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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
Bank of America
1
Bank of America
North Carolina
$18.5M -$6.93M -180,120 -27%
Jane Street
2
Jane Street
New York
$6.64M +$2.97M +77,165 +80%
LPL Financial
3
LPL Financial
California
$5.91M +$145K +3,781 +3%
Morgan Stanley
4
Morgan Stanley
New York
$5.56M +$680K +17,676 +14%
Goldman Sachs
5
Goldman Sachs
New York
$4.61M -$1.07M -27,757 -19%
Ameriprise
6
Ameriprise
Minnesota
$3.73M -$226K -5,884 -6%
UBS Group
7
UBS Group
Switzerland
$2.57M +$446K +11,606 +21%
MFG
8
Merit Financial Group
Georgia
$2.56M +$17.3K +449 +0.7%
CFGS
9
Concourse Financial Group Securities
Alabama
$2.52M -$40.6K -1,056 -2%
DWP
10
Destiny Wealth Partners
Florida
$2.34M +$89.5K +2,328 +4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.33M -$1.71M -44,583 -42%
MFG
12
Monumental Financial Group
Maryland
$2.26M +$92.2K +2,397 +4%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2M +$234K +6,082 +13%
SM
14
Sweeney & Michel
California
$1.97M +$1.95M +50,620 New
FANJ
15
Financial Architects (New Jersey)
New Jersey
$1.94M -$64.1K -1,667 -3%
KAS
16
Kestra Advisory Services
Texas
$1.8M -$1.14M -29,756 -39%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.75M -$150K -3,889 -8%
Citadel Advisors
18
Citadel Advisors
Florida
$1.31M -$1.34M -34,835 -50%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.3M -$49.2K -1,280 -4%
Wells Fargo
20
Wells Fargo
California
$1.26M +$76.5K +1,990 +6%
CAN
21
Cetera Advisor Networks
California
$1.17M -$20.8K -541 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.09M -$52.2K -1,357 -5%
HIP
23
HUB Investment Partners
Texas
$901K -$57K -1,483 -6%
LWM
24
Laidlaw Wealth Management
New York
$844K +$63.3K +1,647 +8%
HHRDM
25
H&H Retirement Design & Management
Nevada
$837K +$856K +22,262 New

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.