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
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 Holding Trade Value Shares
Change 		Shares
Change %
GJL
1
Gendell Jeffrey L
$3.16B -$12.3M -41,630 -0.4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$707M +$78.7M +265,827 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$259M +$44.8M +151,351 +21%
BlackRock
4
BlackRock
New York
$209M -$14.2M -47,865 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$167M -$23.9M -80,636 -13%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$78.2M +$3.56M +12,026 +5%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$62.1M -$10M -33,794 -14%
State Street
8
State Street
Massachusetts
$60.7M +$2.2M +7,437 +4%
RA
9
Royce & Associates
New York
$54M +$1.19M +4,025 +2%
AC
10
AltraVue Capital
Washington
$48.3M +$1.59M +5,380 +3%
PP
11
Pertento Partners
United Kingdom
$46.9M +$46.9M +158,378 New
Franklin Resources
12
Franklin Resources
California
$44.3M +$6.44M +21,738 +17%
Morgan Stanley
13
Morgan Stanley
New York
$40.5M -$21M -71,033 -34%
Renaissance Technologies
14
Renaissance Technologies
New York
$39.3M -$5.3M -17,900 -12%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$34.4M +$4.17M +14,093 +14%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$32.7M +$10.9M +36,845 +50%
OAM
17
Ophir Asset Management
Australia
$28.3M +$1.87M +5,419 +7%
Invesco
18
Invesco
Georgia
$27.1M +$8.25M +27,849 +44%
Northern Trust
19
Northern Trust
Illinois
$25.1M +$801K +2,704 +3%
Goldman Sachs
20
Goldman Sachs
New York
$23.3M -$4.15M -14,022 -15%
Charles Schwab
21
Charles Schwab
California
$22.7M +$266K +897 +1%
American Century Companies
22
American Century Companies
Missouri
$22.7M +$6.77M +22,852 +43%
KCM
23
Kennedy Capital Management
Missouri
$18.2M -$4.59M -15,484 -20%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$17.3M +$294K +991 +2%
LPL Financial
25
LPL Financial
California
$16.2M +$1.6M +5,412 +11%
1
2 3 4 5