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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
TWD
226
True Wealth Design
Ohio
$18.1K
CI Investments Inc
227
CI Investments Inc
Ontario, Canada
$18K
US Bancorp
228
US Bancorp
Minnesota
$17.8K
Optiver Holding
229
Optiver Holding
Netherlands
$15.4K
FMTCOCP
230
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K
FHA
231
First Horizon Advisors
Tennessee
$12.7K
HCA
232
Harbor Capital Advisors
Illinois
$12K
SS
233
SBI Securities
Japan
$11.3K
RIL
234
Rothschild Investment LLC
Illinois
$10.7K
HWM
235
Hemington Wealth Management
Virginia
$8K
PA
236
Parallel Advisors
California
$7.41K
BCV
237
Banque Cantonale Vaudoise
Switzerland
$7K
CA
238
Clearstead Advisors
Ohio
$6.52K
S
239
SignatureFD
Georgia
$6.52K
SCM
240
Sterling Capital Management
North Carolina
$6.52K
HCM
241
Hollencrest Capital Management
California
$5.92K
LI
242
LRI Investments
Florida
$5.86K
BIA
243
Bell Investment Advisors
California
$4.74K
BBHC
244
Brown Brothers Harriman & Co
New York
$3.85K
AF
245
Allworth Financial
California
$3.26K
JWA
246
JFS Wealth Advisors
Pennsylvania
$3.26K
PFBT
247
Parkside Financial Bank & Trust
Missouri
$2.96K
JGIA
248
Jackson Grant Investment Advisers
Connecticut
$2.96K
AssetMark Inc
249
AssetMark Inc
California
$2.96K
KIM
250
Kestra Investment Management
Texas
$2.83K