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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 ‘26
IBTO icon
2001
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$448M
21 40 19 6.03%
IBTG icon
2002
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$1.97B
21 127 106 0.44%
MCHB
2003
Mechanics Bancorp
MCHB
$3.3B
21 56 35 1.02%
HDEF icon
2004
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.21B
21 56 35 0.71%
GTES icon
2005
Gates Industrial Corp
GTES
$7B
21 153 132 22.3%
FSTA icon
2006
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.34B
21 78 57 2.73%
EVV
2007
Eaton Vance Limited Duration Income Fund
EVV
$980M
21 53 32 10.8%
ENLT icon
2008
Enlight Renewable Energy
ENLT
$9.31B
21 40 19 2.46%
EDOW icon
2009
First Trust Dow 30 Equal Weight ETF
EDOW
$313M
21 36 15 9.49%
DVY icon
2010
iShares Select Dividend ETF
DVY
$22.3B
21 458 437 1.08%
DOCN icon
2011
DigitalOcean
DOCN
$16.5B
21 147 126 63.3%
DDD icon
2012
3D Systems Corp
DDD
$628M
21 63 42 101%
CHY
2013
Calamos Convertible and High Income Fund
CHY
$943M
21 50 29 7.62%
BRCC icon
2014
BRC Inc
BRCC
$129M
21 45 24 16.6%
AYI icon
2015
Acuity Brands
AYI
$9.24B
21 209 188 10.2%
AVNM icon
2016
Avantis All International Markets Equity ETF
AVNM
$759M
21 25 4 9.51%
ATOM icon
2017
Atomera
ATOM
$184M
21 39 18 23.6%
AMX icon
2018
America Movil
AMX
$63.6B
21 101 80 16.4%
AGO icon
2019
Assured Guaranty
AGO
$3.01B
21 139 118 16%
AGL icon
2020
Agilon Health
AGL
$1.41B
21 45 24 964%
AGGH icon
2021
Simplify Aggregate Bond ETF
AGGH
$527M
21 43 22 6.93%
SMIG icon
2022
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.43B
20 32 12 6.71%
ARTNA icon
2023
Artesian Resources
ARTNA
$347M
20 42 22 5.56%
EWW icon
2024
iShares MSCI Mexico ETF
EWW
$1.52B
20 90 70 5.5%
BWFG icon
2025
Bankwell Financial Group
BWFG
$531M
20 49 29 37.4%
79 80
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