ZIM
IBIT icon

Zacks Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

Zacks Investment Management’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
Q2 		– Sell
-6,224
Closed -$239K – 769
2026
Q1 		$239K Buy
6,224
+599
+11% +$25.9K ﹤0.01% 631
2025
Q4 		$279K Buy
5,625
+849
+18% +$48.2K ﹤0.01% 598
2025
Q3 		$310K Buy
+4,776
New +$311K ﹤0.01% 567

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Zacks Investment Management's IBIT Position: Q2 2026 in Review

Zacks Investment Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 6,224 shares — an estimated $239K sold.

Zacks Investment Management first reported a position in IBIT in Q3 2025 and held it in 3 quarters. The position peaked at $310K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Zacks Investment Management reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Zacks Investment Management sold 6,224 iShares Bitcoin Trust shares in Q2 2026, an estimated $239K.
  • Zacks Investment Management first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 3 quarters.
  • Zacks Investment Management's iShares Bitcoin Trust position peaked at $310K in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.