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iShares Bitcoin Trust

1,623 hedge funds and large institutions have $26.9B invested in iShares Bitcoin Trust in 2025 Q3 according to their latest regulatory filings, with 306 funds opening new positions, 877 increasing their positions, 243 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more repeat investments, than reductions

Existing positions increased: 877 | Existing positions reduced: 243

229% more first-time investments, than exits

New positions opened: 306 | Existing positions closed: 93

46% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $9.98B

19% more capital invested

Capital invested by funds: $22.6B → $26.9B (+$4.25B)

13% more funds holding

Funds holding: 1,4331,623 (+190)

7% more funds holding in top 10

Funds holding in top 10: 121130 (+9)

0.17% more ownership

Funds ownership: 30.59%30.76% (+0.17%)

Holders
1,623
Holders Change
+190
Holders Change %
+13.26%
% of All Funds
21.3%
Holding in Top 10
130
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.44%
% of All Funds
1.71%
New
306
Increased
877
Reduced
243
Closed
93
Calls
$14.6B
Puts
$9.98B
Net Calls
+$4.58B
Net Calls Change
+$3.4B
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
951
SFG Wealth Management
Maryland
$518K +$518K +7,967 New
LCWP
952
Legacy Capital Wealth Partners
Arkansas
$514K +$266K +4,093 +107%
OBWG
953
Onyx Bridge Wealth Group
New York
$514K +$514K +7,901 New
FFM
954
Forum Financial Management
Illinois
$514K +$9.76K +150 +2%
NAS
955
Nicolet Advisory Services
Wisconsin
$513K +$113K +1,736 +31%
CPRC
956
Consolidated Portfolio Review Corp
New York
$510K +$11.3K +174 +2%
DJSG
957
D.J. St. Germain
Massachusetts
$510K +$48.1K +739 +10%
CIS
958
Custom Index Systems
New York
$509K +$509K +7,826 New
OWM
959
OneAscent Wealth Management
Alabama
$508K +$20.7K +318 +4%
RWA
960
Redhawk Wealth Advisors
Minnesota
$507K -$48.5K -746 -9%
IFWM
961
Institute for Wealth Management
Colorado
$506K +$84.5K +1,299 +20%
EPW
962
Endeavor Private Wealth
Kansas
$504K +$504K +7,750 New
GC
963
Gilbert & Cook
Iowa
$503K +$6.63K +102 +1%
SPWM
964
Schrum Private Wealth Management
Florida
$502K +$131K +2,017 +35%
NW
965
Naviter Wealth
Arkansas
$498K -$55.9K -859 -10%
EWA
966
Encompass Wealth Advisors
Oregon
$498K +$10.7K +165 +2%
CPCM
967
Cardinal Point Capital Management
Ontario, Canada
$495K +$237K +3,650 +94%
MAG
968
MRA Advisory Group
New Jersey
$490K -$139K -2,136 -22%
CPW
969
Catalyst Private Wealth
California
$488K +$30.8K +474 +7%
RF
970
Rossby Financial
Florida
$487K +$3.25K +50 +0.7%
BA
971
Bluesphere Advisors
Pennsylvania
$486K +$244K +3,747 +101%
RWMH
972
Riverpoint Wealth Management Holdings
Illinois
$486K +$486K +7,470 New
MCA
973
MSH Capital Advisors
Arizona
$485K +$54.2K +833 +13%
MFA
974
Mayflower Financial Advisors
Massachusetts
$484K +$98.2K +1,509 +25%
GEM
975
Global Endowment Management
North Carolina
$479K