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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘15
IMCB icon
526
iShares Morningstar Mid-Cap ETF
IMCB
$1.71B
2 5 3 165%
WOOD icon
527
iShares Global Timber & Forestry ETF
WOOD
$270M
2 6 4 38.1%
ULH icon
528
Universal Logistics Holdings
ULH
$503M
2 7 5 13.1%
CCBG icon
529
Capital City Bank Group
CCBG
$888M
2 6 4 240%
NRK icon
530
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$919M
2 10 8 16.1%
AOM icon
531
iShares Core Moderate Allocation ETF
AOM
$1.77B
2 6 4 41.2%
DFJ icon
532
WisdomTree Japan SmallCap Dividend Fund
DFJ
$397M
2 7 5 97.8%
PMO
533
Franklin Municipal Opportunities Trust
PMO
$285M
2 6 4 10.5%
CGW icon
534
Invesco S&P Global Water Index ETF
CGW
$1.07B
2 6 4 131%
ELDN icon
535
Eledon Pharmaceuticals
ELDN
$289M
2 11 9 99.8%
DSM
536
BNY Mellon Strategic Municipal Bond Fund
DSM
$290M
2 7 5 23.5%
DPG
537
Duff & Phelps Utility and Infrastructure Fund
DPG
$523M
2 8 6 18%
RC
538
Ready Capital
RC
$323M
2 6 4 88.9%
KBWD icon
539
Invesco KBW High Dividend Yield Financial ETF
KBWD
$427M
2 9 7 47.7%
ATLO icon
540
AMES National
ATLO
$280M
2 3 1 25.9%
NXP icon
541
Nuveen Select Tax-Free Income Portfolio
NXP
$897M
2 8 6 4.94%
ISCB icon
542
iShares Morningstar Small-Cap ETF
ISCB
$291M
2 3 1 114%
MCI
543
Barings Corporate Investors
MCI
$340M
2 5 3 3.05%
PEJ icon
544
Invesco Leisure and Entertainment ETF
PEJ
$307M
2 7 5 84%
AOK icon
545
iShares Core Conservative Allocation ETF
AOK
$791M
2 5 3 27.4%
BGH
546
Barings Global Short Duration High Yield Fund
BGH
$286M
2 8 6 28.7%
KBWY icon
547
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$305M
2 4 2 42.8%
RTH icon
548
VanEck Retail ETF
RTH
$262M
2 7 5 266%
ISCG icon
549
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.01B
2 4 2 171%
PRN icon
550
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$435M
2 7 5 375%