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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘21
IBMP icon
201
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$658M
20 23 3 6.21%
IIIN icon
202
Insteel Industries
IIIN
$626M
20 68 48 18.8%
WLDN icon
203
Willdan Group
WLDN
$1.24B
20 40 20 134%
XRN
204
Chiron Real Estate Inc
XRN
$475M
20 69 49 59.6%
ETB
205
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$459M
20 29 9 8.64%
CCB icon
206
Coastal Financial
CCB
$743M
20 39 19 3.97%
OLMA icon
207
Olema Pharmaceuticals
OLMA
$1.04B
20 33 13 27.6%
VIR icon
208
Vir Biotechnology
VIR
$1.5B
20 77 57 78.8%
UFOX
209
Defiance Space and Connective Tech ETF
UFOX
$896M
20 71 51 105%
ZNTL icon
210
Zentalis Pharmaceuticals
ZNTL
$297M
20 53 33 95.1%
PSEC icon
211
Prospect Capital
PSEC
$1.15B
20 75 55 72.8%
IHF icon
212
iShares US Healthcare Providers ETF
IHF
$1.27B
20 61 41 1.31%
ACEL icon
213
Accel Entertainment
ACEL
$978M
20 42 22 7.45%
AVXL icon
214
Anavex Life Sciences
AVXL
$314M
20 52 32 80.4%
BTT icon
215
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
20 43 23 12.8%
GWX icon
216
State Street SPDR S&P International Small Cap ETF
GWX
$914M
20 79 59 20.9%
EIM
217
Eaton Vance Municipal Bond Fund
EIM
$499M
19 44 25 28.5%
SPEU icon
218
State Street SPDR Portfolio Europe ETF
SPEU
$742M
19 32 13 34%
PCT icon
219
PureCycle Technologies
PCT
$1.46B
19 47 28 24.2%
OTLY
220
Oatly Group
OTLY
$419M
19 52 33 91.8%
PEB icon
221
Pebblebrook Hotel Trust
PEB
$2B
19 98 79 20.8%
GTIP icon
222
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$295M
19 22 3 18.6%
ISMD icon
223
Inspire Small/Mid Cap Impact ETF
ISMD
$342M
19 23 4 41.7%
PFLD icon
224
AAM Low Duration Preferred and Income Securities ETF
PFLD
$408M
19 20 1 22%
PHAT icon
225
Phathom Pharmaceuticals
PHAT
$693M
19 33 14 56.4%