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iShares Self-Driving EV and Tech ETF

96 hedge funds and large institutions have $88.4M invested in iShares Self-Driving EV and Tech ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

138% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 16

15% more capital invested

Capital invested by funds: $76.5M → $88.4M (+$11.9M)

12% more funds holding

Funds holding: 8696 (+10)

2.09% more ownership

Funds ownership: 19.01%21.11% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $270K

Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
38
Reduced
16
Closed
6
Calls
Puts
$270K
Net Calls
-$270K
Net Calls Change
-$474K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.89M +$3M +60,632 +42%
3F
2
360 Financial
Minnesota
$7.11M +$231K +4,668 +3%
LPL Financial
3
LPL Financial
California
$4.87M +$600K +12,133 +14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.69M +$3.37M +68,170 +234%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.51M +$960K +19,419 +26%
RJA
6
Raymond James & Associates
Florida
$4.33M +$173K +3,494 +4%
KAS
7
Kestra Advisory Services
Texas
$3.71M +$261K +5,287 +7%
Morgan Stanley
8
Morgan Stanley
New York
$3.66M +$3.53M +71,331 +1,505%
Ameriprise
9
Ameriprise
Minnesota
$3.4M +$1.28M +25,889 +58%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.85M +$7.86K +159 +0.3%
Wells Fargo
11
Wells Fargo
California
$2.79M -$1.22M -24,645 -30%
MFG
12
Monumental Financial Group
Maryland
$2.78M +$201K +4,059 +8%
ECG
13
Edge Capital Group
Georgia
$2.72M +$1.07M +21,579 +62%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$2.71M +$320K +6,477 +13%
CFGS
15
Concourse Financial Group Securities
Alabama
$2.69M -$55.6K -1,125 -2%
PP
16
Prudential plc
United Kingdom
$2.18M -$169K -3,410 -7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2M +$53.5K +1,083 +3%
HIP
18
HUB Investment Partners
Texas
$1.82M +$277K +5,610 +17%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.62M +$1.66M +33,641 New
KWM
20
Kingsview Wealth Management
Oregon
$1.62M -$255K -5,155 -13%
AWM
21
AE Wealth Management
Kansas
$1.22M -$74.3K -1,503 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.02M +$21.1K +427 +2%
Jane Street
23
Jane Street
New York
$976K -$850K -17,189 -46%
TCM
24
Traynor Capital Management
Pennsylvania
$893K +$35.9K +727 +4%
IFG
25
Independent Financial Group
California
$845K +$282K +5,712 +48%

IDRV Hedge Fund Activity: Q3 2021 in Review

96 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q3 2021, worth a combined $88.4M — up 15% from $76.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IDRV positions and 6 closed out — a net gain of 11 holders — while 38 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.53M. The largest seller was Florin Court Capital, cutting an estimated $1.57M.

  • 96 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q3 2021, up from 86 in Q2 2021.
  • Funds reported $88.4M of iShares Self-Driving EV and Tech ETF stock for Q3 2021, up 15% quarter-over-quarter.
  • 17 funds opened new iShares Self-Driving EV and Tech ETF positions in Q3 2021 and 6 closed out, a net change of +11 holders.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q3 2021 was Morgan Stanley, an estimated $3.53M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q3 2021 was Florin Court Capital, an estimated $1.57M sold.

Based on aggregated 13F filings for Q3 2021.