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iShares Self-Driving EV and Tech ETF

114 hedge funds and large institutions have $152M invested in iShares Self-Driving EV and Tech ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 12

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

73% more capital invested

Capital invested by funds: $88.4M → $152M (+$64.1M)

19% more funds holding

Funds holding: 96114 (+18)

3.79% more ownership

Funds ownership: 21.11%24.9% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $450K

Holders
114
Holders Change
+18
Holders Change %
+18.75%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
53
Reduced
12
Closed
11
Calls
Puts
$450K
Net Calls
-$450K
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$305K +$23.7K +446 +9%
LWM
52
Laidlaw Wealth Management
New York
$302K +$43.4K +817 +17%
V
53
Veritable
Delaware
$299K
CA
54
Cetera Advisors
Colorado
$289K +$22.1K +415 +8%
SCA
55
Spearhead Capital Advisors
Florida
$286K +$3.62K +68 +1%
NFG
56
Nations Financial Group
Iowa
$283K +$277K +5,215 New
UBS Group
57
UBS Group
Switzerland
$272K +$18.3K +345 +7%
BFS
58
Bickling Financial Services
Massachusetts
$268K +$29.2K +549 +12%
AA
59
Advisory Alpha
Michigan
$251K +$246K +4,637 New
WIA
60
World Investment Advisors
California
$247K +$261K +4,910 New
NEPWA
61
New England Private Wealth Advisors
Massachusetts
$243K -$46.5K -874 -16%
NFG
62
Next Financial Group
Texas
$242K +$1.01K +19 +0.4%
AWM
63
Axxcess Wealth Management
California
$233K +$229K +4,300 New
AL
64
Aspiriant LLC
California
$221K +$216K +4,063 New
US Bancorp
65
US Bancorp
Minnesota
$217K
OPS
66
Orion Portfolio Solutions
Nebraska
$214K +$210K +3,946 New
Simplex Trading
67
Simplex Trading
Illinois
$193K +$190K +3,570 New
PA
68
PSI Advisors
Florida
$187K +$97.9K +1,842 +114%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$163K +$80.3K +1,510 +102%
SF
70
SBK Financial
Virginia
$162K +$158K +2,980 New
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$157K -$4.04K -76 -3%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$155K +$44.9K +845 +42%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$154K +$156K +2,937 New
GWM
74
Geneos Wealth Management
Colorado
$75K +$14.9K +280 +25%
NWM
75
Navigation Wealth Management
Colorado
$74K +$72.7K +1,367 New

IDRV Hedge Fund Activity: Q4 2021 in Review

114 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q4 2021, worth a combined $152M — up 73% from $88.4M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IDRV positions and 11 closed out — a net gain of 18 holders — while 53 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $16M. The largest seller was Prudential plc, exiting entirely with an estimated $2.18M sold.

  • 114 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q4 2021, up from 96 in Q3 2021.
  • Funds reported $152M of iShares Self-Driving EV and Tech ETF stock for Q4 2021, up 73% quarter-over-quarter.
  • 29 funds opened new iShares Self-Driving EV and Tech ETF positions in Q4 2021 and 11 closed out, a net change of +18 holders.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q4 2021 was Bank of America, an estimated $16M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q4 2021 was Prudential plc, an estimated $2.18M sold.

Based on aggregated 13F filings for Q4 2021.