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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/EFRA

EFRA

EFRA Institutional Ownership Tracker

Ishares Env Infr And Indust

-$143.9K

Net Activity

Institutions Holding

9

Popularity Rank

#10098

Avg Weight

0.00%

Total Value

$3.0M

Data as ofMar 2026

Ownership Trend

9 institutions currently hold EFRA, with 6 net buyers and 2 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

2

Net Buying Institutions

6

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$2.5M
IP
Ignite Planners, LLC
$265.2K
RB
Royal Bank Of Canada
$154.0K
H&
Howe & Rusling INC
$35.8K
BO
Bank Of Montreal /can/
$23.7K

Top 5 by Conviction

IP
Ignite Planners, LLC
0.04%
BI
BlackRock, Inc.
0.00%
RB
Royal Bank Of Canada
0.00%
H&
Howe & Rusling INC
0.00%
BO
Bank Of Montreal /can/
0.00%
View all 9 holding institutions

Across its top 9 institutional holders, EFRA's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 20/100).

Notable Holders

EFRA ranks #10098 out of 31985 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

9 institutions disclose a position in EFRA, but none treat it as a major bet — even Ignite Planners, LLC, its most concentrated holder, allocates just 0.0% of its own portfolio to it.

Ignite Planners, LLC has added to its EFRA position for two straight quarters, increasing it by $24.1K to reach $288.2K today.

Quarterly Activity

Recent Activity

+$462.9K

Total Buy Value

$2.8M

Total Sell Value

New buy4
Trim1
Add2
Sold out1

6

Net Buyers

2

Net Sellers

Top Movers

EFRA

Q1 2026

Top 5 Institutional Movers

1

BlackRock

-$247.3K

Trim
2

Royal Bank Of Canada

+$61.0K

Add
3

Howe & Rusling

+$35.8K

New buy
4

UBS Group

-$3.3K

Sold out
5

Wells Fargo & Company/mn

+$3.1K

New buy
Data by AlphaSMO • Not financial advice.

Smart Money Convergence

EFRA does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/EFRA

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

46436E254

FAQ

Who are the top institutional investors holding ISHARES ENV INFR AND INDUST (EFRA)?
Major stakeholders currently include BlackRock, Inc. ($2.5M), Ignite Planners, LLC ($265.2K), Royal Bank Of Canada ($154.0K). Based on the latest 13F filings, there are a total of 9 tracked investment funds and institutions maintaining positions in EFRA.
What is the overall institutional sentiment toward EFRA recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $143.9K, driven by 6 managers accumulating shares while 2 reduced their exposure.
Which institutions have been selling or reducing their EFRA positions?
In the latest period, 1 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $2.8M.
Are there any notable investors adding EFRA to their portfolios?
Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $462.9K.

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Developer Access

Access EFRA's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/EFRA

CLI

npx alphasmo stocks get EFRA
Full API & MCP documentation →