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iShares Self-Driving EV and Tech ETF

109 hedge funds and large institutions have $95.2M invested in iShares Self-Driving EV and Tech ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $29K | Put options by funds: $25K

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

7% more capital invested

Capital invested by funds: $89.3M → $95.2M (+$5.92M)

0.63% less ownership

Funds ownership: 22.11%21.47% (-0.63%)

8% less funds holding

Funds holding: 118109 (-9)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
109
Holders Change
-9
Holders Change %
-7.63%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
38
Reduced
33
Closed
17
Calls
$29K
Puts
$25K
Net Calls
+$4K
Net Calls Change
-$138K
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
101
Bay Harbor Wealth Management
Maryland
$2.04K
SWA
102
SOA Wealth Advisors
New York
$1.9K +$1.32K +35 +318%
NSG
103
Nalls Sherbakoff Group
Tennessee
$1.81K
GWSG
104
GPS Wealth Strategies Group
Colorado
$1.1K +$1.02K +27 New
CSB
105
City State Bank
Iowa
$1K
AW
106
Avion Wealth
Texas
$1K +$979 +26 New
GIA
107
GHP Investment Advisors
Colorado
$842
GWS
108
Glassman Wealth Services
Virginia
$760 +$38 +1 +6%
NF
109
Nvest Financial
New Hampshire
-$545K -14,206 Closed
OMC
110
Old Mission Capital
Illinois
-$345K -8,995 Closed
KA
111
Kovack Advisors
Florida
-$202K -5,268 Closed
Stifel Financial
112
Stifel Financial
Missouri
-$200K -5,219 Closed
ASN
113
Advisory Services Network
Georgia
-$127K -3,317 Closed
PFM
114
Phillips Financial Management
Indiana
-$33.8K -882 Closed
BC
115
Bartlett & Co
Ohio
-$19K -500 Closed
BCWM
116
Bartlett & Co Wealth Management
Ohio
-$19.2K -500 Closed
AWM
117
Accel Wealth Management
Iowa
-$14.4K -375 Closed
AAS
118
Ameritas Advisory Services
Nebraska
-$11.8K -327 Closed
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$7.67K -200 Closed
BAM
120
Belpointe Asset Management
Nevada
-$6.48K -169 Closed
TWA
121
TCI Wealth Advisors
Arizona
-$5.45K -142 Closed
NFSG
122
Newbridge Financial Services Group
Florida
-$3.84K -100 Closed
FMP
123
Financial Management Professionals
Texas
-$2K -58 Closed
JP Morgan Chase
124
JP Morgan Chase
New York
-$1.54K -40 Closed
KM
125
Kalos Management
Georgia
-$1.07K -28 Closed

IDRV Hedge Fund Activity: Q2 2023 in Review

109 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q2 2023, worth a combined $95.2M — up 6.6% from $89.3M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IDRV and 9 opened new positions — a net loss of 8 holders — while 33 trimmed existing stakes and 38 added.

The largest buyer was Citadel Advisors, adding an estimated $2.6M. The largest seller was Jane Street, cutting an estimated $2.48M.

  • 109 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q2 2023, down from 118 in Q1 2023.
  • Funds reported $95.2M of iShares Self-Driving EV and Tech ETF stock for Q2 2023, up 6.6% quarter-over-quarter.
  • 9 funds opened new iShares Self-Driving EV and Tech ETF positions in Q2 2023 and 17 closed out, a net change of -8 holders.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q2 2023 was Citadel Advisors, an estimated $2.6M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q2 2023 was Jane Street, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2023.