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iShares Bitcoin Trust

1,161 hedge funds and large institutions have $12.2B invested in iShares Bitcoin Trust in 2025 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 598 increasing their positions, 216 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+61
Holders Change %
+5.55%
% of All Funds
15.77%
Holding in Top 10
77
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.1%
% of All Funds
1.05%
New
224
Increased
598
Reduced
216
Closed
133
Calls
$3.68B
Puts
$2.44B
Net Calls
+$1.24B
Net Calls Change
+$525M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
751
Bulltick Wealth Management
Florida
$336K +$123K +2,625 +58%
AWM
752
Avaii Wealth Management
Wisconsin
$335K +$41.1K +879 +14%
BW
753
BIP Wealth
Georgia
$335K +$335K +7,147 New
DJSG
754
D.J. St. Germain
Massachusetts
$332K +$84.4K +1,804 +34%
DAS
755
Diversify Advisory Services
Utah
$332K +$332K +6,114 New
TMWM
756
Taylor & Morgan Wealth Management
Michigan
$332K -$106K -2,256 -24%
WPA
757
Wealth Preservation Advisors
Tennessee
$331K +$331K +7,067 New
MIM
758
Moseley Investment Management
Florida
$330K +$44.4K +948 +16%
WE
759
Wealth Effects
Massachusetts
$329K -$23.4K -500 -7%
MWM
760
Modern Wealth Management
Kansas
$328K +$57.4K +1,226 +21%
GEM
761
Global Endowment Management
North Carolina
$328K +$70.2K +1,500 +27%
BBPWM
762
Blue Bell Private Wealth Management
Pennsylvania
$328K +$328K +6,998 New
CCWM
763
Correct Capital Wealth Management
Missouri
$326K +$41.6K +888 +15%
PFS
764
Prospect Financial Services
New York
$325K +$325K +6,945 New
AAM
765
Azzad Asset Management
Virginia
$323K +$323K +6,905 New
IPAM
766
Investment Partners Asset Management
New Jersey
$322K
VCM
767
Virtue Capital Management
Tennessee
$321K +$321K +6,838 New
4WM
768
4J Wealth Management
Virginia
$321K +$321K +6,852 New
MFA
769
Millington Financial Advisors
Illinois
$320K
BA
770
Ballew Advisors
Mississippi
$317K +$12.4K +261 +4%
PA
771
Perennial Advisors
New York
$316K -$242K -5,179 -43%
CIAS
772
Capital Investment Advisory Services
North Carolina
$315K +$135K +2,893 +75%
CSIC
773
Clifford Swan Investment Counsel
California
$315K +$315K +6,738 New
CWM
774
ClientFirst Wealth Management
Arkansas
$315K -$23.4K -499 -7%
HA
775
Helium Advisors
Washington
$314K +$314K +6,716 New