8,734 Shares in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:JKK) Acquired by Fulcrum Equity Management


Share on StockTwits

Fulcrum Equity Management purchased a new stake in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:JKK) in the 1st quarter, HoldingsChannel.com reports. The institutional investor purchased 8,734 shares of the company’s stock, valued at approximately $2,624,000. iShares Morningstar Small-Cap Growth ETF comprises 1.0% of Fulcrum Equity Management’s portfolio, making the stock its 29th largest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Steward Partners Investment Advisory LLC acquired a new position in iShares Morningstar Small-Cap Growth ETF in the 4th quarter valued at approximately $39,000. US Bancorp DE acquired a new position in iShares Morningstar Small-Cap Growth ETF in the 3rd quarter valued at approximately $51,000. DB Wealth Management Group LLC acquired a new position in iShares Morningstar Small-Cap Growth ETF in the 4th quarter valued at approximately $80,000. TD Ameritrade Investment Management LLC acquired a new position in iShares Morningstar Small-Cap Growth ETF in the 4th quarter valued at approximately $80,000. Finally, Optimum Investment Advisors acquired a new position in iShares Morningstar Small-Cap Growth ETF in the 4th quarter valued at approximately $93,000.

NYSEARCA JKK traded down $5.61 on Thursday, hitting $301.39. The company’s stock had a trading volume of 14,692 shares, compared to its average volume of 27,674. iShares Morningstar Small-Cap Growth ETF has a 1-year low of $139.41 and a 1-year high of $352.89. The company’s 50-day moving average is $311.85 and its 200 day moving average is $292.63.

iShares Morningstar Small-Cap Growth ETF Profile

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

Featured Article: How to invest using market indexes

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

Institutional Ownership by Quarter for iShares Morningstar Small-Cap Growth ETF (NYSEARCA:JKK)

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