We are live on ! Find out more
IDRV icon

iShares Self-Driving EV and Tech ETF

118 hedge funds and large institutions have $89.3M invested in iShares Self-Driving EV and Tech ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

2% more funds holding

Funds holding: 116118 (+2)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0.67% less ownership

Funds ownership: 22.78%22.11% (-0.67%)

9% less capital invested

Capital invested by funds: $98.5M → $89.3M (-$9.23M)

Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
34
Reduced
31
Closed
17
Calls
$142K
Puts
Net Calls
+$142K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
WWP
26
WR Wealth Planners
Missouri
$797K -$67.5K -1,755 -8%
AA
27
Advisory Alpha
Michigan
$625K +$626K +16,289 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$602K -$524K -13,615 -46%
NF
29
Nvest Financial
New Hampshire
$545K +$546K +14,206 New
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$529K -$28.8K -749 -5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$493K +$195K +5,076 +65%
HFA
32
Highland Financial Advisors
New Jersey
$436K +$10.5K +274 +2%
VNA
33
Valley National Advisers
Pennsylvania
$430K +$445K +11,577 +3,573%
Creative Planning
34
Creative Planning
Kansas
$413K -$846 -22 -0.2%
MML Investors Services
35
MML Investors Services
Massachusetts
$406K +$148K +3,858 +57%
BBVA
36
Banco Bilbao Vizcaya Argentaria
Spain
$397K -$81.3K -2,115 -17%
Truist Financial
37
Truist Financial
North Carolina
$391K +$392K +10,205 New
Wealthfront Advisers
38
Wealthfront Advisers
California
$387K -$13.6K -354 -3%
JWCA
39
J.W. Cole Advisors
Florida
$368K +$89.1K +2,316 +32%
OMC
40
Old Mission Capital
Illinois
$345K -$155K -4,025 -31%
BMD
41
Better Money Decisions
New Mexico
$304K
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$291K +$26.6K +691 +10%
AWM
43
Apollon Wealth Management
South Carolina
$286K +$346 +9 +0.1%
ST
44
Smithfield Trust
Pennsylvania
$283K
RJA
45
Raymond James & Associates
Florida
$273K +$273K +7,107 New
HI
46
Harbour Investments
Wisconsin
$250K +$77 +2 +0%
HighTower Advisors
47
HighTower Advisors
Illinois
$206K -$30.7K -799 -13%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$203K +$203K +5,286 New
KA
49
Kovack Advisors
Florida
$202K +$203K +5,268 New
SL
50
Sentinus LLC
Illinois
$201K +$202K +5,243 New

IDRV Hedge Fund Activity: Q1 2023 in Review

118 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q1 2023, worth a combined $89.3M — down 9.4% from $98.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IDRV positions and 17 closed out — a net gain of 5 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was Jane Street, adding an estimated $2.97M. The largest seller was Pathstone Family Office, exiting entirely with an estimated $12.2M sold.

  • 118 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q1 2023, up from 116 in Q4 2022.
  • Funds reported $89.3M of iShares Self-Driving EV and Tech ETF stock for Q1 2023, down 9.4% quarter-over-quarter.
  • 22 funds opened new iShares Self-Driving EV and Tech ETF positions in Q1 2023 and 17 closed out, a net change of +5 holders.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q1 2023 was Jane Street, an estimated $2.97M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q1 2023 was Pathstone Family Office, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2023.