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iShares Bitcoin Trust

1,650 hedge funds and large institutions have $18.8B invested in iShares Bitcoin Trust in 2025 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 789 increasing their positions, 395 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 789 | Existing positions reduced: 395

29% more call options, than puts

Call options by funds: $10.6B | Put options by funds: $8.24B

25% more first-time investments, than exits

New positions opened: 297 | Existing positions closed: 238

2% more funds holding

Funds holding: 1,6221,650 (+28)

2.92% less ownership

Funds ownership: 30.76%27.84% (-2.9%)

20% less funds holding in top 10

Funds holding in top 10: 130104 (-26)

30% less capital invested

Capital invested by funds: $26.9B → $18.8B (-$8.03B)

Holders
1,650
Holders Change
+28
Holders Change %
+1.73%
% of All Funds
20.08%
Holding in Top 10
104
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-20%
% of All Funds
1.27%
New
297
Increased
789
Reduced
395
Closed
238
Calls
$10.6B
Puts
$8.24B
Net Calls
+$2.38B
Net Calls Change
-$2.2B
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
1351
Stone House Investment Management
Pennsylvania
$206K -$55.2K -972 -19%
DG
1352
DMC Group
Alabama
$206K -$95.9K -1,688 -29%
YWS
1353
Yarger Wealth Strategies
Ohio
$206K +$236K +4,147 New
FBT
1354
First Bankers Trust
Kentucky
$206K +$44.3K +780 +23%
WGS
1355
Washington Growth Strategies
District of Columbia
$204K
PCM
1356
Parsons Capital Management
Rhode Island
$203K +$233K +4,097 New
SRS
1357
Strong Retirement Solutions
Washington
$203K +$232K +4,091 New
FFWM
1358
Future Financial Wealth Management
Ohio
$203K +$54K +950 +31%
TA
1359
TLS Advisors
Florida
$203K +$232K +4,087 New
AO
1360
Advisor OS
Illinois
$203K -$56.9K -1,001 -20%
EFMC
1361
Empire Financial Management Company
New York
$203K +$19.9K +350 +9%
WHCFA
1362
William Howard & Co Financial Advisors
Tennessee
$202K +$24.9K +438 +12%
KFA
1363
Kelleher Financial Advisors
New York
$202K +$66.6K +1,173 +40%
LAM
1364
Lewis Asset Management
California
$202K +$231K +4,068 New
SSCA
1365
South Shore Capital Advisors
Massachusetts
$202K +$231K +4,066 New
CWA
1366
Canvas Wealth Advisors
Kansas
$202K +$231K +4,065 New
OA
1367
Oasis Advisors
Iowa
$202K +$231K +4,063 New
AWM
1368
Austin Wealth Management
Texas
$202K -$722K -12,711 -76%
TWPM
1369
Total Wealth Planning & Management
Florida
$201K +$230K +4,048 New
MWM
1370
MinichMacGregor Wealth Management
New York
$201K +$17.6K +310 +8%
MFS
1371
Miller Financial Services
Michigan
$200K +$229K +4,035 New
AF
1372
Align Financial
Minnesota
$199K +$11.3K +199 New
FG
1373
Franchise GP
$199K +$227K +3,993 New
SWIM
1374
Smallwood Wealth Investment Management
New Jersey
$199K +$191K +3,362 +526%
IWM
1375
IMG Wealth Management
Florida
$191K