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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
$200B
641 1,628 987 5.59%
SPGI icon
2
S&P Global
SPGI
$119B
601 924 323 1.18%
DIS icon
3
Walt Disney
DIS
$177B
576 1,714 1,138 25.1%
VTV icon
4
Vanguard Morningstar Value ETF
VTV
$189B
390 827 437 49.7%
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$113B
381 633 252 28.1%
MDT icon
6
Medtronic
MDT
$118B
328 1,003 675 17%
PYPL icon
7
PayPal
PYPL
$44.8B
328 1,149 821 54.7%
QCOM icon
8
Qualcomm
QCOM
$190B
317 1,140 823 16.3%
CMCSA icon
9
Comcast
CMCSA
$80.7B
307 1,135 828 51.4%
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$192B
285 765 480 41%
ADBE icon
11
Adobe
ADBE
$98.9B
279 1,113 834 45.4%
F icon
12
Ford
F
$52.7B
278 781 503 21.9%
CRM icon
13
Salesforce
CRM
$196B
273 1,081 808 12.1%
VO icon
14
Vanguard Morningstar Mid-Cap ETF
VO
$105B
266 722 456 34.5%
DUK icon
15
Duke Energy
DUK
$91.6B
251 830 579 5.26%
XYZ
16
Block Inc
XYZ
$45.8B
251 607 356 43.7%
VYM icon
17
Vanguard High Dividend Yield ETF
VYM
$80.8B
249 628 379 41.9%
NEE icon
18
NextEra Energy
NEE
$168B
238 1,064 826 5.01%
GLD icon
19
SPDR Gold Trust
GLD
$148B
237 770 533 122%
IJR icon
20
iShares Core S&P Small-Cap ETF
IJR
$105B
237 973 736 28.8%
DOW icon
21
Dow Inc
DOW
$20.8B
235 674 439 54.9%
ESGU icon
22
iShares ESG Aware MSCI USA ETF
ESGU
$18B
230 373 143 64.3%
BLK icon
23
Blackrock
BLK
$166B
224 842 618 40%
FDX icon
24
FedEx
FDX
$71.9B
223 731 508 31.2%
IJH icon
25
iShares Core S&P Mid-Cap ETF
IJH
$121B
222 842 620 36%
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