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iShares Self-Driving EV and Tech ETF

84 hedge funds and large institutions have $53.2M invested in iShares Self-Driving EV and Tech ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

9% more capital invested

Capital invested by funds: $48.8M → $53.2M (+$4.41M)

6.54% more ownership

Funds ownership: 24.81%31.35% (+6.5%)

0% more funds holding

Funds holding: 8484 (0)

53% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 36

Holders
84
Holders Change
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
36
Closed
8
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$304K -$64.5K -2,137 -17%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$290K -$12.3K -407 -4%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$228K +$213K +7,069 +972%
AWM
29
Apollon Wealth Management
South Carolina
$223K +$23.1K +765 +11%
Creative Planning
30
Creative Planning
Kansas
$213K +$220K +7,295 New
Osaic Holdings
31
Osaic Holdings
Arizona
$195K -$13.6K -449 -6%
PBK
32
Peoples Bank (Kansas)
Kansas
$75.3K
HI
33
Harbour Investments
Wisconsin
$58.3K -$35.6K -1,178 -37%
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$51K -$10.2K -337 -16%
MA
35
MCF Advisors
Kentucky
$46.7K
GWSG
36
GPS Wealth Strategies Group
Colorado
$46.7K -$27.2K -900 -36%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$41.5K -$79.9K -2,644 -65%
GWM
38
Geneos Wealth Management
Colorado
$39.8K -$1.21K -40 -3%
Comerica Bank
39
Comerica Bank
Texas
$38K
PFBT
40
Parkside Financial Bank & Trust
Missouri
$36.8K +$483 +16 +1%
AWM
41
Avior Wealth Management
Nebraska
$29.2K +$393 +13 +1%
MWM
42
Mascoma Wealth Management
New Hampshire
$25.1K
IA
43
IFP Advisors
Florida
$21.8K -$3.84K -127 -15%
KIM
44
Kestra Investment Management
Texas
$20.4K +$21K +696 New
AWM
45
AE Wealth Management
Kansas
$17.9K +$18.5K +614 New
WWP
46
WR Wealth Planners
Missouri
$16.2K -$17.7K -587 -51%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$16.1K -$2.51K -83 -13%
PMFA
48
Plante Moran Financial Advisors
Michigan
$15.8K +$211 +7 +1%
MFC
49
Morris Financial Concepts
South Carolina
$15.8K -$906 -30 -5%
SC
50
SouthState Corp
Florida
$15.3K

IDRV Hedge Fund Activity: Q4 2024 in Review

84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q4 2024, worth a combined $53.2M — up 9% from $48.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IDRV positions and 8 closed out — a net gain of 1 holder — while 17 added to existing stakes and 36 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.61M. The largest seller was Bank of America, cutting an estimated $1.25M.

  • 84 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $53.2M of iShares Self-Driving EV and Tech ETF stock for Q4 2024, up 9% quarter-over-quarter.
  • 9 funds opened new iShares Self-Driving EV and Tech ETF positions in Q4 2024 and 8 closed out, a net change of +1 holder.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q4 2024 was Citadel Advisors, an estimated $5.61M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q4 2024 was Bank of America, an estimated $1.25M sold.

Based on aggregated 13F filings for Q4 2024.