Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (DSI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +48
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — DSI

Based on 574 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DSI 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
574 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 — +8% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

247 buying226 selling
Last quarter: 247 funds bought or added vs 226 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.
📈

More new buyers each quarter (+38 vs last Q)

new funds entering per quarter
Funds opening a new DSI position: 31 → 48 → 34 → 72. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 17% new
360 out of 574 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

62 → 31 → 48 → 34 → 72 new funds/Q
New funds entering each quarter: 31 → 48 → 34 → 72. A growing number of institutions are discovering DSI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 14% 1-2yr ■ 24% new
Of 575 current holders: 354 (62%) 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 — 54% AUM from top-100 funds

54% from top-100 AUM funds
20 of 574 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.
3.5
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.

Hedge Fund Ownership: DSI

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

Market Analysis: DSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DSI

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 5 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: DSI
2026 Q1 Stats Unlock in 9 days 575 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 575 527 9.11%
13F Shares 24M 23M 3.2%
Total Value $3.08B $2.92B 5.42%
New Positions 72 35 +37
Increased Positions 176 153 +23
Closed Positions 24 37 -13
Reduced Positions 203 218 -15
Total Calls 0 0 -
Total Puts 1 1 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DSI

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

575 + investors

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

Top 25 institutional holders of DSI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IMA Advisory Services, Inc. 4.86% 412,576 $49.7M
2 Avise Financial Cooperative, Inc. 4.50% 44,888 $5.4M
3 Gilbert Capital Group, Inc. 3.97% 42,434 $5.1M
4 NATURAL INVESTMENTS, LLC 2.92% 97,849 $12K
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 AtlasMark Financial, Inc 2.35% 8,510 $944K
10 Laurel Wealth Planning LLC 2.18% 34,117 $4.1M
11 Stanich Group LLC 2.14% 23,151 $2.8M
12 Compass Financial Group, Inc. (Ohio) 2.09% 23,618 $2.9M
13 Francis Financial, Inc. 2.06% 91,578 $11.1M
14 Archer Investment Management, LLC 1.99% 39,065 $4.7M
15 Mascoma Wealth Management LLC 1.82% 72,480 $8.8M
16 Fingerlakes Wealth Management, Inc. 1.70% 21,175 $2.6M
17 Dunhill Financial, LLC 1.50% 52,521 $6.4M
18 Topel & Distasi Wealth Management, LLC 1.42% 22,655 $2.7M
19 Gemmer Asset Management LLC 1.33% 138,689 $16.8M
20 Neumann Capital Management, LLC 1.26% 35,428 $4.3M
21 Columbia Bank 1.23% 35,440 $4.3M
22 Creekside Partners 1.22% 24,517 $3.0M
23 WHI TRUST Co LLC 1.12% 12,280 $1.5M
24 Allodium Investment Consultants, LLC 1.08% 18,531 $2.2M
25 Brio Consultants, LLC 1.05% 62,899 $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 (DSI)

What does the Smart Money Trend signal show for DSI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DSI 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 DSI?

Slight buying edge — 52% buying: Last quarter: 247 funds bought or added vs 226 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 DSI holders?

Elite ownership — 54% AUM from top-100 funds: 20 of 574 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?

63% of holders stayed for 2+ years: 360 out of 574 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.

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.