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iShares Self-Driving EV and Tech ETF

111 hedge funds and large institutions have $103M invested in iShares Self-Driving EV and Tech ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.89% less ownership

Funds ownership: 26.74%23.84% (-2.9%)

5% less funds holding

Funds holding: 117111 (-6)

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

32% less capital invested

Capital invested by funds: $153M → $103M (-$49.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
31
Reduced
35
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
SouthState Corp
Florida
$19K
BCWM
77
Bartlett & Co Wealth Management
Ohio
$18.4K
AA
78
Ancora Advisors
Ohio
$18K
BC
79
Bartlett & Co
Ohio
$18K
PMFA
80
Plante Moran Financial Advisors
Michigan
$18K +$205 +5 +1%
AA
81
AlphaMark Advisors
Kentucky
$18K +$20.5K +501 New
SSB
82
Sandy Spring Bank
Maryland
$17K
BDWM
83
Brewin Dolphin Wealth Management
Ireland
$15K
AF
84
Allworth Financial
California
$15K +$6.26K +153 +62%
SWM
85
Spire Wealth Management
Virginia
$14K -$15.1K -368 -49%
AWM
86
Accel Wealth Management
Iowa
$14K
GWSG
87
GPS Wealth Strategies Group
Colorado
$13K
BWM
88
Baystate Wealth Management
Massachusetts
$12K -$7.33K -179 -36%
CA
89
CoreCap Advisors
Michigan
$12K +$13.3K +325 New
NSIM
90
North Star Investment Management
Illinois
$9K
CHA
91
Carmichael Hill & Associates
Maryland
$9K +$41 +1 +0.4%
JFA
92
JNBA Financial Advisors
Minnesota
$8K +$9.41K +230 New
LWP
93
Lumature Wealth Partners
Georgia
$7K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$6K -$10.8K -264 -63%
IA
95
IFP Advisors
Florida
$6K
GRP
96
Global Retirement Partners
California
$5K
TWA
97
TCI Wealth Advisors
Arizona
$5K
FHA
98
First Horizon Advisors
Tennessee
$4K +$4.75K +116 New
LFG
99
Larson Financial Group
Missouri
$3K +$3.81K +93 New
PP
100
PFS Partners
New Jersey
$2.02K

IDRV Hedge Fund Activity: Q2 2022 in Review

111 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q2 2022, worth a combined $103M — down 32% from $153M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IDRV and 14 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 31 added.

The largest buyer was Susquehanna International Group, adding an estimated $3.57M. The largest seller was 360 Financial, exiting entirely with an estimated $7.33M sold.

  • 111 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q2 2022, down from 117 in Q1 2022.
  • Funds reported $103M of iShares Self-Driving EV and Tech ETF stock for Q2 2022, down 32% quarter-over-quarter.
  • 14 funds opened new iShares Self-Driving EV and Tech ETF positions in Q2 2022 and 20 closed out, a net change of -6 holders.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q2 2022 was Susquehanna International Group, an estimated $3.57M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q2 2022 was 360 Financial, an estimated $7.33M sold.

Based on aggregated 13F filings for Q2 2022.