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Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net new
positions 		New positions Closed positions Return since
31 Mar ‘26
HYGH icon
1326
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$602M
7 17 10 1.12%
BGY icon
1327
BlackRock Enhanced International Dividend Trust
BGY
$533M
7 13 6 8.69%
CMDB
1328
Costamare Bulkers Holdings
CMDB
$442M
7 14 7 17.8%
CRF
1329
Cornerstone Total Return Fund
CRF
$1.14B
7 17 10 1.3%
PCB icon
1330
PCB Bancorp
PCB
$399M
7 13 6 26.4%
KBDC
1331
Kayne Anderson BDC
KBDC
$892M
7 19 12 1.6%
GAU
1332
Galiano Gold
GAU
$547M
7 19 12 16.7%
FDBC icon
1333
Fidelity D&D Bancorp
FDBC
$324M
7 12 5 28.8%
ESCA icon
1334
Escalade
ESCA
$276M
7 13 6 16.9%
JHMD icon
1335
John Hancock Multifactor Developed International ETF
JHMD
$987M
7 11 4 9.87%
XFOR icon
1336
X4 Pharmaceuticals
XFOR
$418M
7 18 11 2.18%
IBTO icon
1337
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$464M
7 15 8 2.34%
LDP icon
1338
Cohen & Steers Duration Preferred & Income Fund
LDP
$600M
7 14 7 3.31%
AVSU icon
1339
Avantis Responsible US Equity ETF
AVSU
$491M
7 10 3 22.9%
WTMF icon
1340
WisdomTree Managed Futures Strategy Fund
WTMF
$251M
7 15 8 5.27%
CFFI icon
1341
C&F Financial
CFFI
$287M
7 11 4 21.2%
OVLY icon
1342
Oak Valley Bancorp
OVLY
$287M
7 9 2 5.06%
JMSB icon
1343
John Marshall Bancorp
JMSB
$328M
7 11 4 14.6%
TPIF icon
1344
Timothy Plan International ETF
TPIF
$267M
7 13 6 7.96%
NL icon
1345
NLI Holdings
NL
$315M
7 14 7 10.5%
FPXI icon
1346
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$301M
7 13 6 18.9%
ASMB icon
1347
Assembly Biosciences
ASMB
$671M
7 17 10 18.7%
BUI icon
1348
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$726M
7 16 9 3.64%
ELVR
1349
Elevra Lithium Ltd
ELVR
$1.26B
7 17 10 10.1%
CMDY icon
1350
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$579M
7 15 8 1.97%
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