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IES Holdings

315 hedge funds and large institutions have $7.63B invested in IES Holdings in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 93 increasing their positions, 93 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.32% more ownership

Funds ownership: 96.29%96.61% (+0.32%)

0% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 93

10% less call options, than puts

Call options by funds: $43.3M | Put options by funds: $48.1M

Holders
315
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.3M
Puts
$48.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
176
Empowered Funds
Pennsylvania
$439K
D.E. Shaw & Co
177
D.E. Shaw & Co
New York
$437K
BWA
178
BlueSky Wealth Advisors
North Carolina
$437K
LIP
179
Lighthouse Investment Partners
Florida
$437K
CW
180
CreativeOne Wealth
Kansas
$431K
MCM
181
MAI Capital Management
Ohio
$425K
Qube Research & Technologies (QRT)
182
Qube Research & Technologies (QRT)
United Kingdom
$420K
Osaic Holdings
183
Osaic Holdings
Arizona
$419K
OP
184
ORG Partners
Indiana
$414K
GSEP
185
Golden State Equity Partners
California
$408K
LW
186
Linscomb Wealth
Texas
$398K
CA
187
Callahan Advisors
Texas
$398K
HWAM
188
Hennion & Walsh Asset Management
New Jersey
$396K
FFA
189
Farther Finance Advisors
California
$394K
SFA
190
Souders Financial Advisors
Ohio
$386K
CBU
191
CIBC Bancorp USA
Illinois
$383K
CFG
192
Citizens Financial Group
Rhode Island
$381K
Public Employees Retirement Association of Colorado
193
Public Employees Retirement Association of Colorado
Colorado
$377K
Cambridge Investment Research Advisors
194
Cambridge Investment Research Advisors
Iowa
$355K
AI
195
Atria Investments
North Carolina
$353K
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$350K
JCP
197
JB Capital Partners
New York
$334K
CFP
198
Comprehensive Financial Planning
Pennsylvania
$330K
DJYG
199
David J. Yvars Group
Florida
$326K
VPIM
200
Vanguard Personalized Indexing Management
California
$317K