Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Bitcoin Trust IBIT Stock Holding History

Cetera Investment Advisers’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
Q2 		– Sell
-2,500
Closed -$3.2K – 4157
2025
Q1 		$3.2K Buy
+2,500
New +$132K ﹤0.01% 3960

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 $6.73T AUM 46.02% 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

Cetera Investment Advisers's IBIT Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Bitcoin Trust (IBIT) stake by 25% in Q1 2026, buying an estimated $11.3M and bringing the position to 1,296,500 shares worth $49.8M. The position accounts for 0.05% of the portfolio, ranked #369.

Cetera Investment Advisers first reported a position in IBIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $64.4M in Q3 2025. 1,543 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Cetera Investment Advisers held 1,296,500 shares of iShares Bitcoin Trust worth $49.8M as of Q1 2026.
  • Cetera Investment Advisers bought 262,087 iShares Bitcoin Trust shares in Q1 2026, an estimated $11.3M.
  • iShares Bitcoin Trust made up 0.05% of Cetera Investment Advisers's portfolio in Q1 2026, its #369 holding.
  • Cetera Investment Advisers first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • Cetera Investment Advisers's iShares Bitcoin Trust position peaked at $64.4M in Q3 2025.
  • 1,543 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.