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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 %
IWS
151
Insight Wealth Strategies
California
$406K 1,404 +66 +5%
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$393K 1,328 -24 -2%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$389K 1,313 -41 -3%
STA
154
Summit Trail Advisors
New York
$379K 1,280 -58 -4%
HCMT
155
Highland Capital Management (Tennessee)
Tennessee
$373K 1,258 -36 -3%
SG Americas Securities
156
SG Americas Securities
New York
$369K 1,245 +1,245 New
Prudential Financial
157
Prudential Financial
New Jersey
$365K 1,321 +1,321 New
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$362K 1,223 – –
BPIM
159
Brant Point Investment Management
New York
$355K 1,200 -7,690 -87%
PCA
160
Pallas Capital Advisors
Massachusetts
$349K 1,179 +1,179 New
CSB
161
City State Bank
Iowa
$339K 1,145 -50 -4%
SFA
162
Souders Financial Advisors
Ohio
$337K 1,139 +1,139 New
QCM
163
QRG Capital Management
Illinois
$331K 1,117 +1,117 New
CWM
164
CIBC World Markets
New York
$330K 1,114 -712 -39%
TRCT
165
Tower Research Capital (TRC)
New York
$328K 1,107 +749 +209%
BWA
166
BlueSky Wealth Advisors
North Carolina
$326K 1,100 +1,100 New
D.E. Shaw & Co
167
D.E. Shaw & Co
New York
$326K 1,100 +1,100 New
Pictet Asset Management
168
Pictet Asset Management
Switzerland
$326K 1,099 -132 -11%
MCM
169
MAI Capital Management
Ohio
$317K 1,070 – –
KFGK
170
Keystone Financial Group (Kentucky)
Kentucky
$311K 1,050 +1,050 New
GSEP
171
Golden State Equity Partners
California
$304K 1,025 +1,025 New
HWAM
172
Hennion & Walsh Asset Management
New Jersey
$297K 1,002 +1,002 New
CA
173
Callahan Advisors
Texas
$296K 1,000 +1,000 New
LW
174
Linscomb Wealth
Texas
$296K 1,000 +1,000 New
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$295K 996 +996 New
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