Cambridge Investment Research Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Cambridge Investment Research Advisors’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
2026 Q2	$25.9M	Buy	777,097 +1,249	+0.2%	+$50.8K	0.06%	340
2026 Q1	$29.8M	Buy	775,848 +50,704	+7%	+$2.2M	0.08%	260
2025 Q4	$36M	Sell	725,144 -10,837	-1%	-$616K	0.1%	206
2025 Q3	$47.8M	Buy	735,981 +116,665	+19%	+$7.59M	0.13%	134
2025 Q2	$37.9M	Buy	619,316 +59,919	+11%	+$3.36M	0.12%	171
2025 Q1	$26.2M	Buy	559,397 +27,443	+5%	+$1.45M	0.09%	224
2024 Q4	$28.2M	Sell	531,954 -38,700	-7%	-$1.83M	0.09%	201
2024 Q3	$20.6M	Buy	570,654 +43,657	+8%	+$1.52M	0.07%	274
2024 Q2	$18M	Buy	526,997 +250,783	+91%	+$9.37M	0.07%	287
2024 Q1	$11.2M	Buy	+276,214	New	+$8.61M	0.04%	419

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cambridge Investment Research Advisors's IBIT Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares Bitcoin Trust (IBIT) stake by 0.16% in Q2 2026, buying an estimated $50.8K and bringing the position to 777,097 shares worth $25.9M. The position accounts for 0.06% of the portfolio, ranked #340.

Cambridge Investment Research Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $47.8M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Cambridge Investment Research Advisors held 777,097 shares of iShares Bitcoin Trust worth $25.9M as of Q2 2026.
Cambridge Investment Research Advisors bought 1,249 iShares Bitcoin Trust shares in Q2 2026, an estimated $50.8K.
iShares Bitcoin Trust made up 0.06% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #340 holding.
Cambridge Investment Research Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Cambridge Investment Research Advisors's iShares Bitcoin Trust position peaked at $47.8M in Q3 2025.
1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.