Wealthstar Advisors LLC reduced its holdings in iShares U.S. Energy ETF (NYSEARCA:IYE – Free Report) by 29.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 37,929 shares of the company’s stock after selling 15,565 shares during the quarter. iShares U.S. Energy ETF accounts for 1.2% of Wealthstar Advisors LLC’s holdings, making the stock its 12th biggest position. Wealthstar Advisors LLC owned about 0.13% of iShares U.S. Energy ETF worth $2,457,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also added to or reduced their stakes in IYE. Financial Partners Group Inc boosted its holdings in iShares U.S. Energy ETF by 1.9% during the fourth quarter. Financial Partners Group Inc now owns 10,434 shares of the company’s stock worth $496,000 after buying an additional 193 shares in the last quarter. Arkadios Wealth Advisors increased its holdings in shares of iShares U.S. Energy ETF by 1.6% in the fourth quarter. Arkadios Wealth Advisors now owns 13,022 shares of the company’s stock valued at $619,000 after buying an additional 205 shares in the last quarter. Retirement Planning Group LLC increased its holdings in shares of iShares U.S. Energy ETF by 2.0% in the fourth quarter. Retirement Planning Group LLC now owns 10,851 shares of the company’s stock valued at $516,000 after buying an additional 212 shares in the last quarter. Waterloo Capital L.P. lifted its position in shares of iShares U.S. Energy ETF by 0.7% during the 4th quarter. Waterloo Capital L.P. now owns 37,390 shares of the company’s stock valued at $1,777,000 after acquiring an additional 266 shares during the last quarter. Finally, Vivaldi Capital Management LP lifted its position in shares of iShares U.S. Energy ETF by 3.3% during the 4th quarter. Vivaldi Capital Management LP now owns 8,974 shares of the company’s stock valued at $427,000 after acquiring an additional 285 shares during the last quarter. 52.46% of the stock is owned by institutional investors and hedge funds.
iShares U.S. Energy ETF Price Performance
IYE opened at $56.75 on Friday. The firm has a market cap of $1.53 billion, a PE ratio of 15.53 and a beta of 0.44. The business has a fifty day simple moving average of $60.26 and a 200-day simple moving average of $57.44. iShares U.S. Energy ETF has a fifty-two week low of $44.78 and a fifty-two week high of $67.07.
About iShares U.S. Energy ETF
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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
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