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iShares Self-Driving EV and Tech ETF

109 hedge funds and large institutions have $95.2M invested in iShares Self-Driving EV and Tech ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-9
Holders Change %
-7.63%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
38
Reduced
33
Closed
17
Calls
$29K
Puts
$25K
Net Calls
+$4K
Net Calls Change
-$138K
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
26
Laidlaw Wealth Management
New York
$892K -$7.69K -188 -0.9%
WWP
27
WR Wealth Planners
Missouri
$853K +$3.52K +86 +0.4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$623K -$18.2K -445 -3%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$551K -$13.2K -323 -2%
HFA
30
Highland Financial Advisors
New Jersey
$515K +$49.8K +1,219 +11%
MML Investors Services
31
MML Investors Services
Massachusetts
$507K +$73.4K +1,793 +17%
VNA
32
Valley National Advisers
Pennsylvania
$489K +$984 +24 +0.2%
AA
33
Advisory Alpha
Michigan
$471K -$195K -4,770 -29%
Wealthfront Advisers
34
Wealthfront Advisers
California
$447K +$33.6K +821 +8%
Creative Planning
35
Creative Planning
Kansas
$439K -$1.11K -27 -0.3%
BBVA
36
Banco Bilbao Vizcaya Argentaria
Spain
$428K +$4.75K +116 +1%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$425K +$425K +10,386 New
Truist Financial
38
Truist Financial
North Carolina
$379K -$38.8K -948 -9%
BMD
39
Better Money Decisions
New Mexico
$328K +$3.68K +90 +1%
HighTower Advisors
40
HighTower Advisors
Illinois
$320K +$99.2K +2,433 +45%
JWCA
41
J.W. Cole Advisors
Florida
$317K -$74.9K -1,832 -19%
AWM
42
Apollon Wealth Management
South Carolina
$304K -$900 -22 -0.3%
ST
43
Smithfield Trust
Pennsylvania
$302K
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$288K -$23.4K -569 -8%
Mariner
45
Mariner
Kansas
$280K +$280K +6,837 New
RJA
46
Raymond James & Associates
Florida
$279K -$11.7K -285 -4%
CI
47
CX Institutional
Indiana
$272K +$272K +6,646 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$270K -$255K -6,238 -49%
HI
49
Harbour Investments
Wisconsin
$249K -$17.6K -431 -7%
GW
50
GW & Wade
Massachusetts
$243K +$243K +5,928 New