Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (DIVB)

137 + Investors. Track Smart Money conviction in DIVB. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
10Q ▲
Buyers last Q
62%

Smart Money Signals — DIVB

Based on 137 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added DIVB 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
137 hedge funds hold DIVB 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.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+37% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

80 buying50 selling
Last quarter: 80 funds were net buyers (21 opened a brand new position + 59 added to an existing one). Only 50 were sellers (39 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 24 → 19 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 26% new

36% conviction (2yr+) 37% medium 26% new
Of the 137 current holders: 50 (36%) held >2 years, 51 held 1–2 years, and 36 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

16 → 25 → 24 → 19 → 21 new funds/Q
New funds entering each quarter: 25 → 24 → 19 → 21. DIVB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 39% veterans, 39% new entrants

39% veterans 22% 1-2yr 39% new
Of 137 current holders: 54 (39%) held 2+ years, 30 held 1–2 years, 53 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
13 of 137 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: DIVB

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

Market Analysis: DIVB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DIVB

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 7 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: DIVB
2026 Q1 Stats Unlock in 22 days 137 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 137 127 7.87%
13F Shares 14M 11M 31.55%
Total Value $764M $570M 33.86%
New Positions 21 19 +2
Increased Positions 59 59 -
Closed Positions 11 18 -7
Reduced Positions 39 34 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DIVB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

137 + investors

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

Top 25 institutional holders of DIVB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Welch Financial Planning, LLC 8.98% 231,557 $12.5M
2 Sunburst Financial Group, LLC 3.01% 302,545 $16.3M
3 Aspire Capital Advisors LLC 2.98% 245,446 $13.2M
4 PEOPLES BANK /OH 1.05% 31,670 $1.7M
5 ADG Wealth Management Group, LLC 0.76% 20,403 $1.1M
6 IRON Financial LLC 0.76% 32,249 $1.7M
7 Breakwater Capital Group 0.74% 102,567 $5.5M
8 TANDEM CAPITAL MANAGEMENT CORP /ADV 0.29% 10,755 $580K
9 Meridian Financial Advisors, LLC 0.22% 7,374 $398K
10 Princeton Global Asset Management LLC 0.18% 20,250 $1.1M
11 FLAGSHIP HARBOR ADVISORS, LLC 0.16% 66,195 $3.6M
12 M3 Advisory Group, LLC 0.15% 4,644 $251K
13 Green Ridge Wealth Planning LLC 0.11% 4,000 $216K
14 Harbor Asset Planning, Inc. 0.09% 2,020 $109K
15 Continuum Advisory, LLC 0.09% 17,188 $927K
16 Farther Finance Advisors, LLC 0.09% 170,782 $9.2M
17 KPP Advisory Services LLC 0.08% 9,761 $527K
18 Total Clarity Wealth Management, Inc. 0.06% 4,985 $269K
19 Key FInancial Inc 0.05% 4,693 $253K
20 VALLEY NATIONAL ADVISERS INC 0.04% 6,383
21 Capital Advisors, Ltd. LLC 0.04% 6,568
22 Bank of New Hampshire 0.04% 2,922 $158K
23 Tennessee Valley Asset Management Partners 0.03% 3,767 $203K
24 U.S. Capital Wealth Advisors, LLC 0.03% 19,240 $1.0M
25 United Advisor Group, LLC 0.03% 3,798 $205K
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 (DIVB)

What does the Smart Money Trend signal show for DIVB?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added DIVB 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 DIVB?

More buyers than sellers — 62% buying: Last quarter: 80 funds were net buyers (21 opened a brand new position + 59 added to an existing one). Only 50 were sellers (39 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DIVB holders?

Strong quality — 35% AUM from major funds: 13 of 137 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DIVB?

Mixed — 36% long-term, 26% new: Of the 137 current holders: 50 (36%) held >2 years, 51 held 1–2 years, and 36 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.