iShares Self-Driving EV and Tech ETF
IDRV
10 hedge funds and large institutions have $17.8M invested in iShares Self-Driving EV and Tech ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
43% more funds holding
Funds holding: 7 → 10 (+3)
8% more capital invested
Capital invested by funds: $16.5M → $17.8M (+$1.29M)
14% less ownership
Funds ownership: 71.64% → 57.64% (-14%)
Top Buyers
| 1 |
TA
TCG Advisors
Austin,
Texas
|
+$254K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$108K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$92.5K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.15K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.55K |
Top Sellers
| 1 |
BlackRock
New York
|
-$4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$258K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $17.2M | -$4M | -160,000 | -21% |
|
|
TA
2
TCG Advisors
Austin,
Texas
| $285K | +$254K | +10,183 | New |
|
|
3
Bank of America
Charlotte,
North Carolina
| $121K | +$108K | +4,313 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $104K | +$92.5K | +3,706 | New |
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $31K | – | – | – |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | +$2.15K | +86 | +172% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $2K | +$1.55K | +62 | New |
|
|
OPS
8
Orion Portfolio Solutions
Omaha,
Nebraska
| $1K | +$25 | +1 | +2% |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$258K | -12,350 | Closed |
|
|
BHWM
10
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| – | +$75 | +3 | +150% |
|
IDRV Hedge Fund Activity: Q2 2020 in Review
10 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q2 2020, worth a combined $17.8M — up 7.8% from $16.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IDRV positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was TCG Advisors, opening a new position worth an estimated $254K. The largest seller was BlackRock, cutting an estimated $4M.
- 10 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q2 2020, up from 7 in Q1 2020.
- Funds reported $17.8M of iShares Self-Driving EV and Tech ETF stock for Q2 2020, up 7.8% quarter-over-quarter.
- 4 funds opened new iShares Self-Driving EV and Tech ETF positions in Q2 2020 and 1 closed out, a net change of +3 holders.
- The largest iShares Self-Driving EV and Tech ETF buyer in Q2 2020 was TCG Advisors, an estimated $254K added.
- The largest iShares Self-Driving EV and Tech ETF seller in Q2 2020 was BlackRock, an estimated $4M sold.
Based on aggregated 13F filings for Q2 2020.