Capstone Investment Advisors
IBIT icon

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

Capstone 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 		$137M Buy
3,570,000
+120,100
+3% +$5.2M 0.24% 51
2025
Q4 		$171M Buy
3,449,900
+650,000
+23% +$36.9M 0.34% 40
2025
Q3 		$182M Buy
2,799,900
+575,800
+26% +$37.5M 0.34% 32
2025
Q2 		$136M Buy
2,224,100
+1,270,000
+133% +$71.2M 0.34% 30
2025
Q1 		$44.7M Buy
954,100
+650,000
+214% +$34.4M 0.12% 86
2024
Q4 		$16.1M Buy
+304,100
New +$14.4M 0.04% 252

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

Capstone Investment Advisors's IBIT Position: Q2 2025 in Review

Capstone Investment Advisors sold out of iShares Bitcoin Trust (IBIT) in Q2 2025, closing a stake of 265,590 shares — an estimated $14.9M sold.

Capstone Investment Advisors first reported a position in IBIT in Q3 2024 and held it in 3 quarters. The position peaked at $15.5M in Q4 2024. 1,433 funds tracked by Wall St. Rank hold IBIT as of Q2 2025.

  • Capstone Investment Advisors reported no remaining iShares Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 265,590 iShares Bitcoin Trust shares in Q2 2025, an estimated $14.9M.
  • Capstone Investment Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and held it in 3 quarters.
  • Capstone Investment Advisors's iShares Bitcoin Trust position peaked at $15.5M in Q4 2024.
  • 1,433 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2025.

Based on Capstone Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.