Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (DMXF)

185 + Investors. Track Smart Money conviction in DMXF. 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
↑ +3
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — DMXF

Based on 185 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
185 funds currently hold this stock — 86% of the 3.0-year high of 216 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
22 fewer hedge funds hold DMXF compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 59% buying

103 buying73 selling
Last quarter: 103 funds bought or added vs 73 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new DMXF position: 22 → 31 → 18 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 29% medium 24% new
87 out of 185 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.
📊

Peak discovery — momentum slowing

36 → 22 → 31 → 18 → 24 new funds/Q
New funds entering each quarter: 22 → 31 → 18 → 24. DMXF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 49% of holders stayed 2+ years

49% veterans 19% 1-2yr 32% new
Of 185 current holders: 90 (49%) 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.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
14 of 185 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 4 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: DMXF
2026 Q1 Stats Unlock in 20 days 185 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 185 182 1.65%
13F Shares 5M 5M -0.66%
Total Value $398M $404M -1.41%
New Positions 24 18 +6
Increased Positions 79 52 +27
Closed Positions 21 52 -31
Reduced Positions 52 63 -11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DMXF

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)

185 + investors

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

Top 25 institutional holders of DMXF — 2025 Q4 · 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 Values Added Financial LLC 3.38% 106,524 $8.0M
3 Invera Wealth Advisors, LLC 3.22% 66,487 $5.0M
4 FIGURE 8 INVESTMENT STRATEGIES LLC 1.25% 16,910 $1.3M
5 Decker Retirement Planning Inc. 1.17% 34,257 $2.6M
6 Westfuller Advisors, LLC 1.05% 32,379 $2.4M
7 Equita Financial Network, Inc. 0.94% 39,420 $3.0M
8 Shotwell Rutter Baer Inc 0.87% 19,663 $1.5M
9 Archer Investment Management, LLC 0.75% 23,526 $1.8M
10 Atwater Malick LLC 0.68% 33,203 $2.5M
11 VERITY Wealth Advisors 0.67% 13,336 $1.0M
12 REGATTA CAPITAL GROUP, LLC 0.65% 57,193 $4.3M
13 Walkner Condon Financial Advisors LLC 0.49% 49,039 $3.7M
14 WARNER FINANCIAL, INC 0.48% 18,583 $1.4M
15 Avise Financial Cooperative, Inc. 0.42% 6,732 $508K
16 Financially in Tune, LLC 0.37% 5,760 $435K
17 XY Planning Network, Inc. 0.30% 24,815 $1.9M
18 One Wealth Advisors, LLC 0.28% 29,406 $2.2M
19 Skyline Advisors, Inc. 0.26% 9,892 $746K
20 Opes Wealth Management LLC 0.26% 20,590 $1.6M
21 First Pacific Financial 0.19% 19,292 $1.5M
22 ALBION FINANCIAL GROUP /UT 0.19% 38,494 $2.9M
23 Revolve Wealth Partners, LLC 0.18% 18,137 $1.4M
24 Horst & Graben Wealth Management LLC 0.17% 15,788 $1.3M
25 Sharkey, Howes & Javer 0.15% 14,610 $1.1M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 59% buying: Last quarter: 103 funds bought or added vs 73 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DMXF holders?

Smaller funds dominant — 7% AUM from top-100: 14 of 185 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DMXF?

47% of holders stayed for 2+ years: 87 out of 185 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.

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.