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iShares Global Timber & Forestry ETF

83 hedge funds and large institutions have $61.5M invested in iShares Global Timber & Forestry ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

2% less funds holding

Funds holding: 8583 (-2)

3.26% less ownership

Funds ownership: 40.51%37.25% (-3.3%)

21% less capital invested

Capital invested by funds: $77.5M → $61.5M (-$16M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

88% less call options, than puts

Call options by funds: $229K | Put options by funds: $1.92M

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
21
Reduced
23
Closed
9
Calls
$229K
Puts
$1.92M
Net Calls
-$1.7M
Net Calls Change
-$705K
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$19.4M +$684K +8,490 +3%
Bank of America
2
Bank of America
North Carolina
$7.75M -$266K -3,302 -3%
FTUS
3
Flow Traders U.S.
New York
$3.63M +$3.48M +43,205 +979%
Jane Street
4
Jane Street
New York
$2.73M +$1.96M +24,321 +213%
EP
5
Essential Planning
New Hampshire
$2.41M +$2.41M +29,900 New
LIA
6
Lynx Investment Advisory
District of Columbia
$2.06M +$52.8K +656 +2%
Truist Financial
7
Truist Financial
North Carolina
$1.89M -$117K -1,455 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.87M -$60.2K -747 -3%
CMMS
9
Comprehensive Money Management Services
Florida
$1.66M +$1.75M +21,734 New
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.17M -$1.69M -20,925 -58%
LPL Financial
11
LPL Financial
California
$1.14M -$512K -6,355 -30%
UBS Group
12
UBS Group
Switzerland
$1.03M +$645K +8,010 +147%
Wells Fargo
13
Wells Fargo
California
$926K -$173K -2,143 -15%
CCM
14
Cullen Capital Management
New York
$908K +$958K +11,900 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$864K +$383K +4,750 +72%
Morgan Stanley
16
Morgan Stanley
New York
$657K +$62.5K +776 +10%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$629K +$344K +4,269 +107%
CAAM
18
Cornerstone Advisors Asset Management
Pennsylvania
$528K
LPAM
19
Lodestar Private Asset Management
California
$504K +$242 +3 +0%
SCP
20
Stamos Capital Partners
California
$499K +$228K +2,830 +76%
Raymond James Financial
21
Raymond James Financial
Florida
$481K +$507K +6,296 New
HKAM
22
Horizon Kinetics Asset Management
New York
$481K -$44.7K -555 -8%
EWM
23
Endowment Wealth Management
Wisconsin
$480K +$10.8K +134 +2%
Osaic Holdings
24
Osaic Holdings
Arizona
$454K -$10.4K -129 -2%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$426K +$5.64K +70 +1%

WOOD Hedge Fund Activity: Q4 2024 in Review

83 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Timber & Forestry ETF (WOOD) for Q4 2024, worth a combined $61.5M — down 21% from $77.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WOOD positions and 9 closed out — a net gain of 2 holders — while 21 added to existing stakes and 23 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $3.48M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $1.69M.

  • 83 institutional investors held iShares Global Timber & Forestry ETF (WOOD) as of Q4 2024, down from 85 in Q3 2024.
  • Funds reported $61.5M of iShares Global Timber & Forestry ETF stock for Q4 2024, down 21% quarter-over-quarter.
  • 11 funds opened new iShares Global Timber & Forestry ETF positions in Q4 2024 and 9 closed out, a net change of +2 holders.
  • The largest iShares Global Timber & Forestry ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $3.48M added.
  • The largest iShares Global Timber & Forestry ETF seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $1.69M sold.

Based on aggregated 13F filings for Q4 2024.