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iShares Self-Driving EV and Tech ETF
IDRV

102 hedge funds and large institutions have $97.1M invested in iShares Self-Driving EV and Tech ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $82.3M → $97.1M (+$14.9M)

6.44% more ownership

Funds ownership: 21.09% → 27.53% (+6.4%)

3% less funds holding

Funds holding: 105 → 102 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

Holders
102
Holders Change
-3
Holders Change %
-2.86%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
25
Reduced
35
Closed
17
Calls
$168K
Puts
–
Net Calls
+$168K
Net Calls Change
+$101K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$9.75M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.24M
3
Morgan Stanley
Morgan Stanley
New York
+$3.62M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$2.75M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.37M
2
HighTower Advisors
HighTower Advisors
Illinois
-$778K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$721K
4
LPL Financial
LPL Financial
California
-$533K
5
OMC
Old Mission Capital
Illinois
-$521K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
76
Crewe Advisors
Utah
$9.11K – – –
GRP
77
Global Retirement Partners
California
$9.04K -$1.12K -33 -10%
PS
78
Principal Securities
Iowa
$7.43K +$7.08K +208 New
VCM
79
Versant Capital Management
Arizona
$7.15K +$6.81K +200 New
PFA
80
Pathway Financial Advisers
Indiana
$5.89K +$68 +2 +1%
SPIA
81
Steward Partners Investment Advisory
New York
$5.36K – – –
TWC
82
TD Waterhouse Canada
Ontario, Canada
$4.77K +$1.4K +41 +41%
AAG
83
Armstrong Advisory Group
Massachusetts
$4.11K – – –
SWA
84
SOA Wealth Advisors
New York
$4.02K +$34 +1 +0.9%
TWM
85
Tradition Wealth Management
Minnesota
$4K -$17.6K -517 -83%
Comerica Bank
86
Comerica Bank
Texas
$3.61K -$8.72K -256 -72%
LFG
87
Larson Financial Group
Missouri
$3.32K – – –
WP
88
WealthShield Partners
North Carolina
$3.18K – – –
AWM
89
Able Wealth Management
New Jersey
$2.26K +$2.15K +63 New
ACA
90
Aptus Capital Advisors
Alabama
$1.79K +$1.7K +50 New
BHWM
91
Bay Harbor Wealth Management
Maryland
$1.79K – – –
JP Morgan Chase
92
JP Morgan Chase
New York
$1.65K +$1.57K +46 New
FFA
93
Farther Finance Advisors
California
$1.43K -$34 -1 -2%
VNA
94
Valley National Advisers
Pennsylvania
$1K -$397K -11,661 -100%
CSB
95
City State Bank
Iowa
$1K – – –
CJ
96
Caitlin John
Michigan
$757 +$715 +21 New
GIA
97
GHP Investment Advisors
Colorado
$749 – – –
GWS
98
Glassman Wealth Services
Virginia
$670 – – –
CIAS
99
Capital Investment Advisory Services
North Carolina
$429 – – –
GEA
100
Glen Eagle Advisors
New Jersey
$299 +$272 +8 New
1 2 3
4
5

IDRV Hedge Fund Activity: Q4 2023 in Review

102 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q4 2023, worth a combined $97.1M — up 18% from $82.3M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IDRV and 15 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 25 added.

The largest buyer was Jane Street, adding an estimated $9.75M. The largest seller was Citadel Advisors, cutting an estimated $1.37M.

  • 102 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q4 2023, down from 105 in Q3 2023.
  • Funds reported $97.1M of iShares Self-Driving EV and Tech ETF stock for Q4 2023, up 18% quarter-over-quarter.
  • 15 funds opened new iShares Self-Driving EV and Tech ETF positions in Q4 2023 and 17 closed out, a net change of -2 holders.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q4 2023 was Jane Street, an estimated $9.75M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q4 2023 was Citadel Advisors, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2023.