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Financial Advocates Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

Financial Advocates 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
2025
Q3 		– Sell
-400
Closed -$24.5K – 303
2025
Q2 		$24.5K Buy
+400
New +$22.4K ﹤0.01% 621

Other funds holding IBIT

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
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
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
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
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Financial Advocates Investment Management's IBIT Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares Bitcoin Trust (IBIT) stake by 21% in Q3 2025, selling an estimated $89.4K and leaving 5,113 shares worth $332K. The position accounts for 0.19% of the portfolio, ranked #83.

Financial Advocates Investment Management first reported a position in IBIT in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.25M in Q4 2024. 1,625 funds tracked by Wall St. Rank hold IBIT as of Q3 2025.

  • Financial Advocates Investment Management held 5,113 shares of iShares Bitcoin Trust worth $332K as of Q3 2025.
  • Financial Advocates Investment Management sold 1,374 iShares Bitcoin Trust shares in Q3 2025, an estimated $89.4K.
  • iShares Bitcoin Trust made up 0.19% of Financial Advocates Investment Management's portfolio in Q3 2025, its #83 holding.
  • Financial Advocates Investment Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 5 quarters since.
  • Financial Advocates Investment Management's iShares Bitcoin Trust position peaked at $1.25M in Q4 2024.
  • 1,625 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.