Ishares Tr (DVY) Hedge Fund Ownership (Q2 2026)

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

As of today, DVY has moved -4.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -3.5%. Since the quarter end (June 30, 2026), DVY gained +0.6% vs +3.3% 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 (DVY)

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

Smart Money Signals — DVY

Based on 1432 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

1,432 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 — +12% more funds vs a year ago

fund count last 6Q

+152 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 50% buying

557 buying548 selling

Last quarter: 557 funds bought or added vs 548 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 (-30 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 97 → 153 → 139 → 109. 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.

🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 16% medium ■ 15% new

997 out of 1,432 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.

➡️

Steady discovery — ~109 new funds/quarter

90 → 97 → 153 → 139 → 109 new funds/Q

New funds entering each quarter: 97 → 153 → 139 → 109. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 18% new

Entry-cohort mix of 1,440 holders: 1,017 (71%) are 2+ year veterans, 162 entered 1–2 years ago, and 261 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds

38 of 1425 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	1415	1415	-
13F Shares	70M	69M	1.27%
Total Value	$10.74B	$10.29B	4.36%
New Positions	107	139	-32
Increased Positions	441	447	-6
Closed Positions	100	87	+13
Reduced Positions	451	429	+22
Total Calls	6	6	-
Total Puts	7	7	-
PUT/CALL Ratio	1.17	1.17	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1415

13F Shares

70M

69M

1.27%

Total Value

$10.74B

$10.29B

4.36%

New Positions

107

139

-32

Increased Positions

441

447

-6

Closed Positions

100

+13

Reduced Positions

451

429

+22

Total Calls

Total Puts

PUT/CALL Ratio

1.17

Neutral

Institutional Holders (2026 Q2)

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:

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

Top 25 DVY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Northside Capital Management, LLC	8.33%	651,372	$101.8M
2	Arcus Capital Partners, LLC	8.17%	126,317	$19.7M
3	Corundum Trust Company, INC	7.86%	18,840	$2.9M
4	Yukon Wealth Management, Inc.	7.81%	174,560	$27.3M
5	Moment Partners, LLC	7.61%	270,057	$42.2M
6	Florin Court Capital LLP	6.82%	26,700	$4.2M
7	Cabana LLC	6.41%	5,443	$851K
8	Powell Investment Advisors, LLC	4.90%	99,237	$15.5M
9	First National Bank & Trust Co of Newtown	4.67%	142,561	$23.0M
10	Eagle Bay Advisors LLC	4.53%	38,710	$6.1M
11	Ellis Investment Partners, LLC	4.37%	184,501	$28.8M
12	MYDA Advisors LLC	4.07%	175,000	$27.4M
13	Sterling Investment Advisors, Ltd.	3.93%	305,312	$23.5M
14	Schwarz Dygos Wheeler Investment Advisors LLC	3.75%	125,694	$19.6M
15	Greenberg Financial Group	3.72%	64,327	$10.1M
16	Sankala Group LLC	3.51%	31,801	$5.3M
17	First United Bank & Trust	3.36%	74,743	$11.7M
18	Godfrey Financial Associates, Inc.	3.32%	27,759	$4.3M
19	FOCUS Wealth Advisors, LLC	2.83%	39,099	$6.1M
20	Gallagher Capital Advisors, LLC	2.83%	31,658	$4.9M
21	American Wealth Advisors, LLC	2.77%	18,905	$3.0M
22	Raab & Moskowitz Asset Management LLC	2.64%	83,948	$13.1M
23	Wealth Management Associates, Inc.	2.63%	61,063	$9.5M
24	Taylor Financial Group, Inc.	2.61%	30,431	$4.8M
25	Mendel Capital Management LLC	2.56%	36,386	$5.7M

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 Tr (DVY)

What does the Smart Money Trend signal show for DVY?

Buying streak — 4 quarters in a row: For 4 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 — 50% buying: Last quarter: 557 funds bought or added vs 548 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: 38 of 1425 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?

70% of holders stayed for 2+ years: 997 out of 1,432 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 Q2 hedge fund 13F filings?

As of today, DVY has moved -4.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -3.5%. Since the quarter end (June 30, 2026), DVY has gained +0.6% vs +3.3% 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 (DVY)

Smart Money Signals — DVY

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Steady growth — +12% more funds vs a year ago

Slight buying edge — 50% buying

Fewer new buyers each quarter (-30 vs last Q)

70% of holders stayed for 2+ years

Steady discovery — ~109 new funds/quarter

Veteran-anchored — 71% veterans vs 18% newcomers

Elite ownership — 57% AUM from top-100 funds

Institutional Sentiment Summary — DVY

Hedge Fund Ownership: DVY

Market Analysis: DVY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DVY

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

Hedge Fund Positioning: DVY

Statistics: DVY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (DVY)

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