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IES Holdings

320 hedge funds and large institutions have $7.63B invested in IES Holdings in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 95 increasing their positions, 93 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 93

0.33% more ownership

Funds ownership: 96.27%96.61% (+0.33%)

10% less call options, than puts

Call options by funds: $43.3M | Put options by funds: $48.1M

Holders
320
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.3M
Puts
$48.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
101
Handelsbanken Fonder
Sweden
$1.99M
NA
102
Navellier & Associates
Nevada
$1.99M
HighTower Advisors
103
HighTower Advisors
Illinois
$1.91M
HW
104
Hedeker Wealth
Illinois
$1.89M
GF
105
Gabelli Funds
New York
$1.87M
SEI Investments
106
SEI Investments
Pennsylvania
$1.8M
Mirae Asset Global ETFs Holdings
107
Mirae Asset Global ETFs Holdings
Hong Kong
$1.67M
DFCM
108
Dark Forest Capital Management
Puerto Rico
$1.62M
Twin Tree Management
109
Twin Tree Management
Texas
$1.61M
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$1.54M
VRS
111
Virginia Retirement Systems
Virginia
$1.51M
PWS
112
Peterson Wealth Services
Utah
$1.5M
SWP
113
Strategic Wealth Partners
Ohio
$1.48M
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$1.43M
PA
115
PFG Advisors
Arizona
$1.37M
IIM
116
INTECH Investment Management
Florida
$1.34M
MWM
117
Moran Wealth Management
Florida
$1.33M
BA
118
Bridgewater Advisors
New York
$1.32M
Corient Private Wealth
119
Corient Private Wealth
Florida
$1.26M
SO
120
STRS Ohio
Ohio
$1.23M
FFA
121
Florida Financial Advisors
Florida
$1.23M
Creative Planning
122
Creative Planning
Kansas
$1.22M
Mariner
123
Mariner
Kansas
$1.22M
CIM
124
Cambria Investment Management
California
$1.2M
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$1.15M