +585 +8%
OC
25
Oarsman Capital
Wisconsin
$462K +$1.88K +30 +0.4%

WOOD Hedge Fund Activity: Q3 2020 in Review

61 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q3 2020, worth a combined $87M — up 40% from $62M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WOOD positions and 6 closed out — a net gain of 7 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $6.32M. The largest seller was Clark Capital Management Group, cutting an estimated $4.19M.

  • 61 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q3 2020, up from 54 in Q2 2020.
  • Funds reported $87M of iShares Global Timber & Forestry ETF stock for Q3 2020, up 40% quarter-over-quarter.
  • 13 funds opened new iShares Global Timber & Forestry ETF positions in Q3 2020 and 6 closed out, a net change of +7 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q3 2020 was Bank of America, an estimated $6.32M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q3 2020 was Clark Capital Management Group, an estimated $4.19M sold.

Based on aggregated 13F filings for Q3 2020.