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iShares Bitcoin Trust

1,400 hedge funds and large institutions have $22.2B invested in iShares Bitcoin Trust in 2025 Q2 according to their latest regulatory filings, with 327 funds opening new positions, 665 increasing their positions, 224 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,400
Holders Change
+239
Holders Change %
+20.59%
% of All Funds
18.77%
Holding in Top 10
115
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+49.35%
% of All Funds
1.54%
New
327
Increased
665
Reduced
224
Closed
73
Calls
$6.84B
Puts
$5.46B
Net Calls
+$1.38B
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
376
Perigon Wealth Management
California
$2.38M +$321K +5,252 +16%
MFG
377
Merit Financial Group
Georgia
$2.37M +$741K +12,114 +46%
KPWS
378
Kestra Private Wealth Services
Texas
$2.36M +$91.1K +1,488 +4%
NL
379
NKCFO LLC
Illinois
$2.33M +$1.1M +18,000 +90%
STA
380
Summit Trail Advisors
New York
$2.31M +$1.78M +29,086 +339%
EFG
381
Elios Financial Group
Ohio
$2.3M +$2.3M +37,608 New
UFM
382
Ursa Fund Management
California
$2.3M +$129K +2,100 +6%
NTIC
383
Napean Trading & Investment Company
Singapore
$2.29M
MHWM
384
Montz Harcus Wealth Management
Louisiana
$2.29M
IP
385
Investment Partners
Ohio
$2.29M +$1.09M +17,728 +90%
SIAP
386
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.28M +$107K +1,750 +5%
SC
387
Savant Capital
Illinois
$2.23M +$534K +8,729 +32%
FNT
388
First National Trust
Pennsylvania
$2.23M +$934K +15,252 +72%
AR
389
Apeiron RIA
Texas
$2.22M +$116K +1,895 +6%
MIH
390
Meitav Investment House
Israel
$2.2M +$880K +14,370 +66%
SWM
391
Sagace Wealth Management
Florida
$2.2M +$2.2M +35,931 New
HNW
392
High Note Wealth
Minnesota
$2.2M +$2.16M +35,316 +6,006%
MPCG
393
Matrix Private Capital Group
New York
$2.19M +$472K +7,706 +27%
CW
394
CreativeOne Wealth
Kansas
$2.18M +$562K +9,179 +35%
KCM
395
KM Capital Management
Texas
$2.18M -$379K -6,198 -15%
PM
396
Phraction Management
Connecticut
$2.18M +$465K +7,598 +27%
HWA
397
HCR Wealth Advisors
California
$2.17M +$198K +3,241 +10%
HFA
398
Hippocratic Financial Advisors
California
$2.17M +$703K +11,482 +48%
CMTU
399
Capital Markets Trading (UK)
United Kingdom
$2.16M +$421K +6,878 +24%
SWP
400
Strategic Wealth Partners
Ohio
$2.16M +$2.16M +35,297 New