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IES Holdings
IESC

Overview Fund Activity

244 hedge funds and large institutions have $3.12B invested in IES Holdings in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 92 reducing their positions, and 50 closing their positions.

Holders
244
Holders Change
-12
Holders Change %
-4.69%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
41
Increased
83
Reduced
92
Closed
50
Calls
$39.3M
Puts
$26.6M
Net Calls
+$12.7M
Net Calls Change
+$27.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$350M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$40.2M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$16.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$9.49M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.5M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$12.1M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$0
4
AC
4
AltraVue Capital
Washington
$26M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
SPPAM
26
Summit Partners Public Asset Management
Massachusetts
$8.75M 53,000 -30,801 -37%
UBS Group
27
UBS Group
Switzerland
$8.51M 51,512 +24,859 +93%
LPL Financial
28
LPL Financial
California
$8.13M 49,264 +2,838 +6%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$7.46M 45,185 -29,430 -39%
SOW
30
State of Wyoming
Wyoming
$6.92M 41,940 +9,396 +29%
JCP
31
JB Capital Partners
New York
$6.91M 41,845 – –
Neuberger Berman Group
32
Neuberger Berman Group
New York
$6.42M 38,900 -125 -0.3%
ACA
33
Apis Capital Advisors
New York
$6.27M 38,000 +15,860 +72%
LCM
34
Legato Capital Management
California
$5.78M 35,003 -5,290 -13%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$5.68M 34,401 -4,860 -12%
AI
36
AdvisorShares Investments
Maryland
$5.6M 33,190 -310 -0.9%
FIS
37
Fundsmith Investment Services
Mauritius
$5.51M 33,400 – –
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$5.49M 32,956 -2,114 -6%
First Trust Advisors
39
First Trust Advisors
Illinois
$5.32M 32,224 -5,208 -14%
NL
40
Nuveen LLC
North Carolina
$5.19M 31,453 +31,453 New
Deutsche Bank
41
Deutsche Bank
Germany
$4.96M 30,031 -672 -2%
Tudor Investment Corp
42
Tudor Investment Corp
Connecticut
$4.95M 30,000 +30,000 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$4.79M 29,022 -7,737 -21%
AQR Capital Management
44
AQR Capital Management
Connecticut
$4.69M 28,412 -5,177 -15%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$4.49M 27,210 +1,021 +4%
Bank of America
46
Bank of America
North Carolina
$4.3M 26,037 +17,231 +196%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$4.2M 25,428 +2,273 +10%
Ameriprise
48
Ameriprise
Minnesota
$4M 24,493 -1,783 -7%
UBS AM
49
UBS AM
Illinois
$3.76M 22,787 +1,435 +7%
AllianceBernstein
50
AllianceBernstein
Tennessee
$3.41M 20,672 -3,220 -13%
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