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IDEX
IEX

Overview Fund Activity

624 hedge funds and large institutions have $13.4B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 258 increasing their positions, 208 reducing their positions, and 69 closing their positions.

Holders
624
Holders Change
-4
Holders Change %
-0.64%
% of All Funds
8.38%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
77
Increased
258
Reduced
208
Closed
69
Calls
$2.48M
Puts
$1.84M
Net Calls
+$639K
Net Calls Change
-$997K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.1B
2
Norges Bank
2
Norges Bank
Norway
$156M
3
VanEck Associates
3
VanEck Associates
New York
$310M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$115M
5
Flossbach Von Storch
5
Flossbach Von Storch
Germany
$113M

Top Sellers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$116M
2
CIM
2
CCLA Investment Management
United Kingdom
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$4.64M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$261M
5
Axa
5
Axa
France
$6.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B 9,191,507 -20,512 -0.2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.1B 6,266,233 +1,215,632 +24%
BlackRock
3
BlackRock
New York
$1.02B 5,785,844 -120,416 -2%
Morgan Stanley
4
Morgan Stanley
New York
$550M 3,133,461 -27,819 -0.9%
State Street
5
State Street
Massachusetts
$544M 3,099,752 +16,913 +0.5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$354M 2,014,768 +51,727 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$350M 2,000,861 +29,353 +1%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$345M 1,966,455 -40,269 -2%
VanEck Associates
9
VanEck Associates
New York
$310M 1,766,539 +793,849 +82%
Invesco
10
Invesco
Georgia
$274M 1,559,341 +13,878 +0.9%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$261M 1,489,297 -364,020 -20%
Barclays
12
Barclays
United Kingdom
$234M 1,333,169 +42,415 +3%
Amundi
13
Amundi
France
$232M 1,278,688 +29,142 +2%
CIP
14
Champlain Investment Partners
Vermont
$177M 1,006,349 -38,390 -4%
First Trust Advisors
15
First Trust Advisors
Illinois
$166M 943,862 +65,215 +7%
Norges Bank
16
Norges Bank
Norway
$156M 888,585 +888,585 New
FAM
17
Fenimore Asset Management
New York
$153M 872,652 +16,701 +2%
UBS AM
18
UBS AM
Illinois
$149M 850,135 +80,794 +11%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$141M 805,188 -49,832 -6%
Northern Trust
20
Northern Trust
Illinois
$136M 772,694 -5,603 -0.7%
Fisher Asset Management
21
Fisher Asset Management
Washington
$124M 707,223 +47,899 +7%
UBS Group
22
UBS Group
Switzerland
$123M 697,920 +326,086 +88%
ATO
23
Alecta Tjanstepension Omsesidigt
Sweden
$121M 689,900 -110,100 -14%
Charles Schwab
24
Charles Schwab
California
$116M 661,111 +12,634 +2%
Pictet Asset Management
25
Pictet Asset Management
Switzerland
$116M 659,846 -814,421 -55%
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