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iShares Bitcoin Trust ETF (IBIT) Institutional Ownership

iShares Bitcoin Trust ETF logo
$35.23 -0.92 (-2.54%)
As of 07/8/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Bitcoin Trust ETF (NASDAQ:IBIT)

Number of
Institutional Buyers
(last 12 months)
1552
Total
Institutional Inflows
(last 12 months)
$6.58B
Number of
Institutional Sellers
(last 12 months)
530
Total
Institutional Outflows
(last 12 months)
$1.98B
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IBIT Institutional Buying and Selling by Quarter

iShares Bitcoin Trust ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026Beaird Harris Wealth Management LLC3,489$116K0.0%-15.7%0.000%
7/8/2026Gradient Investments LLC94,782$3.16M0.0%+104.5%0.007%
7/8/2026Baring Financial LLC59,772$1.99M1.1%+5.6%0.005%
7/8/2026Beacon Investment Advisory Services Inc.3,374$112K0.0%+86.7%0.000%
7/8/2026First Heartland Consultants Inc.10,099$336K0.0%+6.4%0.001%
7/8/2026MFG Wealth Management Inc.32,233$1.07M0.8%+37.4%0.003%
7/8/2026Puff Wealth Management LLC9,575$319K0.3%N/A0.001%
7/8/2026Apella Capital LLC16,635$601K0.0%+7.0%0.001%
7/8/2026 Evanson Financial LLC12,083$402K0.0%N/A0.001%
7/8/2026 Archer Investment Management LLC16,904$563K0.2%-80.0%0.001%
7/8/2026 Gainplan LLC79,748$2.66M1.0%+322.6%0.006%
7/7/2026 Mirador Capital Partners LP25,855$861K0.1%+4.2%0.002%
7/7/2026 Integral Investment Advisors Inc.73,248$2.44M0.5%+4.7%0.006%
7/7/2026 Dynamic Advisor Solutions LLC113,748$3.79M0.1%-13.8%0.009%
7/7/2026 GK Wealth Management LLC66,935$2.23M1.2%N/A0.005%
7/7/2026 Avior Wealth Management LLC46,471$1.55M0.0%+8.5%0.004%
7/7/2026 Epiq Partners LLC119,164$3.97M1.7%+10.2%0.009%
7/7/2026 Financial Enhancement Group LLC111,245$3.70M0.4%+3.6%0.009%
7/7/2026 CoreCap Advisors LLC1,968$66K0.0%+200.0%0.000%
7/7/2026 Pacific Excel Wealth Advisors Inc.26,359$877K0.3%N/A0.002%
7/2/2026 Silverleafe Capital Partners LLC37,184$1.24M0.3%-24.5%0.003%
7/2/2026 Kozak & Associates Inc.1,048$36K0.0%-64.1%0.000%
7/2/2026 CX Institutional37,492$1.25M0.0%+5.1%0.003%
7/1/2026 Noble Wealth Management PBC7,705$256K0.1%-5.5%0.001%
6/30/2026VectorGlobal IAG Inc.41,593$1.60M0.4%N/A0.003%
6/25/2026Hamilton Wealth LLC5,528$212K0.0%-71.5%0.000%
6/24/2026Basecamp Wealth Advisors LLC9,160$352K0.1%+32.4%0.001%
6/22/2026Sapient Capital LLC183,073$7.03M0.1%-2.2%0.013%
6/18/2026Western Wealth Management LLC26,779$1.03M0.0%+33.7%0.002%
6/10/2026FAS Wealth Partners Inc.16,234$624K0.0%-19.8%0.001%
6/4/2026Town Capital LLC22,904$880K0.7%+38.2%0.002%
6/4/2026Fischer Investment Strategies LLC5,272$203K0.1%-43.5%0.000%
6/3/2026Wealthquest Corp9,162$352K0.0%+6.7%0.001%
6/3/2026Parallel Advisors LLC59,672$2.29M0.0%+21.2%0.004%
6/3/2026NewEdge Advisors LLC477,809$18.36M0.1%+6.9%0.033%
6/2/2026Blue Edge Capital LLC7,083$272K0.0%+23.5%0.000%
5/29/2026Asset Dedication LLC18,871$725K0.1%+15.0%0.001%
5/28/2026Maripau Wealth Management LLC133,140$5.12M2.2%-2.0%0.009%
5/26/2026Axiom Investment Management LLC2,135$82K0.1%N/A0.000%
5/22/2026Summitry LLC11,450$440K0.0%N/A0.001%
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5/22/2026Coastline Complete Wealth LLC5,832$224K0.1%-16.8%0.000%
5/22/2026Verus Capital Partners LLC17,994$691K0.0%+2.4%0.001%
5/21/2026Vestor Capital LLC1,822$70K0.0%+103.8%0.000%
5/21/2026J. Derek Lewis & Associates Inc.6,568$252K0.1%-56.4%0.000%
5/20/2026Arete Wealth Advisors LLC42,369$1.63M0.1%+14.0%0.003%
5/19/2026Western Wealth Management LLC26,779$1.03M0.0%+33.7%0.002%
