iShares Morningstar Small-Cap Value ETF $ISCV Holdings Lifted by Aptus Capital Advisors LLC

Aptus Capital Advisors LLC increased its position in shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 194.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 51,082 shares of the company’s stock after acquiring an additional 33,753 shares during the period. Aptus Capital Advisors LLC owned approximately 0.62% of iShares Morningstar Small-Cap Value ETF worth $3,404,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Exchange Traded Concepts LLC lifted its holdings in iShares Morningstar Small-Cap Value ETF by 154.6% in the 3rd quarter. Exchange Traded Concepts LLC now owns 807,395 shares of the company’s stock valued at $53,803,000 after acquiring an additional 490,245 shares during the last quarter. MB Generational Wealth LLC acquired a new stake in iShares Morningstar Small-Cap Value ETF during the third quarter valued at approximately $6,257,000. Envestnet Asset Management Inc. boosted its holdings in iShares Morningstar Small-Cap Value ETF by 540.8% during the second quarter. Envestnet Asset Management Inc. now owns 60,270 shares of the company’s stock worth $3,700,000 after buying an additional 50,864 shares in the last quarter. Laurel Wealth Advisors LLC boosted its holdings in iShares Morningstar Small-Cap Value ETF by 6,039.0% during the second quarter. Laurel Wealth Advisors LLC now owns 51,568 shares of the company’s stock worth $3,166,000 after buying an additional 50,728 shares in the last quarter. Finally, Advisory Services Network LLC acquired a new position in iShares Morningstar Small-Cap Value ETF in the second quarter worth approximately $2,868,000.

iShares Morningstar Small-Cap Value ETF Stock Performance

NYSEARCA ISCV opened at $70.37 on Friday. iShares Morningstar Small-Cap Value ETF has a 1 year low of $50.53 and a 1 year high of $75.00. The stock has a market capitalization of $598.15 million, a P/E ratio of 13.52 and a beta of 1.11. The business’s fifty day moving average is $72.22 and its two-hundred day moving average is $68.91.

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. ISCV was launched on Jun 28, 2004 and is managed by BlackRock.