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iShares Self-Driving EV and Tech ETF

118 hedge funds and large institutions have $89.3M invested in iShares Self-Driving EV and Tech ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

2% more funds holding

Funds holding: 116118 (+2)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0.67% less ownership

Funds ownership: 22.78%22.11% (-0.67%)

9% less capital invested

Capital invested by funds: $98.5M → $89.3M (-$9.23M)

Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
34
Reduced
31
Closed
17
Calls
$142K
Puts
Net Calls
+$142K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$200K +$201K +5,219 New
AWM
52
Avior Wealth Management
Nebraska
$170K +$134K +3,489 +368%
US Bancorp
53
US Bancorp
Minnesota
$153K
ASN
54
Advisory Services Network
Georgia
$127K -$74.6K -1,939 -37%
MA
55
MCF Advisors
Kentucky
$96K +$115 +3 +0.1%
TWC
56
TD Waterhouse Canada
Ontario, Canada
$84.8K +$32.9K +856 +63%
VWM
57
Venturi Wealth Management
Texas
$77.7K +$77.9K +2,026 New
FAM
58
Family Asset Management
South Carolina
$77.7K
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$66.1K +$7.96K +207 +14%
MFC
60
Morris Financial Concepts
South Carolina
$50.4K +$50.5K +1,314 New
PFBT
61
Parkside Financial Bank & Trust
Missouri
$46.2K +$462 +12 +1%
CFD
62
Creative Financial Designs
Indiana
$45.3K -$13.7K -355 -23%
WIM
63
Westside Investment Management
California
$42.2K
PCMC
64
Private Capital Management (Colorado)
Colorado
$42.2K +$42.3K +1,100 New
PFM
65
Phillips Financial Management
Indiana
$33.8K
HBW
66
Hazlett, Burt & Watson
West Virginia
$32K +$38 +1 +0.1%
GWM
67
Geneos Wealth Management
Colorado
$31.3K -$15.4K -400 -33%
MWM
68
Mascoma Wealth Management
New Hampshire
$31.2K +$3.65K +95 +12%
Barclays
69
Barclays
United Kingdom
$26.9K
KTC
70
Kistler-Tiffany Companies
Pennsylvania
$26.6K +$77 +2 +0.3%
PA
71
PSI Advisors
Florida
$24.9K +$38 +1 +0.2%
TWM
72
Tradition Wealth Management
Minnesota
$24K
AF
73
Advisornet Financial
Minnesota
$23.8K
JFA
74
JNBA Financial Advisors
Minnesota
$22.4K
SC
75
SouthState Corp
Florida
$20.1K +$20.2K +525 New

IDRV Hedge Fund Activity: Q1 2023 in Review

118 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q1 2023, worth a combined $89.3M — down 9.4% from $98.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IDRV positions and 17 closed out — a net gain of 5 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was Jane Street, adding an estimated $2.97M. The largest seller was Pathstone Family Office, exiting entirely with an estimated $12.2M sold.

  • 118 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q1 2023, up from 116 in Q4 2022.
  • Funds reported $89.3M of iShares Self-Driving EV and Tech ETF stock for Q1 2023, down 9.4% quarter-over-quarter.
  • 22 funds opened new iShares Self-Driving EV and Tech ETF positions in Q1 2023 and 17 closed out, a net change of +5 holders.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q1 2023 was Jane Street, an estimated $2.97M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q1 2023 was Pathstone Family Office, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2023.