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iShares Global Timber & Forestry ETF

100 hedge funds and large institutions have $125M invested in iShares Global Timber & Forestry ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $534K

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $118M → $125M (+$6.69M)

4% more funds holding

Funds holding: 96100 (+4)

0.59% more ownership

Funds ownership: 39.22%39.81% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
26
Reduced
29
Closed
11
Calls
$1.27M
Puts
$534K
Net Calls
+$737K
Net Calls Change
+$642K
Name Holding Trade Value Shares
Change
Change in
Stake
MFM
1
MD Financial Management
Ontario, Canada
$22.9M -$4.43K -51 -0%
NIC
2
Northwest Investment Counselors
Oregon
$18.2M +$392K +4,518 +2%
Bank of America
3
Bank of America
North Carolina
$17.2M -$903K -10,401 -5%
CCMG
4
Clark Capital Management Group
Pennsylvania
$6.88M -$20K -230 -0.3%
BSWM
5
Boston Standard Wealth Management
Massachusetts
$6.23M +$171K +1,972 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.22M -$637K -7,335 -14%
IFO
7
Independent Family Office
New York
$3.92M +$40.9K +471 +1%
Morgan Stanley
8
Morgan Stanley
New York
$3.19M +$592K +6,817 +24%
Jane Street
9
Jane Street
New York
$3.07M +$1.29M +14,884 +80%
CWM
10
Congress Wealth Management
Massachusetts
$2.72M +$2.57M +29,543 New
Wells Fargo
11
Wells Fargo
California
$2.33M -$1.84M -21,231 -46%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.25M -$35.6K -410 -2%
LPL Financial
13
LPL Financial
California
$2.2M +$371K +4,273 +22%
UBS Group
14
UBS Group
Switzerland
$2.09M +$448K +5,153 +29%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.9M +$236K +2,719 +15%
BCM
16
BlueCrest Capital Management
Jersey
$1.74M +$1.64M +18,938 New
PAG
17
Private Advisor Group
New Jersey
$1.5M -$441K -5,074 -24%
Truist Financial
18
Truist Financial
North Carolina
$1.49M +$22K +253 +2%
HKAM
19
Horizon Kinetics Asset Management
New York
$1.45M -$15.5K -179 -1%
BCM
20
Barometer Capital Management
Ontario, Canada
$1.33M -$382K -4,400 -23%
EFS
21
Essex Financial Services
Connecticut
$1.29M -$198K -2,280 -14%
MFAM
22
M Financial Asset Management
Oregon
$1.13M +$30.6K +352 +3%
BAM
23
Belpointe Asset Management
Nevada
$1.12M -$46.1K -531 -4%
ARC
24
Advisor Resource Council
Texas
$982K +$927K +10,674 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$891K -$1.29M -14,880 -61%

WOOD Hedge Fund Activity: Q4 2021 in Review

100 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2021, worth a combined $125M — up 5.7% from $118M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WOOD positions and 11 closed out — a net gain of 6 holders — while 26 added to existing stakes and 29 trimmed.

The largest buyer was BlueCrest Capital Management, opening a new position worth an estimated $1.64M. The largest seller was Citadel Advisors, cutting an estimated $1.93M.

  • 100 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2021, up from 96 in Q3 2021.
  • Funds reported $125M of iShares Global Timber & Forestry ETF stock for Q4 2021, up 5.7% quarter-over-quarter.
  • 17 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2021 and 11 closed out, a net change of +6 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2021 was BlueCrest Capital Management, an estimated $1.64M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2021 was Citadel Advisors, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2021.