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iShares Global Timber & Forestry ETF

83 hedge funds and large institutions have $80.8M invested in iShares Global Timber & Forestry ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $110K | Put options by funds: $55K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less ownership

Funds ownership: 45.06%44.05% (-1%)

2% less funds holding

Funds holding: 8583 (-2)

11% less capital invested

Capital invested by funds: $91.2M → $80.8M (-$10.4M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

21% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 28

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
22
Reduced
28
Closed
8
Calls
$110K
Puts
$55K
Net Calls
+$55K
Net Calls Change
-$595K
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$19.6M +$511K +6,268 +3%
NIC
2
Northwest Investment Counselors
Oregon
$15M +$197K +2,418 +1%
Bank of America
3
Bank of America
North Carolina
$9.94M -$139K -1,707 -1%
Jane Street
4
Jane Street
New York
$4.42M -$2.54M -31,117 -36%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.2M +$892K +10,950 +37%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.56M +$42.2K +518 +2%
Truist Financial
7
Truist Financial
North Carolina
$2.54M +$62.4K +766 +2%
LIA
8
Lynx Investment Advisory
District of Columbia
$2.07M +$2.15M +26,413 New
FGA
9
Fortis Group Advisors
New Jersey
$1.85M +$1.93M +23,655 New
AIM
10
Alhambra Investment Management
Florida
$1.77M -$436K -5,353 -19%
LPL Financial
11
LPL Financial
California
$1.5M +$50.6K +621 +3%
Wells Fargo
12
Wells Fargo
California
$1.24M -$992K -12,170 -44%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$968K -$1.03M -12,675 -51%
Citadel Advisors
14
Citadel Advisors
Florida
$938K -$30.9K -379 -3%
BSWM
15
Boston Standard Wealth Management
Massachusetts
$793K -$847K -10,392 -51%
UBS Group
16
UBS Group
Switzerland
$631K +$54.3K +666 +9%
IFO
17
Independent Family Office
New York
$603K -$295K -3,624 -32%
Morgan Stanley
18
Morgan Stanley
New York
$582K -$60.2K -739 -9%
MFAM
19
M Financial Asset Management
Oregon
$563K -$191K -2,343 -25%
HKAM
20
Horizon Kinetics Asset Management
New York
$547K -$128K -1,573 -18%
CAAM
21
Cornerstone Advisors Asset Management
Pennsylvania
$542K
LPAM
22
Lodestar Private Asset Management
California
$517K +$733 +9 +0.1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$505K +$48.5K +595 +10%
EWM
24
Endowment Wealth Management
Wisconsin
$483K -$7.17K -88 -1%
Osaic Holdings
25
Osaic Holdings
Arizona
$477K +$43.1K +529 +10%

WOOD Hedge Fund Activity: Q2 2024 in Review

83 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q2 2024, worth a combined $80.8M — down 11% from $91.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WOOD and 7 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 22 added.

The largest buyer was Fortis Group Advisors, opening a new position worth an estimated $1.93M. The largest seller was Jane Street, cutting an estimated $2.54M.

  • 83 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q2 2024, down from 85 in Q1 2024.
  • Funds reported $80.8M of iShares Global Timber & Forestry ETF stock for Q2 2024, down 11% quarter-over-quarter.
  • 7 funds opened new iShares Global Timber & Forestry ETF positions in Q2 2024 and 8 closed out, a net change of -1 holder.
  • The largest iShares Global Timber & Forestry ETF buyer in Q2 2024 was Fortis Group Advisors, an estimated $1.93M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q2 2024 was Jane Street, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2024.