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iShares Global Timber & Forestry ETF

93 hedge funds and large institutions have $115M invested in iShares Global Timber & Forestry ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

19% more funds holding

Funds holding: 7893 (+15)

9% more capital invested

Capital invested by funds: $105M → $115M (+$9.84M)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

0.23% more ownership

Funds ownership: 34.88%35.11% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
93
Holders Change
+15
Holders Change %
+19.23%
% of All Funds
1.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
25
Reduced
24
Closed
8
Calls
$324K
Puts
Net Calls
+$324K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
NIC
1
Northwest Investment Counselors
Oregon
$16.8M -$409K -4,883 -2%
MFM
2
MD Financial Management
Ontario, Canada
$14.3M -$691K -8,248 -3%
Bank of America
3
Bank of America
North Carolina
$13.6M -$2.98M -35,545 -18%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.19M +$6.08M +72,600 New
BSWM
5
Boston Standard Wealth Management
Massachusetts
$5.81M +$304K +3,631 +6%
CCMG
6
Clark Capital Management Group
Pennsylvania
$4.81M +$1.42M +17,007 +43%
IFO
7
Independent Family Office
New York
$4.63M -$88.9K -1,061 -2%
MTC
8
Matrix Trust Company
Colorado
$3.97M +$3.72M +44,392 +2,072%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.18M +$906K +10,817 +41%
MHS
10
M Holdings Securities
Oregon
$3.12M -$614K -7,328 -17%
CI
11
Cavalier Investments
Georgia
$3.06M +$225K +2,690 +8%
KP
12
Keel Point
Alabama
$2.75M -$585K -6,978 -18%
LPL Financial
13
LPL Financial
California
$2.1M -$1.39M -16,592 -40%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.84M -$21.5K -257 -1%
Morgan Stanley
15
Morgan Stanley
New York
$1.81M +$891K +10,636 +100%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.81M +$918K +10,954 +107%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$1.8M +$1.77M +21,075 New
UBS Group
18
UBS Group
Switzerland
$1.76M -$156K -1,863 -8%
WP
19
WealthShield Partners
North Carolina
$1.72M +$1.69M +20,141 New
NL
20
NVWM LLC
Pennsylvania
$1.64M +$105K +1,255 +7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.52M +$690K +8,241 +86%
HKAM
22
Horizon Kinetics Asset Management
New York
$1.41M -$1.14M -13,548 -45%
Wells Fargo
23
Wells Fargo
California
$1.31M -$97.1K -1,159 -7%
Truist Financial
24
Truist Financial
North Carolina
$1.23M +$85K +1,015 +8%
FTUS
25
Flow Traders U.S.
New York
$918K +$414K +4,939 +85%

WOOD Hedge Fund Activity: Q1 2021 in Review

93 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q1 2021, worth a combined $115M — up 9.4% from $105M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WOOD positions and 8 closed out — a net gain of 16 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $6.08M. The largest seller was Citadel Advisors, cutting an estimated $3.14M.

  • 93 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q1 2021, up from 78 in Q4 2020.
  • Funds reported $115M of iShares Global Timber & Forestry ETF stock for Q1 2021, up 9.4% quarter-over-quarter.
  • 24 funds opened new iShares Global Timber & Forestry ETF positions in Q1 2021 and 8 closed out, a net change of +16 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q1 2021 was Manulife (Manufacturers Life Insurance), an estimated $6.08M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q1 2021 was Citadel Advisors, an estimated $3.14M sold.

Based on aggregated 13F filings for Q1 2021.