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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
3.62%
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 %
IIM
101
INTECH Investment Management
Florida
$1.14M 3,838 -1,866 -33%
SWP
102
Strategic Wealth Partners
Ohio
$1.1M 3,715 +3,715 New
PWS
103
Peterson Wealth Services
Utah
$1.1M 3,698 +143 +4%
Corient Private Wealth
104
Corient Private Wealth
Florida
$1.06M 3,102 +87 +3%
BCM
105
Bourgeon Capital Management
Connecticut
$1.06M 3,568 – –
AA
106
ALPS Advisors
Colorado
$1.06M 3,567 +1,636 +85%
MWM
107
Moran Wealth Management
Florida
$983K 3,319 -53 -2%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$970K 3,276 -41,909 -93%
PA
109
PFG Advisors
Arizona
$964K 3,255 -65 -2%
SO
110
STRS Ohio
Ohio
$948K 3,200 -900 -22%
Canada Life
111
Canada Life
Manitoba, Canada
$919K 3,094 +735 +31%
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$884K 2,985 +498 +20%
NA
113
Navellier & Associates
Nevada
$868K 2,931 +45 +2%
SC
114
Savant Capital
Illinois
$816K 2,754 +1,183 +75%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$809K 2,731 +571 +26%
ASRS
116
Arizona State Retirement System
Arizona
$778K 2,625 +65 +3%
Stifel Financial
117
Stifel Financial
Missouri
$768K 2,593 -48 -2%
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$743K 2,507 -472 -16%
CGIM
119
Cannon Global Investment Management
Florida
$741K 2,500 +2,500 New
VOYA Investment Management
120
VOYA Investment Management
Georgia
$734K 2,478 +250 +11%
CIM
121
Cambria Investment Management
California
$715K 2,412 -67 -3%
AIM
122
Ausbil Investment Management
Australia
$707K 2,386 +2,386 New
OPWM
123
Oakwell Private Wealth Management
Texas
$701K 2,367 -7,672 -76%
Creative Planning
124
Creative Planning
Kansas
$695K 2,346 +588 +33%
VI
125
Versor Investments
New York
$681K 2,300 +2,300 New
3 4
5
6 7