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iShares Bitcoin Trust

595 hedge funds and large institutions have $4.03B invested in iShares Bitcoin Trust in 2024 Q2 according to their latest regulatory filings, with 217 funds opening new positions, 251 increasing their positions, 60 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+156
Holders Change %
+35.54%
% of All Funds
8.65%
Holding in Top 10
41
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+24.24%
% of All Funds
0.6%
New
217
Increased
251
Reduced
60
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
401
UBS Group
Switzerland
$270K +$147K +4,295 +119%
RFMS
402
RWQ Financial Management Services
Florida
$266K +$3.41K +100 +1%
ACI
403
Alpha Cubed Investments
California
$264K +$264K +7,732 New
LCS
404
Levin Capital Strategies
New York
$263K +$92.2K +2,700 +54%
Walleye Capital
405
Walleye Capital
New York
$263K +$263K +7,700 New
EWM
406
Evercore Wealth Management
New York
$262K +$16.3K +477 +7%
OC
407
Oarsman Capital
Wisconsin
$261K +$261K +7,655 New
SC
408
Savant Capital
Illinois
$261K +$261K +7,647 New
AFO
409
Allie Family Office
Florida
$258K
FMWA
410
Forvis Mazars Wealth Advisors
Missouri
$257K +$257K +7,535 New
VFPW
411
Vantage Financial Partners (Wisconsin)
Wisconsin
$253K +$253K +7,410 New
BCI
412
Brinker Capital Investments
Pennsylvania
$253K +$253K +7,407 New
OPS
413
Orion Portfolio Solutions
Nebraska
$253K +$253K +7,407 New
ACM
414
Armbruster Capital Management
New York
$253K +$253K +7,400 New
SFP
415
Sandbox Financial Partners
Maryland
$252K +$252K +7,386 New
KeyBank National Association
416
KeyBank National Association
Ohio
$250K +$250K +7,325 New
GWM
417
Greenhouse Wealth Management
Connecticut
$250K
EWA
418
Encompass Wealth Advisors
Oregon
$247K -$28.8K -845 -10%
DA
419
Doliver Advisors
Texas
$246K +$246K +7,208 New
BFG
420
Beacon Financial Group
Texas
$246K +$11.8K +346 +5%
FMP
421
Financial Management Professionals
Texas
$245K +$7.16K +210 +3%
EFG
422
Everhart Financial Group
Ohio
$244K +$244K +7,144 New
AWM
423
Avondale Wealth Management
Texas
$242K +$242K +7,085 New
WEG
424
World Equity Group
Illinois
$235K +$62K +1,815 +36%
PIA
425
Perennial Investment Advisors
California
$234K +$234K +6,863 New