Kovitz Investment Group Partners
IBIT icon

Kovitz Investment Group Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Kovitz Investment Group Partners’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 		$285K Sell
7,420
-469
-6% -$20.3K 0.01% 449
2025
Q4 		$392K Sell
7,889
-26,980
-77% -$1.53M 0.01% 414
2025
Q3 		$2.27M Buy
34,869
+3,381
+11% +$220K 0.01% 634
2025
Q2 		$1.93M Buy
31,488
+7,279
+30% +$408K 0.01% 633
2025
Q1 		$1.13M Buy
24,209
+7,039
+41% +$373K 0.01% 705
2024
Q4 		$911K Buy
17,170
+2,600
+18% +$123K ﹤0.01% 739
2024
Q3 		$333K Buy
+14,570
New +$506K ﹤0.01% 848

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 $6.73T AUM 46.02% 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

Kovitz Investment Group Partners's IBIT Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its iShares Bitcoin Trust (IBIT) stake by 5.9% in Q1 2026, selling an estimated $20.3K and leaving 7,420 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #449.

Kovitz Investment Group Partners first reported a position in IBIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q3 2025. 1,542 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Kovitz Investment Group Partners held 7,420 shares of iShares Bitcoin Trust worth $285K as of Q1 2026.
  • Kovitz Investment Group Partners sold 469 iShares Bitcoin Trust shares in Q1 2026, an estimated $20.3K.
  • iShares Bitcoin Trust made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #449 holding.
  • Kovitz Investment Group Partners first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • Kovitz Investment Group Partners's iShares Bitcoin Trust position peaked at $2.27M in Q3 2025.
  • 1,542 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.