Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEOS ETF TRUST (IWMI)

59 + Investors. Track Smart Money conviction in IWMI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
6Q ▲
Buyers last Q
76%

Smart Money Signals — IWMI

Based on 57 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added IWMI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
57 hedge funds hold IWMI right now — the highest count in 1.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +256% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+256% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 76% buying

44 buying14 selling
Last quarter: 44 funds were net buyers (24 opened a brand new position + 20 added to an existing one). Only 14 were sellers (9 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new IWMI position: 11 → 13 → 14 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 70% entered in last year

■ 2% conviction (2yr+) ■ 28% medium ■ 70% new
Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

10 → 11 → 13 → 14 → 24 new funds/Q
New funds entering each quarter: 11 → 13 → 14 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 88% of holders entered in last year

■ 0% veterans ■ 12% 1-2yr ■ 88% new
Of 59 current holders: 52 (88%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
4 of 57 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.8
out of 10
Moderate Exit Risk
Exit risk score 6.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: IWMI

How many hedge funds hold IWMI — quarterly history vs. share price
Quarterly hedge fund ownership of IWMI vs. share price

Market Analysis: IWMI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWMI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: IWMI
2026 Q1 Stats Unlock in 9 days 59 + Investors

Track Smart Money conviction in IWMI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 59 38 55.26%
13F Shares 2M 1M 42.78%
Total Value $74M $52M 43.41%
New Positions 24 14 +10
Increased Positions 20 19 +1
Closed Positions 5 7 -2
Reduced Positions 11 3 +8
Total Calls 2 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: IWMI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

59 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IWMI. Verified SEC 13F-HR filings.

Top 25 institutional holders of IWMI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MADDEN SECURITIES Corp 3.75% 263,123 $12.5M
2 Marshall & Sterling Wealth Advisors Inc. 1.51% 48,665 $2.3M
3 Independence Wealth Advisors, LLC 1.21% 47,753 $2.3M
4 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.74% 93,070 $4.4M
5 FSA Advisors, Inc. 0.64% 20,566 $975K
6 Owen LaRue, LLC 0.47% 25,835 $1.2M
7 High Net Worth Advisory Group LLC 0.34% 31,148 $1.5M
8 Vann Equity Management LLC 0.29% 8,626 $409K
9 Brookwood Investment Group LLC 0.18% 30,093 $1.4M
10 NFSG Corp 0.13% 16,460 $780K
11 WORLD EQUITY GROUP, INC. 0.12% 9,868 $468K
12 Gradient Investments LLC 0.12% 164,206 $7.8M
13 Quantum Private Wealth, LLC 0.10% 7,000 $332K
14 Capital Investment Advisory Services, LLC 0.10% 29,507 $1.4M
15 SeaCrest Wealth Management, LLC 0.06% 11,000 $521K
16 Moran Wealth Management, LLC 0.05% 32,116 $1.5M
17 Farther Finance Advisors, LLC 0.05% 102,039 $4.9M
18 Naviter Wealth, LLC 0.05% 7,664 $363K
19 Walkner Condon Financial Advisors LLC 0.04% 5,845 $277K
20 Mutual Advisors, LLC 0.03% 29,000 $1.4M
21 PFG Investments, LLC 0.03% 13,228 $627K
22 INDEPENDENT FINANCIAL GROUP, LLC 0.03% 19,264 $913K
23 KINGSWOOD WEALTH ADVISORS, LLC 0.03% 11,873 $563K
24 PRIVATE TRUST CO NA 0.02% 4,800 $228K
25 STEPHENS INC /AR/ 0.01% 23,935 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NEOS ETF TRUST (IWMI)

What does the Smart Money Trend signal show for IWMI?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added IWMI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IWMI?

More buyers than sellers — 76% buying: Last quarter: 44 funds were net buyers (24 opened a brand new position + 20 added to an existing one). Only 14 were sellers (9 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IWMI holders?

Strong quality — 27% AUM from major funds: 4 of 57 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IWMI?

Mostly new holders — 70% entered in last year: Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.