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iShares Self-Driving EV and Tech ETF

105 hedge funds and large institutions have $82.3M invested in iShares Self-Driving EV and Tech ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.38% less ownership

Funds ownership: 21.47%21.09% (-0.38%)

4% less funds holding

Funds holding: 109105 (-4)

14% less capital invested

Capital invested by funds: $95.2M → $82.3M (-$12.9M)

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
35
Reduced
24
Closed
10
Calls
$67K
Puts
Net Calls
+$67K
Net Calls Change
+$63K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.9M +$1.14M +28,122 +6%
Jane Street
2
Jane Street
New York
$6.78M +$3.06M +75,185 +70%
LPL Financial
3
LPL Financial
California
$5.64M +$277K +6,806 +5%
Morgan Stanley
4
Morgan Stanley
New York
$4.75M +$797K +19,594 +18%
Ameriprise
5
Ameriprise
Minnesota
$4M -$138K -3,397 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.15M -$106K -2,613 -3%
Citadel Advisors
7
Citadel Advisors
Florida
$2.96M -$968K -23,804 -23%
MFG
8
Merit Financial Group
Georgia
$2.64M +$67.1K +1,649 +2%
DWP
9
Destiny Wealth Partners
Florida
$2.4M +$15.3K +375 +0.6%
MFG
10
Monumental Financial Group
Maryland
$2.29M +$67.9K +1,670 +3%
UBS Group
11
UBS Group
Switzerland
$2.11M -$506K -12,446 -18%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$2.04M +$61.1K +1,503 +3%
HighTower Advisors
13
HighTower Advisors
Illinois
$2M +$1.87M +45,862 +584%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.88M +$148K +3,630 +8%
KAS
15
Kestra Advisory Services
Texas
$1.34M +$51.6K +1,269 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.24M -$4.27K -105 -0.3%
Wells Fargo
17
Wells Fargo
California
$1.14M -$9.19K -226 -0.7%
CAN
18
Cetera Advisor Networks
California
$1.14M +$9.68K +238 +0.8%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.02M +$110K +2,711 +11%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$986K +$186K +4,563 +21%
HIP
21
HUB Investment Partners
Texas
$885K -$12.9K -317 -1%
HHRDM
22
H&H Retirement Design & Management
Nevada
$771K -$12K -294 -1%
WWP
23
WR Wealth Planners
Missouri
$737K -$41.9K -1,030 -5%
LWM
24
Laidlaw Wealth Management
New York
$714K -$107K -2,621 -12%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$565K -$2.2K -54 -0.4%

IDRV Hedge Fund Activity: Q3 2023 in Review

105 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q3 2023, worth a combined $82.3M — down 14% from $95.2M a quarter earlier.

Fund positioning in IDRV was balanced in Q3 2023: 10 funds opened new positions, 10 closed out, 35 added to existing stakes and 24 trimmed.

The largest buyer was Jane Street, adding an estimated $3.06M. The largest seller was Goldman Sachs, cutting an estimated $4.6M.

  • 105 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q3 2023, down from 109 in Q2 2023.
  • Funds reported $82.3M of iShares Self-Driving EV and Tech ETF stock for Q3 2023, down 14% quarter-over-quarter.
  • 10 funds opened new iShares Self-Driving EV and Tech ETF positions in Q3 2023 and 10 closed out, a net change of 0 holders.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q3 2023 was Jane Street, an estimated $3.06M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q3 2023 was Goldman Sachs, an estimated $4.6M sold.

Based on aggregated 13F filings for Q3 2023.