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iShares Global Timber & Forestry ETF

85 hedge funds and large institutions have $77.5M invested in iShares Global Timber & Forestry ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

2% more funds holding

Funds holding: 8385 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $80.8M → $77.5M (-$3.31M)

3.54% less ownership

Funds ownership: 44.05%40.51% (-3.5%)

52% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 29

73% less call options, than puts

Call options by funds: $371K | Put options by funds: $1.36M

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% 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
9
Increased
14
Reduced
29
Closed
6
Calls
$371K
Puts
$1.36M
Net Calls
-$990K
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$21.2M -$362K -4,488 -2%
NIC
2
Northwest Investment Counselors
Oregon
$16.7M +$185K +2,297 +1%
Bank of America
3
Bank of America
North Carolina
$9.04M -$1.77M -21,949 -17%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.13M -$367K -4,550 -11%
LIA
5
Lynx Investment Advisory
District of Columbia
$2.27M -$3.79K -47 -0.2%
Truist Financial
6
Truist Financial
North Carolina
$2.26M -$501K -6,214 -19%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.17M -$603K -7,479 -23%
LPL Financial
8
LPL Financial
California
$1.83M +$164K +2,036 +11%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$1.28M +$1.16M +14,416 +3,449%
Wells Fargo
10
Wells Fargo
California
$1.23M -$122K -1,518 -10%
Jane Street
11
Jane Street
New York
$986K -$3.62M -44,964 -80%
AIM
12
Alhambra Investment Management
Florida
$832K -$1.04M -12,961 -57%
Morgan Stanley
13
Morgan Stanley
New York
$675K +$32.1K +399 +5%
IFO
14
Independent Family Office
New York
$664K
CAAM
15
Cornerstone Advisors Asset Management
Pennsylvania
$596K
HKAM
16
Horizon Kinetics Asset Management
New York
$590K -$10.9K -135 -2%
MFAM
17
M Financial Asset Management
Oregon
$580K -$35.9K -445 -6%
LPAM
18
Lodestar Private Asset Management
California
$568K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$566K +$9.99K +124 +2%
EWM
20
Endowment Wealth Management
Wisconsin
$531K -$886 -11 -0.2%
Osaic Holdings
21
Osaic Holdings
Arizona
$524K -$81 -1 -0%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$479K
TIM
23
Tortoise Investment Management
New York
$475K -$4.03K -50 -0.9%
UBS Group
24
UBS Group
Switzerland
$470K -$209K -2,598 -32%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$426K

WOOD Hedge Fund Activity: Q3 2024 in Review

85 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q3 2024, worth a combined $77.5M — down 4.1% from $80.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WOOD positions and 6 closed out — a net gain of 3 holders — while 14 added to existing stakes and 29 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $1.16M. The largest seller was Jane Street, cutting an estimated $3.62M.

  • 85 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q3 2024, up from 83 in Q2 2024.
  • Funds reported $77.5M of iShares Global Timber & Forestry ETF stock for Q3 2024, down 4.1% quarter-over-quarter.
  • 9 funds opened new iShares Global Timber & Forestry ETF positions in Q3 2024 and 6 closed out, a net change of +3 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q3 2024 was Northwestern Mutual Wealth Management, an estimated $1.16M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q3 2024 was Jane Street, an estimated $3.62M sold.

Based on aggregated 13F filings for Q3 2024.