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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
31 Mar ‘22
VZ icon
1
Verizon
VZ
$190B
636 1,626 990 10.2%
SPGI icon
2
S&P Global
SPGI
$121B
601 925 324 0.1%
DIS icon
3
Walt Disney
DIS
$174B
581 1,717 1,136 27%
VTV icon
4
Vanguard Morningstar Value ETF
VTV
$191B
389 827 438 51.4%
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$104B
381 632 251 27.6%
MDT icon
6
Medtronic
MDT
$109B
334 1,007 673 23.2%
PYPL icon
7
PayPal
PYPL
$49.9B
327 1,148 821 49.6%
QCOM icon
8
Qualcomm
QCOM
$165B
316 1,140 824 3.04%
CMCSA icon
9
Comcast
CMCSA
$87.3B
304 1,134 830 47.5%
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$194B
289 768 479 44%
ADBE icon
11
Adobe
ADBE
$102B
276 1,112 836 43.8%
F icon
12
Ford
F
$56.6B
276 780 504 16.1%
CRM icon
13
Salesforce
CRM
$156B
271 1,081 810 10.2%
VO icon
14
Vanguard Morningstar Mid-Cap ETF
VO
$109B
266 722 456 38.9%
XYZ
15
Block Inc
XYZ
$50.2B
251 606 355 37.8%
DUK icon
16
Duke Energy
DUK
$95.8B
250 830 580 10.1%
VYM icon
17
Vanguard High Dividend Yield ETF
VYM
$82.4B
250 629 379 46.9%
GLD icon
18
SPDR Gold Trust
GLD
$137B
239 772 533 115%
NEE icon
19
NextEra Energy
NEE
$178B
238 1,065 827 0.99%
IJR icon
20
iShares Core S&P Small-Cap ETF
IJR
$113B
237 974 737 38.3%
DOW icon
21
Dow Inc
DOW
$21.1B
234 673 439 54.1%
ESGU icon
22
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
231 374 143 66.8%
FDX icon
23
FedEx
FDX
$73.6B
222 731 509 34.5%
BLK icon
24
Blackrock
BLK
$174B
221 841 620 47%
IJH icon
25
iShares Core S&P Mid-Cap ETF
IJH
$125B
219 841 622 43.8%
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