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IES Holdings

320 hedge funds and large institutions have $7.63B invested in IES Holdings in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 95 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:

2% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 93

0.33% more ownership

Funds ownership: 96.27%96.61% (+0.33%)

10% less call options, than puts

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

Holders
320
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
BWA
176
BlueSky Wealth Advisors
North Carolina
$437K
D.E. Shaw & Co
177
D.E. Shaw & Co
New York
$437K
LIP
178
Lighthouse Investment Partners
Florida
$437K
CW
179
CreativeOne Wealth
Kansas
$431K
MCM
180
MAI Capital Management
Ohio
$425K
Qube Research & Technologies (QRT)
181
Qube Research & Technologies (QRT)
United Kingdom
$420K
Osaic Holdings
182
Osaic Holdings
Arizona
$419K
OP
183
ORG Partners
Indiana
$414K
GSEP
184
Golden State Equity Partners
California
$408K
CA
185
Callahan Advisors
Texas
$398K
LW
186
Linscomb Wealth
Texas
$398K
HWAM
187
Hennion & Walsh Asset Management
New Jersey
$396K
FFA
188
Farther Finance Advisors
California
$394K
SFA
189
Souders Financial Advisors
Ohio
$386K
CBU
190
CIBC Bancorp USA
Illinois
$383K
CFG
191
Citizens Financial Group
Rhode Island
$381K
Public Employees Retirement Association of Colorado
192
Public Employees Retirement Association of Colorado
Colorado
$377K
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$355K
AI
194
Atria Investments
North Carolina
$353K
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$350K
JCP
196
JB Capital Partners
New York
$334K
CFP
197
Comprehensive Financial Planning
Pennsylvania
$330K
DJYG
198
David J. Yvars Group
Florida
$326K
VPIM
199
Vanguard Personalized Indexing Management
California
$317K
Squarepoint
200
Squarepoint
New York
$312K