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Stocks Most Commonly
Held In Funds’ Top 10

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds holding
in top 10 		Growth Growth % Return since
31 Dec ‘20
IQV icon
1351
IQVIA
IQV
$39.3B
29 +2 +7% 33.2%
SPDW icon
1352
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.6B
59 +4 +7% 53%
DAR icon
1353
Darling Ingredients
DAR
$9.44B
15 +1 +7% 3%
BSX icon
1354
Boston Scientific
BSX
$71.5B
15 +1 +7% 37.2%
JPST icon
1355
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
121 +8 +7% 0.69%
VUG icon
1356
Vanguard Morningstar Growth ETF
VUG
$231B
221 +14 +7% 112%
EFA icon
1357
iShares MSCI EAFE ETF
EFA
$80.2B
158 +10 +7% 48.8%
IWR icon
1358
iShares Russell Mid-Cap ETF
IWR
$57.4B
64 +4 +7% 65%
HDV
1359
iShares Core High Dividend ETF
HDV
$14.9B
16 +1 +7% 64.2%
SPTI icon
1360
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
16 +1 +7% 14.9%
OTIS icon
1361
Otis Worldwide
OTIS
$28.2B
16 +1 +7% 9.53%
ZTO icon
1362
ZTO Express
ZTO
$17.9B
16 +1 +7% 19.1%
IGSB icon
1363
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
115 +7 +6% 5.51%
BRK.A icon
1364
Berkshire Hathaway Class A
BRK.A
$1.12T
100 +6 +6% 124%
EDU icon
1365
New Oriental
EDU
$8.98B
34 +2 +6% 69.6%
ZG icon
1366
Zillow
ZG
$7.63B
17 +1 +6% 75%
MCK icon
1367
McKesson
MCK
$101B
17 +1 +6% 400%
SCZ icon
1368
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.7B
35 +2 +6% 27%
BOND icon
1369
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.47B
35 +2 +6% 19.7%
UNH icon
1370
UnitedHealth
UNH
$370B
214 +12 +6% 16.1%
SCHZ icon
1371
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
54 +3 +6% 18.6%
SCHO icon
1372
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
60 +3 +5% 6.38%
PLD icon
1373
Prologis
PLD
$133B
40 +2 +5% 40.6%
CB icon
1374
Chubb
CB
$135B
20 +1 +5% 128%
SEDG icon
1375
SolarEdge
SEDG
$1.95B
20 +1 +5% 90%
53 54
55
56 57