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
LPL Financial
1
LPL Financial
California
$18.9M +$10M +204,184 +111%
MS
2
Madden Securities
Texas
$12M +$3.26M +66,583 +37%
GI
3
Gradient Investments
Minnesota
$7.95M +$21.5K +439 +0.3%
CWA
4
Cascade Wealth Advisors
Washington
$5.89M -$1.06M -21,610 -16%
SI
5
Stephens Inc
Arkansas
$3.1M +$452K +9,236 +17%
MML Investors Services
6
MML Investors Services
Massachusetts
$2.83M +$2.85M +58,208 New
IWAO
7
Independence Wealth Advisors (Ohio)
Ohio
$2.15M +$2.16M +44,149 New
BIG
8
Brookwood Investment Group
Arizona
$1.7M +$979K +20,000 +134%
HNWAG
9
High Net Worth Advisory Group
Florida
$1.52M +$75.9K +1,551 +5%
MA
10
Mutual Advisors
Nebraska
$1.38M +$145K +2,969 +12%
GSIAS
11
Garden State Investment Advisory Services
New Jersey
$1.33M +$246K +5,018 +22%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.32M +$1.28M +26,214 +2,621%
CIAS
13
Capital Investment Advisory Services
North Carolina
$1.26M -$3.67K -75 -0.3%
SF
14
Summit Financial
New Jersey
$1.23M +$1.24M +25,336 New
Stifel Financial
15
Stifel Financial
Missouri
$1.18M +$131K +2,681 +12%
KAS
16
Kestra Advisory Services
Texas
$1.04M +$742K +15,160 +248%
CAM
17
Cresset Asset Management
Illinois
$796K -$32K -653 -4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$748K -$2.66M -54,432 -78%
Jane Street
19
Jane Street
New York
$746K -$882K -18,008 -54%
NFSG
20
Newbridge Financial Services Group
Florida
$736K +$593K +12,111 +401%
FA
21
FSA Advisors
Michigan
$735K +$739K +15,102 New
IFG
22
Independent Financial Group
California
$698K +$701K +14,330 New
PWM
23
Palacios Wealth Management
Florida
$633K -$10.8K -220 -2%
KPWS
24
Kestra Private Wealth Services
Texas
$624K +$5.29K +108 +0.8%
SAI
25
Savvy Advisors Inc
New York
$614K +$617K +12,604 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.