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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 ‘17
ICL icon
2001
ICL Group
ICL
$6.76B
3 13 10 23%
HIFS icon
2002
Hingham Institution for Saving
HIFS
$634M
3 8 5 63.1%
ILCB icon
2003
iShares Morningstar US Equity ETF
ILCB
$1.26B
3 9 6 189%
GREK
2004
Global X MSCI Greece ETF
GREK
$291M
3 12 9 227%
BL icon
2005
BlackLine
BL
$1.87B
3 17 14 7.36%
FNDA icon
2006
Schwab Fundamental US Small Company Index ETF
FNDA
$9.24B
3 9 6 117%
CVY icon
2007
Invesco Zacks Multi-Asset Income ETF
CVY
$126M
3 9 6 47.7%
IRTC icon
2008
iRhythm Holdings
IRTC
$3.86B
3 17 14 212%
HIX
2009
Western Asset High Income Fund II
HIX
$349M
3 10 7 46.3%
SFST icon
2010
Southern First Bancshares
SFST
$592M
3 7 4 91.4%
RPT
2011
Rithm Property Trust
RPT
$95.8M
3 6 3 83.7%
SMBC icon
2012
Southern Missouri Bancorp
SMBC
$869M
3 8 5 122%
PCN
2013
PIMCO Corporate & Income Strategy Fund
PCN
$870M
3 9 6 27.1%
RICK icon
2014
RCI Hospitality Holdings
RICK
$203M
3 10 7 53.2%
PFM icon
2015
Invesco Dividend Achievers ETF
PFM
$799M
3 6 3 140%
DNN icon
2016
Denison Mines
DNN
$2.49B
3 7 4 344%
AVXL icon
2017
Anavex Life Sciences
AVXL
$238M
3 11 8 55.2%
SPTI icon
2018
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.5B
3 8 5 5.88%
AFB
2019
AllianceBernstein National Municipal Income Fund
AFB
$314M
3 11 8 18.2%
QQEW icon
2020
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.72B
3 7 4 197%
MANU icon
2021
Manchester United
MANU
$4.03B
3 9 6 38.4%
CFFI icon
2022
C&F Financial
CFFI
$271M
3 10 7 80.3%
PROV icon
2023
Provident Financial
PROV
$110M
3 5 2 5.63%
ILCV icon
2024
iShares Morningstar Value ETF
ILCV
$1.32B
3 5 2 118%
NATH icon
2025
Nathan's Famous
NATH
$407M
3 8 5 58.7%
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