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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 %
IWS
176
Insight Wealth Strategies
California
$269K – – –
STA
177
Summit Trail Advisors
New York
$250K +$6.43K +32 +3%
Pictet Asset Management
178
Pictet Asset Management
Switzerland
$247K -$54.3K -270 -18%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$246K – – –
Commonwealth Equity Services
180
Commonwealth Equity Services
Massachusetts
$244K +$244K +1,215 New
MCP
181
Militia Capital Partners
Nevada
$241K +$241K +1,200 New
BEI
182
Benjamin Edwards Inc
Missouri
$237K +$237K +1,181 New
SFA
183
Souders Financial Advisors
Ohio
$231K -$11.7K -58 -5%
Cambridge Investment Research Advisors
184
Cambridge Investment Research Advisors
Iowa
$225K +$225K +1,120 New
BWA
185
BlueSky Wealth Advisors
North Carolina
$221K – – –
MCM
186
MAI Capital Management
Ohio
$215K +$215K +1,070 New
HCMT
187
Highland Capital Management (Tennessee)
Tennessee
$212K +$212K +1,055 New
AAS
188
Avantax Advisory Services
Texas
$208K -$13.7K -68 -6%
IC
189
IEQ Capital
California
$207K +$207K +1,032 New
ACM
190
Andina Capital Management
Utah
$204K -$297K -1,480 -59%
LW
191
Linscomb Wealth
Texas
$201K +$201K +1,000 New
GF
192
Gabelli Funds
New York
$201K +$201K +1,000 New
CA
193
Callahan Advisors
Texas
$201K +$201K +1,000 New
Walleye Capital
194
Walleye Capital
New York
$189K +$189K +942 New
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$180K +$43.3K +216 +32%
AIP
196
Ameritas Investment Partners
Nebraska
$173K +$10.7K +53 +7%
C
197
Covestor
United Kingdom
$168K -$61.4K -306 -27%
New York State Teachers Retirement System (NYSTRS)
198
New York State Teachers Retirement System (NYSTRS)
New York
$144K – – –
AIM
199
Ausbil Investment Management
Australia
$130K -$294K -1,302 -69%
EWA
200
EverSource Wealth Advisors
Alabama
$111K +$19.9K +99 +22%
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