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IWMI

NEOS Russell 2000 High Income ETF
IWMI

85 hedge funds and large institutions have $120M invested in NEOS Russell 2000 High Income ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 3

320% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 10

267% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $645K

57% more capital invested

Capital invested by funds: $76.6M → $120M (+$43.4M)

42% more funds holding

Funds holding: 60 → 85 (+25)

0.68% more ownership

Funds ownership: 17.44% → 18.12% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
85
Holders Change
+25
Holders Change %
+41.67%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
42
Reduced
10
Closed
3
Calls
$2.37M
Puts
$645K
Net Calls
+$1.73M
Net Calls Change
+$1.41M

Top Buyers

1
LPL Financial
LPL Financial
California
+$8.72M
2
FFA
Farther Finance Advisors
California
+$5.06M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$4.61M
4
Jane Street
Jane Street
New York
+$4.54M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.56M

Top Sellers

1
SI
Stephens Inc
Arkansas
-$1.97M
2
SAI
Savvy Advisors Inc
New York
-$614K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$479K
4
BIG
Brookwood Investment Group
Arizona
-$240K
5
CAM
Cresset Asset Management
Illinois
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
26
FSA Advisors
Michigan
$975K +$271K +5,464 +36%
GWP
27
Gateway Wealth Partners
Wisconsin
$862K +$694K +14,002 +334%
NFSG
28
Newbridge Financial Services Group
Florida
$780K +$65.9K +1,331 +9%
SPIA
29
Steward Partners Investment Advisory
New York
$755K +$789K +15,922 New
SIM
30
Seaview Investment Managers
Florida
$754K +$788K +15,910 New
VA
31
Valmark Advisers
Ohio
$734K +$767K +15,485 New
PI
32
PFG Investments
New York
$627K +$64.5K +1,302 +11%
VI
33
VectorGlobal IAG
Florida
$621K +$649K +13,105 New
KPWS
34
Kestra Private Wealth Services
Texas
$613K +$5.55K +112 +0.9%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$611K +$312K +6,297 +96%
OMC
36
Old Mission Capital
Illinois
$586K +$612K +12,357 New
CAM
37
Cresset Asset Management
Illinois
$567K -$218K -4,393 -27%
KWA
38
Kingswood Wealth Advisors
California
$563K +$588K +11,873 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$543K +$567K +11,447 New
SWM
40
SeaCrest Wealth Management
New York
$521K +$111K +2,250 +26%
SS
41
Sunbelt Securities
Texas
$472K +$142K +2,861 +40%
WEG
42
World Equity Group
Illinois
$468K +$37.1K +749 +8%
VEM
43
Vann Equity Management
Texas
$409K +$427K +8,626 New
GIA
44
Gladstone Institutional Advisory
Florida
$397K +$191K +3,861 +85%
NW
45
Naviter Wealth
Arkansas
$363K +$60.4K +1,219 +19%
JWCA
46
J.W. Cole Advisors
Florida
$345K +$361K +7,287 New
QPW
47
Quantum Private Wealth
Florida
$332K +$99.1K +2,000 +40%
SWP
48
Stratos Wealth Partners
Ohio
$321K +$86.8K +1,752 +35%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$317K +$331K +6,685 New
HF
50
HRT Financial
New York
$299K +$313K +6,327 New
1
2
3 4

IWMI Hedge Fund Activity: Q1 2026 in Review

85 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in NEOS Russell 2000 High Income ETF (IWMI) for Q1 2026, worth a combined $120M — up 57% from $76.6M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IWMI positions and 3 closed out — a net gain of 25 holders — while 42 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.72M. The largest seller was Stephens Inc, cutting an estimated $1.97M.

  • 85 institutional investors held NEOS Russell 2000 High Income ETF (IWMI) as of Q1 2026, up from 60 in Q4 2025.
  • Funds reported $120M of NEOS Russell 2000 High Income ETF stock for Q1 2026, up 57% quarter-over-quarter.
  • 28 funds opened new NEOS Russell 2000 High Income ETF positions in Q1 2026 and 3 closed out, a net change of +25 holders.
  • The largest NEOS Russell 2000 High Income ETF buyer in Q1 2026 was LPL Financial, an estimated $8.72M added.
  • The largest NEOS Russell 2000 High Income ETF seller in Q1 2026 was Stephens Inc, an estimated $1.97M sold.

Based on aggregated 13F filings for Q1 2026.