We are live on ! Find out more
IDRV icon

iShares Self-Driving EV and Tech ETF

86 hedge funds and large institutions have $76.5M invested in iShares Self-Driving EV and Tech ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 17

23% more capital invested

Capital invested by funds: $62.3M → $76.5M (+$14.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 19.02%19.01% (-0%)

2% less funds holding

Funds holding: 8886 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
86
Holders Change
-2
Holders Change %
-2.27%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
34
Reduced
17
Closed
14
Calls
$204K
Puts
Net Calls
+$204K
Net Calls Change
-$340K
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$114K +$68.3K +1,434 +167%
AWA
52
Arkadios Wealth Advisors
Georgia
$103K +$3.57K +75 +4%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$88K +$74.1K +1,555 +723%
MA
54
MCF Advisors
Kentucky
$80K -$314K -6,593 -80%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$76K +$71.3K +1,497 +5,988%
CFN
56
Cordasco Financial Network
Florida
$61K
PFBT
57
Parkside Financial Bank & Trust
Missouri
$58K +$5K +105 +10%
GWM
58
Geneos Wealth Management
Colorado
$55K
US Bancorp
59
US Bancorp
Minnesota
$50K
TWM
60
Tradition Wealth Management
Minnesota
$33K -$429 -9 -1%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$31K
KTC
62
Kistler-Tiffany Companies
Pennsylvania
$27K
AA
63
Ancora Advisors
Ohio
$25K
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K
SSB
65
Sandy Spring Bank
Maryland
$24K
BDWM
66
Brewin Dolphin Wealth Management
Ireland
$19.9K
SWM
67
Spire Wealth Management
Virginia
$19K -$57.9K -1,215 -76%
AWM
68
Accel Wealth Management
Iowa
$19K
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$19K
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$19K +$18.1K +379 New
CFA
71
Carroll Financial Associates
North Carolina
$15K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$14K -$15.5K -325 -53%
NSIM
73
North Star Investment Management
Illinois
$12K
JCM
74
Jacobi Capital Management
Pennsylvania
$10K -$238 -5 -2%
Citigroup
75
Citigroup
New York
$10K +$5.24K +110 +110%

IDRV Hedge Fund Activity: Q2 2021 in Review

86 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q2 2021, worth a combined $76.5M — up 23% from $62.3M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IDRV and 12 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 34 added.

The largest buyer was Wells Fargo, adding an estimated $3.94M. The largest seller was Citadel Advisors, cutting an estimated $4.41M.

  • 86 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q2 2021, down from 88 in Q1 2021.
  • Funds reported $76.5M of iShares Self-Driving EV and Tech ETF stock for Q2 2021, up 23% quarter-over-quarter.
  • 12 funds opened new iShares Self-Driving EV and Tech ETF positions in Q2 2021 and 14 closed out, a net change of -2 holders.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q2 2021 was Wells Fargo, an estimated $3.94M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q2 2021 was Citadel Advisors, an estimated $4.41M sold.

Based on aggregated 13F filings for Q2 2021.