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IES Holdings

273 hedge funds and large institutions have $5.67B invested in IES Holdings in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 90 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.74% more ownership

Funds ownership: 94.56%96.3% (+1.7%)

5% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 86

20% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $29.9M

Holders
273
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
$23.9M
Puts
$29.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$295K
AI
177
Atria Investments
North Carolina
$291K
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$275K
HSBC Holdings
179
HSBC Holdings
United Kingdom
$275K
AIP
180
Ameritas Investment Partners
Nebraska
$273K
OAM
181
Oppenheimer Asset Management
New York
$270K
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$259K
Los Angeles Capital Management
183
Los Angeles Capital Management
California
$258K
Russell Investments Group
184
Russell Investments Group
United Kingdom
$255K
CCP
185
Clifford Capital Partners
Utah
$254K
DS
186
DRW Securities
Illinois
$251K
Cerity Partners
187
Cerity Partners
New York
$251K
VPIM
188
Vanguard Personalized Indexing Management
California
$243K
AAS
189
Avantax Advisory Services
Texas
$236K
Raymond James Financial
190
Raymond James Financial
Florida
$232K
JAM
191
Jupiter Asset Management
United Kingdom
$219K
FFM
192
Forum Financial Management
Illinois
$218K
X
193
Xponance
Pennsylvania
$212K
RC
194
Rexford Capital
Texas
$207K
OP
195
ORG Partners
Indiana
$207K
Universal-Beteiligungs- und Servicegesellschaft
196
Universal-Beteiligungs- und Servicegesellschaft
Germany
$205K
Simplex Trading
197
Simplex Trading
Illinois
$191K
FFA
198
Farther Finance Advisors
California
$163K
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$159K
CAM
200
Chesapeake Asset Management
New York
$134K