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 Sep ‘16
2001
2 14 12 23.7%
2002
2 16 14 86.9%
2003
2 16 14 0.05%
DWX icon
2004
SPDR S&P International Dividend ETF
DWX
$488M
2 10 8 16.8%
2005
2 12 10 1.25%
2006
2 13 11 90%
2007
2 17 15 45.4%
2008
2 17 15 86.1%
2009
2 8 6 28.6%
2010
2 8 6 4.21%
IYY icon
2011
iShares Dow Jones US ETF
IYY
$2.69B
2 10 8 202%
2012
2 10 8 309%
2013
2 19 17 186%
2014
2 9 7 44.4%
2015
2 9 7 87.9%
2016
2 9 7 35.5%
2017
2 7 5 182%
2018
2 8 6 88.4%
2019
2 16 14 90.2%
2020
2 14 12 105%
2021
2 15 13 10.6%
2022
2 7 5 531%
2023
2 13 11 294%
2024
2 8 6 30.8%
2025
2 15 13 169%
79 80
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