Ishares Tr (DSI): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, DSI has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), DSI gained +17.0% vs +15.1% 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.

Ishares Tr (DSI)

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

Smart Money Signals — DSI

Based on 588 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their DSI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

588 hedge funds hold DSI 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 — +10% more funds vs a year ago

fund count last 6Q

+54 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 44% buying

221 buying282 selling

Last quarter: 282 funds reduced or exited vs 221 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-33 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 50 → 38 → 76 → 43. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 16% new

377 out of 588 hedge funds have held DSI 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

33 → 50 → 38 → 76 → 43 new funds/Q

New funds entering each quarter: 50 → 38 → 76 → 43. A growing number of institutions are discovering DSI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 64% veterans vs 20% newcomers

■ 64% veterans ■ 16% 1-2yr ■ 20% new

Entry-cohort mix of 588 holders: 378 (64%) are 2+ year veterans, 95 entered 1–2 years ago, and 115 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds

22 of 587 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in DSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	578	602	-3.99%
13F Shares	23M	24M	-3.38%
Total Value	$2.71B	$3.10B	-12.74%
New Positions	39	76	-37
Increased Positions	177	179	-2
Closed Positions	63	26	+37
Reduced Positions	221	206	+15
Total Calls	0	0	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

578

602

-3.99%

13F Shares

23M

24M

-3.38%

Total Value

$2.71B

$3.10B

-12.74%

New Positions

-37

Increased Positions

177

179

-2

Closed Positions

+37

Reduced Positions

221

206

+15

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

578 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DSI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Northstar Asset Management Inc	7.89%	212,270	$25.7M
2	IMA Advisory Services, Inc.	4.86%	412,576	$49.7M
3	Avise Financial Cooperative, Inc.	4.50%	44,888	$5.4M
4	Gilbert Capital Group, Inc.	3.97%	42,434	$5.1M
5	True Blue Financial, LLC	2.91%	30,502	$3.7M
6	First Affirmative Financial Network	2.53%	42,625	$5.4M
7	McClarren Financial Advisors, Inc.	2.39%	33,362	$4.0M
8	Impact Investors, Inc	2.39%	28,375	$3.4M
9	Manchester Capital Management LLC	2.36%	135,121	$16.4M
10	AtlasMark Financial, Inc	2.35%	8,510	$944K
11	Laurel Wealth Planning LLC	2.18%	34,117	$4.1M
12	Stanich Group LLC	2.14%	23,151	$2.8M
13	Compass Financial Group, Inc. (Ohio)	2.09%	23,618	$2.9M
14	Francis Financial, Inc.	2.06%	91,578	$11.1M
15	Archer Investment Management, LLC	1.99%	39,065	$4.7M
16	1015 Capital Partners, LLC	1.82%	14,380	$1.9M
17	Mascoma Wealth Management LLC	1.82%	72,480	$8.8M
18	Fingerlakes Wealth Management, Inc.	1.70%	21,175	$2.6M
19	Davis Wealth Advisors, LLC	1.56%	15,474	$1.9M
20	Dunhill Financial, LLC	1.50%	52,521	$6.4M
21	Topel & Distasi Wealth Management, LLC	1.42%	22,655	$2.7M
22	Headinvest, LLC	1.37%	54,930	$6.7M
23	Gemmer Asset Management LLC	1.33%	138,689	$16.8M
24	Neumann Capital Management, LLC	1.26%	35,428	$4.3M
25	Columbia Bank	1.23%	35,440	$4.3M

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 (DSI)

What does the Smart Money Trend signal show for DSI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DSI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DSI?

More sellers than buyers — 44% buying: Last quarter: 282 funds reduced or exited vs 221 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DSI holders?

Elite ownership — 54% AUM from top-100 funds: 22 of 587 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in DSI. 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 DSI?

64% of holders stayed for 2+ years: 377 out of 588 hedge funds have held DSI 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 (DSI) following the 2026 Q1 hedge fund 13F filings?

As of today, DSI has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), DSI has gained +17.0% vs +15.1% 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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Ishares Tr (DSI)

Smart Money Signals — DSI

Selling streak — 1 quarter in a row

At the ownership peak (98% of max)

Steady growth — +10% more funds vs a year ago

More sellers than buyers — 44% buying

Fewer new buyers each quarter (-33 vs last Q)

64% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 64% veterans vs 20% newcomers

Elite ownership — 54% AUM from top-100 funds

Institutional Sentiment Summary — DSI

Hedge Fund Ownership: DSI

Market Analysis: DSI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DSI

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

Hedge Fund Positioning: DSI

Statistics: DSI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (DSI)

Welcome to 13Foresight!