Captrust Financial Advisors Has $2.55 Million Stock Position in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Captrust Financial Advisors raised its stake in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 23.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 40,270 shares of the company’s stock after acquiring an additional 7,655 shares during the quarter. Captrust Financial Advisors’ holdings in iShares Morningstar Small-Cap Value ETF were worth $2,553,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the stock. Bank of America Corp DE boosted its position in shares of iShares Morningstar Small-Cap Value ETF by 0.5% in the fourth quarter. Bank of America Corp DE now owns 156,302 shares of the company’s stock valued at $9,911,000 after acquiring an additional 738 shares during the period. Raymond James Financial Inc. acquired a new stake in iShares Morningstar Small-Cap Value ETF in the 4th quarter worth about $9,461,000. LPL Financial LLC boosted its holdings in iShares Morningstar Small-Cap Value ETF by 57.9% in the 4th quarter. LPL Financial LLC now owns 133,240 shares of the company’s stock valued at $8,449,000 after purchasing an additional 48,877 shares during the period. Christopher J. Hasenberg Inc acquired a new position in shares of iShares Morningstar Small-Cap Value ETF during the 4th quarter worth approximately $4,671,000. Finally, Avantax Advisory Services Inc. increased its holdings in shares of iShares Morningstar Small-Cap Value ETF by 1.3% during the fourth quarter. Avantax Advisory Services Inc. now owns 64,233 shares of the company’s stock worth $4,073,000 after purchasing an additional 797 shares during the period.

iShares Morningstar Small-Cap Value ETF Trading Up 0.2%

NYSEARCA ISCV opened at $58.66 on Monday. The company has a market cap of $431.15 million, a price-to-earnings ratio of 13.62 and a beta of 1.11. The company has a 50 day moving average of $57.34 and a 200-day moving average of $62.40. iShares Morningstar Small-Cap Value ETF has a 1-year low of $50.53 and a 1-year high of $70.13.

iShares Morningstar Small-Cap Value ETF Company Profile

The iShares Morningstar Small-Cap Value ETF (ISCV) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks a market-cap-weighted index of US small-cap value stocks. The index selects stocks from 90-99.5% of market cap that fall into Morningstar’s value style categorization.