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IES Holdings

238 hedge funds and large institutions have $3.69B invested in IES Holdings in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+43
Holders Change %
+22.05%
% of All Funds
3.44%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
70
Increased
68
Reduced
71
Closed
26
Calls
$24.9M
Puts
$8.22M
Net Calls
+$16.7M
Net Calls Change
+$4.55M
Name Holding Trade Value Shares
Change
Shares
Change %
STA
176
Summit Trail Advisors
New York
$242K +$242K +1,211 New
SFA
177
Souders Financial Advisors
Ohio
$241K +$241K +1,209 New
C
178
Covestor
United Kingdom
$228K +$226K +1,132 +10,291%
EWA
179
Exencial Wealth Advisors
Oklahoma
$221K -$130K -650 -37%
AAS
180
Avantax Advisory Services
Texas
$220K +$220K +1,102 New
BWA
181
BlueSky Wealth Advisors
North Carolina
$220K +$220K +1,100 New
CHA
182
Carmichael Hill & Associates
Maryland
$200K
AIP
183
Ameritas Investment Partners
Nebraska
$161K
A
184
AlphaQuest
New York
$153K +$94.2K +472 +159%
Canada Life
185
Canada Life
Manitoba, Canada
$151K
Walleye Trading
186
Walleye Trading
New York
$143K +$143K +717 New
New York State Teachers Retirement System (NYSTRS)
187
New York State Teachers Retirement System (NYSTRS)
New York
$143K
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$136K +$19.9K +100 +17%
SPIA
189
Steward Partners Investment Advisory
New York
$99.8K -$8.58K -43 -8%
ACM
190
Aster Capital Management
United Arab Emirates
$93.8K +$93.8K +470 New
EWA
191
EverSource Wealth Advisors
Alabama
$90.2K +$70.5K +353 +357%
SS
192
Sunbelt Securities
Texas
$78.9K
Comerica Bank
193
Comerica Bank
Texas
$69.9K +$45K +225 +180%
CIM
194
Contravisory Investment Management
Massachusetts
$68.1K
Federated Hermes
195
Federated Hermes
Pennsylvania
$62.7K +$8.98K +45 +17%
AB
196
Amalgamated Bank
New York
$57K
KBC Group
197
KBC Group
Belgium
$53K
GI
198
GAMMA Investing
California
$44.5K +$6.99K +35 +19%
GCM
199
Gladius Capital Management
Illinois
$43.9K +$43.9K +220 New
Allspring Global Investments
200
Allspring Global Investments
North Carolina
$41.5K -$16.6K -83 -29%