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Evergreen Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Evergreen Capital 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
Q1 		$605K Sell
15,752
-48,640
-76% -$2.11M 0.01% 673
2025
Q4 		$3.2M Buy
64,392
+31,084
+93% +$1.77M 0.07% 239
2025
Q3 		$2.17M Buy
33,308
+15,075
+83% +$981K 0.05% 278
2025
Q2 		$1.12M Hold
18,233
– – 0.03% 346
2025
Q1 		$853K Buy
18,233
+228
+1% +$12.1K 0.03% 361
2024
Q4 		$955K Buy
18,005
+3,230
+22% +$153K 0.03% 341
2024
Q3 		$534K Buy
+14,775
New +$513K 0.02% 479

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

Evergreen Capital Management's IBIT Position: Q1 2026 in Review

Evergreen Capital Management reduced its iShares Bitcoin Trust (IBIT) stake by 76% in Q1 2026, selling an estimated $2.11M and leaving 15,752 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #673.

Evergreen Capital Management first reported a position in IBIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.2M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Evergreen Capital Management held 15,752 shares of iShares Bitcoin Trust worth $605K as of Q1 2026.
  • Evergreen Capital Management sold 48,640 iShares Bitcoin Trust shares in Q1 2026, an estimated $2.11M.
  • iShares Bitcoin Trust made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #673 holding.
  • Evergreen Capital Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • Evergreen Capital Management's iShares Bitcoin Trust position peaked at $3.2M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.