Blue Trust Inc. Boosts Stock Holdings in iShares U.S. Energy ETF (NYSEARCA:IYE)

Blue Trust Inc. raised its holdings in iShares U.S. Energy ETF (NYSEARCA:IYE) by 1.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,122 shares of the company’s stock after purchasing an additional 334 shares during the period. Blue Trust Inc. owned 0.09% of iShares U.S. Energy ETF worth $1,118,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of IYE. Financial Management Professionals Inc. grew its stake in iShares U.S. Energy ETF by 345.4% during the third quarter. Financial Management Professionals Inc. now owns 824 shares of the company’s stock valued at $38,000 after acquiring an additional 639 shares in the last quarter. Ritter Daniher Financial Advisory LLC DE purchased a new position in iShares U.S. Energy ETF during the third quarter valued at approximately $49,000. Brown Brothers Harriman & Co. purchased a new position in iShares U.S. Energy ETF during the third quarter valued at approximately $60,000. Icon Wealth Advisors LLC grew its stake in iShares U.S. Energy ETF by 15.5% during the third quarter. Icon Wealth Advisors LLC now owns 3,069 shares of the company’s stock valued at $142,000 after acquiring an additional 412 shares in the last quarter. Finally, EP Wealth Advisors LLC grew its stake in iShares U.S. Energy ETF by 29.3% during the third quarter. EP Wealth Advisors LLC now owns 3,365 shares of the company’s stock valued at $156,000 after acquiring an additional 763 shares in the last quarter.

iShares U.S. Energy ETF Price Performance

Shares of iShares U.S. Energy ETF stock opened at $47.38 on Wednesday. iShares U.S. Energy ETF has a 1 year low of $42.99 and a 1 year high of $51.70. The firm has a market cap of $1.30 billion, a PE ratio of 8.60 and a beta of 0.54. The company has a 50 day simple moving average of $47.82 and a two-hundred day simple moving average of $47.58.

iShares U.S. Energy ETF Profile

iShares U.S. Energy ETF (the Fund), formerly iShares Dow Jones U.S. Energy Sector Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Oil & Gas Index (the Index). The Index measures the performance of the oil and gas sector of the United States equity market, and includes companies in industry groups, such as oil and gas producers, and oil equipment, services and distribution.