iShares Morningstar U.S. Equity ETF (NYSEARCA:JKD) Shares Acquired by Dana Investment Advisors Inc.

Dana Investment Advisors Inc. raised its stake in shares of iShares Morningstar U.S. Equity ETF (NYSEARCA:JKD) by 300.0% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,860 shares of the company’s stock after acquiring an additional 6,645 shares during the period. Dana Investment Advisors Inc. owned approximately 0.14% of iShares Morningstar U.S. Equity ETF worth $538,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in JKD. FMR LLC increased its position in shares of iShares Morningstar U.S. Equity ETF by 9.2% during the first quarter. FMR LLC now owns 2,598 shares of the company’s stock valued at $413,000 after acquiring an additional 219 shares during the last quarter. Scotia Capital Inc. grew its holdings in shares of iShares Morningstar U.S. Equity ETF by 42.5% in the first quarter. Scotia Capital Inc. now owns 2,202 shares of the company’s stock valued at $494,000 after purchasing an additional 657 shares in the last quarter. Sowell Financial Services LLC acquired a new position in shares of iShares Morningstar U.S. Equity ETF in the first quarter valued at approximately $689,000. Cambridge Investment Research Advisors Inc. grew its holdings in shares of iShares Morningstar U.S. Equity ETF by 41.1% in the first quarter. Cambridge Investment Research Advisors Inc. now owns 30,023 shares of the company’s stock valued at $6,734,000 after purchasing an additional 8,747 shares in the last quarter. Finally, Avantax Advisory Services Inc. grew its holdings in shares of iShares Morningstar U.S. Equity ETF by 39.8% in the first quarter. Avantax Advisory Services Inc. now owns 28,290 shares of the company’s stock valued at $6,345,000 after purchasing an additional 8,060 shares in the last quarter.

Shares of JKD stock opened at $62.77 on Wednesday. The company has a 50 day moving average price of $68.88 and a 200 day moving average price of $103.39. iShares Morningstar U.S. Equity ETF has a fifty-two week low of $122.90 and a fifty-two week high of $224.94.

iShares Morningstar U.S. Equity ETF Profile

iShares Morningstar Large-Cap ETF (the Fund), formerly iShares Morningstar Large Core 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 Core Index (the Core Index). The Core Index measures the performance of stocks issued by large-capitalization companies that have exhibited average growth and value characteristics as determined by Morningstar’s index methodology.

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Institutional Ownership by Quarter for iShares Morningstar U.S. Equity ETF (NYSEARCA:JKD)

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