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iShares Self-Driving EV and Tech ETF
IDRV

116 hedge funds and large institutions have $98.5M invested in iShares Self-Driving EV and Tech ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

105% more call options, than puts

Call options by funds: $41K | Put options by funds: $20K

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

17% more funds holding

Funds holding: 99 → 116 (+17)

9% more capital invested

Capital invested by funds: $90M → $98.5M (+$8.46M)

0.09% less ownership

Funds ownership: 22.87% → 22.78% (-0.09%)

Holders
116
Holders Change
+17
Holders Change %
+17.17%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
33
Reduced
27
Closed
11
Calls
$41K
Puts
$20K
Net Calls
+$21K
Net Calls Change
+$21K

Top Buyers

1
DWP
Destiny Wealth Partners
Florida
+$2.11M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.96M
3
Goldman Sachs
Goldman Sachs
New York
+$1.81M
4
LWM
Laidlaw Wealth Management
New York
+$733K
5
OMC
Old Mission Capital
Illinois
+$469K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.86M
2
Jane Street
Jane Street
New York
-$2.51M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.58M
4
Bank of America
Bank of America
North Carolina
-$913K
5
MFG
Monumental Financial Group
Maryland
-$823K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$806K +$180K +5,005 +27%
WWP
27
WR Wealth Planners
Missouri
$762K +$32.5K +902 +4%
LWM
28
Laidlaw Wealth Management
New York
$688K +$733K +20,349 New
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$492K -$66K -1,832 -11%
OMC
30
Old Mission Capital
Illinois
$440K +$469K +13,020 New
BBVA
31
Banco Bilbao Vizcaya Argentaria
Spain
$422K +$185K +5,150 +70%
HFA
32
Highland Financial Advisors
New Jersey
$376K -$32.3K -898 -7%
Creative Planning
33
Creative Planning
Kansas
$365K +$13K +360 +3%
Wealthfront Advisers
34
Wealthfront Advisers
California
$354K -$52.4K -1,455 -12%
TCM
35
Traynor Capital Management
Pennsylvania
$281K -$148K -4,106 -33%
BMD
36
Better Money Decisions
New Mexico
$268K – – –
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$263K -$203K -5,639 -42%
AWM
38
Apollon Wealth Management
South Carolina
$252K -$21.7K -604 -7%
ST
39
Smithfield Trust
Pennsylvania
$250K +$266K +7,390 New
JWCA
40
J.W. Cole Advisors
Florida
$246K +$262K +7,274 New
Fisher Asset Management
41
Fisher Asset Management
Washington
$244K +$260K +7,210 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$242K +$27.6K +767 +13%
TSS
43
Two Sigma Securities
New York
$233K +$248K +6,875 New
MML Investors Services
44
MML Investors Services
Massachusetts
$228K -$6.8K -189 -3%
HI
45
Harbour Investments
Wisconsin
$220K -$41K -1,138 -15%
HighTower Advisors
46
HighTower Advisors
Illinois
$208K -$35.6K -989 -14%
ASN
47
Advisory Services Network
Georgia
$178K +$189K +5,256 New
US Bancorp
48
US Bancorp
Minnesota
$135K – – –
MA
49
MCF Advisors
Kentucky
$84.8K +$216 +6 +0.2%
NA
50
NewEdge Advisors
Louisiana
$73.8K +$83.2K +2,312 New
1
2
3 4 5

IDRV Hedge Fund Activity: Q4 2022 in Review

116 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q4 2022, worth a combined $98.5M — up 9.4% from $90M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IDRV positions and 11 closed out — a net gain of 18 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Destiny Wealth Partners, opening a new position worth an estimated $2.11M. The largest seller was Morgan Stanley, cutting an estimated $4.86M.

  • 116 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q4 2022, up from 99 in Q3 2022.
  • Funds reported $98.5M of iShares Self-Driving EV and Tech ETF stock for Q4 2022, up 9.4% quarter-over-quarter.
  • 29 funds opened new iShares Self-Driving EV and Tech ETF positions in Q4 2022 and 11 closed out, a net change of +18 holders.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q4 2022 was Destiny Wealth Partners, an estimated $2.11M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q4 2022 was Morgan Stanley, an estimated $4.86M sold.

Based on aggregated 13F filings for Q4 2022.