CIA
IBIT icon

Capital Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Capital Investment 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
Q1 		$1.18M Buy
30,751
+10,985
+56% +$476K 0.02% 314
2025
Q4 		$981K Buy
19,766
+6,807
+53% +$387K 0.01% 344
2025
Q3 		$842K Buy
12,959
+444
+4% +$28.9K 0.01% 359
2025
Q2 		$766K Buy
12,515
+2,616
+26% +$147K 0.01% 374
2025
Q1 		$463K Buy
9,899
+2,907
+42% +$154K 0.01% 444
2024
Q4 		$371K Buy
+6,992
New +$330K 0.01% 473

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Capital Investment Advisors's IBIT Position: Q1 2026 in Review

Capital Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 56% in Q1 2026, buying an estimated $476K and bringing the position to 30,751 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #314.

Capital Investment Advisors first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Capital Investment Advisors held 30,751 shares of iShares Bitcoin Trust worth $1.18M as of Q1 2026.
  • Capital Investment Advisors bought 10,985 iShares Bitcoin Trust shares in Q1 2026, an estimated $476K.
  • iShares Bitcoin Trust made up 0.02% of Capital Investment Advisors's portfolio in Q1 2026, its #314 holding.
  • Capital Investment Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.