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iShares Bitcoin Trust

442 hedge funds and large institutions have $3.5B invested in iShares Bitcoin Trust in 2024 Q1 according to their latest regulatory filings, with 442 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

20.09% more ownership

Funds ownership: 0%20.09% (+20%)

Holders
442
Holders Change
+442
Holders Change %
% of All Funds
6.37%
Holding in Top 10
35
Holding in Top 10 Change
+35
Holding in Top 10 Change %
% of All Funds
0.5%
New
442
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
76
Acorn Financial Advisory Services
Virginia
$4.14M +$3.19M +102,253 New
KWA
77
Kingswood Wealth Advisors
California
$3.98M +$3.07M +98,411 New
LA
78
Lifeworks Advisors
Michigan
$3.97M +$3.06M +98,211 New
MC
79
Moors & Cabot
Massachusetts
$3.89M +$2.99M +96,023 New
PHS
80
Pekin Hardy Strauss
Illinois
$3.83M +$2.96M +94,745 New
NAM
81
NTV Asset Management
West Virginia
$3.69M +$2.85M +91,300 New
TCM
82
Traynor Capital Management
Pennsylvania
$3.67M +$2.83M +90,590 New
KAS
83
Kestra Advisory Services
Texas
$3.65M +$2.81M +90,173 New
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$3.42M +$2.63M +84,419 New
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$3.4M +$2.62M +84,131 New
MA
86
Mutual Advisors
Nebraska
$3.34M +$2.58M +82,602 New
BWM
87
BigSur Wealth Management
Florida
$3.3M +$2.54M +81,547 New
ZF
88
Zhang Financial
Michigan
$3.27M +$2.52M +80,825 New
BAM
89
Belpointe Asset Management
Nevada
$3.2M +$2.47M +79,067 New
IAN
90
Integrated Advisors Network
Texas
$3.12M +$2.4M +76,998 New
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$3.08M +$2.37M +76,081 New
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$3.07M +$2.41M +77,216 New
CC
93
Copperleaf Capital
North Carolina
$3.02M +$2.33M +74,722 New
Mariner
94
Mariner
Kansas
$2.98M +$2.29M +73,551 New
FEG
95
Financial Enhancement Group
Indiana
$2.94M +$2.41M +77,157 New
DAM
96
Deltec Asset Management
New York
$2.89M +$2.23M +71,400 New
Financial Engines Advisors
97
Financial Engines Advisors
California
$2.87M +$2.21M +71,001 New
KWM
98
Keebeck Wealth Management
Illinois
$2.86M +$2.2M +70,554 New
CAMG
99
CWA Asset Management Group
Florida
$2.79M +$2.15M +68,894 New
GP
100
Geneva Partners
Wisconsin
$2.79M +$2.15M +68,825 New

IBIT Hedge Fund Activity: Q1 2024 in Review

442 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Bitcoin Trust (IBIT) for Q1 2024, worth a combined $3.5B.

Buyers outnumbered sellers: 442 funds opened new IBIT positions and 0 closed out — a net gain of 442 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $651M.

  • 442 institutional investors held iShares Bitcoin Trust (IBIT) as of Q1 2024, up from 0 in Q4 2023.
  • Funds reported $3.5B of iShares Bitcoin Trust stock for Q1 2024.
  • 442 funds opened new iShares Bitcoin Trust positions in Q1 2024 and 0 closed out, a net change of +442 holders.
  • The largest iShares Bitcoin Trust buyer in Q1 2024 was Millennium Management, an estimated $651M added.

Based on aggregated 13F filings for Q1 2024.