iShares Environmental Infrastructure and Industrials ETF
EFRA
6 hedge funds and large institutions have $3.28M invested in iShares Environmental Infrastructure and Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
3% less capital invested
Capital invested by funds: $3.39M → $3.28M (-$115K)
11.42% less ownership
Funds ownership: 81.53% → 70.11% (-11%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$274K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$60.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$805K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$20.4K |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$832 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $2.77M | -$805K | -30,000 | -24% |
|
|
2
Jane Street
New York
| $298K | +$274K | +10,207 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $99K | -$20.4K | -759 | -18% |
|
|
4
Bank of Montreal
Toronto,
Ontario, Canada
| $66.5K | +$60.7K | +2,262 | New |
|
|
BCM
5
Bourgeon Capital Management
Darien,
Connecticut
| $35.1K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $3.5K | +$1.34K | +50 | +71% |
|
|
FFA
7
Farther Finance Advisors
San Francisco,
California
| – | -$832 | -32 | Closed |
|
EFRA Hedge Fund Activity: Q4 2023 in Review
6 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in iShares Environmental Infrastructure and Industrials ETF (EFRA) for Q4 2023, worth a combined $3.28M — down 3.4% from $3.39M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EFRA positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $274K. The largest seller was BlackRock, cutting an estimated $805K.
- 6 institutional investors held iShares Environmental Infrastructure and Industrials ETF (EFRA) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $3.28M of iShares Environmental Infrastructure and Industrials ETF stock for Q4 2023, down 3.4% quarter-over-quarter.
- 2 funds opened new iShares Environmental Infrastructure and Industrials ETF positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest iShares Environmental Infrastructure and Industrials ETF buyer in Q4 2023 was Jane Street, an estimated $274K added.
- The largest iShares Environmental Infrastructure and Industrials ETF seller in Q4 2023 was BlackRock, an estimated $805K sold.
Based on aggregated 13F filings for Q4 2023.