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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
FWM
51
Foguth Wealth Management
Michigan
$291K +$276K +5,566 New
WCFA
52
Walkner Condon Financial Advisors
Wisconsin
$277K +$290K +5,845 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$270K -$479K -9,676 -63%
PA
54
PSI Advisors
Florida
$241K +$40.9K +826 +19%
PTC
55
Private Trust Company
Ohio
$228K – – –
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$225K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$222K +$20.1K +405 +9%
PAG
58
Private Advisor Group
New Jersey
$221K +$231K +4,654 New
AF
59
Allworth Financial
California
$161K +$24.8K +500 +17%
WG
60
Wellington Group
Indiana
$124K +$130K +2,622 New
Group One Trading
61
Group One Trading
Illinois
$99.5K +$19.8K +400 +24%
IAIM
62
International Assets Investment Management
Florida
$90.5K +$24.7K +498 +35%
SIS
63
Sound Income Strategies
Florida
$82.1K +$85.5K +1,725 New
GIA
64
GHP Investment Advisors
Colorado
$70.2K +$65.4K +1,320 +815%
CA
65
CoreCap Advisors
Michigan
$65.3K +$16.1K +325 +31%
NS
66
NBC Securities
Alabama
$57.4K +$60K +1,211 New
ACA
67
Aptus Capital Advisors
Alabama
$55.7K – – –
FFA
68
Founders Financial Alliance
North Carolina
$53K +$55.3K +1,117 New
HI
69
Harbour Investments
Wisconsin
$23.7K +$24.8K +500 New
SIC
70
Salem Investment Counselors
North Carolina
$22.5K +$23.5K +475 New
Osaic Holdings
71
Osaic Holdings
Arizona
$21.5K +$7.78K +157 +53%
SS
72
SBI Securities
Japan
$10K +$10.5K +212 New
SWM
73
Spire Wealth Management
Virginia
$9.95K +$396 +8 +4%
FMP
74
Financial Management Professionals
Texas
$9.34K +$545 +11 +6%
CAL
75
Capital Analysts LLC
Pennsylvania
$9K -$10.7K -215 -54%
1 2
3
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IWMI Hedge Fund Activity: Q1 2026 in Review

85 of the 8,125 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.