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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 %
WC
151
Wexford Capital
Florida
$415K – – –
IWS
152
Insight Wealth Strategies
California
$406K +$19.1K +66 +5%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$393K -$7.1K -24 -2%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$389K -$12.1K -41 -3%
STA
155
Summit Trail Advisors
New York
$379K -$17.2K -58 -4%
HCMT
156
Highland Capital Management (Tennessee)
Tennessee
$373K -$10.7K -36 -3%
SG Americas Securities
157
SG Americas Securities
New York
$369K +$369K +1,245 New
Prudential Financial
158
Prudential Financial
New Jersey
$365K +$365K +1,321 New
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$362K – – –
BPIM
160
Brant Point Investment Management
New York
$355K -$2.28M -7,690 -87%
PCA
161
Pallas Capital Advisors
Massachusetts
$349K +$349K +1,179 New
CSB
162
City State Bank
Iowa
$339K -$14.8K -50 -4%
SFA
163
Souders Financial Advisors
Ohio
$337K +$337K +1,139 New
QCM
164
QRG Capital Management
Illinois
$331K +$331K +1,117 New
CWM
165
CIBC World Markets
New York
$330K -$211K -712 -39%
TRCT
166
Tower Research Capital (TRC)
New York
$328K +$222K +749 +209%
D.E. Shaw & Co
167
D.E. Shaw & Co
New York
$326K +$326K +1,100 New
BWA
168
BlueSky Wealth Advisors
North Carolina
$326K +$326K +1,100 New
Pictet Asset Management
169
Pictet Asset Management
Switzerland
$326K -$39.1K -132 -11%
MCM
170
MAI Capital Management
Ohio
$317K – – –
KFGK
171
Keystone Financial Group (Kentucky)
Kentucky
$311K +$311K +1,050 New
GSEP
172
Golden State Equity Partners
California
$304K +$304K +1,025 New
HWAM
173
Hennion & Walsh Asset Management
New Jersey
$297K +$297K +1,002 New
LW
174
Linscomb Wealth
Texas
$296K +$296K +1,000 New
CA
175
Callahan Advisors
Texas
$296K +$296K +1,000 New
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7
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