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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 Holding Trade Value Shares
Change 		Shares
Change %
Mariner
151
Mariner
Kansas
$279K +$30.4K +184 +12%
SC
152
Savant Capital
Illinois
$259K +$259K +1,571 New
FFA
153
Florida Financial Advisors
Florida
$250K +$250K +1,507 New
AWA
154
Arete Wealth Advisors
Illinois
$240K -$43.2K -262 -15%
WC
155
Wexford Capital
Florida
$231K -$149K -900 -39%
OIA
156
Optimum Investment Advisors
Illinois
$228K -$309K -1,870 -58%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$224K +$75.4K +456 +51%
Commonwealth Equity Services
158
Commonwealth Equity Services
Massachusetts
$223K +$22.6K +137 +11%
IWS
159
Insight Wealth Strategies
California
$221K – – –
STA
160
Summit Trail Advisors
New York
$221K +$15.7K +95 +8%
DC
161
Diametric Capital
Massachusetts
$217K +$217K +1,316 New
HCMT
162
Highland Capital Management (Tennessee)
Tennessee
$214K +$39.5K +239 +23%
CCAL
163
City Center Advisors LLC
Michigan
$208K -$58.6K -355 -22%
Millennium Management
164
Millennium Management
New York
$205K -$4M -24,220 -95%
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$203K – – –
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$202K – – –
CSB
167
City State Bank
Iowa
$197K +$111K +670 +128%
AIP
168
Arrowpoint Investment Partners
Singapore
$187K +$175K +1,060 +1,514%
MCM
169
MAI Capital Management
Ohio
$177K – – –
BNP Paribas Financial Markets
170
BNP Paribas Financial Markets
France
$175K -$87K -527 -33%
Lazard Asset Management
171
Lazard Asset Management
New York
$162K -$3.45M -20,991 -96%
CIM
172
Contravisory Investment Management
Massachusetts
$146K +$90.2K +546 +163%
AIP
173
Ameritas Investment Partners
Nebraska
$142K – – –
New York State Teachers Retirement System (NYSTRS)
174
New York State Teachers Retirement System (NYSTRS)
New York
$118K – – –
Osaic Holdings
175
Osaic Holdings
Arizona
$117K -$348K -2,109 -75%
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