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Lokken Investment Group’s iShares Bitcoin Trust IBIT Stock Holding History

Lokken Investment Group’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 		$337K Buy
5,181
+1,202
+30% +$78.2K 0.12% 108
2025
Q2 		$244K Buy
+3,979
New +$223K 0.09% 117

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $1.48B AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Lokken Investment Group's IBIT Position: Q3 2025 in Review

Lokken Investment Group increased its iShares Bitcoin Trust (IBIT) stake by 30% in Q3 2025, buying an estimated $78.2K and bringing the position to 5,181 shares worth $337K. The position accounts for 0.12% of the portfolio, ranked #108.

Lokken Investment Group first reported a position in IBIT in Q2 2025 and has held it in 2 quarters since. 1,626 funds tracked by Wall St. Rank hold IBIT as of Q3 2025.

  • Lokken Investment Group held 5,181 shares of iShares Bitcoin Trust worth $337K as of Q3 2025.
  • Lokken Investment Group bought 1,202 iShares Bitcoin Trust shares in Q3 2025, an estimated $78.2K.
  • iShares Bitcoin Trust made up 0.12% of Lokken Investment Group's portfolio in Q3 2025, its #108 holding.
  • Lokken Investment Group first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 2 quarters since.
  • 1,626 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.