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iShares Global Timber & Forestry ETF

84 hedge funds and large institutions have $85M invested in iShares Global Timber & Forestry ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% more ownership

Funds ownership: 42.14%42.28% (+0.14%)

0% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.01M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $89.6M → $85M (-$4.59M)

9% less funds holding

Funds holding: 9284 (-8)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

54% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 28

Holders
84
Holders Change
-8
Holders Change %
-8.7%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
13
Reduced
28
Closed
17
Calls
$1.01M
Puts
$1.01M
Net Calls
+$1K
Net Calls Change
+$554K
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17.8M
NIC
2
Northwest Investment Counselors
Oregon
$13.7M -$243K -3,271 -2%
Bank of America
3
Bank of America
North Carolina
$11.5M -$408K -5,490 -3%
BSWM
4
Boston Standard Wealth Management
Massachusetts
$5.5M -$27.1K -365 -0.5%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.23M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.56M +$1.95M +26,230 +277%
Jane Street
7
Jane Street
New York
$2.14M +$1.26K +17 +0.1%
Wells Fargo
8
Wells Fargo
California
$1.97M +$441K +5,927 +27%
IFO
9
Independent Family Office
New York
$1.87M -$173K -2,323 -8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.6M +$28.1K +378 +2%
Truist Financial
11
Truist Financial
North Carolina
$1.56M +$23.4K +315 +1%
LPL Financial
12
LPL Financial
California
$1.55M -$229K -3,075 -12%
OMC
13
Old Mission Capital
Illinois
$1.09M -$1.92M -25,805 -63%
Morgan Stanley
14
Morgan Stanley
New York
$1.06M -$71.8K -966 -6%
PAG
15
Private Advisor Group
New Jersey
$1.05M -$89.3K -1,201 -8%
M&T Bank
16
M&T Bank
New York
$1M
MFAM
17
M Financial Asset Management
Oregon
$938K
EA
18
Eclectic Associates
California
$931K
MHS
19
M Holdings Securities
Oregon
$871K -$510K -6,856 -36%
HKAM
20
Horizon Kinetics Asset Management
New York
$830K -$165K -2,215 -16%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$808K +$707K +9,509 +813%
OC
22
Oarsman Capital
Wisconsin
$503K +$966 +13 +0.2%
CAAM
23
Cornerstone Advisors Asset Management
Pennsylvania
$495K
LPAM
24
Lodestar Private Asset Management
California
$492K -$9.66K -130 -2%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$459K -$362K -4,871 -43%

WOOD Hedge Fund Activity: Q1 2023 in Review

84 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q1 2023, worth a combined $85M — down 5.1% from $89.6M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WOOD and 10 opened new positions — a net loss of 7 holders — while 28 trimmed existing stakes and 13 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.95M. The largest seller was Old Mission Capital, cutting an estimated $1.92M.

  • 84 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q1 2023, down from 92 in Q4 2022.
  • Funds reported $85M of iShares Global Timber & Forestry ETF stock for Q1 2023, down 5.1% quarter-over-quarter.
  • 10 funds opened new iShares Global Timber & Forestry ETF positions in Q1 2023 and 17 closed out, a net change of -7 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $1.95M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q1 2023 was Old Mission Capital, an estimated $1.92M sold.

Based on aggregated 13F filings for Q1 2023.