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Stocks With The Most
Increased Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net increased
positions 		Increased positions Reduced positions Return since
30 Sep ‘21
CRM icon
1
Salesforce
CRM
$152B
676 1,204 528 31.4%
ADI icon
2
Analog Devices
ADI
$176B
498 709 211 116%
IEFA icon
3
iShares Core MSCI EAFE ETF
IEFA
$191B
364 710 346 32.9%
TIP icon
4
iShares TIPS Bond ETF
TIP
$14.5B
350 616 266 16.3%
CMCSA icon
5
Comcast
CMCSA
$87.2B
334 1,101 767 56.1%
VWO icon
6
Vanguard FTSE Emerging Markets ETF
VWO
$121B
325 878 553 18.1%
DIS icon
7
Walt Disney
DIS
$170B
321 1,441 1,120 42%
QCOM icon
8
Qualcomm
QCOM
$159B
319 995 676 17.5%
IJR icon
9
iShares Core S&P Small-Cap ETF
IJR
$111B
306 888 582 35.4%
VB icon
10
Vanguard Morningstar Small-Cap ETF
VB
$80.7B
296 684 388 37%
VO icon
11
Vanguard Morningstar Mid-Cap ETF
VO
$108B
293 640 347 38.2%
LMT icon
12
Lockheed Martin
LMT
$135B
293 916 623 69.9%
SCHD icon
13
Schwab US Dividend Equity ETF
SCHD
$104B
290 514 224 35.6%
VCSH icon
14
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
272 576 304 4.84%
O icon
15
Realty Income
O
$59.2B
270 486 216 1%
MDT icon
16
Medtronic
MDT
$111B
262 937 675 30.8%
VZ icon
17
Verizon
VZ
$198B
260 1,352 1,092 12.3%
VTV icon
18
Vanguard Morningstar Value ETF
VTV
$189B
258 643 385 63.3%
PYPL icon
19
PayPal
PYPL
$49.5B
250 1,153 903 77.8%
PFF icon
20
iShares Preferred and Income Securities ETF
PFF
$13.3B
234 478 244 21.1%
MCD icon
21
McDonald's
MCD
$188B
232 1,102 870 10%
ABNB icon
22
Airbnb
ABNB
$89.4B
232 398 166 10.2%
ESGU icon
23
iShares ESG Aware MSCI USA ETF
ESGU
$18B
229 320 91 68.7%
VTIP icon
24
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
222 341 119 5.61%
VXUS icon
25
Vanguard Total International Stock ETF
VXUS
$156B
218 366 148 34.4%
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