Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (DGRO)

1K + Investors. Track Smart Money conviction in DGRO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +78
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — DGRO

Based on 1177 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added DGRO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,177 hedge funds hold DGRO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+138 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

637 buying426 selling
Last quarter: 637 funds were net buyers (147 opened a brand new position + 490 added to an existing one). Only 426 were sellers (357 trimmed + 69 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+48 vs last Q)

new funds entering per quarter
Funds opening a new DGRO position: 82 → 110 → 99 → 147. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 18% new
724 out of 1,177 hedge funds have held DGRO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

124 → 82 → 110 → 99 → 147 new funds/Q
New funds entering each quarter: 82 → 110 → 99 → 147. A growing number of institutions are discovering DGRO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 14% 1-2yr ■ 24% new
Of 1,181 current holders: 736 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
25 of 1177 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in DGRO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DGRO

How many hedge funds hold DGRO — quarterly history vs. share price
Quarterly hedge fund ownership of DGRO vs. share price

Market Analysis: DGRO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DGRO

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

61 top-rated funds 59 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: DGRO
2026 Q1 Stats Unlock in 21 days 1K + Investors

Track Smart Money conviction in DGRO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1181 1103 7.07%
13F Shares 334M 277M 20.71%
Total Value $19.94B $18.83B 5.9%
New Positions 148 99 +49
Increased Positions 497 466 +31
Closed Positions 69 79 -10
Reduced Positions 358 373 -15
Total Calls 3 3 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: DGRO

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DGRO. Verified SEC 13F-HR filings.

Top 25 institutional holders of DGRO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Adirondack Capital Advisors, LLC 17.13% 380,075 $26.7M
2 Altus Wealth Management, LLC 13.78% 441,639 $31.0M
3 Silver Coast Investments LLC 10.07% 449,662 $31.6M
4 KOM Wealth Management Group, LLC 9.52% 198,956 $14.0M
5 Capital Investment Advisors, LLC 9.48% 8,431,594 $591.7M
6 Targeted Financial Services LLC 8.93% 155,053 $10.9M
7 Provident Wealth Management, LLC 8.91% 419,556 $29.4M
8 Wolff Financial Management LLC 8.79% 566,631 $39.8M
9 IFS Advisors, LLC 8.72% 241,130 $16.9M
10 Summit Investment Advisory Services, LLC 8.66% 331,991 $23.3M
11 Meridian Financial Partners LLC 8.60% 320,868 $22.6M
12 LifeGoal Investments, LLC 8.44% 210,145 $14.7M
13 SWEENEY & MICHEL, LLC 8.15% 383,559 $27.7M
14 DAGCO, INC. 7.91% 519,681 $36.5M
15 Scott Capital Advisors, LLC 7.85% 539,569 $38.7M
16 Presidio Capital Management, LLC 7.53% 369,388 $25.9M
17 PFS Partners, LLC 7.41% 230,306 $16.2M
18 Powers Advisory Group, LLC 7.31% 295,478 $20.7M
19 Prota Financial, LLC 7.11% 142,250 $9.9M
20 Ledyard National Bank 6.95% 1,142,426 $80.2M
21 RIDGECREST WEALTH PARTNERS, LLC 6.94% 179,200 $12.6M
22 Madson Wealth Advisors Inc 6.82% 116,947 $8.2M
23 Hoese & Co LLP 6.30% 120,865 $8.5M
24 Sterling Manor Financial, LLC 6.21% 141,477 $9.9M
25 Forbes Financial Planning, Inc. 6.02% 148,531 $10.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ISHARES TR (DGRO)

What does the Smart Money Trend signal show for DGRO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added DGRO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DGRO?

More buyers than sellers — 60% buying: Last quarter: 637 funds were net buyers (147 opened a brand new position + 490 added to an existing one). Only 426 were sellers (357 trimmed + 69 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DGRO holders?

Elite ownership — 44% AUM from top-100 funds: 25 of 1177 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in DGRO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DGRO?

62% of holders stayed for 2+ years: 724 out of 1,177 hedge funds have held DGRO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.