iShares Environmental Infrastructure and Industrials ETF
EFRA
4 hedge funds and large institutions have $3.68M invested in iShares Environmental Infrastructure and Industrials ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 2 → 4 (+2)
8% less capital invested
Capital invested by funds: $4.01M → $3.68M (-$334K)
9.36% less ownership
Funds ownership: 90.95% → 81.59% (-9.4%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bourgeon Capital Management
Darien,
Connecticut
|
+$33.2K |
| 2 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$885 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$415K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$33.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $3.52M | -$415K | -15,000 | -11% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $121K | -$33.5K | -1,213 | -22% |
|
|
BCM
3
Bourgeon Capital Management
Darien,
Connecticut
| $33.8K | +$33.2K | +1,200 | New |
|
|
FFA
4
Farther Finance Advisors
San Francisco,
California
| $901 | +$885 | +32 | New |
|
EFRA Hedge Fund Activity: Q2 2023 in Review
4 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in iShares Environmental Infrastructure and Industrials ETF (EFRA) for Q2 2023, worth a combined $3.68M — down 8.3% from $4.01M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EFRA positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Bourgeon Capital Management, opening a new position worth an estimated $33.2K. The largest seller was BlackRock, cutting an estimated $415K.
- 4 institutional investors held iShares Environmental Infrastructure and Industrials ETF (EFRA) as of Q2 2023, up from 2 in Q1 2023.
- Funds reported $3.68M of iShares Environmental Infrastructure and Industrials ETF stock for Q2 2023, down 8.3% quarter-over-quarter.
- 2 funds opened new iShares Environmental Infrastructure and Industrials ETF positions in Q2 2023 and 0 closed out, a net change of +2 holders.
- The largest iShares Environmental Infrastructure and Industrials ETF buyer in Q2 2023 was Bourgeon Capital Management, an estimated $33.2K added.
- The largest iShares Environmental Infrastructure and Industrials ETF seller in Q2 2023 was BlackRock, an estimated $415K sold.
Based on aggregated 13F filings for Q2 2023.