Black Diamond Financial LLC Raises Stock Position in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

Black Diamond Financial LLC raised its stake in shares of iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) by 40.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 142,464 shares of the company’s stock after purchasing an additional 40,729 shares during the period. iShares Morningstar Small-Cap Growth ETF accounts for 1.2% of Black Diamond Financial LLC’s holdings, making the stock its 26th biggest position. Black Diamond Financial LLC owned about 1.17% of iShares Morningstar Small-Cap Growth ETF worth $6,987,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of ISCG. LRI Investments LLC acquired a new stake in shares of iShares Morningstar Small-Cap Growth ETF in the first quarter worth approximately $2,236,000. Atria Investments Inc raised its position in shares of iShares Morningstar Small-Cap Growth ETF by 0.8% in the first quarter. Atria Investments Inc now owns 329,952 shares of the company’s stock valued at $15,366,000 after buying an additional 2,579 shares during the last quarter. Cetera Advisors LLC lifted its stake in shares of iShares Morningstar Small-Cap Growth ETF by 63.6% in the first quarter. Cetera Advisors LLC now owns 10,381 shares of the company’s stock worth $483,000 after buying an additional 4,035 shares in the last quarter. CWM LLC boosted its position in iShares Morningstar Small-Cap Growth ETF by 6.0% during the second quarter. CWM LLC now owns 157,831 shares of the company’s stock worth $7,178,000 after acquiring an additional 8,883 shares during the last quarter. Finally, Opal Wealth Advisors LLC purchased a new stake in iShares Morningstar Small-Cap Growth ETF during the 2nd quarter valued at about $143,000.

iShares Morningstar Small-Cap Growth ETF Trading Down 1.6 %

ISCG stock opened at $51.44 on Friday. The firm has a 50-day moving average of $49.20 and a two-hundred day moving average of $47.12. iShares Morningstar Small-Cap Growth ETF has a 12 month low of $38.41 and a 12 month high of $53.61. The company has a market cap of $625.00 million, a price-to-earnings ratio of 21.98 and a beta of 1.23.

iShares Morningstar Small-Cap Growth ETF Company Profile

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.