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INVST’s iShares Bitcoin Trust IBIT Stock Holding History

INVST’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 		$890K Sell
23,173
-573
-2% -$24.8K 0.1% 161
2025
Q4 		$1.18M Buy
23,746
+9,355
+65% +$531K 0.13% 133
2025
Q3 		$935K Buy
14,391
+1,519
+12% +$98.8K 0.11% 155
2025
Q2 		$788K Buy
12,872
+151
+1% +$8.46K 0.1% 164
2025
Q1 		$595K Buy
12,721
+2,236
+21% +$118K 0.08% 203
2024
Q4 		$556K Buy
+10,485
New +$495K 0.07% 165

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

INVST's IBIT Position: Q1 2026 in Review

INVST reduced its iShares Bitcoin Trust (IBIT) stake by 2.4% in Q1 2026, selling an estimated $24.8K and leaving 23,173 shares worth $890K. The position accounts for 0.1% of the portfolio, ranked #161.

INVST first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.18M in Q4 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • INVST held 23,173 shares of iShares Bitcoin Trust worth $890K as of Q1 2026.
  • INVST sold 573 iShares Bitcoin Trust shares in Q1 2026, an estimated $24.8K.
  • iShares Bitcoin Trust made up 0.1% of INVST's portfolio in Q1 2026, its #161 holding.
  • INVST first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • INVST's iShares Bitcoin Trust position peaked at $1.18M in Q4 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.