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iShares Self-Driving EV and Tech ETF

96 hedge funds and large institutions have $58.6M invested in iShares Self-Driving EV and Tech ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $9K | Put options by funds: $3K

4.77% less ownership

Funds ownership: 27.53%22.75% (-4.8%)

6% less funds holding

Funds holding: 10296 (-6)

40% less capital invested

Capital invested by funds: $97.1M → $58.6M (-$38.6M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

72% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 43

Holders
96
Holders Change
-6
Holders Change %
-5.88%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
43
Closed
12
Calls
$9K
Puts
$3K
Net Calls
+$6K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.6M +$1.36M +43,331 +8%
Ameriprise
2
Ameriprise
Minnesota
$4.82M +$1.25M +39,698 +35%
Jane Street
3
Jane Street
New York
$3.95M -$10.8M -343,120 -73%
Morgan Stanley
4
Morgan Stanley
New York
$3.59M -$3.77M -119,709 -51%
LPL Financial
5
LPL Financial
California
$3.51M -$760K -24,142 -18%
MFG
6
Monumental Financial Group
Maryland
$2.75M +$561K +17,825 +26%
DWP
7
Destiny Wealth Partners
Florida
$2.32M +$119K +3,772 +5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.11M -$84.6K -2,689 -4%
BFO
9
Biltmore Family Office
North Carolina
$1.43M +$80.9K +2,571 +6%
KAS
10
Kestra Advisory Services
Texas
$1.37M -$155K -4,935 -10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.01M +$1.01M +32,136 New
CAN
12
Cetera Advisor Networks
California
$911K -$31.7K -1,008 -3%
Citadel Advisors
13
Citadel Advisors
Florida
$826K -$415K -13,195 -33%
HHRDM
14
H&H Retirement Design & Management
Nevada
$777K +$21K +667 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$752K -$740K -23,509 -50%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$740K -$322K -10,231 -30%
Osaic Holdings
17
Osaic Holdings
Arizona
$579K -$66.4K -2,111 -10%
HIP
18
HUB Investment Partners
Texas
$547K -$16K -509 -3%
HighTower Advisors
19
HighTower Advisors
Illinois
$544K -$426K -13,537 -44%
Wells Fargo
20
Wells Fargo
California
$519K -$289K -9,168 -36%
UBS Group
21
UBS Group
Switzerland
$513K -$1.41M -44,944 -73%
LWM
22
Laidlaw Wealth Management
New York
$491K +$209K +6,644 +74%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$476K -$524K -16,636 -52%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$460K -$4.29M -136,416 -90%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$403K -$161K -5,100 -28%

IDRV Hedge Fund Activity: Q1 2024 in Review

96 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Self-Driving EV and Tech ETF (IDRV) for Q1 2024, worth a combined $58.6M — down 40% from $97.1M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IDRV and 7 opened new positions — a net loss of 5 holders — while 43 trimmed existing stakes and 12 added.

The largest buyer was Bank of America, adding an estimated $1.36M. The largest seller was Jane Street, cutting an estimated $10.8M.

  • 96 institutional investors held iShares Self-Driving EV and Tech ETF (IDRV) as of Q1 2024, down from 102 in Q4 2023.
  • Funds reported $58.6M of iShares Self-Driving EV and Tech ETF stock for Q1 2024, down 40% quarter-over-quarter.
  • 7 funds opened new iShares Self-Driving EV and Tech ETF positions in Q1 2024 and 12 closed out, a net change of -5 holders.
  • The largest iShares Self-Driving EV and Tech ETF buyer in Q1 2024 was Bank of America, an estimated $1.36M added.
  • The largest iShares Self-Driving EV and Tech ETF seller in Q1 2024 was Jane Street, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2024.