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Apexium Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Apexium Financial’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.29M Buy
35,294
+21,596
+158% +$1.4M 0.11% 87
2025
Q2 		$838K Buy
13,698
+3,462
+34% +$194K 0.04% 141
2025
Q1 		$479K Buy
+10,236
New +$542K 0.03% 178

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Apexium Financial's IBIT Position: Q3 2025 in Review

Apexium Financial increased its iShares Bitcoin Trust (IBIT) stake by 158% in Q3 2025, buying an estimated $1.4M and bringing the position to 35,294 shares worth $2.29M. The position accounts for 0.11% of the portfolio, ranked #87.

Apexium Financial first reported a position in IBIT in Q1 2025 and has held it in 3 quarters since. 1,623 funds tracked by Wall St. Rank hold IBIT as of Q3 2025.

  • Apexium Financial held 35,294 shares of iShares Bitcoin Trust worth $2.29M as of Q3 2025.
  • Apexium Financial bought 21,596 iShares Bitcoin Trust shares in Q3 2025, an estimated $1.4M.
  • iShares Bitcoin Trust made up 0.11% of Apexium Financial's portfolio in Q3 2025, its #87 holding.
  • Apexium Financial first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 3 quarters since.
  • 1,623 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.