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IES Holdings

244 hedge funds and large institutions have $3.12B invested in IES Holdings in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 92 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $3.71B → $3.12B (-$581M)

18% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 50

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.3M
Puts
$26.6M
Net Calls
Net Calls Change

Top Buyers

1 +$113M
2 +$19.5M
3 +$16.9M
4
Morgan Stanley
Morgan Stanley
New York
+$12.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$8.95M

Top Sellers

1 -$22.6M
2 -$13.6M
3 -$7.08M
4
AC
AltraVue Capital
Washington
-$6.98M
5
Citadel Advisors
Citadel Advisors
Florida
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$436K
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$425K
ASRS
128
Arizona State Retirement System
Arizona
$423K
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$411K
CIM
130
Cambria Investment Management
California
$409K
Canada Life
131
Canada Life
Manitoba, Canada
$389K
TI
132
Tidal Investments
Wisconsin
$384K
VOYA Investment Management
133
VOYA Investment Management
Georgia
$368K
IC
134
IEQ Capital
California
$362K
State Board of Administration of Florida Retirement System
135
State Board of Administration of Florida Retirement System
Florida
$357K
Connor, Clark & Lunn Investment Management (CC&L)
136
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$354K
RWM
137
Ritholtz Wealth Management
New York
$353K
HighTower Advisors
138
HighTower Advisors
Illinois
$344K
Balyasny Asset Management
139
Balyasny Asset Management
Illinois
$342K
CG
140
Cynosure Group
Utah
$334K
1SB
141
1ST Source Bank
Indiana
$330K
AA
142
ALPS Advisors
Colorado
$319K
KK
143
KLP Kapitalforvaltning
Norway
$314K
TSS
144
Two Sigma Securities
New York
$313K
CWM
145
CIBC World Markets
New York
$301K
PFSRSONJ
146
Police & Firemen's Retirement System of New Jersey
New Jersey
$297K
ProShare Advisors
147
ProShare Advisors
Maryland
$294K
Creative Planning
148
Creative Planning
Kansas
$290K
Royal Bank of Canada
149
Royal Bank of Canada
Ontario, Canada
$290K
NA
150
NewEdge Advisors
Louisiana
$287K