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iShares Global Timber & Forestry ETF

85 hedge funds and large institutions have $101M invested in iShares Global Timber & Forestry ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $84.5M → $101M (+$16.4M)

5.89% more ownership

Funds ownership: 41.36%47.25% (+5.9%)

4% more funds holding

Funds holding: 8285 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

67% less call options, than puts

Call options by funds: $350K | Put options by funds: $1.06M

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
16
Reduced
22
Closed
11
Calls
$350K
Puts
$1.06M
Net Calls
-$707K
Net Calls Change
+$264K
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$19.8M -$333K -4,417 -2%
NIC
2
Northwest Investment Counselors
Oregon
$15.4M -$54.1K -718 -0.4%
Jane Street
3
Jane Street
New York
$12.3M +$9.56M +126,921 +522%
Bank of America
4
Bank of America
North Carolina
$11.6M -$448K -5,943 -4%
BSWM
5
Boston Standard Wealth Management
Massachusetts
$5.33M
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$4.45M +$2.36M +31,341 +134%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.16M -$1.34M -17,768 -31%
AIM
8
Alhambra Investment Management
Florida
$2.02M +$314K +4,171 +20%
Wells Fargo
9
Wells Fargo
California
$1.99M +$40.4K +536 +2%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$1.95M +$852K +11,306 +91%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.78M -$2.48K -33 -0.2%
Truist Financial
12
Truist Financial
North Carolina
$1.71M +$27.3K +362 +2%
Morgan Stanley
13
Morgan Stanley
New York
$1.62M +$782K +10,389 +109%
LPL Financial
14
LPL Financial
California
$1.52M -$93.8K -1,245 -6%
IFO
15
Independent Family Office
New York
$1.04M -$197K -2,622 -17%
MFAM
16
M Financial Asset Management
Oregon
$831K -$213K -2,831 -22%
ARC
17
Advisor Resource Council
Texas
$806K +$747K +9,920 New
HKAM
18
Horizon Kinetics Asset Management
New York
$799K -$45.9K -610 -6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$599K +$79.1K +1,050 +17%
UBS Group
20
UBS Group
Switzerland
$582K +$230K +3,049 +74%
CAAM
21
Cornerstone Advisors Asset Management
Pennsylvania
$562K
PAG
22
Private Advisor Group
New Jersey
$537K -$60.7K -806 -11%
LPAM
23
Lodestar Private Asset Management
California
$535K -$13K -172 -3%
BCM
24
Barometer Capital Management
Ontario, Canada
$528K +$15.1K +200 +3%
OC
25
Oarsman Capital
Wisconsin
$526K -$10.5K -140 -2%

WOOD Hedge Fund Activity: Q4 2023 in Review

85 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2023, worth a combined $101M — up 19% from $84.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WOOD positions and 11 closed out — a net gain of 4 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, adding an estimated $9.56M. The largest seller was Guardian Capital Advisors (Canada), exiting entirely with an estimated $1.71M sold.

  • 85 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2023, up from 82 in Q3 2023.
  • Funds reported $101M of iShares Global Timber & Forestry ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 15 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2023 and 11 closed out, a net change of +4 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2023 was Jane Street, an estimated $9.56M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2023 was Guardian Capital Advisors (Canada), an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2023.