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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 Market Value Shares Shares
Change 		Shares
Change %
CI Investments Inc
201
CI Investments Inc
Ontario, Canada
$8K 50 -14 -22%
FMTCOCP
202
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K 51 – –
BCV
203
Banque Cantonale Vaudoise
Switzerland
$8K 50 +50 New
CCM
204
Coldstream Capital Management
Washington
$7.76K 47 +47 New
SAM
205
Smartleaf Asset Management
Massachusetts
$7.67K 46 – –
EWA
206
EverSource Wealth Advisors
Alabama
$7.43K 45 -506 -92%
FHA
207
First Horizon Advisors
Tennessee
$7.1K 43 +43 New
S
208
SignatureFD
Georgia
$6.94K 42 +13 +45%
RIL
209
Rothschild Investment LLC
Illinois
$5.94K 36 +28 +350%
BIA
210
Bell Investment Advisors
California
$4.79K 29 +3 +12%
PA
211
Parallel Advisors
California
$3.98K 24 -2 -8%
TWD
212
True Wealth Design
Ohio
$3.8K 23 +18 +360%
AS
213
Altshuler Shaham
Israel
$3.63K 22 +8 +57%
HCM
214
Hollencrest Capital Management
California
$3.3K 20 – –
LI
215
LRI Investments
Florida
$3.27K 20 -3 -13%
QL
216
Quarry LP
New York
$2.64K 16 +16 New
HWM
217
Hemington Wealth Management
Virginia
$2K 16 +5 +45%
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$1.98K 12 -12 -50%
JGIA
219
Jackson Grant Investment Advisers
Connecticut
$1.65K 10 +10 New
SCM
220
Sterling Capital Management
North Carolina
$1.49K 9 +1 +13%
HCP
221
Hexagon Capital Partners
Arkansas
$1.49K 9 +9 New
AF
222
Allworth Financial
California
$1.37K 7 +7 New
BIG
223
Brooklyn Investment Group
New York
$1.32K 8 +8 New
LC
224
Lindbrook Capital
California
$1.16K 7 – –
JWA
225
JFS Wealth Advisors
Pennsylvania
$991 6 -7 -54%
7 8
9
10 11