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IES Holdings
IESC

Overview Fund Activity

270 hedge funds and large institutions have $5.66B invested in IES Holdings in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 90 increasing their positions, 85 reducing their positions, and 38 closing their positions.

Holders
270
Holders Change
+26
Holders Change %
+10.66%
% of All Funds
3.63%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
68
Increased
90
Reduced
85
Closed
38
Calls
$9.51M
Puts
$16.6M
Net Calls
-$7.14M
Net Calls Change
-$19.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$707M
2
PP
2
Pertento Partners
United Kingdom
$46.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$259M
4
UCMOK
4
United Capital Management of KS
Kansas
$13.6M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$32.7M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$167M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.5M
3
BlackRock
3
BlackRock
New York
$209M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.5M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$970K
Name Market Value Shares Shares
Change 		Shares
Change %
GJL
1
Gendell Jeffrey L
$3.16B 10,676,338 -41,630 -0.4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$707M 2,387,550 +265,827 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$259M 874,309 +151,351 +21%
BlackRock
4
BlackRock
New York
$209M 706,380 -47,865 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$167M 562,674 -80,636 -13%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$78.2M 263,993 +12,026 +5%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$62.1M 209,647 -33,794 -14%
State Street
8
State Street
Massachusetts
$60.7M 204,948 +7,437 +4%
RA
9
Royce & Associates
New York
$54M 182,252 +4,025 +2%
AC
10
AltraVue Capital
Washington
$48.3M 162,897 +5,380 +3%
PP
11
Pertento Partners
United Kingdom
$46.9M 158,378 +158,378 New
Franklin Resources
12
Franklin Resources
California
$44.3M 149,573 +21,738 +17%
Morgan Stanley
13
Morgan Stanley
New York
$40.5M 136,618 -71,033 -34%
Renaissance Technologies
14
Renaissance Technologies
New York
$39.3M 132,532 -17,900 -12%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$34.4M 116,162 +14,093 +14%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$32.7M 110,313 +36,845 +50%
OAM
17
Ophir Asset Management
Australia
$28.3M 81,814 +5,419 +7%
Invesco
18
Invesco
Georgia
$27.1M 91,567 +27,849 +44%
Northern Trust
19
Northern Trust
Illinois
$25.1M 84,812 +2,704 +3%
Goldman Sachs
20
Goldman Sachs
New York
$23.3M 78,554 -14,022 -15%
Charles Schwab
21
Charles Schwab
California
$22.7M 76,649 +897 +1%
American Century Companies
22
American Century Companies
Missouri
$22.7M 76,551 +22,852 +43%
KCM
23
Kennedy Capital Management
Missouri
$18.2M 61,372 -15,484 -20%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$17.3M 58,469 +991 +2%
LPL Financial
25
LPL Financial
California
$16.2M 54,676 +5,412 +11%
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