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NewEdge Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

NewEdge Advisors’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 		$18.4M Buy
477,809
+30,805
+7% +$1.33M 0.07% 281
2025
Q4 		$21.2M Sell
447,004
-296,990
-40% -$16.9M 0.08% 233
2025
Q3 		$31.6M Buy
743,994
+227,290
+44% +$14.8M 0.14% 142
2025
Q2 		$21M Buy
516,704
+200,872
+64% +$11.3M 0.11% 194
2025
Q1 		$10.2M Buy
315,832
+175,681
+125% +$9.3M 0.06% 317
2024
Q4 		$7.06M Buy
140,151
+93,145
+198% +$4.4M 0.04% 396
2024
Q3 		$1.7M Buy
47,006
+9,779
+26% +$340K 0.01% 862
2024
Q2 		$1.27M Buy
37,227
+10,762
+41% +$402K 0.01% 951
2024
Q1 		$1.07M Buy
+26,465
New +$825K 0.01% 970

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

NewEdge Advisors's IBIT Position: Q1 2026 in Review

NewEdge Advisors increased its iShares Bitcoin Trust (IBIT) stake by 6.9% in Q1 2026, buying an estimated $1.33M and bringing the position to 477,809 shares worth $18.4M. The position accounts for 0.07% of the portfolio, ranked #281.

NewEdge Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $31.6M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • NewEdge Advisors held 477,809 shares of iShares Bitcoin Trust worth $18.4M as of Q1 2026.
  • NewEdge Advisors bought 30,805 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.33M.
  • iShares Bitcoin Trust made up 0.07% of NewEdge Advisors's portfolio in Q1 2026, its #281 holding.
  • NewEdge Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • NewEdge Advisors's iShares Bitcoin Trust position peaked at $31.6M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.