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.
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)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$8.72M |
| 2 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$5.06M |
| 3 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$4.61M |
| 4 |
Jane Street
New York
|
+$4.54M |
| 5 |
Rockefeller Capital Management
New York
|
+$2.56M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
76
IFP Advisors
Tampa,
Florida
| $4.74K | +$4.95K | +100 | New |
|
|
SC
77
Swan Capital
Pensacola,
Florida
| $3.98K | +$4.16K | +84 | New |
|
|
S
78
SignatureFD
Atlanta,
Georgia
| $2.61K | +$1.73K | +35 | +175% |
|
|
DFA
79
DHJJ Financial Advisors
Naperville,
Illinois
| $1.42K | – | – | – |
|
|
GWSA
80
Global Wealth Strategies & Associates
Denver,
Colorado
| $1.38K | -$50 | -1 | -3% |
|
|
M
81
MOTCO
San Antonio,
Texas
| $901 | +$941 | +19 | New |
|
|
TCM
82
Triumph Capital Management
Denver,
Colorado
| $284 | – | – | – |
|
83
BNP Paribas Financial Markets
Paris,
France
| $142 | -$2.23K | -45 | -94% |
|
84
Morgan Stanley
New York
| $61 | -$1.04K | -21 | -95% |
|
85
JP Morgan Chase
New York
| $43 | – | – | – |
|
86
Wells Fargo
San Francisco,
California
| $29 | +$50 | +1 | New |
|
|
SAI
87
Savvy Advisors Inc
New York
| – | -$614K | -12,604 | Closed |
|
|
AF
88
Advisornet Financial
Minnetonka,
Minnesota
| – | -$17.2K | -353 | Closed |
|
|
EP
89
Essential Partners
Rancho Santa Fe,
California
| – | -$2.87K | -59 | Closed |
|
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.