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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
BCWM
76
Bartlett & Co Wealth Management
Ohio
$19.2K
AA
77
Ancora Advisors
Ohio
$19K
AA
78
AlphaMark Advisors
Kentucky
$19K
BC
79
Bartlett & Co
Ohio
$19K
PMFA
80
Plante Moran Financial Advisors
Michigan
$18.4K +$77 +2 +0.4%
SSB
81
Sandy Spring Bank
Maryland
$18.2K
AF
82
Allworth Financial
California
$17.6K +$2.19K +57 +14%
IA
83
IFP Advisors
Florida
$17.2K -$37.3K -969 -59%
FFA
84
Farther Finance Advisors
California
$15.8K -$5.73K -149 -27%
SWM
85
Spire Wealth Management
Virginia
$14.9K
AWM
86
Accel Wealth Management
Iowa
$14.4K
PP
87
PFS Partners
New Jersey
$12.7K +$38 +1 +0.3%
BWM
88
Baystate Wealth Management
Massachusetts
$12.4K +$38 +1 +0.3%
AAS
89
Ameritas Advisory Services
Nebraska
$11.8K +$12.6K +327 New
GRP
90
Global Retirement Partners
California
$11.2K +$2.15K +56 +22%
CHA
91
Carmichael Hill & Associates
Maryland
$9.88K
NSIM
92
North Star Investment Management
Illinois
$9.21K
IGWM
93
ICA Group Wealth Management
Colorado
$8.63K
LWP
94
Lumature Wealth Partners
Georgia
$7.67K
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.67K +$7.69K +200 New
SPIA
96
Steward Partners Investment Advisory
New York
$7.13K +$5.54K +144 +343%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$7K
AAG
98
Armstrong Advisory Group
Massachusetts
$6.83K
BAM
99
Belpointe Asset Management
Nevada
$6.48K
PFA
100
Pathway Financial Advisers
Indiana
$6.19K -$16.9K -439 -73%

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.