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iShares Bitcoin Trust

1,100 hedge funds and large institutions have $17B invested in iShares Bitcoin Trust in 2024 Q4 according to their latest regulatory filings, with 483 funds opening new positions, 427 increasing their positions, 120 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+427
Holders Change %
+63.45%
% of All Funds
14.65%
Holding in Top 10
82
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+64%
% of All Funds
1.09%
New
483
Increased
427
Reduced
120
Closed
45
Calls
$3.59B
Puts
$2.87B
Net Calls
+$720M
Net Calls Change
+$720M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$7.46M +$2.76M +52,057 +59%
PWM
152
Proathlete Wealth Management
Florida
$7.33M +$762K +14,366 +12%
LA
153
Lifeworks Advisors
Michigan
$7.3M +$1.39M +26,295 +24%
IAA
154
Independent Advisor Alliance
North Carolina
$7.24M +$6.91M +130,199 +2,053%
NFC
155
Northeast Financial Consultants
Connecticut
$7.21M -$2.08M -39,293 -22%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$7.18M +$2.19M +41,202 +44%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$7.12M +$2.89M +54,446 +68%
MC
158
Moors & Cabot
Massachusetts
$7.11M +$856K +16,141 +14%
AA
159
Ancient Art
Texas
$7.11M +$7.11M +134,000 New
PCP
160
Proficio Capital Partners
Massachusetts
$7.1M +$3.31M +62,360 +87%
NA
161
NewEdge Advisors
Louisiana
$7.06M +$4.69M +93,145 +198%
AC
162
Athos Capital
Hong Kong
$6.95M -$6.17M -116,360 -47%
TF
163
Trek Financial
Arizona
$6.83M +$3.77M +71,032 +123%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$6.72M +$4.61M +86,909 +219%
NW
165
NewEdge Wealth
Pennsylvania
$6.71M +$4.14M +78,038 +161%
BOC
166
Bull Oak Capital
California
$6.62M +$5.36M +101,030 +426%
VBFG
167
Vishria Bird Financial Group
Tennessee
$6.57M -$23.5K -443 -0.4%
Pathstone Holdings
168
Pathstone Holdings
New Jersey
$6.53M +$5.93M +111,431 +988%
RDWM
169
Red Door Wealth Management
Tennessee
$6.5M +$1.44M +27,097 +28%
AGM
170
Aragon Global Management
Florida
$6.46M +$6.46M +121,850 New
FC
171
Farringdon Capital
United Kingdom
$6.38M +$6.38M +120,312 New
SC
172
Sapient Capital
Indiana
$6.33M +$2.12M +40,048 +51%
EDRH
173
Edmond de Rothschild Holding
Switzerland
$6.28M +$436K +8,210 +7%
IAS
174
Insigneo Advisory Services
Florida
$6.23M +$3.12M +58,873 +100%
CM
175
Cercano Management
Washington
$6.21M +$6.21M +117,140 New