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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
3.63%
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
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 %
UBS Group
26
UBS Group
Switzerland
$16M +$773K +2,611 +5%
UCMOK
27
United Capital Management of KS
Kansas
$13.6M +$13.6M +45,874 New
JCP
28
JB Capital Partners
New York
$12.4M – – –
Neuberger Berman Group
29
Neuberger Berman Group
New York
$11.4M -$109K -367 -0.9%
LCM
30
Legato Capital Management
California
$10.4M +$62.2K +210 +0.6%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$10.4M +$169K +570 +2%
CAM
32
Congress Asset Management
Massachusetts
$10.3M +$10.3M +34,652 New
AI
33
AdvisorShares Investments
Maryland
$10.1M +$239K +806 +2%
FIS
34
Fundsmith Investment Services
Mauritius
$9.89M – – –
Swedbank
35
Swedbank
Sweden
$9.48M +$3.85M +13,000 +68%
First Trust Advisors
36
First Trust Advisors
Illinois
$8.86M -$684K -2,308 -7%
UBS AM
37
UBS AM
Illinois
$8.75M +$2M +6,753 +30%
Deutsche Bank
38
Deutsche Bank
Germany
$8.71M -$190K -641 -2%
ACA
39
Apis Capital Advisors
New York
$8.53M -$2.73M -9,200 -24%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$8.42M -$180K -608 -2%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$8.32M +$792K +2,673 +11%
SOW
42
State of Wyoming
Wyoming
$7.94M -$4.49M -15,143 -36%
AQR Capital Management
43
AQR Capital Management
Connecticut
$7.84M -$572K -1,930 -7%
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$7.41M -$1.48M -5,000 -17%
NL
45
Nuveen LLC
North Carolina
$6.78M -$2.54M -8,562 -27%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$6.46M -$1.6M -5,418 -20%
SCP
47
Steamboat Capital Partners
New York
$5.7M -$108K -364 -2%
Barclays
48
Barclays
United Kingdom
$5.67M +$2.3M +7,780 +69%
VA
49
Vident Advisory
Georgia
$5.5M +$153K +517 +3%
AllianceBernstein
50
AllianceBernstein
Tennessee
$5.4M -$720K -2,430 -12%
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