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iShares Self-Driving EV and Tech ETF
IDRV

105 hedge funds and large institutions have $82.3M invested in iShares Self-Driving EV and Tech ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.38% less ownership

Funds ownership: 21.47% → 21.09% (-0.38%)

4% less funds holding

Funds holding: 109 → 105 (-4)

14% less capital invested

Capital invested by funds: $95.2M → $82.3M (-$12.9M)

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
35
Reduced
24
Closed
10
Calls
$67K
Puts
–
Net Calls
+$67K
Net Calls Change
+$63K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$3.06M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.87M
3
Bank of America
Bank of America
North Carolina
+$1.14M
4
Morgan Stanley
Morgan Stanley
New York
+$797K
5
OMC
Old Mission Capital
Illinois
+$570K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$4.6M
2
CFGS
Concourse Financial Group Securities
Alabama
-$2.72M
3
SM
Sweeney & Michel
California
-$1.57M
4
Citadel Advisors
Citadel Advisors
Florida
-$968K
5
UBS Group
UBS Group
Switzerland
-$506K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$538K +$310K +7,617 +111%
OMC
27
Old Mission Capital
Illinois
$521K +$570K +14,005 New
HFA
28
Highland Financial Advisors
New Jersey
$475K +$7.2K +177 +1%
MML Investors Services
29
MML Investors Services
Massachusetts
$475K +$15.6K +384 +3%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$447K -$59.2K -1,455 -11%
Wealthfront Advisers
31
Wealthfront Advisers
California
$438K +$35.2K +865 +8%
VNA
32
Valley National Advisers
Pennsylvania
$435K -$9.48K -233 -2%
BBVA
33
Banco Bilbao Vizcaya Argentaria
Spain
$432K +$48.8K +1,199 +11%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$399K +$14.2K +348 +3%
SM
35
Sweeney & Michel
California
$396K -$1.57M -38,599 -76%
PWA
36
Phoenix Wealth Advisors
North Carolina
$372K +$407K +10,007 New
Truist Financial
37
Truist Financial
North Carolina
$366K +$24.1K +592 +6%
Creative Planning
38
Creative Planning
Kansas
$362K -$40.5K -995 -9%
JWCA
39
J.W. Cole Advisors
Florida
$335K +$50.4K +1,238 +16%
BMD
40
Better Money Decisions
New Mexico
$298K – – –
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$290K -$1.26K -31 -0.4%
AWM
42
Apollon Wealth Management
South Carolina
$278K +$1.75K +43 +0.6%
ST
43
Smithfield Trust
Pennsylvania
$275K – – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$274K +$30.7K +755 +11%
Goldman Sachs
45
Goldman Sachs
New York
$264K -$4.6M -112,981 -94%
CI
46
CX Institutional
Indiana
$263K +$16.8K +414 +6%
GW
47
GW & Wade
Massachusetts
$262K +$45.2K +1,111 +19%
HI
48
Harbour Investments
Wisconsin
$226K +$41 +1 +0%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$211K +$9.27K +228 +4%
AAS
50
Avantax Advisory Services
Texas
$204K +$223K +5,488 New
1
2
3 4 5

IDRV Hedge Fund Activity: Q3 2023 in Review

105 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q3 2023, worth a combined $82.3M — down 14% from $95.2M a quarter earlier.

Fund positioning in IDRV was balanced in Q3 2023: 10 funds opened new positions, 10 closed out, 35 added to existing stakes and 24 trimmed.

The largest buyer was Jane Street, adding an estimated $3.06M. The largest seller was Goldman Sachs, cutting an estimated $4.6M.

  • 105 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q3 2023, down from 109 in Q2 2023.
  • Funds reported $82.3M of iShares Self-Driving EV and Tech ETF stock for Q3 2023, down 14% quarter-over-quarter.
  • 10 funds opened new iShares Self-Driving EV and Tech ETF positions in Q3 2023 and 10 closed out, a net change of 0 holders.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q3 2023 was Jane Street, an estimated $3.06M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q3 2023 was Goldman Sachs, an estimated $4.6M sold.

Based on aggregated 13F filings for Q3 2023.