We are live on ! Find out more
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
SWM
51
Spire Wealth Management
Virginia
$9.85K +$9.89K +202 New
FMP
52
Financial Management Professionals
Texas
$9.05K +$9.11K +186 New
GIA
53
GHP Investment Advisors
Colorado
$7.9K +$7.93K +162 New
EP
54
Essential Partners
California
$2.87K +$2.89K +59 New
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$2.34K +$2.35K +48 New
DFA
56
DHJJ Financial Advisors
Illinois
$1.46K – – –
GWSA
57
Global Wealth Strategies & Associates
Colorado
$1.46K +$1.47K +30 New
Morgan Stanley
58
Morgan Stanley
New York
$1.07K +$1.03K +21 +2,100%
S
59
SignatureFD
Georgia
$974 +$979 +20 New
TCM
60
Triumph Capital Management
Colorado
$292 +$294 +6 New
Wells Fargo
61
Wells Fargo
California
$17 – – –
OMC
62
Old Mission Capital
Illinois
– -$994K -20,461 Closed
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
– -$283K -5,832 Closed
UBS Group
64
UBS Group
Switzerland
– -$134K -2,756 Closed
GRP
65
Global Retirement Partners
California
– -$46.9K -965 Closed
FFA
66
Founders Financial Alliance
North Carolina
– -$9.81K -202 Closed
SIC
67
Salem Investment Counselors
North Carolina
– -$6.07K -125 Closed
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.