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iShares Global Timber & Forestry ETF

92 hedge funds and large institutions have $89.6M invested in iShares Global Timber & Forestry ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

2% more funds holding

Funds holding: 9092 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $91.2M → $89.6M (-$1.54M)

1.69% less ownership

Funds ownership: 43.83%42.14% (-1.7%)

31% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $1.8M

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
17
Reduced
32
Closed
8
Calls
$1.25M
Puts
$1.8M
Net Calls
-$553K
Net Calls Change
+$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$18.1M -$809K -11,143 -4%
NIC
2
Northwest Investment Counselors
Oregon
$14.1M +$9.8K +135 +0.1%
Bank of America
3
Bank of America
North Carolina
$12.1M -$1.37M -18,847 -10%
BSWM
4
Boston Standard Wealth Management
Massachusetts
$5.62M +$400K +5,511 +8%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.31M -$2.04M -28,073 -28%
OMC
6
Old Mission Capital
Illinois
$2.98M -$349K -4,805 -10%
Jane Street
7
Jane Street
New York
$2.18M -$4.51M -62,053 -67%
IFO
8
Independent Family Office
New York
$2.07M -$8.35K -115 -0.4%
LPL Financial
9
LPL Financial
California
$1.8M -$326K -4,492 -15%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.6M +$65.4K +900 +4%
Wells Fargo
11
Wells Fargo
California
$1.57M -$463K -6,381 -23%
Truist Financial
12
Truist Financial
North Carolina
$1.57M +$47.8K +658 +3%
MHS
13
M Holdings Securities
Oregon
$1.38M -$293K -4,033 -17%
Morgan Stanley
14
Morgan Stanley
New York
$1.15M +$23.5K +323 +2%
M&T Bank
15
M&T Bank
New York
$1.02M
HKAM
16
Horizon Kinetics Asset Management
New York
$1M -$57.2K -787 -5%
MFAM
17
M Financial Asset Management
Oregon
$953K +$26.4K +364 +3%
EA
18
Eclectic Associates
California
$946K +$1.31K +18 +0.1%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$821K +$121K +1,663 +17%
Osaic Holdings
20
Osaic Holdings
Arizona
$783K -$16.4K -226 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$690K -$19.8K -272 -3%
CI
22
CX Institutional
Indiana
$664K -$297K -4,094 -31%
PAG
23
Private Advisor Group
New Jersey
$660K -$242K -3,327 -17%
UBS Group
24
UBS Group
Switzerland
$626K -$594K -8,181 -49%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$607K +$29.3K +404 +5%

WOOD Hedge Fund Activity: Q4 2022 in Review

92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2022, worth a combined $89.6M — down 1.7% from $91.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WOOD positions and 8 closed out — a net gain of 4 holders — while 17 added to existing stakes and 32 trimmed.

The largest buyer was Boston Standard Wealth Management, adding an estimated $400K. The largest seller was Jane Street, cutting an estimated $4.51M.

  • 92 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2022, up from 90 in Q3 2022.
  • Funds reported $89.6M of iShares Global Timber & Forestry ETF stock for Q4 2022, down 1.7% quarter-over-quarter.
  • 12 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2022 and 8 closed out, a net change of +4 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2022 was Boston Standard Wealth Management, an estimated $400K added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2022 was Jane Street, an estimated $4.51M sold.

Based on aggregated 13F filings for Q4 2022.