We are live on ! Find out more
IDRV icon

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

16% more call options, than puts

Call options by funds: $29K | Put options by funds: $25K

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

7% more capital invested

Capital invested by funds: $89.3M → $95.2M (+$5.92M)

0.63% less ownership

Funds ownership: 22.11%21.47% (-0.63%)

8% less funds holding

Funds holding: 118109 (-9)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
109
Holders Change
-9
Holders Change %
-7.63%
% of All Funds
1.71%
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
Change in
Stake
LWM
26
Laidlaw Wealth Management
New York
$892K -$7.08K -188 -0.9%
WWP
27
WR Wealth Planners
Missouri
$853K +$3.24K +86 +0.4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$623K -$16.8K -445 -3%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$551K -$12.2K -323 -2%
HFA
30
Highland Financial Advisors
New Jersey
$515K +$45.9K +1,219 +11%
MML Investors Services
31
MML Investors Services
Massachusetts
$507K +$67.5K +1,793 +17%
VNA
32
Valley National Advisers
Pennsylvania
$489K +$904 +24 +0.2%
AA
33
Advisory Alpha
Michigan
$471K -$180K -4,770 -29%
Wealthfront Advisers
34
Wealthfront Advisers
California
$447K +$30.9K +821 +8%
Creative Planning
35
Creative Planning
Kansas
$439K -$1.02K -27 -0.3%
BBVA
36
Banco Bilbao Vizcaya Argentaria
Spain
$428K +$4.37K +116 +1%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$425K +$391K +10,386 New
Truist Financial
38
Truist Financial
North Carolina
$379K -$35.7K -948 -9%
BMD
39
Better Money Decisions
New Mexico
$328K +$3.39K +90 +1%
HighTower Advisors
40
HighTower Advisors
Illinois
$320K +$91.6K +2,433 +45%
JWCA
41
J.W. Cole Advisors
Florida
$317K -$69K -1,832 -19%
AWM
42
Apollon Wealth Management
South Carolina
$304K -$828 -22 -0.3%
ST
43
Smithfield Trust
Pennsylvania
$302K
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$288K -$21.4K -569 -8%
Mariner
45
Mariner
Kansas
$280K +$257K +6,837 New
RJA
46
Raymond James & Associates
Florida
$279K -$10.7K -285 -4%
CI
47
CX Institutional
Indiana
$272K +$250K +6,646 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$270K -$235K -6,238 -49%
HI
49
Harbour Investments
Wisconsin
$249K -$16.2K -431 -7%
GW
50
GW & Wade
Massachusetts
$243K +$223K +5,928 New

IDRV Hedge Fund Activity: Q2 2023 in Review

109 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q2 2023, worth a combined $95.2M — up 6.6% from $89.3M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IDRV and 9 opened new positions — a net loss of 8 holders — while 33 trimmed existing stakes and 38 added.

The largest buyer was Citadel Advisors, adding an estimated $2.6M. The largest seller was Jane Street, cutting an estimated $2.48M.

  • 109 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q2 2023, down from 118 in Q1 2023.
  • Funds reported $95.2M of iShares Self-Driving EV and Tech ETF stock for Q2 2023, up 6.6% quarter-over-quarter.
  • 9 funds opened new iShares Self-Driving EV and Tech ETF positions in Q2 2023 and 17 closed out, a net change of -8 holders.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q2 2023 was Citadel Advisors, an estimated $2.6M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q2 2023 was Jane Street, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2023.