Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES INC (DVYE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
4Q ▲
Buyers last Q
64%

Smart Money Signals — DVYE

Based on 172 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added DVYE 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
172 hedge funds hold DVYE 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 — +26% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+26% 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 — 64% buying

103 buying57 selling
Last quarter: 103 funds were net buyers (33 opened a brand new position + 70 added to an existing one). Only 57 were sellers (38 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new DVYE position: 24 → 17 → 21 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 23% medium ■ 24% new
90 out of 172 hedge funds have held DVYE 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.
💎

Buying through price weakness — shares +146%, value +5%

Value
+4%
Shares
+146%
Last quarter: funds added +146% more shares while total portfolio value only changed +5%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

18 → 24 → 17 → 21 → 33 new funds/Q
New funds entering each quarter: 24 → 17 → 21 → 33. A growing number of institutions are discovering DVYE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 12% 1-2yr ■ 32% new
Of 173 current holders: 97 (56%) 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.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
15 of 172 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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: DVYE

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

Market Analysis: DVYE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DVYE

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

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: DVYE
2026 Q1 Stats Unlock in 17 days 173 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 173 158 9.49%
13F Shares 42M 17M 145.98%
Total Value $548M $523M 4.66%
New Positions 33 21 +12
Increased Positions 70 76 -6
Closed Positions 19 12 +7
Reduced Positions 39 26 +13
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DVYE

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

173 + investors

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

Top 25 institutional holders of DVYE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grange Capital, LLC 3.87% 112,952 $3.9M
2 Argent Advisors, Inc. 2.21% 235,524 $8.1M
3 Revisor Wealth Management LLC 2.12% 224,720 $7.7M
4 Prentice Wealth Management LLC 1.99% 255,920 $8.8M
5 Peregrine Asset Advisers, Inc. 1.92% 207,115 $7.1M
6 Stonebridge Wealth Management, LLC 1.31% 39,746 $1.4M
7 Thrive Capital Management, LLC 0.68% 90,872 $3.1M
8 bLong Financial, LLC 0.68% 26,298 $904K
9 CFS Investment Advisory Services, LLC 0.64% 261,546 $9.4M
10 Cooper Financial Group 0.61% 174,614 $6.0M
11 Auto-Owners Insurance Co 0.59% 820,000 $28.2M
12 Concord Asset Management, LLC/VA 0.59% 100,943 $3.5M
13 DORVAL Corp 0.53% 49,675 $1.7M
14 John W. Brooker & Co., CPAs 0.48% 8,789 $302K
15 Concord Wealth Partners 0.46% 103,066 $3.5M
16 INVESTED ADVISORS 0.46% 13,116 $451K
17 SECURIAN ASSET MANAGEMENT, INC 0.34% 250,000 $8.6M
18 RAELIPSKIE PARTNERSHIP 0.30% 20,740 $713K
19 BCS Private Wealth Management, Inc. 0.25% 24,097 $828K
20 Astoria Portfolio Advisors LLC. 0.23% 30,872 $1.1M
21 Eagle Bluffs Wealth Management LLC 0.21% 15,879 $546K
22 SWEENEY & MICHEL, LLC 0.20% 19,560 $696K
23 NTV ASSET MANAGEMENT LLC 0.20% 53,500 $1.8M
24 Investment Research Partners LLC 0.20% 14,164 $487K
25 180 WEALTH ADVISORS, LLC 0.19% 49,692 $1.7M
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 INC (DVYE)

What does the Smart Money Trend signal show for DVYE?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added DVYE 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 DVYE?

More buyers than sellers — 64% buying: Last quarter: 103 funds were net buyers (33 opened a brand new position + 70 added to an existing one). Only 57 were sellers (38 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DVYE holders?

Strong quality — 29% AUM from major funds: 15 of 172 holders rank in the top 100 by AUM, accounting for 29% 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 DVYE?

52% of holders stayed for 2+ years: 90 out of 172 hedge funds have held DVYE 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.