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iShares Global Timber & Forestry ETF

110 hedge funds and large institutions have $135M invested in iShares Global Timber & Forestry ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

10% more funds holding

Funds holding: 100110 (+10)

8% more capital invested

Capital invested by funds: $125M → $135M (+$10.3M)

2.91% more ownership

Funds ownership: 39.81%42.72% (+2.9%)

13% less call options, than puts

Call options by funds: $768K | Put options by funds: $884K

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
27
Reduced
22
Closed
11
Calls
$768K
Puts
$884K
Net Calls
-$116K
Net Calls Change
-$853K
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$21.5M +$22M +244,196 New
Bank of America
2
Bank of America
North Carolina
$19.8M +$3.13M +34,804 +19%
NIC
3
Northwest Investment Counselors
Oregon
$17.4M -$330K -3,673 -2%
Wells Fargo
4
Wells Fargo
California
$7.27M +$5.04M +55,978 +221%
BSWM
5
Boston Standard Wealth Management
Massachusetts
$5.99M -$60.1K -668 -1%
Jane Street
6
Jane Street
New York
$5.18M +$2.21M +24,602 +74%
CCMG
7
Clark Capital Management Group
Pennsylvania
$3.81M -$2.89M -32,135 -43%
IFO
8
Independent Family Office
New York
$3.76M -$49.3K -548 -1%
MHS
9
M Holdings Securities
Oregon
$2.91M +$2.93M +32,581 New
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.75M
CWM
11
Congress Wealth Management
Massachusetts
$2.6M -$35.3K -392 -1%
LPL Financial
12
LPL Financial
California
$2.55M +$411K +4,568 +19%
Morgan Stanley
13
Morgan Stanley
New York
$2.21M -$889K -9,878 -28%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.14M -$45.4K -505 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.75M -$169K -1,877 -9%
SI
16
Saxon Interests
Texas
$1.66M +$857K +9,529 +105%
PAG
17
Private Advisor Group
New Jersey
$1.66M +$205K +2,276 +14%
UBS Group
18
UBS Group
Switzerland
$1.58M -$449K -4,990 -22%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.56M +$703K +7,812 +81%
Truist Financial
20
Truist Financial
North Carolina
$1.49M +$38.7K +430 +3%
HKAM
21
Horizon Kinetics Asset Management
New York
$1.38M -$36.4K -405 -3%
BCM
22
Barometer Capital Management
Ontario, Canada
$1.33M +$36K +400 +3%
M&T Bank
23
M&T Bank
New York
$1.25M +$1.26M +14,000 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.21M -$2.91M -32,387 -71%
MFAM
25
M Financial Asset Management
Oregon
$1.15M +$46.5K +517 +4%

WOOD Hedge Fund Activity: Q1 2022 in Review

110 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q1 2022, worth a combined $135M — up 8.2% from $125M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WOOD positions and 11 closed out — a net gain of 14 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $22M. The largest seller was Royal Bank of Canada, cutting an estimated $2.91M.

  • 110 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q1 2022, up from 100 in Q4 2021.
  • Funds reported $135M of iShares Global Timber & Forestry ETF stock for Q1 2022, up 8.2% quarter-over-quarter.
  • 25 funds opened new iShares Global Timber & Forestry ETF positions in Q1 2022 and 11 closed out, a net change of +14 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $22M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q1 2022 was Royal Bank of Canada, an estimated $2.91M sold.

Based on aggregated 13F filings for Q1 2022.