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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 %
GJL
1
Gendell Jeffrey L
$1.77B 10,717,968 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$350M 2,121,723 +681,443 +47%
BlackRock
3
BlackRock
New York
$125M 754,245 +17,941 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$119M 722,958 -30,373 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$106M 643,310 -20,625 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$41.6M 251,967 +7,347 +3%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$40.2M 243,441 +117,941 +94%
Morgan Stanley
8
Morgan Stanley
New York
$34.3M 207,651 +74,992 +57%
State Street
9
State Street
Massachusetts
$32.6M 197,511 -5,893 -3%
RA
10
Royce & Associates
New York
$29.4M 178,227 -177 -0.1%
AC
11
AltraVue Capital
Washington
$26M 157,517 -42,300 -21%
Renaissance Technologies
12
Renaissance Technologies
New York
$24.8M 150,432 -13,100 -8%
Franklin Resources
13
Franklin Resources
California
$21.1M 127,835 -34,726 -21%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$16.9M 102,069 +102,069 New
Goldman Sachs
15
Goldman Sachs
New York
$15.3M 92,576 -14,417 -13%
Northern Trust
16
Northern Trust
Illinois
$13.6M 82,108 -2,594 -3%
KCM
17
Kennedy Capital Management
Missouri
$12.7M 76,856 +36,175 +89%
OAM
18
Ophir Asset Management
Australia
$12.6M 76,395 -13,309 -15%
Charles Schwab
19
Charles Schwab
California
$12.5M 75,752 -5,705 -7%
HAI
20
Hennessy Advisors Inc
California
$12.2M 74,100 -8,500 -10%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$12.1M 73,468 -82,612 -53%
Invesco
22
Invesco
Georgia
$10.5M 63,718 -137,081 -68%
Two Sigma Investments
23
Two Sigma Investments
New York
$9.62M 58,281 +40,699 +231%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$9.49M 57,478 +54,180 +1,643%
American Century Companies
25
American Century Companies
Missouri
$8.87M 53,699 +966 +2%
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