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IES Holdings
IESC

Overview Fund Activity

271 hedge funds and large institutions have $5.67B invested in IES Holdings in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 90 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+27
Holders Change %
+11.07%
% of All Funds
3.64%
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
86
Closed
38
Calls
$23.9M
Puts
$29.9M
Net Calls
-$6.01M
Net Calls Change
-$18.7M

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 Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
226
CI Investments Inc
Ontario, Canada
$18K +$3.48K +12 +24%
US Bancorp
227
US Bancorp
Minnesota
$17.8K +$3.26K +11 +22%
Optiver Holding
228
Optiver Holding
Netherlands
$15.4K +$14.8K +50 +2,500%
FMTCOCP
229
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K – – –
FHA
230
First Horizon Advisors
Tennessee
$12.7K – – –
HCA
231
Harbor Capital Advisors
Illinois
$12K -$3.43K -12 -22%
SS
232
SBI Securities
Japan
$11.3K -$5.04K -17 -31%
RIL
233
Rothschild Investment LLC
Illinois
$10.7K – – –
HWM
234
Hemington Wealth Management
Virginia
$8K +$3.43K +12 +75%
PA
235
Parallel Advisors
California
$7.41K +$296 +1 +4%
BCV
236
Banque Cantonale Vaudoise
Switzerland
$7K -$7K -25 -50%
CA
237
Clearstead Advisors
Ohio
$6.52K +$6.52K +22 New
S
238
SignatureFD
Georgia
$6.52K -$5.93K -20 -48%
SCM
239
Sterling Capital Management
North Carolina
$6.52K +$3.85K +13 +144%
HCM
240
Hollencrest Capital Management
California
$5.93K – – –
LI
241
LRI Investments
Florida
$5.86K – – –
BIA
242
Bell Investment Advisors
California
$4.74K -$3.85K -13 -45%
BBHC
243
Brown Brothers Harriman & Co
New York
$3.85K +$3.85K +13 New
AF
244
Allworth Financial
California
$3.26K +$1.19K +4 +57%
JWA
245
JFS Wealth Advisors
Pennsylvania
$3.26K +$1.48K +5 +83%
PFBT
246
Parkside Financial Bank & Trust
Missouri
$2.96K +$2.96K +10 New
JGIA
247
Jackson Grant Investment Advisers
Connecticut
$2.96K – – –
AssetMark Inc
248
AssetMark Inc
California
$2.96K +$2.96K +10 New
KIM
249
Kestra Investment Management
Texas
$2.83K +$2.55K +9 +900%
GRP
250
Global Retirement Partners
California
$2.07K +$2.07K +7 New
8 9
10
11 12