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Savvy Advisors Inc’s iShares Bitcoin Trust IBIT Stock Holding History

Savvy Advisors Inc’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 		$9.98M Buy
259,787
+67,584
+35% +$2.93M 0.27% 74
2025
Q4 		$9.54M Buy
192,203
+40,545
+27% +$2.3M 0.31% 61
2025
Q3 		$9.86M Buy
151,658
+135,494
+838% +$8.81M 0.45% 48
2025
Q2 		$989K Buy
16,164
+6,101
+61% +$342K 0.07% 223
2025
Q1 		$471K Buy
+10,063
New +$533K 0.05% 298

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

Savvy Advisors Inc's IBIT Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares Bitcoin Trust (IBIT) stake by 35% in Q1 2026, buying an estimated $2.93M and bringing the position to 259,787 shares worth $9.98M. The position accounts for 0.27% of the portfolio, ranked #74.

Savvy Advisors Inc first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Savvy Advisors Inc held 259,787 shares of iShares Bitcoin Trust worth $9.98M as of Q1 2026.
  • Savvy Advisors Inc bought 67,584 iShares Bitcoin Trust shares in Q1 2026, an estimated $2.93M.
  • iShares Bitcoin Trust made up 0.27% of Savvy Advisors Inc's portfolio in Q1 2026, its #74 holding.
  • Savvy Advisors Inc first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.