5/19/2026Bank of America Corp DE972,590$37.37M0.0%+35.3%0.068%
5/19/2026Hamilton Wealth LLC16,584$637K0.0%-14.5%0.001%
5/19/2026JTC Employer Solutions Trustee Ltd57,216$2.20M0.2%+1.1%0.004%
5/19/2026Janus Henderson Group PLC350,390$13.47M0.0%+53.6%0.024%
5/19/2026Centaurus Financial Inc.57,559$2.21M0.1%-39.8%0.004%
5/19/2026Bull Harbor Capital LLC29,148$1.12M0.3%N/A0.002%
5/19/2026SkyBridge Capital II LLC149,916$5.76M38.7%-28.5%0.010%
5/19/2026Arete Wealth Advisors LLC42,369$1.63M0.1%+14.0%0.003%
5/19/2026Pine Ridge Advisers LLC2,243,827$86.21M5.3%+0.7%0.157%
5/18/2026Sunbelt Securities Inc.8,693$334K0.0%+14.3%0.001%
5/18/2026Gould Capital LLC25,847$993K0.6%+47.2%0.002%
5/18/2026EverSource Wealth Advisors LLC82,732$3.18M0.1%+32.3%0.006%
5/18/2026Royal Bank of Canada46,336$1.78M0.0%-29.3%0.003%
5/18/2026Evercore Wealth Management LLC150,831$5.80M0.1%+23.4%0.011%
5/16/2026KCM Investment Advisors LLC8,948$344K0.0%+8.7%0.001%
5/16/2026Quantinno Capital Management LP62,366$2.40M0.0%-6.9%0.004%
5/16/2026Polar Asset Management Partners Inc.205,682$7.90M0.2%-65.2%0.014%
5/16/2026Family Manage LLC115,137$4.42M0.5%+5.2%0.008%
5/15/2026Cardiff Park Advisors LLC32,603$1.25M0.1%+62.0%0.002%
5/15/2026Gateway Wealth Partners LLC49,660$1.91M0.1%+122.7%0.003%
5/15/2026Turim 21 Investimentos Ltda.121,192$4.66M1.4%+319.4%0.008%
5/15/2026Wealth Watch Advisors INC24,860$955K0.4%+18.7%0.002%
5/15/2026Blue Chip Partners LLC7,150$275K0.0%N/A0.000%
5/15/2026Ardmore Road Asset Management LP500,000$19.21M1.3%+79.1%0.035%
5/15/2026Quadcap Wealth Management LLC17,159$659K0.1%-2.6%0.001%
5/15/2026Weiss Asset Management LP2,280,228$87.61M1.5%-70.8%0.159%
5/15/2026Mustico Financial Group Inc.38,713$1.49M0.9%+19.3%0.003%
5/15/2026Matrix Private Capital Group LLC70,800$2.72M1.3%N/A0.005%
5/15/2026Waverly Advisors LLC146,269$5.62M0.0%+107.5%0.010%
5/15/2026Wealth Alliance LLC26,433$1.02M0.1%+78.3%0.002%
5/15/2026Vivaldi Capital Management LP14,096$542K0.1%+231.2%0.001%
5/15/2026TCM Advisors LLC34,679$1.33M0.1%+30.5%0.002%
5/15/2026Bridgewater Advisors Inc.10,100$388K0.0%N/A0.001%
5/15/2026Boreal Capital Management LLC38,500$1.48M1.4%+27.4%0.003%
5/15/2026Broadhurst Jeffrey B18,268$702K0.7%N/A0.001%
5/14/2026Renaissance Technologies LLC340,000$13.06M0.0%N/A0.024%
5/14/2026Pennington Partners & CO. LLC87,401$3.36M1.2%+23.0%0.006%
5/14/2026GC Wealth Management RIA LLC5,679$218K0.0%N/A0.000%
5/14/2026Compound Planning Inc.125,229$4.81M0.1%+16.2%0.009%
5/14/2026Modern Wealth Management LLC36,728$1.42M0.0%+54.5%0.003%
5/14/2026Keebeck Wealth Management70,711$2.72M0.3%-4.7%0.005%
5/14/2026Greenline Wealth Management LLC15,662$602K0.7%+17.0%0.001%
5/14/2026Aspen Grove Capital LLC7,446$286K0.1%+50.9%0.001%
5/14/2026National Mutual Funds Management Ltd.8,760$337K100.0%+74.0%0.001%
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5/14/2026RMG Wealth Management LLC8,731$335K0.0%+305.9%0.001%
5/14/2026Spear Holdings RSC Ltd365,608$14.05M1.4%-20.6%0.026%
5/14/2026Bank of Nova Scotia214,370$8.24M0.0%N/A0.015%
5/14/2026PBCay One RSC Ltd365,609$14.05M1.0%-20.6%0.026%
5/14/2026Lido Advisors LLC306,258$11.77M0.0%-11.8%0.021%
5/14/2026Walleye Capital LLC4,317,555$165.88M0.7%+332.4%0.302%
5/13/2026Cetera Investment Advisers1,296,500$49.81M0.1%+25.3%0.091%
5/13/2026GSG Advisors LLC13,378$514K0.1%+42.6%0.001%
5/13/2026Cambridge Associates LLC MA ADV29,497$1.13M0.0%+135.4%0.002%
5/13/2026Levin Capital Strategies L.P.6,817$262K0.0%+18.2%0.000%


