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iShares Self-Driving EV and Tech ETF

84 hedge funds and large institutions have $48.8M invested in iShares Self-Driving EV and Tech ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.31% more ownership

Funds ownership: 22.51%24.81% (+2.3%)

3% more capital invested

Capital invested by funds: $47.6M → $48.8M (+$1.24M)

12% less funds holding

Funds holding: 9584 (-11)

45% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 29

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

Holders
84
Holders Change
-11
Holders Change %
-11.58%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$250K -$11.4K -391 -5%
MFG
27
Merit Financial Group
Georgia
$233K -$4.51K -155 -2%
Osaic Holdings
28
Osaic Holdings
Arizona
$226K -$9.31K -320 -4%
PAG
29
Private Advisor Group
New Jersey
$222K -$4.95K -170 -2%
AWM
30
Apollon Wealth Management
South Carolina
$218K +$200K +6,857 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$130K -$6.11K -210 -5%
HI
32
Harbour Investments
Wisconsin
$101K -$6.98K -240 -7%
PBK
33
Peoples Bank (Kansas)
Kansas
$81.8K -$2.91K -100 -4%
GWSG
34
GPS Wealth Strategies Group
Colorado
$79.3K +$6.43K +221 +10%
NS
35
NBC Securities
Alabama
$69K
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$66.2K +$26.7K +917 +79%
MA
37
MCF Advisors
Kentucky
$50.7K
GWM
38
Geneos Wealth Management
Colorado
$44.5K +$33.8K +1,160 +479%
Comerica Bank
39
Comerica Bank
Texas
$41.3K -$1.46K -50 -4%
PFBT
40
Parkside Financial Bank & Trust
Missouri
$39.4K
JP Morgan Chase
41
JP Morgan Chase
New York
$39.2K +$29.7K +1,019 +476%
WWP
42
WR Wealth Planners
Missouri
$36.3K -$21.7K -746 -40%
AWM
43
Avior Wealth Management
Nebraska
$31.3K
IA
44
IFP Advisors
Florida
$27.8K
MWM
45
Mascoma Wealth Management
New Hampshire
$27.2K
Jones Financial Companies
46
Jones Financial Companies
Missouri
$23.3K +$20K +686 +1,673%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$20.2K -$7.04K -242 -28%
NP
48
NorthRock Partners
Minnesota
$19.1K
MFC
49
Morris Financial Concepts
South Carolina
$18.1K
PA
50
PSI Advisors
Florida
$17.3K

IDRV Hedge Fund Activity: Q3 2024 in Review

84 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q3 2024, worth a combined $48.8M — up 2.6% from $47.6M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IDRV and 4 opened new positions — a net loss of 10 holders — while 29 trimmed existing stakes and 16 added.

The largest buyer was PNC Financial Services Group, adding an estimated $13.4M. The largest seller was Bank of America, cutting an estimated $12.7M.

  • 84 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q3 2024, down from 95 in Q2 2024.
  • Funds reported $48.8M of iShares Self-Driving EV and Tech ETF stock for Q3 2024, up 2.6% quarter-over-quarter.
  • 4 funds opened new iShares Self-Driving EV and Tech ETF positions in Q3 2024 and 14 closed out, a net change of -10 holders.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q3 2024 was PNC Financial Services Group, an estimated $13.4M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q3 2024 was Bank of America, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2024.