NEOS ETF TRUST (IYRI): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

NEOS ETF TRUST (IYRI)

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

Smart Money Signals — IYRI

Based on 29 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q

For 3 consecutive quarters, more hedge funds added IYRI 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

29 hedge funds hold IYRI right now — the highest count in 1.0 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.

🟢

More buyers than sellers — 71% buying

20 buying8 selling

Last quarter: 20 funds were net buyers (11 opened a brand new position + 9 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 11 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 93% entered in last year

■ 0% conviction (2yr+) ■ 7% medium ■ 93% new

Only 0 funds (0%) 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.

📈

Growing discovery — still being found

8 → 11 → 11 new funds/Q

New funds entering each quarter: 8 → 11 → 11. A growing number of institutions are discovering IYRI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 29 current holders: 29 (100%) 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.

📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds

4 of 29 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

7.3

out of 10

High Exit Risk

Exit risk score 7.3/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	29	21	38.1%
13F Shares	573K	410K	39.68%
Total Value	$28M	$21M	34.51%
New Positions	11	11	-
Increased Positions	9	9	-
Closed Positions	3	1	+2
Reduced Positions	5	1	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

38.1%

13F Shares

573K

410K

39.68%

Total Value

$28M

$21M

34.51%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

29 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 22 institutional holders of IYRI — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	MADDEN SECURITIES Corp	1.44%	101,075	$4.8M
2	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	1.10%	138,746	$6.6M
3	Cherry Creek Investment Advisors, Inc.	0.84%	40,912	$1.9M
4	CAP Partners, LLC	0.40%	15,036	$711K
5	High Net Worth Advisory Group LLC	0.18%	16,197	$766K
6	Gradient Investments LLC	0.12%	162,919	$7.7M
7	Moran Wealth Management, LLC	0.05%	36,433	$1.7M
8	WORLD EQUITY GROUP, INC.	0.05%	4,275	$202K
9	RFG Advisory, LLC	0.05%	52,350	$2.5M
10	World Investment Advisors	0.01%	15,762	$745K
11	CoreCap Advisors, LLC	0.00%	800	$38K
12	NFSG Corp	0.00%	155	$7K
13	Financial Management Professionals, Inc.	0.00%	191	$9K
14	SBI Securities Co., Ltd.	0.00%	496	$23K
15	Roble, Belko & Company, Inc	0.00%	109	—
16	IFP Advisors, Inc	0.00%	606	$29K
17	HighTower Advisors, LLC	0.00%	6,315	$299K
18	MOTCO	0.00%	64	$3K
19	SALEM INVESTMENT COUNSELORS INC	0.00%	150	$7K
20	ENVESTNET ASSET MANAGEMENT INC	0.00%	10,581	$500K
21	Farther Finance Advisors, LLC	0.00%	47	$2K
22	DHJJ Financial Advisors, Ltd.	0.00%	1	—

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 (IYRI)

What does the Smart Money Trend signal show for IYRI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IYRI 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 IYRI?

More buyers than sellers — 71% buying: Last quarter: 20 funds were net buyers (11 opened a brand new position + 9 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IYRI holders?

Smaller funds dominant — 2% AUM from top-100: 4 of 29 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IYRI?

Mostly new holders — 93% entered in last year: Only 0 funds (0%) 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.

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NEOS ETF TRUST (IYRI)

Smart Money Signals — IYRI

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 71% buying

Steady new buyers — ~11 new funds per quarter

Mostly new holders — 93% entered in last year

Growing discovery — still being found

Early stage — 100% of holders entered in last year

Smaller funds dominant — 2% AUM from top-100

Hedge Fund Ownership: IYRI

Market Analysis: IYRI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IYRI

Hedge Fund Positioning: IYRI

Statistics: IYRI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — NEOS ETF TRUST (IYRI)

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