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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 Jun ‘14
AGG icon
51
iShares Core US Aggregate Bond ETF
AGG
$139B
57 199 142 10.5%
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.08T
55 593 538 299%
VWO icon
53
Vanguard FTSE Emerging Markets ETF
VWO
$127B
55 358 303 40.9%
VO icon
54
Vanguard Morningstar Mid-Cap ETF
VO
$110B
55 138 83 180%
XLE icon
55
State Street Energy Select Sector SPDR ETF
XLE
$41.1B
54 193 139 25.1%
VEU icon
56
Vanguard FTSE All-World ex-US ETF
VEU
$70.7B
54 172 118 64.1%
SR icon
57
Spire
SR
$4.94B
54 91 37 72%
PFF icon
58
iShares Preferred and Income Securities ETF
PFF
$13.1B
54 175 121 23.2%
RSP icon
59
Invesco S&P 500 Equal Weight ETF
RSP
$100B
54 126 72 190%
PBF icon
60
PBF Energy
PBF
$8.06B
54 95 41 155%
AEP icon
61
American Electric Power
AEP
$67.3B
53 282 229 122%
IVE icon
62
iShares S&P 500 Value ETF
IVE
$50.3B
53 136 83 163%
XEL icon
63
Xcel Energy
XEL
$48.5B
52 200 148 141%
VTV icon
64
Vanguard Morningstar Value ETF
VTV
$194B
52 125 73 180%
F icon
65
Ford
F
$55.1B
52 408 356 19.8%
IWD icon
66
iShares Russell 1000 Value ETF
IWD
$84.3B
51 188 137 155%
BBVA icon
67
Banco Bilbao Vizcaya Argentaria
BBVA
$161B
50 94 44 140%
ZWS icon
68
Zurn Elkay Water Solutions
ZWS
$8.11B
50 79 29 261%
ULTA icon
69
Ulta Beauty
ULTA
$22.9B
50 127 77 483%
IEMG icon
70
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
50 82 32 58.5%
VTR icon
71
Ventas
VTR
$48.2B
49 215 166 28.4%
XPO icon
72
XPO
XPO
$22.7B
49 77 28 1,859%
VOYA icon
73
Voya Financial
VOYA
$9.17B
48 96 48 178%
CWB icon
74
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.65B
47 81 34 105%
BAX icon
75
Baxter International
BAX
$13.6B
47 406 359 32.8%
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