Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (DMXF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +50
Streak
2Q ▲
Buyers last Q
77%

Smart Money Signals — DMXF

Based on 241 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DMXF 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
241 hedge funds hold DMXF 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 — +16% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 77% buying

158 buying47 selling
Last quarter: 158 funds were net buyers (63 opened a brand new position + 95 added to an existing one). Only 47 were sellers (34 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+36 vs last Q)

new funds entering per quarter
Funds opening a new DMXF position: 32 → 18 → 27 → 63. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 31% medium ■ 22% new
112 out of 241 hedge funds have held DMXF 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.
🚀

Acceleration phase — new buyers rushing in

22 → 32 → 18 → 27 → 63 new funds/Q
New funds entering each quarter: 32 → 18 → 27 → 63. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 50% veterans vs 31% newcomers

■ 50% veterans ■ 19% 1-2yr ■ 31% new
Entry-cohort mix of 241 holders: 121 (50%) are 2+ year veterans, 46 entered 1–2 years ago, and 74 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
19 of 240 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — DMXF

In 2026 Q1, 158 hedge funds were net buyers of DMXF (63 opened a new position, 95 added to an existing one), while 47 reduced or exited (34 trimmed, 13 sold completely) — a 77% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 26% of total institutional value in DMXF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +50 funds (more new holders than closures). Total institutional holders: 241.

Hedge Fund Ownership: DMXF

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

Market Analysis: DMXF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DMXF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ishares Tr (DMXF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DMXF has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
DMXF
nan%
SPY
+13.9%

DMXF outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
DMXF
nan%
SPY
+0.2%

Since the filing became public, DMXF outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 4 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: DMXF
240 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 240 191 25.65%
13F Shares 8M 5M 42.85%
Total Value $557M $404M 38.13%
New Positions 63 27 +36
Increased Positions 95 82 +13
Closed Positions 14 21 -7
Reduced Positions 34 52 -18
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DMXF

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Institutional Holders (2026 Q1)

240 + investors

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

QUARTER:
Top 25 DMXF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sbe LLC Dba Cedar Cove Wealth Partners 9.40% 237,333 $17.9M
2 IMA Advisory Services, Inc. 5.42% 736,635 $55.5M
3 Values Added Financial LLC 3.38% 106,524 $8.0M
4 Balanced Rock Investment Advisors LLC 3.30% 62,331 $4.7M
5 Invera Wealth Advisors, LLC 3.22% 66,487 $5.0M
6 Atlantic Private Wealth, LLC 2.18% 44,188 $3.3M
7 Figure 8 Investment Strategies LLC 1.25% 16,910 $1.3M
8 Decker Retirement Planning Inc. 1.17% 34,257 $2.6M
9 Cornerstone Financial Management LLC 1.10% 15,937 $1.2M
10 Westfuller Advisors, LLC 1.05% 32,379 $2.4M
11 Equita Financial Network, Inc. 0.94% 39,420 $3.0M
12 Shotwell Rutter Baer Inc 0.87% 19,663 $1.5M
13 Archer Investment Management, LLC 0.75% 23,526 $1.8M
14 Atwater Malick LLC 0.68% 33,203 $2.5M
15 VERITY Wealth Advisors 0.67% 13,336 $1.0M
16 Regatta Capital Group, LLC 0.65% 57,193 $4.3M
17 Davis Wealth Advisors, LLC 0.60% 9,582 $723K
18 Arjuna Capital 0.60% 31,078 $2.3M
19 Walkner Condon Financial Advisors LLC 0.49% 49,039 $3.7M
20 Warner Financial, Inc 0.48% 18,583 $1.4M
21 Avise Financial Cooperative, Inc. 0.42% 6,732 $508K
22 Financially in Tune, LLC 0.37% 5,760 $435K
23 Accredited Investors Inc. 0.34% 84,629 $6.4M
24 XY Planning Network, Inc. 0.30% 24,815 $1.9M
25 Urban Financial Advisory Corp 0.28% 10,606 $800K
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 (DMXF)

What does the Smart Money Trend signal show for DMXF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DMXF 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 DMXF?

More buyers than sellers — 77% buying: Last quarter: 158 funds were net buyers (63 opened a brand new position + 95 added to an existing one). Only 47 were sellers (34 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DMXF holders?

Strong quality — 26% AUM from major funds: 19 of 240 holders rank in the top 100 by AUM, accounting for 26% 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 DMXF?

46% of holders stayed for 2+ years: 112 out of 241 hedge funds have held DMXF 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.

Is it too late to buy Ishares Tr (DMXF) following the 2026 Q1 hedge fund 13F filings?

As of today, DMXF has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), DMXF has gained nan% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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