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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 %
UBS Group
26
UBS Group
Switzerland
$16M 54,123 +2,611 +5%
UCMOK
27
United Capital Management of KS
Kansas
$13.6M 45,874 +45,874 New
JCP
28
JB Capital Partners
New York
$12.4M 41,845 – –
Neuberger Berman Group
29
Neuberger Berman Group
New York
$11.4M 38,533 -367 -0.9%
LCM
30
Legato Capital Management
California
$10.4M 35,213 +210 +0.6%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$10.4M 34,971 +570 +2%
CAM
32
Congress Asset Management
Massachusetts
$10.3M 34,652 +34,652 New
AI
33
AdvisorShares Investments
Maryland
$10.1M 33,996 +806 +2%
FIS
34
Fundsmith Investment Services
Mauritius
$9.89M 33,400 – –
Swedbank
35
Swedbank
Sweden
$9.48M 32,000 +13,000 +68%
First Trust Advisors
36
First Trust Advisors
Illinois
$8.86M 29,916 -2,308 -7%
UBS AM
37
UBS AM
Illinois
$8.75M 29,540 +6,753 +30%
Deutsche Bank
38
Deutsche Bank
Germany
$8.71M 29,390 -641 -2%
ACA
39
Apis Capital Advisors
New York
$8.53M 28,800 -9,200 -24%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$8.42M 28,414 -608 -2%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$8.32M 28,101 +2,673 +11%
SOW
42
State of Wyoming
Wyoming
$7.94M 26,797 -15,143 -36%
AQR Capital Management
43
AQR Capital Management
Connecticut
$7.84M 26,482 -1,930 -7%
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$7.41M 25,000 -5,000 -17%
NL
45
Nuveen LLC
North Carolina
$6.78M 22,891 -8,562 -27%
SCP
46
Steamboat Capital Partners
New York
$5.7M 19,255 -364 -2%
Barclays
47
Barclays
United Kingdom
$5.67M 19,135 +7,780 +69%
VA
48
Vident Advisory
Georgia
$5.5M 18,571 +517 +3%
AllianceBernstein
49
AllianceBernstein
Tennessee
$5.4M 18,242 -2,430 -12%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$5.18M 17,482 -15,474 -47%
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