Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (DVY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +48
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — DVY

Based on 1407 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added DVY 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
1,407 hedge funds hold DVY 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
+127 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.
🟡

Slight buying edge — 53% buying

582 buying514 selling
Last quarter: 582 funds bought or added vs 514 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.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 89 → 96 → 152 → 135. 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.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 15% medium ■ 15% new
974 out of 1,407 hedge funds have held DVY 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

94 → 89 → 96 → 152 → 135 new funds/Q
New funds entering each quarter: 89 → 96 → 152 → 135. 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.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 11% 1-2yr ■ 19% new
Of 1,416 current holders: 994 (70%) 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 — 57% AUM from top-100 funds

57% from top-100 AUM funds
34 of 1407 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in DVY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — DVY

In 2026 Q1, 582 hedge funds were net buyers of DVY (135 opened a new position, 447 added to an existing one), while 514 reduced or exited (427 trimmed, 87 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in DVY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +48 funds (more new holders than closures). Total institutional holders: 1407.

Hedge Fund Ownership: DVY

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

Market Analysis: DVY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DVY

-- --

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

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

Signal Freshness measures how much DVY 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 · 82d ago
DVY
+1.2%
SPY
+15.1%

DVY outperformed SPY by -13.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
DVY
+2.4%
SPY
+1.3%

Since the filing became public, DVY outperformed SPY by +1.1% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

56 top-rated funds 15 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: DVY
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1395 1359 2.65%
13F Shares 68M 76M -9.55%
Total Value $10.22B $10.20B 0.18%
New Positions 132 152 -20
Increased Positions 442 455 -13
Closed Positions 96 75 +21
Reduced Positions 423 372 +51
Total Calls 6 4 50.0%
Total Puts 7 3 133.33%
PUT/CALL Ratio 1.17 0.75 Neutral

Statistics: DVY

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)

1K + investors

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

QUARTER:
Top 25 DVY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Florin Court Capital LLP 15.83% 27,700 $4.2M
2 Yukon Wealth Management, Inc. 11.60% 128,315 $19.4M
3 Capital Advisory Group Advisory Services, LLC 9.25% 1,375 $208K
4 Northside Capital Management, LLC 8.69% 653,948 $99.0M
5 Arcus Capital Partners, LLC 8.55% 168,662 $23.8M
6 Moment Partners, LLC 6.99% 258,828 $39.2M
7 Cabana LLC 6.86% 5,772 $874K
8 Corundum Trust Company, INC 6.52% 18,872 $2.9M
9 MYDA Advisors LLC 6.48% 260,000 $39.4M
10 Eagle Bay Advisors LLC 5.17% 38,710 $5.9M
11 Powell Investment Advisors, LLC 5.14% 98,520 $14.9M
12 Ellis Investment Partners, LLC 4.98% 189,696 $28.7M
13 First National Bank & Trust Co of Newtown 4.94% 151,168 $22.9M
14 Greenberg Financial Group 4.05% 64,782 $9.8M
15 Sterling Investment Advisors, Ltd. 3.77% 266,000 $20.8M
16 Schwarz Dygos Wheeler Investment Advisors LLC 3.77% 119,877 $18.2M
17 First United Bank & Trust 3.69% 75,016 $11.4M
18 Godfrey Financial Associates, Inc. 3.53% 27,205 $4.1M
19 Wealth Management Associates, Inc. 3.14% 60,130 $9.1M
20 FOCUS Wealth Advisors, LLC 2.88% 38,931 $5.9M
21 American Wealth Advisors, LLC 2.85% 18,056 $2.7M
22 Mendel Capital Management LLC 2.77% 36,388 $5.5M
23 Taylor Financial Group, Inc. 2.67% 29,069 $4.4M
24 Round Rock Advisors LLC 2.66% 114,647 $17.4M
25 Wealth Quarterback LLC 2.59% 43,466 $6.6M
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 (DVY)

What does the Smart Money Trend signal show for DVY?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added DVY 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 DVY?

Slight buying edge — 53% buying: Last quarter: 582 funds bought or added vs 514 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 DVY holders?

Elite ownership — 57% AUM from top-100 funds: 34 of 1407 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in DVY. 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 DVY?

69% of holders stayed for 2+ years: 974 out of 1,407 hedge funds have held DVY 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 (DVY) following the 2026 Q1 hedge fund 13F filings?

As of today, DVY has moved +2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), DVY has gained +1.2% 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.

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.

Full history →