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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
30 Jun ‘14
SCHR
1976
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
2 8 6 8.05%
IAK icon
1977
iShares US Insurance ETF
IAK
$514M
2 6 4 212%
SMOG icon
1978
VanEck Low Carbon Energy ETF
SMOG
$128M
2 6 4 103%
RWK icon
1979
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.31B
2 4 2 211%
JHX icon
1980
James Hardie Industries
JHX
$15.5B
2 8 6 104%
IRIX icon
1981
IRIDEX
IRIX
$15.5M
2 5 3 89.3%
EMO
1982
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.03B
2 5 3 59.5%
PYZ icon
1983
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
$73.7M
2 5 3 118%
LEMB icon
1984
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$736M
2 8 6 18%
MYN icon
1985
BlackRock MuniYield New York Quality Fund
MYN
$373M
2 3 1 26.1%
LIND icon
1986
Lindblad Expeditions
LIND
$1.84B
2 2 0 186%
HYLS icon
1987
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.6B
2 7 5 23.3%
OPTT icon
1988
Ocean Power Technologies
OPTT
$36.7M
2 8 6 100%
ICLN icon
1989
iShares Global Clean Energy ETF
ICLN
$2.35B
2 2 0 50.2%
SLX icon
1990
VanEck Steel ETF
SLX
$167M
2 4 2 118%
WTRE icon
1991
WisdomTree New Economy Real Estate Fund
WTRE
$15.6M
2 6 4 20.1%
CORP icon
1992
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.57B
2 4 2 7.77%
MPA icon
1993
BlackRock MuniYield Pennsylvania Quality Fund
MPA
$141M
2 4 2 22.6%
VGIT icon
1994
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
2 6 4 8.75%
CAPL icon
1995
CrossAmerica Partners
CAPL
$838M
2 7 5 18.2%
LTBR icon
1996
Lightbridge
LTBR
$263M
2 4 2 95.2%
GENC icon
1997
Gencor Industries
GENC
$218M
2 5 3 103%
BRT
1998
BRT Apartments
BRT
$283M
2 4 2 104%
BME icon
1999
BlackRock Health Sciences Trust
BME
$558M
2 3 1 17.5%
SGC icon
2000
Superior Group of Companies
SGC
$195M
2 3 1 54.1%
78 79
80
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