Ishares Tr (DMXF) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Ishares Tr (DMXF) following the 2026 Q2 hedge fund 13F filings?

As of today, DMXF has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), DMXF gained +3.6% vs +4.0% 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 (DMXF)

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

Smart Money Signals — DMXF

Based on 241 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

241 hedge funds hold DMXF 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 — +16% more funds vs a year ago

fund count last 6Q

+34 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 77% buying

158 buying48 selling

Last quarter: 158 funds were net buyers (63 opened a brand new position + 95 added to an existing one). Only 48 were sellers (34 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+36 vs last Q)

new funds entering per quarter

Funds opening a new DMXF position: 33 → 18 → 27 → 63. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 31% medium ■ 22% new

112 out of 241 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.

🚀

Acceleration phase — new buyers rushing in

22 → 33 → 18 → 27 → 63 new funds/Q

New funds entering each quarter: 33 → 18 → 27 → 63. 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.

🏛️

Veteran-anchored — 50% veterans vs 31% newcomers

■ 50% veterans ■ 19% 1-2yr ■ 31% new

Entry-cohort mix of 241 holders: 121 (50%) are 2+ year veterans, 46 entered 1–2 years ago, and 74 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds

20 of 240 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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	240	191	25.65%
13F Shares	8M	5M	42.85%
Total Value	$557M	$404M	38.13%
New Positions	63	27	+36
Increased Positions	95	82	+13
Closed Positions	14	21	-7
Reduced Positions	34	52	-18
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

240

191

25.65%

13F Shares

42.85%

Total Value

$557M

$404M

38.13%

New Positions

+36

Increased Positions

+13

Closed Positions

-7

Reduced Positions

-18

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

240 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 DMXF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sbe LLC Dba Cedar Cove Wealth Partners	9.77%	245,699	$20.8M
2	Northwest & Ethical Investments L.P.	6.71%	3,409,570	$288.4M
3	IMA Advisory Services, Inc.	4.35%	822,257	$69.5M
4	Values Added Financial LLC	3.30%	107,954	$9.1M
5	Invera Wealth Advisors, LLC	3.05%	67,313	$5.7M
6	SeedSafe Financial LLC	2.86%	42,960	$3.2M
7	Atlantic Private Wealth, LLC	2.23%	42,917	$3.6M
8	Avise Financial Cooperative, Inc.	1.69%	28,211	$2.4M
9	Figure 8 Investment Strategies LLC	1.35%	18,840	$1.6M
10	Fairlight Advisors	1.24%	18,024	$1.5M
11	Cornerstone Financial Management LLC	1.15%	16,897	$1.4M
12	Decker Retirement Planning Inc.	1.14%	39,438	$3.3M
13	Equita Financial Network, Inc.	1.00%	42,427	$3.6M
14	Westfuller Advisors, LLC	0.99%	32,125	$2.7M
15	Shotwell Rutter Baer Inc	0.91%	19,640	$1.7M
16	Regatta Capital Group, LLC	0.80%	70,362	$6.0M
17	Davis Wealth Advisors, LLC	0.74%	11,334	$959K
18	VERITY Wealth Advisors	0.69%	13,428	$1.1M
19	Atwater Malick LLC	0.64%	34,843	$2.9M
20	Archer Investment Management, LLC	0.62%	21,610	$1.8M
21	Warner Financial, Inc	0.50%	20,031	$1.7M
22	Walkner Condon Financial Advisors LLC	0.47%	48,437	$4.1M
23	Arjuna Capital	0.46%	24,261	$2.1M
24	Urban Financial Advisory Corp	0.38%	16,435	$1.4M
25	Accredited Investors Inc.	0.37%	101,689	$8.6M

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 (DMXF)

What does the Smart Money Trend signal show for DMXF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, 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?

More buyers than sellers — 77% buying: Last quarter: 158 funds were net buyers (63 opened a brand new position + 95 added to an existing one). Only 48 were sellers (34 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DMXF holders?

Strong quality — 38% AUM from major funds: 20 of 240 holders rank in the top 100 by AUM, accounting for 38% 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 DMXF?

46% of holders stayed for 2+ years: 112 out of 241 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.

Is it too late to buy Ishares Tr (DMXF) following the 2026 Q2 hedge fund 13F filings?

As of today, DMXF has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), DMXF has gained +3.6% vs +4.0% 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.

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Ishares Tr (DMXF)

Smart Money Signals — DMXF

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +16% more funds vs a year ago

More buyers than sellers — 77% buying

More new buyers each quarter (+36 vs last Q)

46% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 50% veterans vs 31% newcomers

Strong quality — 38% AUM from major funds

Institutional Sentiment Summary — DMXF

Hedge Fund Ownership: DMXF

Market Analysis: DMXF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DMXF

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

Hedge Fund Positioning: DMXF

Statistics: DMXF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (DMXF)

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