undamentalytics Newsletter

Ioneer Ltd: which funds bought and sold

Institutions that bought and sold Ioneer shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 19 institutions that filed 13F reports for both quarters added to or opened positions in Ioneer, and 7 cut or closed them. Together they sold a net 176K shares, −6.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 22K shares (−38.2%); index fund managers were net buyers of 26K shares (+688.4%). 13 opened a new position and 2 sold out entirely.

Bought, Q2 2026 19 institutions, 13 of them new holders Sold, Q2 2026 7 institutions, 2 of them sold out
Net change, all compared −176K shares (−6.1%)
Net change, active managers −22K shares (−38.2%), 0 bought, 1 sold

Buyers versus sellers

institutions compared, 34
Active managers and hedge funds 0 bought · 1 sold · −22K
Index fund managers 2 bought · 0 sold · +26K
Other institutions 17 bought · 6 sold · −180K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Cambridge Investment Research Advisors, Inc. +134K +138.8% 231K $998,000
Goldman Sachs Group Inc +128K +335.3% 166K $720,490
Gk Wealth Management LLC +32K New position 32K $138,708
Vanguard Personalized Indexing Management, LLC Index funds +25K New position 25K $109,887
HRT Financial LP +23K New position 23K $100,000
Xtx Topco Ltd +21K New position 21K $89,791
Ingalls & Snyder LLC +20K New position 20K $87,000
Bokf, Na +18K New position 18K $75,775
Tower Research Capital LLC (TRC) +15K New position 15K $63,023
BNP Paribas Financial Markets +9,445 New position 9,445 $40,897
Morgan Stanley +6,755 +164.6% 11K $47,024
Susquehanna International Group, LLP +4,353 +17.8% 29K $124,795
Gamma Investing LLC +2,476 +120.5% 4,531 $19,619
Royal Bank Of Canada +967 New position 967 $4,000
Shp Wealth Management +482 New position 482 $2,087
Fifth Third Bancorp +300 New position 300 $1,299
Rhumbline Advisers Index funds +230 +6.2% 3,950 $17,100
Northwestern Mutual Wealth Management Co +41 New position 41 $178
Caitong International Asset Management Co., Ltd +1 New position 1 $4

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Invesco Ltd. −363K −16.2% 1.9M $8.1M
UBS Group AG −91K −83.0% 19K $80,564
Citigroup Inc −87K −87.0% 13K $56,472
Integrated Wealth Concepts LLC −46K −24.4% 143K $617,102
Millennium Management LLC Hedge fund −22K −67.3% 11K $46,387
Jpmorgan Chase & Co −5,386 Sold out 0 —
Eversource Wealth Advisors, LLC −1,888 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Gk Wealth Management LLC 32K $138,708
Vanguard Personalized Indexing Management, LLCIndex funds 25K $109,887
HRT Financial LP 23K $100,000
Xtx Topco Ltd 21K $89,791
Ingalls & Snyder LLC 20K $87,000
Bokf, Na 18K $75,775
Tower Research Capital LLC (TRC) 15K $63,023
BNP Paribas Financial Markets 9,445 $40,897
Royal Bank Of Canada 967 $4,000
Shp Wealth Management 482 $2,087

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Jpmorgan Chase & Co 5,386 $24,129
Eversource Wealth Advisors, LLC 1,888 $8,033

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
32
Ten largest holders
95.2%
of 13F-reported shares
Index fund managers
1.1%
of 13F-reported shares
Active managers and hedge funds
1.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 1 0 0 −22K −38.2%
Index fund managers 2 0 1 0 +26K +688.4%
Other institutions 17 6 12 2 −180K −6.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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