Viewpoint Capital Management LLC Sells 711 Shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Viewpoint Capital Management LLC lowered its position in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 1.5% in the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 45,397 shares of the company’s stock after selling 711 shares during the period. iShares Morningstar Small-Cap Value ETF accounts for about 1.4% of Viewpoint Capital Management LLC’s investment portfolio, making the stock its 20th largest holding. Viewpoint Capital Management LLC’s holdings in iShares Morningstar Small-Cap Value ETF were worth $2,692,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Cetera Investment Advisers increased its position in iShares Morningstar Small-Cap Value ETF by 0.9% during the 4th quarter. Cetera Investment Advisers now owns 41,557 shares of the company’s stock valued at $2,635,000 after buying an additional 380 shares in the last quarter. Jim Saulnier & Associates LLC increased its position in iShares Morningstar Small-Cap Value ETF by 4.0% during the 1st quarter. Jim Saulnier & Associates LLC now owns 10,602 shares of the company’s stock valued at $629,000 after buying an additional 412 shares in the last quarter. Ipsen Advisor Group LLC increased its position in iShares Morningstar Small-Cap Value ETF by 0.9% during the 1st quarter. Ipsen Advisor Group LLC now owns 54,531 shares of the company’s stock valued at $3,234,000 after buying an additional 467 shares in the last quarter. Mather Group LLC. increased its position in iShares Morningstar Small-Cap Value ETF by 275.9% during the 1st quarter. Mather Group LLC. now owns 827 shares of the company’s stock valued at $49,000 after buying an additional 607 shares in the last quarter. Finally, Cambridge Investment Research Advisors Inc. increased its position in iShares Morningstar Small-Cap Value ETF by 2.2% during the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 34,891 shares of the company’s stock valued at $2,069,000 after buying an additional 735 shares in the last quarter.

iShares Morningstar Small-Cap Value ETF Trading Up 0.5%

iShares Morningstar Small-Cap Value ETF stock opened at $63.98 on Friday. The firm has a market cap of $489.45 million, a price-to-earnings ratio of 13.73 and a beta of 1.25. The stock has a fifty day simple moving average of $59.97 and a two-hundred day simple moving average of $60.78. iShares Morningstar Small-Cap Value ETF has a 12 month low of $50.53 and a 12 month high of $70.13.

iShares Morningstar Small-Cap Value ETF 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.