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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
CAM
376
Cresset Asset Management
Illinois
-$317K -814 Closed
MML Investors Services
377
MML Investors Services
Massachusetts
-$305K -784 Closed
FFM
378
Forum Financial Management
Illinois
-$286K -736 Closed
SSWM
379
Sheets Smith Wealth Management
North Carolina
-$270K -695 Closed
OAM
380
Oppenheimer Asset Management
New York
-$270K -693 Closed
SW
381
SkyOak Wealth
Michigan
-$256K -658 Closed
DTL
382
Dynamic Technology Lab
Singapore
-$254K -654 Closed
Skandinaviska Enskilda Banken (SEB)
383
Skandinaviska Enskilda Banken (SEB)
Sweden
-$245K -628 Closed
GT
384
Glenmede Trust
Pennsylvania
-$202K -519 Closed
A
385
AlphaQuest
New York
-$199K -512 Closed
GC
386
Globeflex Capital
California
-$177K -454 Closed
KAS
387
Kestra Advisory Services
Texas
-$149K -383 Closed
AB
388
Amalgamated Bank
New York
-$110K -284 Closed
Group One Trading
389
Group One Trading
Illinois
-$120K -262 Closed
GWM
390
Greenline Wealth Management
Florida
-$56K -144 Closed
IAIM
391
International Assets Investment Management
Florida
-$38.1K -98 Closed
Simplex Trading
392
Simplex Trading
Illinois
-$18.8K -41 Closed
BCV
393
Banque Cantonale Vaudoise
Switzerland
-$10K -25 Closed
APW
394
Atlantic Private Wealth
North Carolina
-$389 -1 Closed