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Name Net new
positions
New positions Closed positions Return since
31 Mar ‘26
1
170 173 3 15.7%
2
164 170 6 23.7%
3
138 139 1 1.7%
MHD icon
4
BlackRock MuniHoldings Fund
MHD
$619M
93 104 11 5.23%
5
93 93 0 11.1%
6
89 118 29 6.24%
7
76 96 20 5.19%
8
69 69 0 77.3%
9
69 69 0 55.6%
10
68 87 19 39.1%
IYE icon
11
iShares US Energy ETF
IYE
$1.61B
63 79 16 10%
12
63 72 9 1.34%
13
62 75 13 16.2%
14
60 99 39 31.9%
15
59 77 18 19.8%
16
58 58 0 1.11%
17
58 58 0 2.83%
18
57 57 0 16%
19
56 87 31 25.2%
20
55 63 8 3.07%
21
55 71 16 26.1%
22
55 55 0 37.9%
23
54 68 14 25.7%
24
54 68 14 18%
25
54 59 5 73.3%