iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) Shares Acquired by Matrix Trust Co

Matrix Trust Co raised its holdings in shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 0.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 194,223 shares of the company’s stock after buying an additional 1,113 shares during the period. iShares Morningstar Small-Cap Value ETF comprises approximately 2.7% of Matrix Trust Co’s investment portfolio, making the stock its 11th biggest position. Matrix Trust Co owned approximately 2.74% of iShares Morningstar Small-Cap Value ETF worth $11,500,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. VAUGHAN & Co SECURITIES INC. lifted its position in iShares Morningstar Small-Cap Value ETF by 4.4% in the 4th quarter. VAUGHAN & Co SECURITIES INC. now owns 251,515 shares of the company’s stock worth $14,892,000 after buying an additional 10,487 shares in the last quarter. Raymond James Financial Services Advisors Inc. raised its holdings in shares of iShares Morningstar Small-Cap Value ETF by 2.9% during the 3rd quarter. Raymond James Financial Services Advisors Inc. now owns 134,488 shares of the company’s stock valued at $6,964,000 after purchasing an additional 3,780 shares in the last quarter. UBS Group AG raised its holdings in shares of iShares Morningstar Small-Cap Value ETF by 2.0% during the 3rd quarter. UBS Group AG now owns 100,570 shares of the company’s stock valued at $5,207,000 after purchasing an additional 1,940 shares in the last quarter. LPL Financial LLC raised its holdings in shares of iShares Morningstar Small-Cap Value ETF by 1.3% during the 3rd quarter. LPL Financial LLC now owns 89,454 shares of the company’s stock valued at $4,632,000 after purchasing an additional 1,183 shares in the last quarter. Finally, Avantax Advisory Services Inc. raised its holdings in shares of iShares Morningstar Small-Cap Value ETF by 0.9% during the 3rd quarter. Avantax Advisory Services Inc. now owns 67,155 shares of the company’s stock valued at $3,477,000 after purchasing an additional 625 shares in the last quarter.

iShares Morningstar Small-Cap Value ETF Stock Performance

Shares of iShares Morningstar Small-Cap Value ETF stock traded up $0.28 during midday trading on Friday, reaching $57.88. 4,067 shares of the company’s stock traded hands, compared to its average volume of 15,082. The company has a market cap of $405.15 million, a price-to-earnings ratio of 10.79 and a beta of 1.15. The company’s 50 day simple moving average is $58.58 and its 200 day simple moving average is $56.11. iShares Morningstar Small-Cap Value ETF has a 52 week low of $47.64 and a 52 week high of $61.41.

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.