IBIT Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,907 institutional investors and hedge funds held shares of iShares Bitcoin Trust ETF. The most heavily invested institutionals were Millennium Management LLC ($1.58B), Goldman Sachs Group Inc. ($1.44B), Brevan Howard Capital Management LP ($1.39B), Symmetry Investments LP ($672.61M), Morgan Stanley ($667.33M), Mubadala Investment Co PJSC ($630.67M), and Capula Management Ltd ($616.32M).Learn more on iShares Bitcoin Trust ETF's institutional investors.

Of the 1,863 institutional investors that purchased iShares Bitcoin Trust ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brevan Howard Capital Management LP ($25.57M), Goldman Sachs Group Inc. ($13.73M), Mubadala Investment Co PJSC ($12.70M), Symmetry Investments LP ($12.34M), D. E. Shaw & Co. Inc. ($9.98M), IMC Chicago LLC ($8.95M), and Laurore Ltd ($8.79M).

Institutional investors have bought a total of 118,521,502 shares in the last 24 months. This purchase volume represents approximately $6.59B in transactions.

Of the 530 institutional investors that sold iShares Bitcoin Trust ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Weiss Asset Management LP ($5.58M), Farallon Capital Management LLC ($4.88M), Proficio Capital Partners LLC ($3.54M), Mint Tower Capital Management B.V. ($2.41M), Harvard Management Co. Inc. ($1.46M), Royal Bank of Canada ($1.43M), and Private Advisor Group LLC ($1.26M).

Institutional investors have sold a total of 39,263,697 shares in the last 24 months. This volume of shares sold represents approximately $1.98B in transactions.



This page (NASDAQ:IBIT) was last updated on 7/9/2026 by MarketBeat.com Staff.
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