IESC icon

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 %
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$295K 996 +996 New
AI
177
Atria Investments
North Carolina
$291K 982 +982 New
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$275K 928 +928 New
HSBC Holdings
179
HSBC Holdings
United Kingdom
$275K 929 +929 New
AIP
180
Ameritas Investment Partners
Nebraska
$273K 923 +62 +7%
OAM
181
Oppenheimer Asset Management
New York
$270K 913 +913 New
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$259K 846 +846 New
Los Angeles Capital Management
183
Los Angeles Capital Management
California
$258K 872 +872 New
Russell Investments Group
184
Russell Investments Group
United Kingdom
$255K 861 -10,413 -92%
CCP
185
Clifford Capital Partners
Utah
$254K 858 +858 New
DS
186
DRW Securities
Illinois
$251K 849 +849 New
Cerity Partners
187
Cerity Partners
New York
$251K 848 +848 New
VPIM
188
Vanguard Personalized Indexing Management
California
$243K 819 +819 New
AAS
189
Avantax Advisory Services
Texas
$236K 798 +798 New
Raymond James Financial
190
Raymond James Financial
Florida
$232K 783 -10,562 -93%
JAM
191
Jupiter Asset Management
United Kingdom
$219K 740 +740 New
FFM
192
Forum Financial Management
Illinois
$218K 736 +736 New
X
193
Xponance
Pennsylvania
$212K 715 +715 New
RC
194
Rexford Capital
Texas
$207K 700 +700 New
OP
195
ORG Partners
Indiana
$207K 714 +714 New
Universal-Beteiligungs- und Servicegesellschaft
196
Universal-Beteiligungs- und Servicegesellschaft
Germany
$205K 692 +692 New
Simplex Trading
197
Simplex Trading
Illinois
$191K 645 +645 New
FFA
198
Farther Finance Advisors
California
$163K 549 +548 +54,800%
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$159K 536 +6 +1%
Jones Financial Companies
200
Jones Financial Companies
Missouri
$125K 430 +85 +25%
6 7
8
9 10