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Essex Financial Services’s iShares Bitcoin Trust IBIT Stock Holding History

Essex Financial Services’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
Q4 		– Sell
-4,403
Closed -$286K – 797
2025
Q3 		$286K Sell
4,403
-289
-6% -$18.8K 0.02% 595
2025
Q2 		$287K Buy
+4,692
New +$263K 0.02% 565

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $20.5B AUM 19.39% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
L
Laurore Hong Kong $263M AUM
AWIRL
Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

Essex Financial Services's IBIT Position: Q4 2025 in Review

Essex Financial Services sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 4,403 shares — an estimated $286K sold.

Essex Financial Services first reported a position in IBIT in Q2 2025 and held it in 2 quarters. The position peaked at $287K in Q2 2025. 1,656 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • Essex Financial Services reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Essex Financial Services sold 4,403 iShares Bitcoin Trust shares in Q4 2025, an estimated $286K.
  • Essex Financial Services first reported a position in iShares Bitcoin Trust in Q2 2025 and held it in 2 quarters.
  • Essex Financial Services's iShares Bitcoin Trust position peaked at $287K in Q2 2025.
  • 1,656 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Essex Financial Services's 13F filing for Q4 2025, filed 10 Feb 2026.