Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Inc (DVYE)

197 + 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
↑ +6
Streak
6Q ▲
Buyers last Q
64%

Smart Money Signals — DVYE

Based on 199 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
199 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 — +25% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+25% 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

114 buying64 selling
Last quarter: 114 funds were net buyers (28 opened a brand new position + 86 added to an existing one). Only 64 were sellers (42 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 22 → 36 → 35 → 28. 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.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 24% medium ■ 27% new
98 out of 199 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.
➡️

Steady discovery — ~28 new funds/quarter

21 → 22 → 36 → 35 → 28 new funds/Q
New funds entering each quarter: 22 → 36 → 35 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 33% newcomers

■ 54% veterans ■ 13% 1-2yr ■ 33% new
Entry-cohort mix of 201 holders: 108 (54%) are 2+ year veterans, 27 entered 1–2 years ago, and 66 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
20 of 199 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in DVYE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — DVYE

In 2026 Q2, 114 hedge funds were net buyers of DVYE (28 opened a new position, 86 added to an existing one), while 64 reduced or exited (42 trimmed, 22 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in DVYE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 199.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: DVYE
197 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 197 193 2.07%
13F Shares 20M 19M 7.24%
Total Value $634M $631M 0.42%
New Positions 28 35 -7
Increased Positions 85 70 +15
Closed Positions 24 25 -1
Reduced Positions 42 46 -4
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: DVYE

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Institutional Holders (2026 Q2)

197 + investors

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

QUARTER:
Top 25 DVYE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grange Capital, LLC 3.26% 109,632 $3.5M
2 Beta Wealth Group, Inc. 2.73% 225,853 $7.3M
3 Argent Advisors, Inc. 1.91% 236,275 $7.6M
4 Prentice Wealth Management LLC 1.78% 268,158 $8.6M
5 Revisor Wealth Management LLC 1.70% 219,995 $7.1M
6 Peregrine Asset Advisers, Inc. 1.39% 198,446 $6.4M
7 Stonebridge Wealth Management, LLC 1.21% 41,800 $1.3M
8 Ipsen Advisor Group LLC 1.04% 49,938 $1.6M
9 Ariadne Wealth Management, LP 1.01% 70,841 $2.3M
10 Anson Capital, Inc. 1.00% 47,628 $1.5M
11 Hyundai Investments Co., Ltd. 0.61% 17,311 $559K
12 Trek Financial, LLC 0.60% 372,196 $12.0M
13 Thrive Capital Management, LLC 0.57% 93,679 $3.0M
14 John W. Brooker & Co., CPAs 0.56% 14,424 $465K
15 Puff Wealth Management, LLC 0.56% 17,041 $549K
16 Concord Asset Management, LLC/VA 0.50% 100,138 $3.2M
17 Cooper Financial Group 0.48% 179,966 $5.8M
18 10Elms LLP 0.47% 34,214 $1.1M
19 DORVAL Corp 0.46% 49,675 $1.6M
20 Pekin Hardy Strauss, Inc. 0.45% 160,011 $5.2M
21 Crescent Grove Advisors, LLC 0.43% 158,296 $5.1M
22 D.B. Root & Company, LLC 0.42% 61,140 $2.0M
23 CFS Investment Advisory Services, LLC 0.42% 194,623 $6.3M
24 Bouvel Investment Partners, LLC 0.39% 53,449 $1.7M
25 Concord Wealth Partners 0.38% 102,299 $3.3M
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 Inc (DVYE)

What does the Smart Money Trend signal show for DVYE?

Buying streak — 6 quarters in a row: For 6 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: 114 funds were net buyers (28 opened a brand new position + 86 added to an existing one). Only 64 were sellers (42 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DVYE holders?

Elite ownership — 44% AUM from top-100 funds: 20 of 199 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in DVYE. 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 DVYE?

49% of holders stayed for 2+ years: 98 out of 199 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.

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