Captrust Financial Advisors Reduces Stake in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

Captrust Financial Advisors trimmed its stake in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) by 11.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,314 shares of the company’s stock after selling 710 shares during the quarter. Captrust Financial Advisors’ holdings in iShares Morningstar Small-Cap Growth ETF were worth $260,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in ISCG. Atria Wealth Solutions Inc. boosted its stake in iShares Morningstar Small-Cap Growth ETF by 9.9% in the second quarter. Atria Wealth Solutions Inc. now owns 72,524 shares of the company’s stock valued at $3,298,000 after acquiring an additional 6,529 shares during the last quarter. Gilliland Jeter Wealth Management LLC bought a new stake in shares of iShares Morningstar Small-Cap Growth ETF in the second quarter valued at approximately $83,000. Cambridge Investment Research Advisors Inc. raised its position in shares of iShares Morningstar Small-Cap Growth ETF by 30.5% in the second quarter. Cambridge Investment Research Advisors Inc. now owns 29,733 shares of the company’s stock valued at $1,352,000 after purchasing an additional 6,941 shares during the period. Members Advisory Group LLC raised its position in shares of iShares Morningstar Small-Cap Growth ETF by 11.0% in the second quarter. Members Advisory Group LLC now owns 68,029 shares of the company’s stock valued at $3,095,000 after purchasing an additional 6,762 shares during the period. Finally, Key Financial Inc raised its position in shares of iShares Morningstar Small-Cap Growth ETF by 99.3% in the second quarter. Key Financial Inc now owns 12,854 shares of the company’s stock valued at $585,000 after purchasing an additional 6,404 shares during the period.

iShares Morningstar Small-Cap Growth ETF Stock Down 0.6 %

NYSEARCA ISCG opened at $52.20 on Monday. The company’s 50 day moving average is $51.26 and its 200-day moving average is $48.26. iShares Morningstar Small-Cap Growth ETF has a 12-month low of $41.75 and a 12-month high of $54.34. The firm has a market cap of $634.23 million, a P/E ratio of 21.98 and a beta of 1.23.

About iShares Morningstar Small-Cap Growth ETF

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