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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 ‘15
CUBE icon
2001
CubeSmart
CUBE
$8.68B
2 73 71 59.7%
CTSO icon
2002
Cytosorbents Corp
CTSO
$9.64M
2 2 0 98.8%
CPF icon
2003
Central Pacific Financial
CPF
$929M
2 43 41 57.2%
COLB icon
2004
Columbia Banking Systems
COLB
$8.1B
2 68 66 1.17%
CNXN icon
2005
PC Connection
CNXN
$2.29B
2 31 29 248%
CLIR icon
2006
ClearSign Technologies
CLIR
$16.7M
2 8 6 95.4%
CHW icon
2007
Calamos Global Dynamic Income Fund
CHW
$508M
2 17 15 9.44%
CHRS icon
2008
Coherus Oncology
CHRS
$162M
2 13 11 96.5%
CEMB icon
2009
iShares JPMorgan EM Corporate Bond ETF
CEMB
$424M
2 5 3 11.3%
BZQ icon
2010
ProShares UltraShort MSCI Brazil Capped
BZQ
$2.02M
2 3 1 99.6%
BYLD icon
2011
iShares Yield Optimized Bond ETF
BYLD
$419M
2 3 1 14.3%
BWEN icon
2012
Broadwind
BWEN
$84.2M
2 15 13 28.8%
BSRR icon
2013
Sierra Bancorp
BSRR
$508M
2 20 18 134%
BRT icon
2014
BRT Apartments
BRT
$256M
2 8 6 91%
BOTJ icon
2015
Bank Of The James
BOTJ
$123M
2 3 1 169%
BOSC icon
2016
Better Online Solutions
BOSC
$30.3M
2 2 0 107%
BIZD icon
2017
VanEck BDC Income ETF
BIZD
$1.46B
2 8 6 34.6%
BBN icon
2018
BlackRock Taxable Municipal Bond Trust
BBN
$900M
2 25 23 35.8%
BBC icon
2019
Virtus Biotech Clinical Trials ETF
BBC
$39.1M
2 2 0 25.4%
BANR icon
2020
Banner Corp
BANR
$2.47B
2 59 57 46.7%
AUB icon
2021
Atlantic Union Bankshares
AUB
$5.47B
2 39 37 72.4%
ASX icon
2022
ASE Group
ASX
$109B
2 45 43 482%
AOD icon
2023
abrdn Total Dynamic Dividend Fund
AOD
$1.07B
2 23 21 14%
AKO.A icon
2024
Embotelladora Andina Series A
AKO.A
$3.77B
2 5 3 –
AIVL icon
2025
WisdomTree US AI Enhanced Value Fund
AIVL
$419M
2 40 38 75.4%
79 80
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