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IES Holdings

347 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
Holders
347
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
$70.2M
Puts
$37.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
301
Rothschild Investment LLC
Illinois
$16.7K
QCG
302
Quadrant Capital Group
Ohio
$16.2K
SEP
303
Signature Equity Partners
Ohio
$15.7K
TWC
304
TD Waterhouse Canada
Ontario, Canada
$12.6K
TFA
305
Toth Financial Advisory
Virginia
$11K
FFO
306
Fortitude Family Office
Arizona
$10.5K
CFO
307
CVA Family Office
Colorado
$10.5K
EPL
308
Essential Partners LLC
California
$10K
LI
309
LRI Investments
Florida
$9.05K
PTC
310
Private Trust Company
Ohio
$9.05K
AF
311
Allworth Financial
California
$9.05K
JWA
312
JFS Wealth Advisors
Pennsylvania
$8.1K
APW
313
Aventura Private Wealth
Florida
$7.15K
KFAS
314
Keating Financial Advisory Services
Kansas
$6.67K
BBHC
315
Brown Brothers Harriman & Co
New York
$6.19K
AssetMark Inc
316
AssetMark Inc
California
$5.72K
PFBT
317
Parkside Financial Bank & Trust
Missouri
$4.76K
AS
318
Altshuler Shaham
Israel
$4.76K
Ohio Public Employees Retirement System (OPERS)
319
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.76K
MO
320
McMillan Office
Michigan
$3.81K
AAP
321
Arax Advisory Partners
Colorado
$3.54K
RF
322
Rossby Financial
Florida
$3.39K
BIA
323
Bell Investment Advisors
California
$2.86K
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$2.86K
RWM
325
Rialto Wealth Management
New York
$2.38K