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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 %
BA
101
Bridgewater Advisors
New York
$1.14M – – –
IIM
102
INTECH Investment Management
Florida
$1.14M -$553K -1,866 -33%
SWP
103
Strategic Wealth Partners
Ohio
$1.1M +$1.1M +3,715 New
PWS
104
Peterson Wealth Services
Utah
$1.1M +$42.4K +143 +4%
Corient Private Wealth
105
Corient Private Wealth
Florida
$1.06M +$29.7K +87 +3%
BCM
106
Bourgeon Capital Management
Connecticut
$1.06M – – –
AA
107
ALPS Advisors
Colorado
$1.06M +$485K +1,636 +85%
MWM
108
Moran Wealth Management
Florida
$983K -$15.7K -53 -2%
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$970K -$12.4M -41,909 -93%
PA
110
PFG Advisors
Arizona
$964K -$19.3K -65 -2%
SO
111
STRS Ohio
Ohio
$948K -$267K -900 -22%
Canada Life
112
Canada Life
Manitoba, Canada
$919K +$218K +735 +31%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$884K +$148K +498 +20%
NA
114
Navellier & Associates
Nevada
$868K +$13.3K +45 +2%
SC
115
Savant Capital
Illinois
$816K +$350K +1,183 +75%
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$809K +$169K +571 +26%
ASRS
117
Arizona State Retirement System
Arizona
$778K +$19.3K +65 +3%
Stifel Financial
118
Stifel Financial
Missouri
$768K -$14.2K -48 -2%
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$743K -$140K -472 -16%
CGIM
120
Cannon Global Investment Management
Florida
$741K +$741K +2,500 New
VOYA Investment Management
121
VOYA Investment Management
Georgia
$734K +$74.1K +250 +11%
CIM
122
Cambria Investment Management
California
$715K -$19.8K -67 -3%
AIM
123
Ausbil Investment Management
Australia
$707K +$707K +2,386 New
OPWM
124
Oakwell Private Wealth Management
Texas
$701K -$2.27M -7,672 -76%
Creative Planning
125
Creative Planning
Kansas
$695K +$174K +588 +33%
3 4
5
6 7