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iShares Self-Driving EV and Tech ETF
IDRV

116 hedge funds and large institutions have $98.5M invested in iShares Self-Driving EV and Tech ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

105% more call options, than puts

Call options by funds: $41K | Put options by funds: $20K

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

17% more funds holding

Funds holding: 99 → 116 (+17)

9% more capital invested

Capital invested by funds: $90M → $98.5M (+$8.46M)

0.09% less ownership

Funds ownership: 22.87% → 22.78% (-0.09%)

Holders
116
Holders Change
+17
Holders Change %
+17.17%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
33
Reduced
27
Closed
11
Calls
$41K
Puts
$20K
Net Calls
+$21K
Net Calls Change
+$21K

Top Buyers

Rank Fund Capital Flow
1
DWP
Destiny Wealth Partners
Florida
+$2.11M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.96M
3
Goldman Sachs
Goldman Sachs
New York
+$1.81M
4
LWM
Laidlaw Wealth Management
New York
+$733K
5
OMC
Old Mission Capital
Illinois
+$469K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.86M
2
Jane Street
Jane Street
New York
-$2.51M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.58M
4
Bank of America
Bank of America
North Carolina
-$913K
5
MFG
Monumental Financial Group
Maryland
-$823K
Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
51
Patriot Investment Management Group
Tennessee
$71.3K +$61.7K +1,715 New
FAM
52
Family Asset Management
South Carolina
$68.5K +$72.9K +2,025 New
CFD
53
Creative Financial Designs
Indiana
$51.9K +$288 +8 +0.5%
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$51.2K -$2.59K -72 -5%
TWC
55
TD Waterhouse Canada
Ontario, Canada
$46.2K +$49.2K +1,367 New
GWM
56
Geneos Wealth Management
Colorado
$41.2K – – –
IA
57
IFP Advisors
Florida
$41K +$13.8K +382 +31%
PFBT
58
Parkside Financial Bank & Trust
Missouri
$40.4K +$252 +7 +0.6%
AWM
59
Avior Wealth Management
Nebraska
$32.1K +$216 +6 +0.6%
JP Morgan Chase
60
JP Morgan Chase
New York
$31K +$31.4K +873 +2,425%
PFM
61
Phillips Financial Management
Indiana
$29.8K -$7.99K -222 -20%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$28K -$27K -750 -47%
HBW
63
Hazlett, Burt & Watson
West Virginia
$28K -$3.96K -110 -12%
MWM
64
Mascoma Wealth Management
New Hampshire
$25.8K +$27.4K +762 New
Barclays
65
Barclays
United Kingdom
$23.7K – – –
KTC
66
Kistler-Tiffany Companies
Pennsylvania
$23.3K +$144 +4 +0.6%
PA
67
PSI Advisors
Florida
$21.9K +$144 +4 +0.6%
TWM
68
Tradition Wealth Management
Minnesota
$21K – – –
AF
69
Advisornet Financial
Minnesota
$21K – – –
PFA
70
Pathway Financial Advisers
Indiana
$20.3K +$21.6K +600 New
JFA
71
JNBA Financial Advisors
Minnesota
$19.8K +$12.8K +355 +154%
FFA
72
Farther Finance Advisors
California
$19K +$20.2K +561 New
AA
73
AlphaMark Advisors
Kentucky
$17K – – –
AA
74
Ancora Advisors
Ohio
$17K – – –
BC
75
Bartlett & Co
Ohio
$17K – – –
1 2
3
4 5

IDRV Hedge Fund Activity: Q4 2022 in Review

116 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q4 2022, worth a combined $98.5M — up 9.4% from $90M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IDRV positions and 11 closed out — a net gain of 18 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Destiny Wealth Partners, opening a new position worth an estimated $2.11M. The largest seller was Morgan Stanley, cutting an estimated $4.86M.

  • 116 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q4 2022, up from 99 in Q3 2022.
  • Funds reported $98.5M of iShares Self-Driving EV and Tech ETF stock for Q4 2022, up 9.4% quarter-over-quarter.
  • 29 funds opened new iShares Self-Driving EV and Tech ETF positions in Q4 2022 and 11 closed out, a net change of +18 holders.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q4 2022 was Destiny Wealth Partners, an estimated $2.11M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q4 2022 was Morgan Stanley, an estimated $4.86M sold.

Based on aggregated 13F filings for Q4 2022.