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IES Holdings
IESC

Overview Fund Activity

256 hedge funds and large institutions have $3.71B invested in IES Holdings in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+18
Holders Change %
+7.56%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
51
Increased
90
Reduced
85
Closed
30
Calls
$46.8M
Puts
$61.7M
Net Calls
-$14.9M
Net Calls Change
-$31.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$151M
2
BlackRock
BlackRock
New York
$148M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$25.2M
4
Invesco
Invesco
Georgia
$40.4M
5
Man Group
Man Group
United Kingdom
$8.5M

Top Sellers

1
RA
Royce & Associates
New York
$35.9M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.97M
3
AC
AltraVue Capital
Washington
$40.2M
4
Capital International Investors
Capital International Investors
California
$0
5
OAM
Ophir Asset Management
Australia
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Smartleaf Asset Management
Massachusetts
$9.36K – – –
HCA
227
Harbor Capital Advisors
Illinois
$8K +$821 +4 +11%
AA
228
AlphaMark Advisors
Kentucky
$8K +$8K +40 New
US Bancorp
229
US Bancorp
Minnesota
$6.43K – – –
S
230
SignatureFD
Georgia
$5.83K +$3.01K +15 +107%
BIA
231
Bell Investment Advisors
California
$5.23K +$804 +4 +18%
PA
232
Parallel Advisors
California
$5.23K +$2.81K +14 +117%
IA
233
IFP Advisors
Florida
$5.02K -$5.02K -25 -50%
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$4.82K +$2.41K +12 +100%
LI
235
LRI Investments
Florida
$4.52K – – –
HCM
236
Hollencrest Capital Management
California
$4.02K – – –
BWL
237
Bogart Wealth LLC
Virginia
$3.22K +$3.22K +16 New
QCG
238
Quadrant Capital Group
Ohio
$2.81K +$2.81K +14 New
AS
239
Altshuler Shaham
Israel
$2.81K -$1.81K -9 -39%
JWA
240
JFS Wealth Advisors
Pennsylvania
$2.61K +$1.41K +7 +117%
Skandinaviska Enskilda Banken (SEB)
241
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.44K +$1.83K +9 +300%
VCM
242
Versant Capital Management
Arizona
$2.21K – – –
HWM
243
Hemington Wealth Management
Virginia
$2K +$545 +3 +38%
GRP
244
Global Retirement Partners
California
$1.81K +$1.81K +9 New
SCM
245
Sterling Capital Management
North Carolina
$1.61K – – –
RIL
246
Rothschild Investment LLC
Illinois
$1.61K +$201 +1 +14%
LC
247
Lindbrook Capital
California
$1.41K +$603 +3 +75%
DPW
248
DiNuzzo Private Wealth
Pennsylvania
$1.21K +$804 +4 +200%
TWD
249
True Wealth Design
Ohio
$1.01K +$603 +3 +150%
CWP
250
Concord Wealth Partners
Virginia
$603 – – –
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