IWMI — NEOS RUSSELL 2000 HIGH INC
As of Q2 2026, 4 SEC-registered investment managers reported holding IWMI (NEOS RUSSELL 2000 HIGH INC) in their latest 13F filings, with a combined reported value of $9.24M across 172.60K shares. That is +556.2% by share count (+146.30K shares) versus the previous quarter, while reported value moved +640.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| UBS Group AG history | Q2 2026 | 92.26K | $4.94M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 79.47K | $4.25M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 650 | $34.71K | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 211 | $11.28K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2025 | 5 | $227 | 0.00% | Reduce |
| Morgan Stanley history | Q1 2026 | 1 | $61 | 0.00% | Reduce |
New Positions (Q2 2026)
- UBS Group AG 92.26K sh · $4.94M
- JPMorgan Chase & Co 650 sh · $34.71K
Fully Exited (vs previous quarter)
- Morgan Stanley sold 1 sh · $61
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 4.64K | — | — | — | 2.76K | — | — | 92.26K |
| Citadel Advisors | — | — | — | — | — | 6.40K | 26.30K | 79.47K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | 650 |
| Wells Fargo & Co | — | 1 | 1 | 1 | — | — | 1 | 211 |
| Morgan Stanley | — | — | — | — | 1 | 22 | 1 | — |
| Fidelity Management & Research (FMR) | 1 | 1 | 45 | 5 | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details