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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
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 %
Comerica Bank
201
Comerica Bank
Texas
$111K +$6.22K +21 +6%
HI
202
Harbour Investments
Wisconsin
$105K – – –
KBC Group
203
KBC Group
Belgium
$90K -$35.3K -119 -28%
QT
204
Quantbot Technologies
New York
$89.2K +$89.2K +301 New
AB
205
Amalgamated Bank
New York
$86K – – –
GI
206
GAMMA Investing
California
$84.4K +$8.59K +29 +11%
SS
207
Sunbelt Securities
Texas
$79.4K +$79.4K +395 New
BTI
208
Blue Trust Inc
Georgia
$72K +$32.6K +110 +83%
CCA
209
Catalyst Capital Advisors
New York
$65.2K – – –
A
210
AlphaQuest
New York
$60.1K -$42.1K -142 -41%
ST
211
Smithfield Trust
Pennsylvania
$50K – – –
MYIA
212
Mount Yale Investment Advisors
Colorado
$46.5K +$46.5K +157 New
Skandinaviska Enskilda Banken (SEB)
213
Skandinaviska Enskilda Banken (SEB)
Sweden
$37.9K – – –
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$33.5K +$29.9K +101 +842%
JSAM
215
J. Safra Asset Management
New York
$33.3K -$9.63K -33 -22%
VCM
216
Versant Capital Management
Arizona
$30.5K +$6.52K +22 +27%
IA
217
IFP Advisors
Florida
$28.1K -$882K -2,606 -97%
BIG
218
Brooklyn Investment Group
New York
$27K +$24.6K +83 +1,038%
BNP Paribas Asset Management
219
BNP Paribas Asset Management
France
$26K +$26K +87 New
MTC
220
Matrix Trust Company
Colorado
$25K -$1.16K -4 -4%
OWA
221
Opal Wealth Advisors
New York
$24.9K +$24.9K +84 New
C
222
Covestor
United Kingdom
$24K -$2.31K -8 -9%
Federated Hermes
223
Federated Hermes
Pennsylvania
$20.4K -$12.4K -42 -38%
EWA
224
EverSource Wealth Advisors
Alabama
$18.4K +$5.04K +17 +38%
TWD
225
True Wealth Design
Ohio
$18.1K +$11.3K +38 +165%
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