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Fernwood Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

Fernwood Investment 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
2024
Q4 		$508K Hold
9,584
– – 0.18% 106
2024
Q3 		$346K Buy
9,584
+555
+6% +$19.3K 0.11% 145
2024
Q2 		$308K Buy
9,029
+2,165
+32% +$80.9K 0.1% 160
2024
Q1 		$278K Buy
+6,864
New +$214K 0.08% 170

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 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
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

Fernwood Investment Management's IBIT Position: Q4 2024 in Review

Fernwood Investment Management held its iShares Bitcoin Trust (IBIT) position steady in Q4 2024 at 9,584 shares worth $508K. The position accounts for 0.18% of the portfolio, ranked #106.

Fernwood Investment Management first reported a position in IBIT in Q1 2024 and has held it in 4 quarters since. 1,112 funds tracked by Wall St. Rank hold IBIT as of Q4 2024.

  • Fernwood Investment Management held 9,584 shares of iShares Bitcoin Trust worth $508K as of Q4 2024.
  • Fernwood Investment Management left its iShares Bitcoin Trust share count unchanged in Q4 2024.
  • iShares Bitcoin Trust made up 0.18% of Fernwood Investment Management's portfolio in Q4 2024, its #106 holding.
  • Fernwood Investment Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 4 quarters since.
  • 1,112 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.