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iShares Self-Driving EV and Tech ETF

102 hedge funds and large institutions have $97.1M invested in iShares Self-Driving EV and Tech ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $82.3M → $97.1M (+$14.9M)

6.44% more ownership

Funds ownership: 21.09%27.53% (+6.4%)

3% less funds holding

Funds holding: 105102 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

Holders
102
Holders Change
-3
Holders Change %
-2.86%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
25
Reduced
35
Closed
17
Calls
$168K
Puts
Net Calls
+$168K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$19.6M +$1.4M +41,127 +8%
Jane Street
2
Jane Street
New York
$16.7M +$9.75M +286,394 +157%
Morgan Stanley
3
Morgan Stanley
New York
$8.36M +$3.62M +106,319 +83%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.4M +$4.24M +124,565 +470%
LPL Financial
5
LPL Financial
California
$4.86M -$533K -15,643 -10%
Ameriprise
6
Ameriprise
Minnesota
$4.06M +$211K +6,195 +6%
Balyasny Asset Management
7
Balyasny Asset Management
Illinois
$2.89M +$2.75M +80,823 New
MFG
8
Monumental Financial Group
Maryland
$2.49M +$282K +8,278 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.49M -$510K -14,972 -18%
DWP
10
Destiny Wealth Partners
Florida
$2.38M +$186K +5,461 +8%
UBS Group
11
UBS Group
Switzerland
$2.19M +$153K +4,497 +8%
MFG
12
Merit Financial Group
Georgia
$2.1M -$415K -12,191 -17%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$1.92M +$1.57M +46,065 +661%
KAS
14
Kestra Advisory Services
Texas
$1.73M +$426K +12,498 +35%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.69M -$109K -3,199 -6%
BFO
16
Biltmore Family Office
North Carolina
$1.53M +$1.46M +42,918 New
Citadel Advisors
17
Citadel Advisors
Florida
$1.41M -$1.37M -40,116 -50%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.21M -$721K -21,163 -39%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.14M -$55.4K -1,628 -5%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.11M -$778K -22,844 -43%
CAN
21
Cetera Advisor Networks
California
$1.07M -$18.4K -540 -2%
Wells Fargo
22
Wells Fargo
California
$918K -$165K -4,860 -16%
HHRDM
23
H&H Retirement Design & Management
Nevada
$809K +$149K +4,371 +20%
Osaic Holdings
24
Osaic Holdings
Arizona
$733K -$236K -6,940 -25%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$640K +$93K +2,730 +18%

IDRV Hedge Fund Activity: Q4 2023 in Review

102 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q4 2023, worth a combined $97.1M — up 18% from $82.3M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IDRV and 15 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 25 added.

The largest buyer was Jane Street, adding an estimated $9.75M. The largest seller was Citadel Advisors, cutting an estimated $1.37M.

  • 102 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q4 2023, down from 105 in Q3 2023.
  • Funds reported $97.1M of iShares Self-Driving EV and Tech ETF stock for Q4 2023, up 18% quarter-over-quarter.
  • 15 funds opened new iShares Self-Driving EV and Tech ETF positions in Q4 2023 and 17 closed out, a net change of -2 holders.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q4 2023 was Jane Street, an estimated $9.75M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q4 2023 was Citadel Advisors, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2023.