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
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Name Net new
positions 		New positions Closed positions Return since
31 Mar ‘17
2026
3 10 7 90.5%
2027
3 14 11 5.37%
2028
3 8 5 103%
MCHX icon
2029
Marchex
MCHX
$64.5M
3 9 6 46%
2030
3 15 12 76%
2031
3 9 6 85.4%
2032
3 11 8 58.6%
2033
3 13 10 293%
2034
3 11 8 20%
2035
3 7 4 77.8%
ILCB icon
2036
iShares Morningstar US Equity ETF
ILCB
$1.16B
3 9 6 167%
2037
3 8 5 57.8%
2038
3 12 9 196%
2039
3 17 14 18.4%
2040
3 9 6 98.2%
2041
3 9 6 36.7%
2042
3 17 14 256%
2043
3 10 7 42.2%
2044
3 14 11 100%
2045
3 10 7 118%
2046
3 7 4 71%
2047
3 6 3 80.8%
2048
3 9 6 21.2%
2049
3 10 7 27.8%
2050
3 8 5 74.3%
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