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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
IBMP icon
2851
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$659M
11 19 8 0.24%
MNRO icon
2852
Monro
MNRO
$359M
11 38 27 28.4%
FYX icon
2853
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.42B
11 25 14 22.4%
IBHF icon
2854
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$790M
11 19 8 1.96%
HTLD icon
2855
Heartland Express
HTLD
$989M
11 29 18 23%
XJH icon
2856
iShares ESG Screened S&P Mid-Cap ETF
XJH
$439M
11 19 8 17.2%
DNUT icon
2857
Krispy Kreme
DNUT
$578M
11 42 31 1.77%
SMBK icon
2858
SmartFinancial
SMBK
$902M
11 24 13 35.1%
SD icon
2859
SandRidge Energy
SD
$520M
11 36 25 14%
ABAT icon
2860
American Battery Technology Co
ABAT
$340M
11 34 23 10.8%
BHRB icon
2861
Burke & Herbert Financial Services Corp
BHRB
$1.48B
11 29 18 17.4%
SVV icon
2862
Savers
SVV
$1.63B
11 37 26 43.3%
PBYI icon
2863
Puma Biotechnology
PBYI
$456M
11 29 18 38.2%
BCAL icon
2864
Southern California Bancorp
BCAL
$697M
11 25 14 22.3%
WOLF icon
2865
Wolfspeed
WOLF
$1.65B
11 42 31 94.8%
CMCL icon
2866
Caledonia Mining Corp
CMCL
$434M
11 26 15 0.53%
SHYM
2867
iShares Short Duration High Yield Muni Active ETF
SHYM
$816M
11 28 17 0.73%
SKE
2868
Skeena Resources
SKE
$4.15B
11 34 23 11.2%
NMZ icon
2869
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.21B
11 22 11 1.25%
BWMN icon
2870
Bowman Consulting
BWMN
$733M
11 29 18 48.7%
VYGR icon
2871
Voyager Therapeutics
VYGR
$201M
11 28 17 15.3%
STRT icon
2872
STRATTEC Security
STRT
$348M
11 29 18 6.38%
NFRA icon
2873
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.05B
11 20 9 3.69%
IBMR icon
2874
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$472M
11 19 8 0.24%
AURA icon
2875
Aura Biosciences
AURA
$797M
11 23 12 14.9%
113 114
115
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