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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
VA
76
Vident Advisory
Georgia
$4.67M -$1.04M -2,261 -19%
DLP
77
De Lisle Partners
United Kingdom
$4.53M +$1.15M +2,500 +36%
BCI
78
Brinker Capital Investments
Pennsylvania
$4.38M +$442K +964 +12%
PWM
79
Parkway Wealth Management
Texas
$4.34M -$229K -500 -6%
MWM
80
Moran Wealth Management
Florida
$4.15M +$2.41M +5,251 +151%
Legal & General Group
81
Legal & General Group
United Kingdom
$4.11M -$502K -1,095 -11%
RP
82
RIHO Partners
Arizona
$4.07M +$3.92M +8,540 New
Mackenzie Financial
83
Mackenzie Financial
Ontario, Canada
$4.04M +$1.46M +3,192 +60%
VAM
84
Vanguard Asset Management
$3.75M +$3.61M +7,876 New
AAS
85
Annex Advisory Services
Wisconsin
$3.65M -$133K -289 -4%
TC
86
Truvestments Capital
Florida
$3.62M -$29.8K -65 -0.8%
AllianceBernstein
87
AllianceBernstein
Tennessee
$3.61M -$638K -1,391 -13%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$3.5M +$1.02M +2,230 +44%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$3.29M +$1.34M +2,931 +74%
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$3.17M -$8.62M -18,791 -74%
XT
91
XTX Topco
Cayman Islands
$3.15M +$2.64M +5,758 +682%
YMRC
92
Yorktown Management & Research Company
Virginia
$3.02M
Handelsbanken Fonder
93
Handelsbanken Fonder
Sweden
$2.94M +$238K +520 +9%
AA
94
ALPS Advisors
Colorado
$2.88M +$155K +338 +6%
Truist Financial
95
Truist Financial
North Carolina
$2.87M -$287K -625 -9%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$2.78M +$576K +1,256 +27%
EI
97
EAM Investors
California
$2.69M -$5.14M -11,213 -66%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$2.68M +$108K +235 +4%
Barclays
99
Barclays
United Kingdom
$2.66M -$7.28M -15,869 -74%
CI
100
Cavalier Investments
Georgia
$2.65M -$185K -404 -7%