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IWMI

NEOS Russell 2000 High Income ETF
IWMI

60 hedge funds and large institutions have $76.6M invested in NEOS Russell 2000 High Income ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

107% more call options, than puts

Call options by funds: $604K | Put options by funds: $292K

46% more funds holding

Funds holding: 41 → 60 (+19)

43% more capital invested

Capital invested by funds: $53.4M → $76.6M (+$23.2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.57% less ownership

Funds ownership: 18.01% → 17.44% (-0.57%)

Holders
60
Holders Change
+19
Holders Change %
+46.34%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
22
Reduced
10
Closed
6
Calls
$604K
Puts
$292K
Net Calls
+$312K
Net Calls Change
+$312K

Top Buyers

1
LPL Financial
LPL Financial
California
+$10M
2
MS
Madden Securities
Texas
+$3.26M
3
MML Investors Services
MML Investors Services
Massachusetts
+$2.85M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.28M
5
SF
Summit Financial
New Jersey
+$1.24M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.66M
2
CWA
Cascade Wealth Advisors
Washington
-$1.06M
3
OMC
Old Mission Capital
Illinois
-$994K
4
Jane Street
Jane Street
New York
-$882K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$283K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
26
PFG Investments
New York
$581K +$584K +11,926 New
WEG
27
World Equity Group
Illinois
$444K +$47.2K +965 +12%
SWM
28
SeaCrest Wealth Management
New York
$437K -$7.34K -150 -2%
MWM
29
Moran Wealth Management
Florida
$408K +$410K +8,371 New
SS
30
Sunbelt Securities
Texas
$345K +$38.2K +781 +12%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$321K +$93.3K +1,906 +41%
NW
32
Naviter Wealth
Arkansas
$314K +$315K +6,445 New
OL
33
Owen LaRue
Kentucky
$299K +$70K +1,431 +30%
SWP
34
Stratos Wealth Partners
Ohio
$245K +$246K +5,027 New
QPW
35
Quantum Private Wealth
Florida
$243K +$245K +5,000 New
PTC
36
Private Trust Company
Ohio
$234K +$24.5K +500 +12%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$231K +$232K +4,742 New
GIA
38
Gladstone Institutional Advisory
Florida
$220K +$221K +4,524 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$208K +$14K +286 +7%
PA
40
PSI Advisors
Florida
$207K -$18.4K -375 -8%
GWP
41
Gateway Wealth Partners
Wisconsin
$204K +$205K +4,190 New
AF
42
Allworth Financial
California
$141K +$53.8K +1,100 +61%
Group One Trading
43
Group One Trading
Illinois
$82.8K -$30.4K -622 -27%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$79.1K +$79.5K +1,625 New
IAIM
45
International Assets Investment Management
Florida
$68.3K +$68.7K +1,403 New
ACA
46
Aptus Capital Advisors
Alabama
$57.2K – – –
CA
47
CoreCap Advisors
Michigan
$51.2K – – –
CAL
48
Capital Analysts LLC
Pennsylvania
$19K -$1.27K -26 -6%
AF
49
Advisornet Financial
Minnesota
$17.2K +$10.3K +210 +147%
Osaic Holdings
50
Osaic Holdings
Arizona
$14.5K +$14.5K +297 New
1
2
3

IWMI Hedge Fund Activity: Q4 2025 in Review

60 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in NEOS Russell 2000 High Income ETF (IWMI) for Q4 2025, worth a combined $76.6M — up 43% from $53.4M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IWMI positions and 6 closed out — a net gain of 19 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $10M. The largest seller was Susquehanna International Group, cutting an estimated $2.66M.

  • 60 institutional investors held NEOS Russell 2000 High Income ETF (IWMI) as of Q4 2025, up from 41 in Q3 2025.
  • Funds reported $76.6M of NEOS Russell 2000 High Income ETF stock for Q4 2025, up 43% quarter-over-quarter.
  • 25 funds opened new NEOS Russell 2000 High Income ETF positions in Q4 2025 and 6 closed out, a net change of +19 holders.
  • The largest NEOS Russell 2000 High Income ETF buyer in Q4 2025 was LPL Financial, an estimated $10M added.
  • The largest NEOS Russell 2000 High Income ETF seller in Q4 2025 was Susquehanna International Group, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2025.