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iShares Self-Driving EV and Tech ETF

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: 99116 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
76
Bartlett & Co Wealth Management
Ohio
$17K
PMFA
77
Plante Moran Financial Advisors
Michigan
$16.2K +$108 +3 +0.6%
SSB
78
Sandy Spring Bank
Maryland
$16.1K
AF
79
Allworth Financial
California
$13.6K +$36 +1 +0.2%
SWM
80
Spire Wealth Management
Virginia
$13K
AWM
81
Accel Wealth Management
Iowa
$12.7K
OWA
82
One Wealth Advisors
California
$12.3K +$13.1K +363 New
VNA
83
Valley National Advisers
Pennsylvania
$12K +$11.4K +316 +3,950%
PP
84
PFS Partners
New Jersey
$11.2K +$9.9K +275 +500%
MWM
85
MinichMacGregor Wealth Management
New York
$11.1K +$11.8K +329 New
CA
86
CoreCap Advisors
Michigan
$11.1K +$11.8K +327 New
BWM
87
Baystate Wealth Management
Massachusetts
$11K +$72 +2 +0.6%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$10.5K +$5.29K +147 +90%
IGWM
89
ICA Group Wealth Management
Colorado
$9.26K +$8.1K +225 New
TSWM
90
Tyler-Stone Wealth Management
Ohio
$9K
CHA
91
Carmichael Hill & Associates
Maryland
$8.7K +$36 +1 +0.4%
GRP
92
Global Retirement Partners
California
$8.66K +$4.57K +127 +98%
NSIM
93
North Star Investment Management
Illinois
$8.12K
BWM
94
BerganKDV Wealth Management
Minnesota
$8.05K +$8.57K +238 New
LWP
95
Lumature Wealth Partners
Georgia
$6.77K
BAAM
96
Baker Avenue Asset Management
California
$6.77K +$7.2K +200 New
AAG
97
Armstrong Advisory Group
Massachusetts
$6.02K +$6.41K +178 New
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$6K -$22.6K -629 -77%
BAM
99
Belpointe Asset Management
Nevada
$5.72K +$6.08K +169 New
TWA
100
TCI Wealth Advisors
Arizona
$4.8K

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.