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iShares Global Timber & Forestry ETF

85 hedge funds and large institutions have $91.2M invested in iShares Global Timber & Forestry ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $751K

0% more funds holding

Funds holding: 8585 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2.2% less ownership

Funds ownership: 47.25%45.06% (-2.2%)

10% less capital invested

Capital invested by funds: $101M → $91.2M (-$9.71M)

46% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 28

Holders
85
Holders Change
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
15
Reduced
28
Closed
8
Calls
$1.4M
Puts
$751K
Net Calls
+$650K
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$20.6M
NIC
2
Northwest Investment Counselors
Oregon
$16M -$49K -622 -0.3%
Bank of America
3
Bank of America
North Carolina
$10.8M -$1.09M -13,829 -10%
Jane Street
4
Jane Street
New York
$7.38M -$5.02M -63,724 -42%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.71M +$809K +10,273 +47%
Truist Financial
6
Truist Financial
North Carolina
$2.67M +$844K +10,708 +51%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.52M -$709K -9,000 -23%
AIM
8
Alhambra Investment Management
Florida
$2.36M +$243K +3,086 +12%
Wells Fargo
9
Wells Fargo
California
$2.36M +$270K +3,426 +14%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.11M -$2.35M -29,769 -54%
BSWM
11
Boston Standard Wealth Management
Massachusetts
$1.73M -$4.05M -51,450 -72%
LPL Financial
12
LPL Financial
California
$1.57M -$12.4K -158 -0.8%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$1.46M -$510K -6,468 -27%
Citadel Advisors
14
Citadel Advisors
Florida
$1.04M +$484K +6,143 +99%
IFO
15
Independent Family Office
New York
$956K -$118K -1,496 -12%
MFAM
16
M Financial Asset Management
Oregon
$804K -$54.5K -692 -7%
HKAM
17
Horizon Kinetics Asset Management
New York
$722K -$99.7K -1,266 -13%
BCM
18
Barometer Capital Management
Ontario, Canada
$712K +$197K +2,500 +38%
Morgan Stanley
19
Morgan Stanley
New York
$689K -$929K -11,790 -59%
UBS Group
20
UBS Group
Switzerland
$623K +$17.4K +221 +3%
CAAM
21
Cornerstone Advisors Asset Management
Pennsylvania
$583K
LPAM
22
Lodestar Private Asset Management
California
$556K
EWM
23
Endowment Wealth Management
Wisconsin
$528K +$297K +3,769 +151%
OC
24
Oarsman Capital
Wisconsin
$496K -$46.1K -585 -9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$494K -$119K -1,513 -21%

WOOD Hedge Fund Activity: Q1 2024 in Review

85 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q1 2024, worth a combined $91.2M — down 9.6% from $101M a quarter earlier.

Fund positioning in WOOD was balanced in Q1 2024: 8 funds opened new positions, 8 closed out, 15 added to existing stakes and 28 trimmed.

The largest buyer was Truist Financial, adding an estimated $844K. The largest seller was Jane Street, cutting an estimated $5.02M.

  • 85 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $91.2M of iShares Global Timber & Forestry ETF stock for Q1 2024, down 9.6% quarter-over-quarter.
  • 8 funds opened new iShares Global Timber & Forestry ETF positions in Q1 2024 and 8 closed out, a net change of 0 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q1 2024 was Truist Financial, an estimated $844K added.
  • The largest iShares Global Timber & Forestry ETF seller in Q1 2024 was Jane Street, an estimated $5.02M sold.

Based on aggregated 13F filings for Q1 2024.