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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
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$29.7M +$649K +1,415 +2%
VFT
27
Vanguard Fiduciary Trust
Pennsylvania
$29.2M +$28.1M +61,296 New
OAM
28
Ophir Asset Management
Australia
$26.2M -$2.08M -4,542 -8%
Swedbank
29
Swedbank
Sweden
$25.7M -$5.04M -11,000 -17%
LPL Financial
30
LPL Financial
California
$22.9M -$1.67M -3,643 -7%
UCMOK
31
United Capital Management of KS
Kansas
$21.2M -$361K -787 -2%
CAM
32
Congress Asset Management
Massachusetts
$20.7M +$4.25M +9,260 +27%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$19M -$4.52M -9,856 -20%
SBH
34
Segall Bryant & Hamill
Illinois
$18.9M +$11.9M +26,054 +192%
Deutsche Bank
35
Deutsche Bank
Germany
$18.6M +$399K +869 +2%
Bank of America
36
Bank of America
North Carolina
$16.1M +$3.86M +8,419 +33%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$15.8M -$1.2M -2,616 -7%
KCM
38
Kennedy Capital Management
Missouri
$15.7M -$482K -1,050 -3%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$14.8M -$707K -1,542 -5%
LCM
40
Legato Capital Management
California
$13.1M -$1.32M -2,877 -9%
Raymond James Financial
41
Raymond James Financial
Florida
$12.7M -$463K -1,010 -4%
Man Group
42
Man Group
United Kingdom
$12.7M +$6.58M +14,342 +117%
Ameriprise
43
Ameriprise
Minnesota
$12.7M +$1.5M +3,267 +14%
BA
44
Bridgewater Associates
Connecticut
$10.6M -$447K -975 -4%
RG
45
Renaissance Group
Kentucky
$10.3M +$2.56M +5,577 +35%
AQR Capital Management
46
AQR Capital Management
Connecticut
$10.3M +$428K +934 +5%
Prudential Financial
47
Prudential Financial
New Jersey
$10.1M -$2.11M -4,608 -18%
JP Morgan Chase
48
JP Morgan Chase
New York
$9.69M +$795K +1,733 +9%
N
49
Nuveen
North Carolina
$9.47M -$1.82M -3,961 -17%
Victory Capital Management
50
Victory Capital Management
Texas
$8.83M +$2.84M +6,183 +50%