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IES Holdings

348 hedge funds and large institutions have $9.13B invested in IES Holdings in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 105 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $70.2M | Put options by funds: $37.2M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

26% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 105

24% more capital invested

Capital invested by funds: $7.38B → $9.13B (+$1.76B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1% more funds holding

Funds holding: 344348 (+4)

0.79% more ownership

Funds ownership: 95.48%96.27% (+0.79%)

Holders
348
Holders Change
+4
Holders Change %
+1.16%
% of All Funds
4.29%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.1%
New
59
Increased
132
Reduced
105
Closed
46
Calls
$70.2M
Puts
$37.2M
Net Calls
+$33M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$4.93B -$3.74M -8,159 -0.1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.13B +$163M +355,077 +18%
BlackRock
3
BlackRock
New York
$338M -$6.04M -13,163 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$218M +$404K +882 +0.2%
VCM
5
Vanguard Capital Management
Pennsylvania
$190M +$183M +398,929 New
VPM
6
Vanguard Portfolio Management
Pennsylvania
$187M +$180M +392,569 New
First Trust Advisors
7
First Trust Advisors
Illinois
$166M +$46.1M +100,425 +40%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$141M +$9.68M +21,117 +8%
PP
9
Pertento Partners
United Kingdom
$110M +$10M +21,888 +10%
State Street
10
State Street
Massachusetts
$98.9M +$752K +1,639 +0.8%
UBS Group
11
UBS Group
Switzerland
$85M +$41.1M +89,684 +101%
Morgan Stanley
12
Morgan Stanley
New York
$84.6M +$2.8M +6,102 +4%
Franklin Resources
13
Franklin Resources
California
$78.7M +$5.15M +11,227 +7%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$74.5M -$3.82M -8,329 -5%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$72.7M +$5.04K +11 +0%
RA
16
Royce & Associates
New York
$71M -$10.2M -22,314 -13%
AC
17
AltraVue Capital
Washington
$61.8M -$5.9M -12,870 -9%
PCM
18
Parsifal Capital Management
Connecticut
$42.9M -$4.64M -10,113 -10%
Charles Schwab
19
Charles Schwab
California
$39.8M +$921K +2,009 +2%
Renaissance Technologies
20
Renaissance Technologies
New York
$39.2M -$6.9M -15,040 -15%
American Century Companies
21
American Century Companies
Missouri
$38.3M -$6.39M -13,942 -15%
Invesco
22
Invesco
Georgia
$37M -$6.44M -14,041 -15%
Northern Trust
23
Northern Trust
Illinois
$36.6M +$911K +1,987 +3%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$34.5M -$6.72M -14,662 -17%
Goldman Sachs
25
Goldman Sachs
New York
$32.7M -$9.4M -20,500 -23%