Envestnet Asset Management
IBIT icon

Envestnet Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Envestnet Asset Management’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 		$25.8M Buy
775,462
+34,283
+5% +$1.39M 0.01% 1264
2026
Q1 		$28.5M Buy
741,179
+211,128
+40% +$9.14M 0.01% 1110
2025
Q4 		$26.3M Buy
530,051
+119,091
+29% +$6.77M 0.01% 1059
2025
Q3 		$26.7M Sell
410,960
-54,124
-12% -$3.52M 0.01% 1100
2025
Q2 		$28.5M Buy
465,084
+139,843
+43% +$7.84M 0.01% 1035
2025
Q1 		$15.2M Buy
325,241
+118,605
+57% +$6.28M ﹤0.01% 1380
2024
Q4 		$11M Buy
206,636
+75,945
+58% +$3.59M ﹤0.01% 1576
2024
Q3 		$4.72M Buy
130,691
+22,194
+20% +$771K ﹤0.01% 2137
2024
Q2 		$3.7M Buy
108,497
+32,416
+43% +$1.21M ﹤0.01% 2225
2024
Q1 		$3.08M Buy
+76,081
New +$2.37M ﹤0.01% 2307

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Envestnet Asset Management's IBIT Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares Bitcoin Trust (IBIT) stake by 4.6% in Q2 2026, buying an estimated $1.39M and bringing the position to 775,462 shares worth $25.8M. The position accounts for 0.01% of the portfolio, ranked #1264.

Envestnet Asset Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $28.5M in Q1 2026. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Envestnet Asset Management held 775,462 shares of iShares Bitcoin Trust worth $25.8M as of Q2 2026.
  • Envestnet Asset Management bought 34,283 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.39M.
  • iShares Bitcoin Trust made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1264 holding.
  • Envestnet Asset Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Envestnet Asset Management's iShares Bitcoin Trust position peaked at $28.5M in Q1 2026.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.