H D Vest Advisory Services Acquires 1,818 Shares of iShares Morningstar Large-Cap Value ETF (NYSEARCA:JKF)

H D Vest Advisory Services lifted its holdings in iShares Morningstar Large-Cap Value ETF (NYSEARCA:JKF) by 6.1% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 31,707 shares of the company’s stock after acquiring an additional 1,818 shares during the period. H D Vest Advisory Services’ holdings in iShares Morningstar Large-Cap Value ETF were worth $3,422,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Rehmann Capital Advisory Group bought a new position in shares of iShares Morningstar Large-Cap Value ETF in the first quarter worth about $85,000. Cetera Advisors LLC bought a new position in shares of iShares Morningstar Large-Cap Value ETF in the first quarter worth about $133,000. Global Retirement Partners LLC boosted its stake in shares of iShares Morningstar Large-Cap Value ETF by 90.6% in the first quarter. Global Retirement Partners LLC now owns 1,990 shares of the company’s stock worth $210,000 after acquiring an additional 946 shares during the period. Janney Montgomery Scott LLC boosted its stake in shares of iShares Morningstar Large-Cap Value ETF by 64.6% in the first quarter. Janney Montgomery Scott LLC now owns 4,708 shares of the company’s stock worth $496,000 after acquiring an additional 1,847 shares during the period. Finally, Ellis Investment Partners LLC boosted its stake in shares of iShares Morningstar Large-Cap Value ETF by 10,443.2% in the first quarter. Ellis Investment Partners LLC now owns 685,098 shares of the company’s stock worth $685,000 after acquiring an additional 678,600 shares during the period.

Shares of NYSEARCA JKF traded down $0.03 during mid-day trading on Thursday, reaching $106.02. The company’s stock had a trading volume of 2,307 shares, compared to its average volume of 14,880. The stock has a fifty day moving average of $108.31 and a two-hundred day moving average of $106.43. iShares Morningstar Large-Cap Value ETF has a 52 week low of $90.44 and a 52 week high of $111.09.

iShares Morningstar Large-Cap Value ETF Profile

iShares Morningstar Large-Cap Value ETF (the Fund), formerly iShares Morningstar Large Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Morningstar Large Value Index (the Value Index). The Value Index measures the performance of stocks issued by large-capitalization companies that have exhibited above-average value characteristics as determined by Morningstar’s index methodology.

Featured Story: What is a Real Estate Investment Trust (REIT)?

Want to see what other hedge funds are holding JKF? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Morningstar Large-Cap Value ETF (NYSEARCA:JKF).

Institutional Ownership by Quarter for iShares Morningstar Large-Cap Value ETF (NYSEARCA:JKF)

Receive News & Ratings for iShares Morningstar Large-Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Morningstar Large-Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.