iShares Environmental Infrastructure and Industrials ETF
EFRA
5 hedge funds and large institutions have $3.39M invested in iShares Environmental Infrastructure and Industrials ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
25% more funds holding
Funds holding: 4 → 5 (+1)
0.05% less ownership
Funds ownership: 81.59% → 81.53% (-0.05%)
8% less capital invested
Capital invested by funds: $3.68M → $3.39M (-$282K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.95K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.34K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $3.25M | – | – | – |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $108K | -$4.34K | -156 | -4% |
|
|
BCM
3
Bourgeon Capital Management
Darien,
Connecticut
| $31.2K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $1.82K | +$1.95K | +70 | New |
|
|
FFA
5
Farther Finance Advisors
San Francisco,
California
| $832 | – | – | – |
|
EFRA Hedge Fund Activity: Q3 2023 in Review
5 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in iShares Environmental Infrastructure and Industrials ETF (EFRA) for Q3 2023, worth a combined $3.39M — down 7.7% from $3.68M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new EFRA positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $1.95K. The largest seller was Royal Bank of Canada, cutting an estimated $4.34K.
- 5 institutional investors held iShares Environmental Infrastructure and Industrials ETF (EFRA) as of Q3 2023, up from 4 in Q2 2023.
- Funds reported $3.39M of iShares Environmental Infrastructure and Industrials ETF stock for Q3 2023, down 7.7% quarter-over-quarter.
- 1 fund opened new iShares Environmental Infrastructure and Industrials ETF positions in Q3 2023 and 0 closed out, a net change of +1 holder.
- The largest iShares Environmental Infrastructure and Industrials ETF buyer in Q3 2023 was UBS Group, an estimated $1.95K added.
- The largest iShares Environmental Infrastructure and Industrials ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $4.34K sold.
Based on aggregated 13F filings for Q3 2023.