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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
$34B
200 596 396 61.7%
KO icon
52
Coca-Cola
KO
$396B
199 1,121 922 55.4%
EFG icon
53
iShares MSCI EAFE Growth ETF
EFG
$15B
199 331 132 8.33%
PFF icon
54
iShares Preferred and Income Securities ETF
PFF
$12.1B
198 468 270 26%
ESGU icon
55
iShares ESG Aware MSCI USA ETF
ESGU
$18.1B
197 315 118 56.4%
VBR icon
56
Vanguard Morningstar Small-Cap Value ETF
VBR
$36.1B
194 484 290 32.6%
CSCO icon
57
Cisco
CSCO
$433B
194 1,270 1,076 73.3%
VIG icon
58
Vanguard Dividend Appreciation ETF
VIG
$113B
193 668 475 40.9%
TJX icon
59
TJX Companies
TJX
$159B
192 717 525 90.4%
UPS icon
60
United Parcel Service
UPS
$83.2B
190 895 705 54.4%
UNH icon
61
UnitedHealth
UNH
$365B
190 1,155 965 19%
EFA icon
62
iShares MSCI EAFE ETF
EFA
$76.9B
190 697 507 31.8%
SPDW icon
63
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.5B
187 318 131 35.7%
DGRO icon
64
iShares Core Dividend Growth ETF
DGRO
$43.8B
186 353 167 41.4%
IWD icon
65
iShares Russell 1000 Value ETF
IWD
$83.7B
185 523 338 52.5%
XLE icon
66
State Street Energy Select Sector SPDR ETF
XLE
$42.8B
182 575 393 140%
SCHA icon
67
Schwab U.S Small- Cap ETF
SCHA
$21.6B
179 416 237 26.9%
RDVY icon
68
First Trust Rising Dividend Achievers ETF
RDVY
$25.5B
178 211 33 53.9%
VOE icon
69
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.9B
178 348 170 36.5%
AVGO icon
70
Broadcom
AVGO
$1.64T
175 805 630 417%
IXUS icon
71
iShares Core MSCI Total International Stock ETF
IXUS
$58.1B
174 286 112 32.4%
VTEB icon
72
Vanguard Tax-Exempt Bond Index Fund
VTEB
$50.4B
168 317 149 12.7%
NEE icon
73
NextEra Energy
NEE
$165B
168 939 771 15.4%
LLY icon
74
Eli Lilly
LLY
$1.12T
168 854 686 353%
ADBE icon
75
Adobe
ADBE
$97.9B
168 996 828 55.6%
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