iShares Morningstar Large-Cap Value ETF (JKF)



The iShares Morningstar Large Value Index Fund seeks investment results that correspond generally to the performance, before fees and expenses, of US large-cap value stocks, as represented by the Morningstar Large Value Index. The Morningstar Large Value Index measures the performance of stocks issued by large-capitalization companies that have exhibited value characteristics as determined by Morningstar's proprietary index methodology. Index constituents are drawn from the pool of liquid, U.S.-domiciled stocks that trade publicly on the NYSE, the AMEX or NASDAQ. The Morningstar index methodology defines large-capitalization stocks as those stocks that form the top 70% of the market capitalization of the stocks eligible to be included in the Morningstar US Market Index (a diversified broad market index that represents approximately 97% of the market capitalization of publicly-traded US stocks). The stocks included in the Index are designated as value because they are issued by companies that typically have relatively low valuations based on price-to-earnings, price-to-book value, price-to-sales, price-to-cash flow and dividend yields. The stocks in the Index are weighted according to the total number of shares that are publicly owned and available for trading. The Fund uses a Representative Sampling strategy to try to track the Index. The Fund pays out dividends to investors at least annually and may pay them on a more frequent basis. The Fund distributes its net capital gains, if any, to investors annually. Click on the Goto Fund Info link below to see the top holdings of the fund and other fund information. Barclays Global Fund Advisors, a subsidiary of Barclays Global Investors, N.A., is the investment advisor to the Fund.

Data based on most recent fiscal year report
Market Cap180.918 Million Shares Outstanding1.8 Million Avg Volume18.514 Thousand
View SEC Filings from JKF instead.
Q2 2019 All Institutions Hedge Funds 1
To trade JKF now:
Filers who had this stock in their top 10: 2 0 (0.0%)
13F Filers holding this stock: 63 2 (0.21%)
Aggregate 13F shares on 06/30/2019: 2.573 Million 34.061 Thousand
Aggregate 13F shares on 03/31/2019: 2.459 Million 38.231 Thousand
Percent change: 4.62% -10.91%
Funds creating new positions: 5
Funds Adding to an existing position: 21
Funds closing out their position: 7
Funds reducing their position: 21 2
1 hedge funds as identified by through public filings.

Funds Holding JKF (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

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Open Market Buys/Sells Last 60 Days

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Exercise Derivative Conversion (M)


Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

Insider Transactions Last 60 Days

Reporting Owners Transaction Date Transaction Code Shares Share Price Acquired or Disposed Shares Owned Following Transaction Combined shares owned after filing Direct/Indirect Ownership 10b-5
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