IESC icon

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
Fidelity Investments
Massachusetts
$707M
2
PP
Pertento Partners
United Kingdom
$46.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$259M
4
UCMOK
United Capital Management of KS
Kansas
$13.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$32.7M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$167M
2
Morgan Stanley
Morgan Stanley
New York
$40.5M
3
BlackRock
BlackRock
New York
$209M
4
Two Sigma Investments
Two Sigma Investments
New York
$3.5M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$970K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$295K +$295K +996 New
AI
177
Atria Investments
North Carolina
$291K +$291K +982 New
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$275K +$275K +928 New
HSBC Holdings
179
HSBC Holdings
United Kingdom
$275K +$275K +929 New
AIP
180
Ameritas Investment Partners
Nebraska
$273K +$18.4K +62 +7%
OAM
181
Oppenheimer Asset Management
New York
$270K +$270K +913 New
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$259K +$259K +846 New
Los Angeles Capital Management
183
Los Angeles Capital Management
California
$258K +$258K +872 New
Russell Investments Group
184
Russell Investments Group
United Kingdom
$255K -$3.08M -10,413 -92%
CCP
185
Clifford Capital Partners
Utah
$254K +$254K +858 New
DS
186
DRW Securities
Illinois
$251K +$251K +849 New
Cerity Partners
187
Cerity Partners
New York
$251K +$251K +848 New
VPIM
188
Vanguard Personalized Indexing Management
California
$243K +$243K +819 New
AAS
189
Avantax Advisory Services
Texas
$236K +$236K +798 New
Raymond James Financial
190
Raymond James Financial
Florida
$232K -$3.13M -10,562 -93%
JAM
191
Jupiter Asset Management
United Kingdom
$219K +$219K +740 New
FFM
192
Forum Financial Management
Illinois
$218K +$218K +736 New
X
193
Xponance
Pennsylvania
$212K +$212K +715 New
RC
194
Rexford Capital
Texas
$207K +$207K +700 New
OP
195
ORG Partners
Indiana
$207K +$207K +714 New
Universal-Beteiligungs- und Servicegesellschaft
196
Universal-Beteiligungs- und Servicegesellschaft
Germany
$205K +$205K +692 New
Simplex Trading
197
Simplex Trading
Illinois
$191K +$191K +645 New
FFA
198
Farther Finance Advisors
California
$163K +$162K +548 +54,800%
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$159K +$1.78K +6 +1%
Jones Financial Companies
200
Jones Financial Companies
Missouri
$125K +$24.8K +85 +25%
6 7
8
9 10