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IES Holdings

273 hedge funds and large institutions have $5.67B invested in IES Holdings in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 90 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.74% more ownership

Funds ownership: 94.56%96.3% (+1.7%)

5% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 86

20% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $29.9M

Holders
273
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.9M
Puts
$29.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
101
Bridgewater Advisors
New York
$1.14M
IIM
102
INTECH Investment Management
Florida
$1.14M
SWP
103
Strategic Wealth Partners
Ohio
$1.1M
PWS
104
Peterson Wealth Services
Utah
$1.1M
BCM
105
Bourgeon Capital Management
Connecticut
$1.06M
AA
106
ALPS Advisors
Colorado
$1.06M
MWM
107
Moran Wealth Management
Florida
$983K
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$970K
PA
109
PFG Advisors
Arizona
$964K
SO
110
STRS Ohio
Ohio
$948K
Canada Life
111
Canada Life
Manitoba, Canada
$919K
Corient Private Wealth
112
Corient Private Wealth
Florida
$919K
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$884K
NA
114
Navellier & Associates
Nevada
$868K
SC
115
Savant Capital
Illinois
$816K
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$809K
ASRS
117
Arizona State Retirement System
Arizona
$778K
Stifel Financial
118
Stifel Financial
Missouri
$768K
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$743K
CGIM
120
Cannon Global Investment Management
Florida
$741K
VOYA Investment Management
121
VOYA Investment Management
Georgia
$734K
CIM
122
Cambria Investment Management
California
$715K
AIM
123
Ausbil Investment Management
Australia
$707K
OPWM
124
Oakwell Private Wealth Management
Texas
$701K
Creative Planning
125
Creative Planning
Kansas
$695K