We are live on ! Find out more
WOOD icon

iShares Global Timber & Forestry ETF

104 hedge funds and large institutions have $129M invested in iShares Global Timber & Forestry ETF in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $14.9M | Put options by funds: $4.7M

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

12% more capital invested

Capital invested by funds: $115M → $129M (+$14M)

12% more funds holding

Funds holding: 93104 (+11)

5.87% more ownership

Funds ownership: 35.11%40.98% (+5.9%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
104
Holders Change
+11
Holders Change %
+11.83%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
31
Reduced
24
Closed
18
Calls
$14.9M
Puts
$4.7M
Net Calls
+$10.2M
Net Calls Change
+$9.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.2M +$4.55M +50,143 +31%
NIC
2
Northwest Investment Counselors
Oregon
$16.9M -$274K -3,021 -2%
MFM
3
MD Financial Management
Ontario, Canada
$15.9M +$1.49M +16,392 +7%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.3M
Jane Street
5
Jane Street
New York
$6.05M +$5.54M +61,061 +703%
BSWM
6
Boston Standard Wealth Management
Massachusetts
$5.65M -$228K -2,517 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.61M +$4.24M +46,742 +262%
IFO
8
Independent Family Office
New York
$3.68M -$1.08M -11,910 -22%
CCMG
9
Clark Capital Management Group
Pennsylvania
$3.15M -$1.82M -20,111 -36%
Wells Fargo
10
Wells Fargo
California
$3.02M +$1.76M +19,411 +126%
Morgan Stanley
11
Morgan Stanley
New York
$2.67M +$860K +9,477 +45%
MHS
12
M Holdings Securities
Oregon
$2.57M -$632K -6,961 -19%
Citadel Advisors
13
Citadel Advisors
Florida
$2.28M +$1.82M +20,054 +322%
UBS Group
14
UBS Group
Switzerland
$2.15M +$373K +4,109 +20%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.98M +$108K +1,194 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.96M +$123K +1,351 +6%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.93M +$2.02M +22,245 New
EFS
18
Essex Financial Services
Connecticut
$1.92M +$2.01M +22,158 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.92M -$1.38M -15,208 -41%
LPL Financial
20
LPL Financial
California
$1.9M -$248K -2,731 -11%
DWA
21
Delos Wealth Advisors
Texas
$1.63M +$1.7M +18,740 New
HKAM
22
Horizon Kinetics Asset Management
New York
$1.43M +$91 +1 +0%
Truist Financial
23
Truist Financial
North Carolina
$1.31M +$60K +661 +5%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$1.14M -$725K -7,989 -38%
BAM
25
Belpointe Asset Management
Nevada
$1.12M +$1.06M +11,670 +923%

WOOD Hedge Fund Activity: Q2 2021 in Review

104 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q2 2021, worth a combined $129M — up 12% from $115M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WOOD positions and 18 closed out — a net gain of 12 holders — while 31 added to existing stakes and 24 trimmed.

The largest buyer was Jane Street, adding an estimated $5.54M. The largest seller was Matrix Trust Company, cutting an estimated $4.08M.

  • 104 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q2 2021, up from 93 in Q1 2021.
  • Funds reported $129M of iShares Global Timber & Forestry ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 30 funds opened new iShares Global Timber & Forestry ETF positions in Q2 2021 and 18 closed out, a net change of +12 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q2 2021 was Jane Street, an estimated $5.54M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q2 2021 was Matrix Trust Company, an estimated $4.08M sold.

Based on aggregated 13F filings for Q2 2021.