First Allied Advisory Services Inc. lifted its stake in iShares Morningstar Mid-Cap ETF (NYSEARCA:JKG) by 2.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,783 shares of the company’s stock after acquiring an additional 96 shares during the period. First Allied Advisory Services Inc.’s holdings in iShares Morningstar Mid-Cap ETF were worth $714,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in JKG. Shine Investment Advisory Services Inc. bought a new position in shares of iShares Morningstar Mid-Cap ETF in the 4th quarter worth $27,000. CWM LLC raised its position in shares of iShares Morningstar Mid-Cap ETF by 403.8% in the 1st quarter. CWM LLC now owns 403 shares of the company’s stock worth $76,000 after acquiring an additional 323 shares in the last quarter. Flagship Harbor Advisors LLC raised its position in shares of iShares Morningstar Mid-Cap ETF by 42.0% in the 1st quarter. Flagship Harbor Advisors LLC now owns 930 shares of the company’s stock worth $174,000 after acquiring an additional 275 shares in the last quarter. NEXT Financial Group Inc raised its position in shares of iShares Morningstar Mid-Cap ETF by 1,466.2% in the 4th quarter. NEXT Financial Group Inc now owns 1,206 shares of the company’s stock worth $195,000 after acquiring an additional 1,129 shares in the last quarter. Finally, Buckingham Asset Management LLC bought a new position in shares of iShares Morningstar Mid-Cap ETF in the 1st quarter worth $202,000.

JKG opened at $188.67 on Monday. iShares Morningstar Mid-Cap ETF has a 12 month low of $152.66 and a 12 month high of $197.13.

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About iShares Morningstar Mid-Cap ETF

iShares Morningstar Mid-Cap ETF (the Fund), formerly iShares Morningstar Mid 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 Mid Core Index (the Core Index). The Core Index measures the performance of stocks issued by mid-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 Mid-Cap ETF (NYSEARCA:JKG)

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