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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 Dec ‘21
CCI icon
51
Crown Castle
CCI
$34.7B
200 596 396 61%
KO icon
52
Coca-Cola
KO
$401B
199 1,121 922 57.3%
EFG icon
53
iShares MSCI EAFE Growth ETF
EFG
$14.9B
199 331 132 7.71%
PFF icon
54
iShares Preferred and Income Securities ETF
PFF
$12B
198 468 270 26.8%
ESGU icon
55
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
197 315 118 54.5%
VBR icon
56
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.8B
194 484 290 31.8%
CSCO icon
57
Cisco
CSCO
$424B
194 1,270 1,076 69.7%
VIG icon
58
Vanguard Dividend Appreciation ETF
VIG
$113B
193 668 475 40.5%
TJX icon
59
TJX Companies
TJX
$161B
192 717 525 93.3%
UPS icon
60
United Parcel Service
UPS
$82.6B
190 895 705 54.7%
UNH icon
61
UnitedHealth
UNH
$359B
190 1,155 965 20.3%
EFA icon
62
iShares MSCI EAFE ETF
EFA
$76.8B
190 697 507 31.5%
SPDW icon
63
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
187 318 131 35.2%
DGRO icon
64
iShares Core Dividend Growth ETF
DGRO
$43.8B
186 353 167 41.5%
IWD icon
65
iShares Russell 1000 Value ETF
IWD
$83.4B
185 523 338 51.9%
XLE icon
66
State Street Energy Select Sector SPDR ETF
XLE
$43.6B
182 575 393 144%
SCHA icon
67
Schwab U.S Small- Cap ETF
SCHA
$21.3B
179 416 237 24.8%
RDVY icon
68
First Trust Rising Dividend Achievers ETF
RDVY
$25.3B
178 211 33 52.9%
VOE icon
69
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.9B
178 348 170 36.5%
AVGO icon
70
Broadcom
AVGO
$1.58T
175 805 630 399%
IXUS icon
71
iShares Core MSCI Total International Stock ETF
IXUS
$57.7B
174 286 112 31.5%
VTEB icon
72
Vanguard Tax-Exempt Bond Index Fund
VTEB
$50.4B
168 317 149 12.6%
NEE icon
73
NextEra Energy
NEE
$166B
168 939 771 14.6%
LLY icon
74
Eli Lilly
LLY
$1.12T
168 854 686 355%
ADBE icon
75
Adobe
ADBE
$95.1B
168 996 828 56.9%
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